Position in ST
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,513,959
+$2,019,820 QoQ
Shares Held
94,553
+33.5% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#121
of 464 holders
Holding Since
Jun 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ST Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Creative Planning holds $151,483,451 across 20 Scientific & Technical Instruments names. ST ranks #10 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEYS |
Keysight Technologies, Inc.
|
91,806 | $32,138,526 | |
| 2 | GRMN |
Garmin Ltd
|
80,210 | $19,053,082 | |
| 3 | COHR |
Coherent Corp.
|
41,035 | $16,187,075 | |
| 4 | MKSI |
Mks Inc
|
35,948 | $15,989,670 | |
| 5 | FTV |
Fortive Corp
|
224,020 | $13,685,380 | |
| 6 | ESE |
Esco Technologies Inc
|
36,585 | $12,806,213 | |
| 7 | CGNX |
Cognex Corp
|
134,873 | $9,767,502 | |
| 8 | TDY |
Teledyne Technologies Inc
|
11,365 | $7,579,318 |
All Filings in ST
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,513,959 | 94,553 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,494,139 | 70,816 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,081,026 | 32,473 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $759,075 | 24,847 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $671,121 | 22,289 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $442,029 | 18,213 | Shares | Sole | 2025-05-15 | |
| 2024-06-30 | $205,233 | 5,489 | Shares | Sole | 2024-08-15 | |
| 2023-03-31 | $234,493 | 4,688 | Shares | Sole | 2023-05-15 | |
| 2022-03-31 | $294,065 | 5,783 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $346,327 | 5,614 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $303,477 | 5,546 | Shares | Sole | 2021-11-10 | |
| 2021-03-31 | $280,651 | 4,843 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $292,443 | 5,545 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $239,038 | 5,541 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $215,710 | 5,794 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||