Position in A
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$9,540,467
+$22,779 QoQ
Shares Held
83,703
+19.7% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 3.702376258915451.ToString("F0")%
Shared 0.ToString("F0")%
None 96.29762374108455.ToString("F0")%
Common Shares in A Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Mar 31, 2026CWM, LLC holds $114,534,279 across 33 Diagnostics & Research names. A ranks #6 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHR |
Danaher Corp /De/
|
114,138 | $21,640,564 | |
| 2 | MEDP |
Medpace Holdings, Inc.
|
34,731 | $16,677,478 | |
| 3 | NTRA |
Natera, Inc.
|
79,781 | $15,955,402 | |
| 4 | ILMN |
Illumina, Inc.
|
125,189 | $15,430,796 | |
| 5 | TMO |
Thermo Fisher Scientific Inc.
|
26,183 | $12,869,729 | |
| 6 | A |
Agilent Technologies, Inc.
This page
|
83,703 | $9,540,467 | |
| 7 | IQV |
Iqvia Holdings Inc.
|
32,272 | $5,503,666 | |
| 8 | IDXX |
Idexx Laboratories Inc /De
|
5,129 | $2,881,933 |
All Filings in A
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,540,467 | 83,703 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,517,688 | 69,947 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $9,034,556 | 70,390 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $6,855,908 | 58,096 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,481,317 | 12,663 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,917,300 | 14,272 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,706,183 | 11,491 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,469,744 | 11,338 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,705,086 | 11,718 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $1,050,927 | 7,559 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $751,765 | 6,723 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $864,477 | 7,189 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $931,581 | 6,734 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,009,688 | 6,747 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $716,051 | 5,891 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $580,785 | 4,890 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $636,374 | 4,809 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $608,905 | 3,814 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $245,512 | 1,661 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $211,179 | 1,661 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $196,811 | 1,661 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $167,661 | 1,661 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $146,782 | 1,661 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $118,960 | 1,661 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||