Position in A
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,847,399
+$378,653 QoQ
Shares Held
13,908
+7.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#404
of 1,112 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in A Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Atria Investments, Inc holds $48,669,683 across 20 Diagnostics & Research names. A ranks #9 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
27,658 | $13,866,614 | |
| 2 | DHR |
Danaher Corp /De/
|
30,005 | $5,715,352 | |
| 3 | IQV |
Iqvia Holdings Inc.
|
22,836 | $4,412,371 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
|
7,511 | $3,954,090 | |
| 5 | NTRA |
Natera, Inc.
|
13,441 | $3,648,559 | |
| 6 | LH |
Labcorp Holdings Inc.
|
10,503 | $2,940,840 | |
| 7 | DGX |
Quest Diagnostics Inc
|
12,532 | $2,656,157 | |
| 8 | ILMN |
Illumina, Inc.
|
12,278 | $2,158,840 |
All Filings in A
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,847,399 | 13,908 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,468,746 | 12,886 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,345,188 | 9,886 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,288,120 | 10,036 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $795,387 | 6,740 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $845,882 | 7,231 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,056,852 | 7,867 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,217,684 | 8,201 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,319,633 | 10,180 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,722,983 | 11,841 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $1,299,930 | 9,350 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,219,732 | 10,908 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,121,090 | 9,323 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,082,233 | 7,823 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,046,652 | 6,994 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,987,464 | 16,351 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,159,713 | 18,184 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,684,199 | 27,841 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,392,769 | 27,515 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $4,137,367 | 26,264 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $4,261,214 | 28,829 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,819,412 | 30,041 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $6,263,618 | 52,862 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,087,224 | 10,771 | Shares | Sole | 2020-11-05 | |
| 2020-03-31 | $356,023 | 4,971 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||