Position in A
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$25,097,165
+$11,191,719 QoQ
Shares Held
188,942
+54.9% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#129
of 1,120 holders
Holding Since
Mar 2020
26 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, 2026Creative Planning holds $272,210,544 across 30 Diagnostics & Research names. A ranks #3 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
137,468 | $68,920,956 | |
| 2 | DHR |
Danaher Corp /De/
|
198,583 | $37,826,089 | |
| 3 | A |
Agilent Technologies, Inc.
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|
188,942 | $25,097,165 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
|
43,512 | $22,906,457 | |
| 5 | GH |
Guardant Health, Inc.
|
107,052 | $16,061,011 | |
| 6 | WAT |
Waters Corp /De/
|
38,901 | $14,589,430 | |
| 7 | ILMN |
Illumina, Inc.
|
70,361 | $12,371,573 | |
| 8 | NTRA |
Natera, Inc.
|
40,849 | $11,088,460 |
All Filings in A
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,097,165 | 188,942 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $13,905,446 | 121,999 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $11,280,883 | 82,905 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,064,821 | 78,417 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,838,745 | 91,846 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $5,066,754 | 43,313 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,762,271 | 50,337 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,668,235 | 44,910 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $5,497,856 | 42,412 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $6,154,199 | 42,294 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $5,504,753 | 39,594 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,770,570 | 33,720 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $3,860,625 | 32,105 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $5,005,417 | 36,182 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,378,271 | 35,939 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,745,441 | 30,814 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,600,275 | 30,313 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,776,168 | 28,536 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,655,825 | 22,899 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,341,526 | 21,212 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,995,813 | 20,268 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,809,794 | 22,100 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,521,941 | 21,284 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,089,155 | 20,697 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,752,377 | 19,830 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,456,535 | 20,337 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||