Position in A
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$13,905,446
+$2,624,563 QoQ
Shares Held
121,999
+47.2% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.4163968557119321.ToString("F0")%
Shared 0.ToString("F0")%
None 99.58360314428806.ToString("F0")%
Common Shares in A Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Mar 31, 2026Creative Planning holds $214,044,784 across 30 Diagnostics & Research names. A ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
129,348 | $63,578,422 | |
| 2 | DHR |
Danaher Corp /De/
|
188,295 | $35,700,731 | |
| 3 | IDXX |
Idexx Laboratories Inc /De
|
37,170 | $20,885,450 | |
| 4 | A |
Agilent Technologies, Inc.
This page
|
121,999 | $13,905,446 | |
| 5 | IQV |
Iqvia Holdings Inc.
|
51,674 | $8,812,483 | |
| 6 | ILMN |
Illumina, Inc.
|
69,584 | $8,576,923 | |
| 7 | MTD |
Mettler Toledo International Inc/
|
6,367 | $8,030,060 | |
| 8 | MEDP |
Medpace Holdings, Inc.
|
16,032 | $7,698,406 |
All Filings in A
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||