Position in A
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,964,951
+$490,964 QoQ
Shares Held
14,793
+14.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#396
of 1,112 holders
Holding Since
Mar 2024
10 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, 2026Merit Financial Group, LLC holds $38,936,517 across 18 Diagnostics & Research names. A ranks #8 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
21,998 | $11,028,912 | |
| 2 | NTRA |
Natera, Inc.
|
17,241 | $4,680,066 | |
| 3 | ILMN |
Illumina, Inc.
|
23,473 | $4,127,254 | |
| 4 | DHR |
Danaher Corp /De/
|
19,443 | $3,703,497 | |
| 5 | IQV |
Iqvia Holdings Inc.
|
14,695 | $2,839,364 | |
| 6 | MEDP |
Medpace Holdings, Inc.
|
4,310 | $2,282,530 | |
| 7 | IDXX |
Idexx Laboratories Inc /De
|
4,079 | $2,147,346 | |
| 8 | A |
Agilent Technologies, Inc.
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|
14,793 | $1,964,951 |
All Filings in A
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,964,951 | 14,793 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $1,473,987 | 12,932 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $1,847,419 | 13,577 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,802,674 | 14,045 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $1,770,740 | 15,005 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $508,629 | 4,348 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $373,599 | 2,781 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $204,011 | 1,374 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $299,315 | 2,309 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $300,187 | 2,063 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||