Position in A
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$276,286
+$68,957 QoQ
Shares Held
2,080
+14.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#758
of 1,112 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in A Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026IFP Advisors, Inc holds $13,051,928 across 32 Diagnostics & Research names. A ranks #9 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IQV |
Iqvia Holdings Inc.
|
18,301 | $3,536,119 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
5,215 | $2,614,592 | |
| 3 | DGX |
Quest Diagnostics Inc
|
12,005 | $2,544,459 | |
| 4 | NTRA |
Natera, Inc.
|
5,336 | $1,448,457 | |
| 5 | DHR |
Danaher Corp /De/
|
3,551 | $676,394 | |
| 6 | ILMN |
Illumina, Inc.
|
1,930 | $339,351 | |
| 7 | IDXX |
Idexx Laboratories Inc /De
|
585 | $307,967 | |
| 8 | MTD |
Mettler Toledo International Inc/
|
221 | $282,329 |
All Filings in A
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,286 | 2,080 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $207,329 | 1,819 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $146,819 | 1,079 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $132,842 | 1,035 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $125,916 | 1,067 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $52,056 | 445 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $61,527 | 458 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $57,758 | 389 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $46,148 | 356 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $52,238 | 359 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $57,975 | 417 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $72,906 | 652 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $142,496 | 1,185 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $190,770 | 1,379 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $113 | 1,492 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,001,815 | 8,242 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $947,309 | 7,976 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $973,816 | 7,359 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $1,168,957 | 7,322 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $1,168,084 | 7,415 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $1,083,003 | 7,327 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $956,092 | 7,520 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $191,124 | 1,613 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $169,982 | 1,684 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $146,163 | 1,654 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $103,992 | 1,452 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||