Position in A
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,530,354
-$221,661 QoQ
Shares Held
22,200
+9.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 53.92792792792793.ToString("F0")%
Shared 0.ToString("F0")%
None 46.072072072072075.ToString("F0")%
Common Shares in A Over Time
Shares Held
Position Value (USD)
Derivatives in A
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$693,957
PutShares
5,100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Diagnostics & Research
Healthcare · as of Mar 31, 2026Lido Advisors, LLC holds $44,629,856 across 14 Diagnostics & Research names. A ranks #3 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
39,978 | $19,650,385 | |
| 2 | DHR |
Danaher Corp /De/
|
75,083 | $14,235,736 | |
| 3 | A |
Agilent Technologies, Inc.
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|
22,200 | $2,530,354 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
|
3,943 | $2,215,531 | |
| 5 | RDNT |
RadNet, Inc.
|
37,367 | $2,088,441 | |
| 6 | WAT |
Waters Corp /De/
|
2,937 | $874,638 | |
| 7 | IQV |
Iqvia Holdings Inc.
|
5,074 | $865,319 | |
| 8 | ILMN |
Illumina, Inc.
|
4,165 | $513,377 |
All Filings in A
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46 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,530,354 | 22,200 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,752,015 | 20,225 | Shares | Defined | 2026-02-10 | |
| 2025-12-31 | $693,957 | 5,100 | Put | Sole | 2026-02-10 | |
| 2025-09-30 | $654,585 | 5,100 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $2,560,710 | 19,951 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,193,450 | 18,587 | Shares | Defined | 2025-08-13 | |
| 2025-06-30 | $601,851 | 5,100 | Put | Sole | 2025-08-13 | |
| 2025-03-31 | $2,691,592 | 23,009 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $140,376 | 1,200 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $174,642 | 1,300 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $2,777,343 | 20,674 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $207,872 | 1,400 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $3,113,327 | 20,968 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,770,840 | 21,375 | Shares | Defined | 2024-08-15 | |
| 2024-06-30 | $181,482 | 1,400 | Put | Sole | 2024-08-15 | |
| 2024-03-31 | $3,144,324 | 21,609 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $203,714 | 1,400 | Put | Sole | 2024-05-15 | |
| 2023-12-31 | $194,642 | 1,400 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $2,957,027 | 21,269 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $156,548 | 1,400 | Put | Sole | 2023-11-14 | |
| 2023-09-30 | $1,558,323 | 13,936 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $168,350 | 1,400 | Put | Sole | 2023-08-09 | |
| 2023-06-30 | $1,711,997 | 14,237 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,674,881 | 12,107 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $193,676 | 1,400 | Put | Sole | 2023-05-15 | |
| 2022-12-31 | $1,891,276 | 12,638 | Shares | Sole | 2023-02-14 | |
| 2022-12-31 | $209,510 | 1,400 | Put | Sole | 2023-02-14 | |
| 2022-09-30 | $1,042,655 | 8,578 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $334,337 | 2,815 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $474,800 | 3,588 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $507,048 | 3,176 | Shares | Sole | 2022-02-15 | |
| 2021-12-31 | $223,510 | 1,400 | Put | Sole | 2022-02-15 | |
| 2021-09-30 | $220,542 | 1,400 | Put | Sole | 2022-02-15 | |
| 2021-09-30 | $374,448 | 2,377 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $431,605 | 2,920 | Shares | Sole | 2021-08-12 | |
| 2021-06-30 | $295,620 | 2,000 | Put | Sole | 2021-08-12 | |
| 2021-03-31 | $254,280 | 2,000 | Put | Sole | 2021-11-12 | |
| 2021-03-31 | $379,004 | 2,981 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $354,759 | 2,994 | Shares | Sole | 2021-02-08 | |
| 2020-12-31 | $236,980 | 2,000 | Put | Sole | 2021-11-12 | |
| 2020-09-30 | $292,726 | 2,900 | Put | Sole | 2021-11-12 | |
| 2020-09-30 | $384,076 | 3,805 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $334,215 | 3,782 | Shares | Sole | 2020-08-12 | |
| 2020-06-30 | $256,273 | 2,900 | Put | Sole | 2021-11-12 | |
| 2020-03-31 | $207,698 | 2,900 | Put | Sole | 2021-11-12 | |
| 2020-03-31 | $256,757 | 3,585 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||