Position in A
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$207,081
+$4,311 QoQ
Shares Held
1,559
-12.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#838
of 1,112 holders
Holding Since
Mar 2021
12 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, 2026Independent Advisor Alliance holds $12,938,747 across 10 Diagnostics & Research names. A ranks #9 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
10,411 | $5,219,658 | |
| 2 | LH |
Labcorp Holdings Inc.
|
11,785 | $3,299,800 | |
| 3 | DHR |
Danaher Corp /De/
|
6,376 | $1,214,500 | |
| 4 | DGX |
Quest Diagnostics Inc
|
4,190 | $888,069 | |
| 5 | MEDP |
Medpace Holdings, Inc.
|
1,399 | $740,896 | |
| 6 | IDXX |
Idexx Laboratories Inc /De
|
1,024 | $539,073 | |
| 7 | IQV |
Iqvia Holdings Inc.
|
2,130 | $411,558 | |
| 8 | WAT |
Waters Corp /De/
|
576 | $216,023 |
All Filings in A
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,081 | 1,559 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $202,770 | 1,779 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,082,300 | 7,954 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $323,697 | 2,522 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $294,906 | 2,499 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $271,276 | 2,319 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $322,012 | 2,397 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $216,186 | 1,456 | Shares | Sole | 2024-11-13 | |
| 2021-12-31 | $1,491,131 | 9,340 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,419,187 | 9,009 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,290,529 | 8,731 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,110,822 | 8,737 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||