Live Oak Private Wealth LLC

Position in A — Agilent Technologies, Inc.

CIK 1799877 WILMINGTON, NC

Position in A

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$8,301,875

+$1,431,161 QoQ

Shares Held

62,500

+3.7% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

1.31%

of 13F equity value

Holder Rank

#234

of 1,112 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Live Oak Private Wealth LLC holds $25,900,596 across 5 Diagnostics & Research names. A ranks #1 (32.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	A	Agilent Technologies, Inc. This page	62,500	$8,301,875
2	DHR	Danaher Corp /De/	42,178	$8,034,065
3	TMO	Thermo Fisher Scientific Inc.	12,948	$6,491,609
4	ICLR	Icon PLC	16,161	$2,807,327
5	LH	Labcorp Holdings Inc.	949	$265,720

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,301,875	62,500	+3.7%	Shares	Sole	2026-07-20
2026-03-31	$6,870,714	60,280	+12.6%	Shares	Sole	2026-04-20
2025-12-31	$7,287,637	53,558	-0.2%	Shares	Sole	2026-01-23
2025-09-30	$6,886,490	53,654	+5.0%	Shares	Sole	2025-10-17
2025-06-30	$6,027,360	51,075	+4.7%	Shares	Sole	2025-08-04
2025-03-31	$5,707,688	48,792	+8.1%	Shares	Sole	2025-04-22
2024-12-31	$6,062,629	45,129	+0.2%	Shares	Sole	2025-01-28
2024-09-30	$6,688,578	45,047	-1.4%	Shares	Sole	2024-10-22
2024-06-30	$5,924,609	45,704	+0.4%	Shares	Sole	2024-07-17
2024-03-31	$6,620,850	45,501	+8.1%	Shares	Sole	2024-04-23
2023-12-31	$5,851,633	42,089	-1.8%	Shares	Sole	2024-01-29
2023-09-30	$4,791,934	42,854	—	Shares	Sole	2023-10-23
No filing history on record for this holder in this stock.