Position in A
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$71,861
-$16,473 QoQ
Shares Held
541
-30.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#897
of 1,112 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in A Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Spire Wealth Management holds $2,119,723 across 20 Diagnostics & Research names. A ranks #11 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHR |
Danaher Corp /De/
|
2,563 | $488,200 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
966 | $484,313 | |
| 3 | CRL |
Charles River Laboratories International, Inc.
|
914 | $207,286 | |
| 4 | DGX |
Quest Diagnostics Inc
|
896 | $189,907 | |
| 5 | IDXX |
Idexx Laboratories Inc /De
|
239 | $125,819 | |
| 6 | LH |
Labcorp Holdings Inc.
|
412 | $115,360 | |
| 7 | IQV |
Iqvia Holdings Inc.
|
567 | $109,555 | |
| 8 | ICLR |
Icon PLC
|
613 | $106,484 |
All Filings in A
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,861 | 541 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $88,334 | 775 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $105,454 | 775 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $112,306 | 875 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $119,544 | 1,013 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $326,491 | 2,791 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $446,411 | 3,323 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,989,335 | 13,398 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $4,229,438 | 32,627 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,960,907 | 47,838 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $6,817,475 | 49,036 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,809,707 | 34,070 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,085,736 | 17,345 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $180,671 | 1,306 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,951,618 | 33,088 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $55,669 | 458 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $208,203 | 1,753 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $11,784,515 | 89,054 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $14,551,139 | 91,144 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $13,698,021 | 86,955 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $11,811,349 | 79,909 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $9,786,347 | 76,973 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||