Position in A
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$437,276
+$234,050 QoQ
Shares Held
3,292
+84.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#641
of 1,097 holders
Holding Since
Jun 2025
3 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, 2026Fi3 FINANCIAL ADVISORS, LLC holds $3,052,200 across 6 Diagnostics & Research names. A ranks #4 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
1,340 | $671,822 | |
| 2 | DHR |
Danaher Corp /De/
|
3,248 | $618,679 | |
| 3 | NTRA |
Natera, Inc.
|
2,105 | $571,402 | |
| 4 | A |
Agilent Technologies, Inc.
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|
3,292 | $437,276 | |
| 5 | MEDP |
Medpace Holdings, Inc.
|
810 | $428,967 | |
| 6 | ILMN |
Illumina, Inc.
|
1,843 | $324,054 |
All Filings in A
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,276 | 3,292 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $203,226 | 1,783 | Shares | Sole | 2026-05-07 | |
| 2025-06-30 | $213,480 | 1,809 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||