Position in A
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,773,224
+$1,063,069 QoQ
Shares Held
20,878
+39.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#357
of 1,112 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in A Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026HB Wealth Management, LLC holds $37,126,612 across 17 Diagnostics & Research names. A ranks #3 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
23,096 | $11,579,410 | |
| 2 | DHR |
Danaher Corp /De/
|
49,772 | $9,480,570 | |
| 3 | A |
Agilent Technologies, Inc.
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|
20,878 | $2,773,224 | |
| 4 | DGX |
Quest Diagnostics Inc
|
12,123 | $2,569,469 | |
| 5 | IDXX |
Idexx Laboratories Inc /De
|
4,167 | $2,193,675 | |
| 6 | WAT |
Waters Corp /De/
|
3,286 | $1,232,381 | |
| 7 | LH |
Labcorp Holdings Inc.
|
3,955 | $1,107,400 | |
| 8 | IQV |
Iqvia Holdings Inc.
|
5,697 | $1,100,774 |
All Filings in A
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,773,224 | 20,878 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,710,155 | 15,004 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,612,837 | 11,853 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,406,330 | 10,957 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $960,365 | 8,138 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $888,112 | 7,592 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,080,765 | 8,045 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,213,972 | 8,176 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $891,206 | 6,875 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $879,898 | 6,047 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $841,687 | 6,054 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $420,555 | 3,761 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $492,904 | 4,099 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $637,747 | 4,610 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $704,851 | 4,710 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $557,914 | 4,590 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $366,286 | 3,084 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $298,271 | 2,254 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $276,194 | 1,730 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||