Position in A
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$712,101
+$353,406 QoQ
Shares Held
5,361
+70.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#550
of 1,112 holders
Holding Since
Dec 2023
3 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, 2026Turtle Creek Wealth Advisors, LLC holds $4,018,583 across 7 Diagnostics & Research names. A ranks #2 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
2,732 | $1,369,715 | |
| 2 | A |
Agilent Technologies, Inc.
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|
5,361 | $712,101 | |
| 3 | DHR |
Danaher Corp /De/
|
3,054 | $581,725 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
|
809 | $425,889 | |
| 5 | DGX |
Quest Diagnostics Inc
|
1,654 | $350,565 | |
| 6 | IQV |
Iqvia Holdings Inc.
|
1,529 | $295,433 | |
| 7 | WAT |
Waters Corp /De/
|
755 | $283,155 |
All Filings in A
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $712,101 | 5,361 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $358,695 | 3,147 | Shares | Sole | 2026-04-27 | |
| 2023-12-31 | $38,928 | 280 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||