Position in A
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,215,128
+$64,158 QoQ
Shares Held
9,148
-9.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#468
of 1,112 holders
Holding Since
Dec 2024
7 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, 2026Sierra Legacy Group holds $5,582,607 across 6 Diagnostics & Research names. A ranks #2 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHR |
Danaher Corp /De/
|
6,835 | $1,301,930 | |
| 2 | A |
Agilent Technologies, Inc.
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|
9,148 | $1,215,128 | |
| 3 | MTD |
Mettler Toledo International Inc/
|
807 | $1,030,950 | |
| 4 | TMO |
Thermo Fisher Scientific Inc.
|
2,011 | $1,008,234 | |
| 5 | WAT |
Waters Corp /De/
|
1,500 | $562,560 | |
| 6 | ICLR |
Icon PLC
|
2,670 | $463,805 |
All Filings in A
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,215,128 | 9,148 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,150,970 | 10,098 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,344,371 | 9,880 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,268,098 | 9,880 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,272,147 | 10,780 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $772,652 | 6,605 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $818,130 | 6,090 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||