Position in A
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$249,986
+$36,502 QoQ
Shares Held
1,882
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#781
of 1,112 holders
Holding Since
Mar 2026
2 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, 2026PDS Planning, Inc holds $4,853,885 across 7 Diagnostics & Research names. A ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
3,114 | $1,561,235 | |
| 2 | MEDP |
Medpace Holdings, Inc.
|
2,368 | $1,254,069 | |
| 3 | DHR |
Danaher Corp /De/
|
4,064 | $774,110 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
|
1,003 | $528,019 | |
| 5 | ILMN |
Illumina, Inc.
|
1,439 | $253,019 | |
| 6 | A |
Agilent Technologies, Inc.
This page
|
1,882 | $249,986 | |
| 7 | NTRA |
Natera, Inc.
|
860 | $233,447 |
All Filings in A
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,986 | 1,882 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $213,484 | 1,873 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||