Position in A
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$190,611
-$78,039 QoQ
Shares Held
1,435
-39.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#850
of 1,112 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $35,366,566 across 31 Diagnostics & Research names. A ranks #13 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHR |
Danaher Corp /De/
|
95,787 | $18,245,507 | |
| 2 | TWST |
Twist Bioscience Corp
|
37,624 | $3,870,757 | |
| 3 | TMO |
Thermo Fisher Scientific Inc.
|
7,167 | $3,593,247 | |
| 4 | LH |
Labcorp Holdings Inc.
|
9,347 | $2,617,160 | |
| 5 | SHC |
Sotera Health Co
|
118,612 | $2,105,363 | |
| 6 | OPK |
Opko Health, Inc.
|
883,288 | $1,324,932 | |
| 7 | IDXX |
Idexx Laboratories Inc /De
|
2,307 | $1,214,497 | |
| 8 | ICLR |
Icon PLC
|
3,196 | $555,177 |
All Filings in A
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $190,611 | 1,435 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $268,650 | 2,357 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $53,067 | 390 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $141,056 | 1,099 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $143,618 | 1,217 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $55,448 | 474 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $52,661 | 392 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $62,361 | 420 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $54,055 | 417 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $68,098 | 468 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $89,118 | 641 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $131,276 | 1,174 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $112,193 | 933 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $129,071 | 933 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $133,038 | 889 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $108,057 | 889 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $111,643 | 940 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $148,474 | 1,122 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $179,127 | 1,122 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $162,413 | 1,031 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $38,578 | 261 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $31,149 | 245 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $29,030 | 245 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $24,730 | 245 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $21,650 | 245 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $20,626 | 288 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||