Position in CDNA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,002,715
+$473,288 QoQ
Shares Held
35,183
+15.4% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#102
of 225 holders
Holding Since
Mar 2023
6 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CDNA Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Creative Planning holds $277,026,047 across 31 Diagnostics & Research names. CDNA ranks #22 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
137,468 | $68,920,956 | |
| 2 | DHR |
Danaher Corp /De/
|
198,583 | $37,826,089 | |
| 3 | A |
Agilent Technologies, Inc.
|
188,942 | $25,097,165 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
|
43,512 | $22,906,457 | |
| 5 | GH |
Guardant Health, Inc.
|
107,052 | $16,061,011 | |
| 6 | WAT |
Waters Corp /De/
|
38,901 | $14,589,430 | |
| 7 | ILMN |
Illumina, Inc.
|
70,361 | $12,371,573 | |
| 8 | NTRA |
Natera, Inc.
|
40,849 | $11,088,460 |
All Filings in CDNA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,002,715 | 35,183 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $529,427 | 30,497 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $557,287 | 29,580 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $406,930 | 27,987 | Shares | Sole | 2025-11-14 | |
| 2024-09-30 | $204,117 | 6,537 | Shares | Defined | 2024-10-11 | |
| 2023-03-31 | $484 | 53 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||