Position in CDNA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,508
+$599 QoQ
Shares Held
88
-20.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#208
of 225 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CDNA Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026IFP Advisors, Inc holds $13,051,928 across 32 Diagnostics & Research names. CDNA ranks #26 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IQV |
Iqvia Holdings Inc.
|
18,301 | $3,536,119 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
5,215 | $2,614,592 | |
| 3 | DGX |
Quest Diagnostics Inc
|
12,005 | $2,544,459 | |
| 4 | NTRA |
Natera, Inc.
|
5,336 | $1,448,457 | |
| 5 | DHR |
Danaher Corp /De/
|
3,551 | $676,394 | |
| 6 | ILMN |
Illumina, Inc.
|
1,930 | $339,351 | |
| 7 | IDXX |
Idexx Laboratories Inc /De
|
585 | $307,967 | |
| 8 | MTD |
Mettler Toledo International Inc/
|
221 | $282,329 |
All Filings in CDNA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,508 | 88 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,909 | 110 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,130 | 60 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,817 | 125 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $2,598 | 133 | Shares | Sole | 2025-07-24 | |
| 2024-12-31 | $428 | 20 | Shares | Sole | 2025-02-04 | |
| 2023-06-30 | $2,890 | 340 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,107 | 340 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $5 | 340 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,178 | 363 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $7,797 | 363 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $12,576 | 340 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $15,463 | 340 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $21,545 | 340 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $45,760 | 500 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $34,113 | 501 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $217 | 3 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $303 | 8 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $0 | 0 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||