Position in CDNA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$142
+$29 QoQ
Shares Held
5
-16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#221
of 225 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CDNA 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. CDNA ranks #29 (0.0% 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 CDNA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $142 | 5 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $113 | 6 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $290 | 20 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,168 | 111 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||