Position in DGX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$888,069
+$79,065 QoQ
Shares Held
4,190
+1.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#505
of 1,090 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DGX Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Independent Advisor Alliance holds $12,938,747 across 10 Diagnostics & Research names. DGX ranks #4 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
10,411 | $5,219,658 | |
| 2 | LH |
Labcorp Holdings Inc.
|
11,785 | $3,299,800 | |
| 3 | DHR |
Danaher Corp /De/
|
6,376 | $1,214,500 | |
| 4 | DGX |
Quest Diagnostics Inc
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|
4,190 | $888,069 | |
| 5 | MEDP |
Medpace Holdings, Inc.
|
1,399 | $740,896 | |
| 6 | IDXX |
Idexx Laboratories Inc /De
|
1,024 | $539,073 | |
| 7 | IQV |
Iqvia Holdings Inc.
|
2,130 | $411,558 | |
| 8 | WAT |
Waters Corp /De/
|
576 | $216,023 |
All Filings in DGX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $888,069 | 4,190 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $809,004 | 4,128 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $745,831 | 4,298 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $806,533 | 4,232 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $749,595 | 4,173 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $760,554 | 4,495 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $665,895 | 4,414 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $638,232 | 4,111 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $538,348 | 3,933 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $378,697 | 2,845 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $406,883 | 2,951 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $411,155 | 3,374 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $478,185 | 3,402 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $457,687 | 3,235 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $386,964 | 3,154 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $380,056 | 2,858 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $394,841 | 2,885 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $512,282 | 2,961 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $431,134 | 2,967 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $394,986 | 2,993 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $381,298 | 2,971 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $360,489 | 3,025 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $322,518 | 2,817 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $319,429 | 2,803 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $229,979 | 2,864 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||