Position in DGX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$633,306
+$146,688 QoQ
Shares Held
2,988
+20.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#589
of 1,096 holders
Holding Since
Jun 2024
9 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, 2026Summit Financial, LLC holds $11,467,431 across 10 Diagnostics & Research names. DGX ranks #7 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRA |
Natera, Inc.
|
11,435 | $3,104,030 | |
| 2 | GRAL |
GRAIL, Inc.
|
30,817 | $2,103,876 | |
| 3 | TMO |
Thermo Fisher Scientific Inc.
|
3,687 | $1,848,514 | |
| 4 | DHR |
Danaher Corp /De/
|
7,962 | $1,516,601 | |
| 5 | RDNT |
RadNet, Inc.
|
12,934 | $797,639 | |
| 6 | IDXX |
Idexx Laboratories Inc /De
|
1,346 | $708,588 | |
| 7 | DGX |
Quest Diagnostics Inc
This page
|
2,988 | $633,306 | |
| 8 | GH |
Guardant Health, Inc.
|
1,765 | $264,802 |
All Filings in DGX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $633,306 | 2,988 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $486,618 | 2,483 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $379,857 | 2,189 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $379,254 | 1,990 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $378,121 | 2,105 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $274,273 | 1,621 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $224,479 | 1,488 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $231,633 | 1,492 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $217,502 | 1,589 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||