Position in DGX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$486,618
+$106,761 QoQ
Shares Held
2,483
+13.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in DGX Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Mar 31, 2026Summit Financial, LLC holds $6,969,585 across 7 Diagnostics & Research names. DGX ranks #6 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
3,555 | $1,747,389 | |
| 2 | GRAL |
GRAIL, Inc.
|
30,267 | $1,564,198 | |
| 3 | DHR |
Danaher Corp /De/
|
6,521 | $1,236,381 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
|
1,464 | $822,606 | |
| 5 | RDNT |
RadNet, Inc.
|
12,668 | $708,014 | |
| 6 | DGX |
Quest Diagnostics Inc
This page
|
2,483 | $486,618 | |
| 7 | NTRA |
Natera, Inc.
|
2,022 | $404,379 |
All Filings in DGX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||