Position in DGX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$6,146
+$463 QoQ
Shares Held
29
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,010
of 1,090 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DGX Over Time
Shares Held
Position Value (USD)
Derivatives in DGX
reported options exposure · as of Dec 31, 2021CallValue
$86,505
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026TFC Financial Management, Inc. holds $248,877 across 16 Diagnostics & Research names. DGX ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHR |
Danaher Corp /De/
|
593 | $112,954 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
122 | $61,165 | |
| 3 | LH |
Labcorp Holdings Inc.
|
101 | $28,280 | |
| 4 | WAT |
Waters Corp /De/
|
64 | $24,002 | |
| 5 | DGX |
Quest Diagnostics Inc
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|
29 | $6,146 | |
| 6 | IQV |
Iqvia Holdings Inc.
|
24 | $4,637 | |
| 7 | MTD |
Mettler Toledo International Inc/
|
3 | $3,832 | |
| 8 | A |
Agilent Technologies, Inc.
|
21 | $2,789 |
All Filings in DGX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,146 | 29 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $5,683 | 29 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $5,032 | 29 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,526 | 29 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $5,748 | 32 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $4,906 | 29 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,374 | 29 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $4,502 | 29 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,969 | 29 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $3,327 | 25 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,860 | 28 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $3,655 | 30 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $3,514 | 25 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,819 | 27 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,911 | 25 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,067 | 25 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $3,324 | 25 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,421 | 25 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $86,505 | 500 | Call | Sole | 2022-02-02 | |
| 2021-12-31 | $4,325 | 25 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $3,632 | 25 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,299 | 25 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $3,208 | 25 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $2,979 | 25 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,862 | 25 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||