Position in DGX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,114,134
+$1,079,725 QoQ
Shares Held
76,028
-0.9% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#136
of 1,090 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in DGX Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026CSM Advisors, LLC holds $17,241,152 across 3 Diagnostics & Research names. DGX ranks #1 (93.5% of the industry book) .
All Filings in DGX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,114,134 | 76,028 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $15,034,409 | 76,714 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,394,366 | 88,713 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $15,564,478 | 81,669 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,276,813 | 101,747 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||