Position in DGX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$40,058
-$509 QoQ
Shares Held
189
-8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#918
of 1,088 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DGX Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Bruce G. Allen Investments, LLC holds $691,501 across 13 Diagnostics & Research names. DGX ranks #8 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICLR |
Icon PLC
|
829 | $144,005 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
218 | $109,296 | |
| 3 | DHR |
Danaher Corp /De/
|
466 | $88,763 | |
| 4 | IQV |
Iqvia Holdings Inc.
|
413 | $79,799 | |
| 5 | A |
Agilent Technologies, Inc.
|
578 | $76,775 | |
| 6 | LH |
Labcorp Holdings Inc.
|
242 | $67,760 | |
| 7 | CRL |
Charles River Laboratories International, Inc.
|
226 | $51,254 | |
| 8 | DGX |
Quest Diagnostics Inc
This page
|
189 | $40,058 |
All Filings in DGX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,058 | 189 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $40,567 | 207 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $36,441 | 210 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $34,494 | 181 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $32,513 | 181 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $30,963 | 183 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $17,499 | 116 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $14,593 | 94 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $12,866 | 94 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $16,638 | 125 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $19,027 | 138 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||