Position in DGX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$68,035
+$11,985 QoQ
Shares Held
321
+12.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#891
of 1,090 holders
Holding Since
Mar 2026
2 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, 2026RICHARDSON FINANCIAL SERVICES INC. holds $990,350 across 6 Diagnostics & Research names. DGX ranks #3 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
1,491 | $747,527 | |
| 2 | IQV |
Iqvia Holdings Inc.
|
375 | $72,457 | |
| 3 | DGX |
Quest Diagnostics Inc
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|
321 | $68,035 | |
| 4 | CRL |
Charles River Laboratories International, Inc.
|
255 | $57,831 | |
| 5 | DHR |
Danaher Corp /De/
|
210 | $40,000 | |
| 6 | WAT |
Waters Corp /De/
|
12 | $4,500 |
All Filings in DGX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,035 | 321 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $56,050 | 286 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||