Position in DGX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,755
+$1,580 QoQ
Shares Held
13
+116.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,041
of 1,090 holders
Holding Since
Mar 2025
6 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, 2026HFM Investment Advisors, LLC holds $44,303 across 19 Diagnostics & Research names. DGX ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
21 | $10,528 | |
| 2 | WAT |
Waters Corp /De/
|
9 | $3,375 | |
| 3 | MEDP |
Medpace Holdings, Inc.
|
6 | $3,177 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
|
6 | $3,158 | |
| 5 | DGX |
Quest Diagnostics Inc
This page
|
13 | $2,755 | |
| 6 | LH |
Labcorp Holdings Inc.
|
9 | $2,520 | |
| 7 | DHR |
Danaher Corp /De/
|
13 | $2,476 | |
| 8 | A |
Agilent Technologies, Inc.
|
16 | $2,125 |
All Filings in DGX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,755 | 13 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,175 | 6 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,041 | 6 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,143 | 6 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,257 | 7 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $507 | 3 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||