Position in DGX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$748,183
-$852 QoQ
Shares Held
3,530
-7.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#551
of 1,090 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in DGX Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026BURNEY CO/ holds $10,891,139 across 7 Diagnostics & Research names. DGX ranks #4 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTD |
Mettler Toledo International Inc/
|
3,489 | $4,457,232 | |
| 2 | LH |
Labcorp Holdings Inc.
|
9,355 | $2,619,400 | |
| 3 | NTRA |
Natera, Inc.
|
6,581 | $1,786,412 | |
| 4 | DGX |
Quest Diagnostics Inc
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|
3,530 | $748,183 | |
| 5 | TMO |
Thermo Fisher Scientific Inc.
|
1,290 | $646,754 | |
| 6 | WAT |
Waters Corp /De/
|
1,044 | $391,541 | |
| 7 | A |
Agilent Technologies, Inc.
|
1,819 | $241,617 |
All Filings in DGX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $748,183 | 3,530 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $749,035 | 3,822 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $672,081 | 3,873 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $737,354 | 3,869 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $694,988 | 3,869 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $855,136 | 5,054 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $762,446 | 5,054 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $706,077 | 4,548 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $622,393 | 4,547 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $686,714 | 5,159 | Shares | Sole | 2024-05-22 | |
| 2023-12-31 | $703,601 | 5,103 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $717,511 | 5,888 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $802,175 | 5,707 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $849,587 | 6,005 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,113,852 | 7,120 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $914,899 | 7,457 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $830,327 | 6,244 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $856,743 | 6,260 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,033,386 | 11,753 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $765,057 | 5,265 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $674,102 | 5,108 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $481,146 | 3,749 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $477,514 | 4,007 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $479,713 | 4,190 | Shares | Sole | 2020-12-14 | |
| 2020-06-30 | $477,492 | 4,190 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $292,292 | 3,640 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||