Position in DHR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,236,381
-$279,298 QoQ
Shares Held
6,521
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in DHR Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Mar 31, 2026Summit Financial, LLC holds $6,969,585 across 7 Diagnostics & Research names. DHR ranks #3 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
3,555 | $1,747,389 | |
| 2 | GRAL |
GRAIL, Inc.
|
30,267 | $1,564,198 | |
| 3 | DHR |
Danaher Corp /De/
This page
|
6,521 | $1,236,381 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
|
1,464 | $822,606 | |
| 5 | RDNT |
RadNet, Inc.
|
12,668 | $708,014 | |
| 6 | DGX |
Quest Diagnostics Inc
|
2,483 | $486,618 | |
| 7 | NTRA |
Natera, Inc.
|
2,022 | $404,379 |
All Filings in DHR
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,236,381 | 6,521 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,515,679 | 6,621 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,307,326 | 6,594 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,196,499 | 6,057 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,748,035 | 8,527 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,900,214 | 8,278 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,328,695 | 8,376 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,001,798 | 8,012 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,247,351 | 4,995 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,177,057 | 5,088 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $956,548 | 4,349 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $959,149 | 4,508 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,076,309 | 4,817 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,138,152 | 4,837 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,454,026 | 6,350 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,209,164 | 5,380 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,373,293 | 5,281 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,375,249 | 4,715 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $587,828 | 2,178 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $258,367 | 1,086 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||