Position in DHR
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$818,313
-$276,611 QoQ
Shares Held
4,316
-9.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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, 2026Cassaday & Co Wealth Management LLC holds $2,910,307 across 16 Diagnostics & Research names. DHR ranks #2 (28.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
2,712 | $1,333,029 | |
| 2 | DHR |
Danaher Corp /De/
This page
|
4,316 | $818,313 | |
| 3 | ILMN |
Illumina, Inc.
|
1,662 | $204,858 | |
| 4 | MTD |
Mettler Toledo International Inc/
|
151 | $190,441 | |
| 5 | A |
Agilent Technologies, Inc.
|
1,664 | $189,662 | |
| 6 | RVTY |
Revvity, Inc.
|
964 | $84,456 | |
| 7 | DGX |
Quest Diagnostics Inc
|
116 | $22,733 | |
| 8 | WAT |
Waters Corp /De/
|
66 | $19,654 |
All Filings in DHR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $818,313 | 4,316 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,094,924 | 4,783 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $928,848 | 4,685 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $934,759 | 4,732 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $966,985 | 4,717 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,069,932 | 4,661 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,266,103 | 4,554 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,095,342 | 4,384 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,092,774 | 4,376 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $999,388 | 4,320 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $956,988 | 4,351 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $960,851 | 4,516 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,040,111 | 4,655 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,073,680 | 4,563 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||