Position in DHR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,207,261
-$242,040 QoQ
Shares Held
6,338
-17.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,040
of 2,098 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DHR Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Compound Planning, Inc. holds $8,516,107 across 13 Diagnostics & Research names. DHR ranks #2 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
4,209 | $2,110,224 | |
| 2 | DHR |
Danaher Corp /De/
This page
|
6,338 | $1,207,261 | |
| 3 | IDXX |
Idexx Laboratories Inc /De
|
1,575 | $829,142 | |
| 4 | DGX |
Quest Diagnostics Inc
|
3,830 | $811,768 | |
| 5 | NTRA |
Natera, Inc.
|
2,727 | $740,243 | |
| 6 | MEDP |
Medpace Holdings, Inc.
|
1,290 | $683,170 | |
| 7 | A |
Agilent Technologies, Inc.
|
3,449 | $458,130 | |
| 8 | WAT |
Waters Corp /De/
|
1,102 | $413,293 |
All Filings in DHR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,207,261 | 6,338 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,449,301 | 7,644 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $2,187,101 | 9,554 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $1,287,500 | 6,494 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,360,062 | 6,885 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,450,990 | 7,078 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,582,058 | 6,892 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,370,120 | 8,525 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,278,982 | 5,119 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $787,367 | 3,153 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $629,476 | 2,721 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||