Creative Planning

Position in ICLR — Icon PLC

CIK 1540235 OVERLAND PARK, KS

Position in ICLR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$698,835

+$311,747 QoQ

Shares Held

4,023

+15.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#222

of 422 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Creative Planning holds $277,026,047 across 31 Diagnostics & Research names. ICLR ranks #24 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TMO	Thermo Fisher Scientific Inc.	137,468	$68,920,956
2	DHR	Danaher Corp /De/	198,583	$37,826,089
3	A	Agilent Technologies, Inc.	188,942	$25,097,165
4	IDXX	Idexx Laboratories Inc /De	43,512	$22,906,457
5	GH	Guardant Health, Inc.	107,052	$16,061,011
6	WAT	Waters Corp /De/	38,901	$14,589,430
7	ILMN	Illumina, Inc.	70,361	$12,371,573
8	NTRA	Natera, Inc.	40,849	$11,088,460

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$698,835	4,023	+15.0%	Shares	Defined	2026-08-13
2026-03-31	$387,088	3,498	-20.1%	Shares	Sole	2026-05-12
2025-12-31	$797,759	4,378	-5.9%	Shares	Sole	2026-02-17
2025-09-30	$814,100	4,652	-0.6%	Shares	Defined	2025-11-14
2025-06-30	$680,414	4,678	-7.6%	Shares	Defined	2025-08-08
2025-03-31	$886,324	5,065	-37.7%	Shares	Sole	2025-05-15
2024-12-31	$1,705,780	8,134	-85.4%	Shares	Defined	2025-02-14
2024-09-30	$16,019,255	55,756	-1.0%	Shares	Defined	2024-10-11
2024-06-30	$17,661,837	56,343	+0.5%	Shares	Defined	2024-08-15
2024-03-31	$18,836,715	56,070	-0.1%	Shares	Sole	2024-05-13
2023-12-31	$15,887,020	56,124	-49.0%	Shares	Defined	2024-02-14
2023-09-30	$27,121,728	110,139	+71.8%	Shares	Sole	2023-11-16
2023-06-30	$16,038,320	64,102	+0.6%	Shares	Sole	2023-07-21
2023-03-31	$13,608,886	63,715	-1.7%	Shares	Sole	2023-05-15
2022-12-31	$12,585,846	64,792	-0.5%	Shares	Sole	2023-02-10
2022-09-30	$11,971,980	65,143	-19.3%	Shares	Sole	2022-11-03
2022-06-30	$17,495,924	80,738	-12.7%	Shares	Sole	2022-08-15
2022-03-31	$22,500,525	92,511	+1970.5%	Shares	Sole	2022-05-16
2021-12-31	$1,383,739	4,468	-22.7%	Shares	Sole	2022-02-11
2021-09-30	$1,513,951	5,778	-13.5%	Shares	Sole	2021-11-10
2021-06-30	$1,379,995	6,676	-23.8%	Shares	Sole	2021-08-04
2021-03-31	$1,721,183	8,765	-20.2%	Shares	Sole	2021-04-30
2020-12-31	$2,141,075	10,981	+327.6%	Shares	Sole	2021-01-29
2020-09-30	$490,719	2,568	+24.9%	Shares	Sole	2020-11-05
2020-06-30	$346,353	2,056	-4.7%	Shares	Sole	2020-07-23
2020-03-31	$293,352	2,157	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.