Position in ICLR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,389
+$504 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#404
of 422 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ICLR Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $3,475,210 across 24 Diagnostics & Research names. ICLR ranks #21 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
2,216 | $1,111,013 | |
| 2 | DHR |
Danaher Corp /De/
|
3,437 | $654,679 | |
| 3 | IDXX |
Idexx Laboratories Inc /De
|
519 | $273,222 | |
| 4 | GH |
Guardant Health, Inc.
|
1,602 | $240,348 | |
| 5 | VCYT |
Veracyte, Inc.
|
2,870 | $168,555 | |
| 6 | DGX |
Quest Diagnostics Inc
|
699 | $148,153 | |
| 7 | A |
Agilent Technologies, Inc.
|
1,106 | $146,909 | |
| 8 | MTD |
Mettler Toledo International Inc/
|
97 | $123,918 |
All Filings in ICLR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,389 | 8 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $885 | 8 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,457 | 8 | Shares | Sole | 2026-02-13 | |
| 2025-03-31 | $289,958 | 1,657 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $319,807 | 1,525 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $431,252 | 1,501 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $482,743 | 1,540 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $508,964 | 1,515 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $427,152 | 1,509 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $368,390 | 1,496 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $273,468 | 1,093 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $269,550 | 1,262 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $242,034 | 1,246 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $226,599 | 1,233 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $264,807 | 1,222 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $300,376 | 1,235 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $381,550 | 1,232 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $318,616 | 1,216 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $207,950 | 1,006 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $177,821 | 912 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||