Position in ICLR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,877,998
+$2,575,573 QoQ
Shares Held
33,838
+13.4% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#120
of 423 holders
Holding Since
Sep 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ICLR Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Arkadios Wealth Advisors holds $18,008,712 across 10 Diagnostics & Research names. ICLR ranks #1 (32.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICLR |
Icon PLC
This page
|
33,838 | $5,877,998 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
8,954 | $4,489,176 | |
| 3 | DHR |
Danaher Corp /De/
|
11,204 | $2,134,137 | |
| 4 | ILMN |
Illumina, Inc.
|
8,265 | $1,453,233 | |
| 5 | DGX |
Quest Diagnostics Inc
|
6,013 | $1,274,454 | |
| 6 | IQV |
Iqvia Holdings Inc.
|
4,662 | $900,790 | |
| 7 | MEDP |
Medpace Holdings, Inc.
|
1,118 | $592,081 | |
| 8 | IDXX |
Idexx Laboratories Inc /De
|
884 | $465,372 |
All Filings in ICLR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,877,998 | 33,838 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,302,425 | 29,843 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,898,026 | 15,904 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,420,600 | 13,832 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,480,971 | 10,182 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,369,821 | 7,828 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $243,683 | 1,162 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $371,491 | 1,293 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $385,881 | 1,231 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $246,587 | 734 | Shares | Sole | 2024-04-30 | |
| 2021-09-30 | $56,596 | 216 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $40,515 | 196 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $18,655 | 95 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,729 | 14 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $4,012 | 21 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||