Position in ICLR
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$1,106
-$1,200 QoQ
Shares Held
10
-9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 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, 2026Key Financial Inc holds $806,121 across 13 Diagnostics & Research names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
715 | $358,472 | |
| 2 | LH |
Labcorp Holdings Inc.
|
1,184 | $331,520 | |
| 3 | DHR |
Danaher Corp /De/
|
205 | $39,048 | |
| 4 | DGX |
Quest Diagnostics Inc
|
128 | $27,129 | |
| 5 | OPK |
Opko Health, Inc.
|
13,250 | $19,875 | |
| 6 | MTD |
Mettler Toledo International Inc/
|
10 | $12,775 | |
| 7 | IDXX |
Idexx Laboratories Inc /De
|
15 | $7,896 | |
| 8 | WAT |
Waters Corp /De/
|
10 | $3,750 |
All Filings in ICLR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,106 | 10 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $2,306 | 11 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $173,247 | 603 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $189,022 | 603 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $202,577 | 603 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $170,691 | 603 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $153,167 | 622 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $155,624 | 622 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $93,766 | 439 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,690 | 19 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $3,491 | 19 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $4,117 | 19 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $4,621 | 19 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $5,884 | 19 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $4,978 | 19 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $3,927 | 19 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,731 | 19 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,704 | 19 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 | $2,584 | 19 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||