Position in ICLR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$106,484
+$27,584 QoQ
Shares Held
613
-14.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#321
of 422 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in ICLR Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Spire Wealth Management holds $2,119,723 across 20 Diagnostics & Research names. ICLR ranks #8 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHR |
Danaher Corp /De/
|
2,563 | $488,200 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
966 | $484,313 | |
| 3 | CRL |
Charles River Laboratories International, Inc.
|
914 | $207,286 | |
| 4 | DGX |
Quest Diagnostics Inc
|
896 | $189,907 | |
| 5 | IDXX |
Idexx Laboratories Inc /De
|
239 | $125,819 | |
| 6 | LH |
Labcorp Holdings Inc.
|
412 | $115,360 | |
| 7 | IQV |
Iqvia Holdings Inc.
|
567 | $109,555 | |
| 8 | ICLR |
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|
613 | $106,484 |
All Filings in ICLR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,484 | 613 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $78,900 | 713 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $123,545 | 678 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $118,650 | 678 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $89,597 | 616 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $114,618 | 655 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $134,843 | 643 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $152,561 | 531 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $198,113 | 632 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $178,725 | 532 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $178,900 | 632 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $155,630 | 632 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $158,877 | 635 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $135,629 | 635 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $100,233 | 516 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $94,830 | 516 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $137,604 | 635 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $174,145 | 716 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $224,532 | 725 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $187,606 | 716 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $148,004 | 716 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $148,259 | 755 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||