Position in ICLR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,337,287
+$6,048,652 QoQ
Shares Held
36,482
+2203.2% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#116
of 422 holders
Holding Since
Dec 2023
4 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, 2026Concurrent Investment Advisors, LLC holds $33,542,356 across 16 Diagnostics & Research names. ICLR ranks #2 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
22,699 | $11,380,370 | |
| 2 | ICLR |
Icon PLC
This page
|
36,482 | $6,337,287 | |
| 3 | IQV |
Iqvia Holdings Inc.
|
13,880 | $2,681,893 | |
| 4 | DHR |
Danaher Corp /De/
|
11,715 | $2,231,472 | |
| 5 | NTRA |
Natera, Inc.
|
7,639 | $2,073,606 | |
| 6 | GRAL |
GRAIL, Inc.
|
30,253 | $2,065,371 | |
| 7 | LH |
Labcorp Holdings Inc.
|
5,369 | $1,503,320 | |
| 8 | DGX |
Quest Diagnostics Inc
|
5,183 | $1,098,536 |
All Filings in ICLR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,337,287 | 36,482 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $288,635 | 1,584 | Shares | Sole | 2026-01-29 | |
| 2024-03-31 | $410,866 | 1,223 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $352,705 | 1,246 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||