Waverly Advisors, LLC

Position in IDXX — Idexx Laboratories Inc /De

CIK 1568787 BIRMINGHAM, AL

Position in IDXX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,576,687

-$203,380 QoQ

Shares Held

2,995

-5.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#552

of 1,286 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Healthcare · as of Jun 30, 2026

Waverly Advisors, LLC holds $36,184,163 across 14 Diagnostics & Research names. IDXX ranks #3 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TMO	Thermo Fisher Scientific Inc.	30,634	$15,358,662
2	DHR	Danaher Corp /De/	60,265	$11,479,277
3	IDXX	Idexx Laboratories Inc /De This page	2,995	$1,576,687
4	WAT	Waters Corp /De/	3,211	$1,204,253
5	ILMN	Illumina, Inc.	5,527	$971,812
6	LH	Labcorp Holdings Inc.	3,412	$955,360
7	MEDP	Medpace Holdings, Inc.	1,803	$954,850
8	NTRA	Natera, Inc.	3,307	$897,685

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,576,687	2,995	-5.5%	Shares	Sole	2026-08-14
2026-03-31	$1,780,067	3,168	+4.8%	Shares	Sole	2026-05-15
2025-12-31	$2,045,826	3,024	+344.1%	Shares	Sole	2026-02-17
2025-09-30	$435,084	681	-0.9%	Shares	Sole	2025-11-14
2025-06-30	$368,465	687	-5.9%	Shares	Sole	2025-08-14
2025-03-31	$306,563	730	+10.6%	Shares	Sole	2025-05-15
2024-12-31	$272,870	660	+20.4%	Shares	Sole	2025-02-14
2024-09-30	$276,860	548	-1.3%	Shares	Sole	2024-11-14
2024-06-30	$270,395	555	+1.1%	Shares	Sole	2024-08-14
2024-03-31	$296,420	549	+30.7%	Shares	Sole	2024-05-15
2023-12-31	$233,120	420	—	Shares	Other	2024-02-14
No filing history on record for this holder in this stock.