Position in IDXX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$528,019
-$35,556 QoQ
Shares Held
1,003
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#760
of 1,286 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IDXX Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026PDS Planning, Inc holds $4,853,885 across 7 Diagnostics & Research names. IDXX ranks #4 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
3,114 | $1,561,235 | |
| 2 | MEDP |
Medpace Holdings, Inc.
|
2,368 | $1,254,069 | |
| 3 | DHR |
Danaher Corp /De/
|
4,064 | $774,110 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
This page
|
1,003 | $528,019 | |
| 5 | ILMN |
Illumina, Inc.
|
1,439 | $253,019 | |
| 6 | A |
Agilent Technologies, Inc.
|
1,882 | $249,986 | |
| 7 | NTRA |
Natera, Inc.
|
860 | $233,447 |
All Filings in IDXX
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $528,019 | 1,003 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $563,575 | 1,003 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $650,145 | 961 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $617,806 | 967 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $524,004 | 977 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $269,187 | 641 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $255,092 | 617 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $304,647 | 603 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $286,473 | 588 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $318,018 | 589 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $322,484 | 581 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $242,684 | 555 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $292,297 | 582 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $205,532 | 411 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||