Position in ILMN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$971,812
+$397,051 QoQ
Shares Held
5,527
+18.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#447
of 932 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in ILMN Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Waverly Advisors, LLC holds $36,184,163 across 14 Diagnostics & Research names. ILMN ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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
|
2,995 | $1,576,687 | |
| 4 | WAT |
Waters Corp /De/
|
3,211 | $1,204,253 | |
| 5 | ILMN |
Illumina, Inc.
This page
|
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 |
All Filings in ILMN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $971,812 | 5,527 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $574,761 | 4,663 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $627,207 | 4,782 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $261,832 | 2,757 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||