Position in IQV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$289,830
+$119,290 QoQ
Shares Held
1,500
+50.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#755
of 1,077 holders
Holding Since
Mar 2020
25 quarters on record
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026KELLEHER FINANCIAL ADVISORS holds $2,291,598 across 9 Diagnostics & Research names. IQV ranks #4 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDXX |
Idexx Laboratories Inc /De
|
1,042 | $548,550 | |
| 2 | LH |
Labcorp Holdings Inc.
|
1,500 | $420,000 | |
| 3 | TMO |
Thermo Fisher Scientific Inc.
|
824 | $413,120 | |
| 4 | IQV |
Iqvia Holdings Inc.
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|
1,500 | $289,830 | |
| 5 | DHR |
Danaher Corp /De/
|
1,514 | $288,386 | |
| 6 | DGX |
Quest Diagnostics Inc
|
1,080 | $228,906 | |
| 7 | MTD |
Mettler Toledo International Inc/
|
50 | $63,875 | |
| 8 | NEO |
Neogenomics Inc
|
2,000 | $29,180 |
All Filings in IQV
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,830 | 1,500 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $170,540 | 1,000 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $225,410 | 1,000 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $189,940 | 1,000 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $462,258 | 2,622 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $515,838 | 2,625 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $858,305 | 3,622 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $765,835 | 3,622 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $915,967 | 3,622 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $838,058 | 3,622 | Shares | Sole | 2024-04-25 | |
| 2023-09-30 | $717,940 | 3,649 | Shares | Sole | 2024-04-25 | |
| 2023-06-30 | $820,185 | 3,649 | Shares | Sole | 2024-04-25 | |
| 2023-03-31 | $725,749 | 3,649 | Shares | Sole | 2024-04-25 | |
| 2022-12-31 | $665,687 | 3,249 | Shares | Sole | 2024-04-25 | |
| 2022-09-30 | $594,682 | 3,283 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,551,261 | 7,149 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $772,935 | 3,343 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $949,965 | 3,367 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,157,297 | 9,006 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $815,891 | 3,367 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,075,210 | 5,567 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $598,427 | 3,340 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $431,906 | 2,740 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $388,751 | 2,740 | Shares | Sole | 2021-11-02 | |
| 2020-03-31 | $295,536 | 2,740 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||