Position in IQV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$332,531
+$6,971 QoQ
Shares Held
1,721
-9.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#724
of 1,082 holders
Holding Since
Sep 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Krilogy Financial LLC holds $17,730,588 across 11 Diagnostics & Research names. IQV ranks #9 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GH |
Guardant Health, Inc.
|
28,924 | $4,339,467 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
7,602 | $3,811,338 | |
| 3 | ILMN |
Illumina, Inc.
|
13,140 | $2,310,406 | |
| 4 | DHR |
Danaher Corp /De/
|
11,430 | $2,177,186 | |
| 5 | NTRA |
Natera, Inc.
|
7,142 | $1,938,695 | |
| 6 | MEDP |
Medpace Holdings, Inc.
|
2,344 | $1,241,358 | |
| 7 | A |
Agilent Technologies, Inc.
|
4,712 | $625,894 | |
| 8 | LH |
Labcorp Holdings Inc.
|
1,553 | $434,840 |
All Filings in IQV
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,531 | 1,721 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $325,560 | 1,909 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $869,406 | 3,857 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $650,544 | 3,425 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $1,851,150 | 10,500 | Shares | Sole | 2025-04-16 | |
| 2023-09-30 | $2,260,854 | 11,491 | Shares | Sole | 2023-11-01 | |
| 2023-03-31 | $1,151,573 | 5,790 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $703,182 | 3,432 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $550,846 | 3,041 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $670,065 | 3,088 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $776,171 | 3,357 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,546,691 | 5,482 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,318,667 | 5,505 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $1,343,664 | 5,545 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,119,825 | 5,798 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $723,488 | 4,038 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $608,451 | 3,860 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||