Position in IQV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$222,782
-$248,099 QoQ
Shares Held
1,153
-44.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#805
of 1,077 holders
Holding Since
Jun 2022
8 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $37,453,222 across 9 Diagnostics & Research names. IQV ranks #9 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
47,091 | $23,609,543 | |
| 2 | DHR |
Danaher Corp /De/
|
29,809 | $5,678,018 | |
| 3 | IDXX |
Idexx Laboratories Inc /De
|
9,994 | $5,261,241 | |
| 4 | WAT |
Waters Corp /De/
|
2,003 | $751,205 | |
| 5 | LH |
Labcorp Holdings Inc.
|
2,241 | $627,480 | |
| 6 | ILMN |
Illumina, Inc.
|
3,006 | $528,544 | |
| 7 | NTRA |
Natera, Inc.
|
1,562 | $424,004 | |
| 8 | A |
Agilent Technologies, Inc.
|
2,638 | $350,405 |
All Filings in IQV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,782 | 1,153 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $470,881 | 2,089 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $359,936 | 1,895 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $462,841 | 2,937 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $283,563 | 1,443 | Shares | Sole | 2025-02-14 | |
| 2022-12-31 | $6,256,930 | 30,538 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,076,267 | 28,024 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $3,869,365 | 17,832 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||