Position in IQV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$238,239
-$3,586 QoQ
Shares Held
1,233
-13.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#794
of 1,077 holders
Holding Since
Dec 2025
3 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, 2026Compound Planning, Inc. holds $8,516,107 across 13 Diagnostics & Research names. IQV ranks #12 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
4,209 | $2,110,224 | |
| 2 | DHR |
Danaher Corp /De/
|
6,338 | $1,207,261 | |
| 3 | IDXX |
Idexx Laboratories Inc /De
|
1,575 | $829,142 | |
| 4 | DGX |
Quest Diagnostics Inc
|
3,830 | $811,768 | |
| 5 | NTRA |
Natera, Inc.
|
2,727 | $740,243 | |
| 6 | MEDP |
Medpace Holdings, Inc.
|
1,290 | $683,170 | |
| 7 | A |
Agilent Technologies, Inc.
|
3,449 | $458,130 | |
| 8 | WAT |
Waters Corp /De/
|
1,102 | $413,293 |
All Filings in IQV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,239 | 1,233 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $241,825 | 1,418 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $311,966 | 1,384 | Shares | Defined | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||