Position in IQV
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$79,799
+$20,622 QoQ
Shares Held
413
+19.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#876
of 1,076 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Bruce G. Allen Investments, LLC holds $691,501 across 13 Diagnostics & Research names. IQV ranks #4 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICLR |
Icon PLC
|
829 | $144,005 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
218 | $109,296 | |
| 3 | DHR |
Danaher Corp /De/
|
466 | $88,763 | |
| 4 | IQV |
Iqvia Holdings Inc.
This page
|
413 | $79,799 | |
| 5 | A |
Agilent Technologies, Inc.
|
578 | $76,775 | |
| 6 | LH |
Labcorp Holdings Inc.
|
242 | $67,760 | |
| 7 | CRL |
Charles River Laboratories International, Inc.
|
226 | $51,254 | |
| 8 | DGX |
Quest Diagnostics Inc
|
189 | $40,058 |
All Filings in IQV
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,799 | 413 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $59,177 | 347 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $72,582 | 322 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $63,060 | 332 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $48,695 | 309 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $56,944 | 323 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $22,795 | 116 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $58,057 | 245 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $4,651 | 22 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $5,310 | 21 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $4,858 | 21 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||