Position in IQV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,932
New position
Shares Held
10
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,029
of 1,076 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Planning Strategies Inc. holds $57,076 across 14 Diagnostics & Research names. IQV ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ILMN |
Illumina, Inc.
|
109 | $19,165 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
25 | $12,534 | |
| 3 | DHR |
Danaher Corp /De/
|
37 | $7,047 | |
| 4 | WAT |
Waters Corp /De/
|
13 | $4,875 | |
| 5 | A |
Agilent Technologies, Inc.
|
22 | $2,922 | |
| 6 | IDXX |
Idexx Laboratories Inc /De
|
4 | $2,105 | |
| 7 | IQV |
Iqvia Holdings Inc.
This page
|
10 | $1,932 | |
| 8 | CRL |
Charles River Laboratories International, Inc.
|
8 | $1,814 |
All Filings in IQV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,932 | 10 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||