Position in IQV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$22,993
New position
Shares Held
119
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#931
of 1,077 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026COMPASS FINANCIAL MANAGEMENT LLC holds $376,139 across 7 Diagnostics & Research names. IQV ranks #3 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | A |
Agilent Technologies, Inc.
|
1,297 | $172,280 | |
| 2 | DHR |
Danaher Corp /De/
|
759 | $144,574 | |
| 3 | IQV |
Iqvia Holdings Inc.
This page
|
119 | $22,993 | |
| 4 | DGX |
Quest Diagnostics Inc
|
88 | $18,651 | |
| 5 | LH |
Labcorp Holdings Inc.
|
29 | $8,120 | |
| 6 | TMO |
Thermo Fisher Scientific Inc.
|
16 | $8,021 | |
| 7 | WAT |
Waters Corp /De/
|
4 | $1,500 |
All Filings in IQV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,993 | 119 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||