Position in IQV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$36,132
+$9,358 QoQ
Shares Held
187
+19.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#905
of 1,077 holders
Holding Since
Jun 2020
14 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $545,176 across 12 Diagnostics & Research names. IQV ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WAT |
Waters Corp /De/
|
722 | $270,778 | |
| 2 | A |
Agilent Technologies, Inc.
|
728 | $96,700 | |
| 3 | TMO |
Thermo Fisher Scientific Inc.
|
121 | $60,664 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
|
82 | $43,168 | |
| 5 | IQV |
Iqvia Holdings Inc.
This page
|
187 | $36,132 | |
| 6 | DHR |
Danaher Corp /De/
|
123 | $23,429 | |
| 7 | LH |
Labcorp Holdings Inc.
|
16 | $4,480 | |
| 8 | QGEN |
Qiagen N.V.
|
79 | $3,088 |
All Filings in IQV
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,132 | 187 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $26,774 | 157 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $35,840 | 159 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $30,200 | 159 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $24,741 | 157 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $30,323 | 172 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $34,192 | 174 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $41,232 | 174 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $33,196 | 157 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $9,862 | 39 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $9,023 | 39 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $7,673 | 39 | Shares | Sole | 2023-11-14 | |
| 2020-09-30 | $6,147 | 39 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $5,533 | 39 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||