Position in LH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$456,400
+$8,693 QoQ
Shares Held
1,630
-2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#600
of 1,044 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in LH Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026EP Wealth Advisors, LLC holds $22,351,621 across 18 Diagnostics & Research names. LH ranks #12 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
15,882 | $7,962,599 | |
| 2 | DHR |
Danaher Corp /De/
|
19,985 | $3,806,742 | |
| 3 | IDXX |
Idexx Laboratories Inc /De
|
4,367 | $2,298,963 | |
| 4 | A |
Agilent Technologies, Inc.
|
11,685 | $1,552,118 | |
| 5 | NTRA |
Natera, Inc.
|
3,977 | $1,079,556 | |
| 6 | DGX |
Quest Diagnostics Inc
|
3,498 | $741,401 | |
| 7 | ILMN |
Illumina, Inc.
|
4,131 | $726,353 | |
| 8 | GH |
Guardant Health, Inc.
|
4,274 | $641,228 |
All Filings in LH
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $456,400 | 1,630 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $447,707 | 1,678 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $513,802 | 2,048 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $443,641 | 1,690 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $373,780 | 1,606 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $304,766 | 1,329 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $317,341 | 1,420 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $249,503 | 1,226 | Shares | Sole | 2024-08-19 | |
| No filing history on record for this holder in this stock. | ||||||