Position in LH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$28,000
+$1,319 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#901
of 1,040 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LH Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026MONTAG A & ASSOCIATES INC holds $14,196,515 across 12 Diagnostics & Research names. LH ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
9,828 | $4,927,366 | |
| 2 | DHR |
Danaher Corp /De/
|
24,889 | $4,740,856 | |
| 3 | A |
Agilent Technologies, Inc.
|
13,150 | $1,746,714 | |
| 4 | MTD |
Mettler Toledo International Inc/
|
900 | $1,149,759 | |
| 5 | IDXX |
Idexx Laboratories Inc /De
|
1,250 | $658,050 | |
| 6 | IQV |
Iqvia Holdings Inc.
|
2,378 | $459,477 | |
| 7 | WAT |
Waters Corp /De/
|
745 | $279,404 | |
| 8 | DGX |
Quest Diagnostics Inc
|
950 | $201,352 |
All Filings in LH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,000 | 100 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $26,681 | 100 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $17,310 | 69 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,157 | 11 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||