Position in NTRA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,104,030
+$2,699,651 QoQ
Shares Held
11,435
+465.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#317
of 846 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NTRA Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Summit Financial, LLC holds $11,467,431 across 10 Diagnostics & Research names. NTRA ranks #1 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRA |
Natera, Inc.
This page
|
11,435 | $3,104,030 | |
| 2 | GRAL |
GRAIL, Inc.
|
30,817 | $2,103,876 | |
| 3 | TMO |
Thermo Fisher Scientific Inc.
|
3,687 | $1,848,514 | |
| 4 | DHR |
Danaher Corp /De/
|
7,962 | $1,516,601 | |
| 5 | RDNT |
RadNet, Inc.
|
12,934 | $797,639 | |
| 6 | IDXX |
Idexx Laboratories Inc /De
|
1,346 | $708,588 | |
| 7 | DGX |
Quest Diagnostics Inc
|
2,988 | $633,306 | |
| 8 | GH |
Guardant Health, Inc.
|
1,765 | $264,802 |
All Filings in NTRA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,104,030 | 11,435 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $404,379 | 2,022 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $463,678 | 2,024 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $890,486 | 5,532 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||