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Equibles

Creative Planning

Position in SHC — Sotera Health Co

CIK 1540235 OVERLAND PARK, KS
Back to SHC Full portfolio

Position in SHC

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$3,097,463
+$1,640,792 QoQ
Shares Held
174,505
+71.8% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#95
of 319 holders
Holding Since
Mar 2023
11 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in SHC Over Time

Shares Held

Position Value (USD)

Position in Diagnostics & Research

Healthcare · as of Jun 30, 2026

Creative Planning holds $272,210,544 across 30 Diagnostics & Research names. SHC ranks #17 (1.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TMO
Thermo Fisher Scientific Inc.
 137,468 $68,920,956
2 DHR
Danaher Corp /De/
 198,583 $37,826,089
3 A
Agilent Technologies, Inc.
 188,942 $25,097,165
4 IDXX
Idexx Laboratories Inc /De
 43,512 $22,906,457
5 GH
Guardant Health, Inc.
 107,052 $16,061,011
6 WAT
Waters Corp /De/
 38,901 $14,589,430
7 ILMN
Illumina, Inc.
 70,361 $12,371,573
8 NTRA
Natera, Inc.
 40,849 $11,088,460

All Filings in SHC

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,097,463 174,505
2026-03-31 $1,456,671 101,581
2025-12-31 $1,091,792 61,893
2025-09-30 $530,493 33,725
2025-06-30 $224,467 20,186
2025-03-31 $204,201 17,513
2024-12-31 $272,396 19,912
2024-09-30 $301,284 18,041
2024-06-30 $222,491 18,744
2024-03-31 $157,186 13,088
2023-03-31 $304 17