Position in SHC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$36,596,772
+$8,897,600 QoQ
Shares Held
2,061,790
+6.7% QoQ
Ownership
0.723%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#1
of 45 holders
Holding Since
Sep 2025
4 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, 2026Wellspring Financial Advisors, LLC holds $38,813,244 across 6 Diagnostics & Research names. SHC ranks #1 (94.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHC |
Sotera Health Co
This page
|
2,061,790 | $36,596,772 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
1,951 | $978,153 | |
| 3 | DHR |
Danaher Corp /De/
|
2,365 | $450,485 | |
| 4 | LH |
Labcorp Holdings Inc.
|
1,049 | $293,720 | |
| 5 | IDXX |
Idexx Laboratories Inc /De
|
502 | $264,272 | |
| 6 | MEDP |
Medpace Holdings, Inc.
|
434 | $229,842 |
All Filings in SHC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,596,772 | 2,061,790 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $27,699,172 | 1,931,602 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,141,413 | 64,706 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,307,716 | 146,708 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||