Position in SHC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,105,363
+$422,952 QoQ
Shares Held
118,612
+1.1% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#107
of 318 holders
Holding Since
Jun 2025
5 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, 2026Clearstead Advisors, LLC holds $35,366,566 across 31 Diagnostics & Research names. SHC ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHR |
Danaher Corp /De/
|
95,787 | $18,245,507 | |
| 2 | TWST |
Twist Bioscience Corp
|
37,624 | $3,870,757 | |
| 3 | TMO |
Thermo Fisher Scientific Inc.
|
7,167 | $3,593,247 | |
| 4 | LH |
Labcorp Holdings Inc.
|
9,347 | $2,617,160 | |
| 5 | SHC |
Sotera Health Co
This page
|
118,612 | $2,105,363 | |
| 6 | OPK |
Opko Health, Inc.
|
883,288 | $1,324,932 | |
| 7 | IDXX |
Idexx Laboratories Inc /De
|
2,307 | $1,214,497 | |
| 8 | ICLR |
Icon PLC
|
3,196 | $555,177 |
All Filings in SHC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,105,363 | 118,612 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,682,411 | 117,323 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $21,115 | 1,197 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $8,572 | 545 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,404 | 486 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||