Position in SHC
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,682,411
+$1,661,296 QoQ
Shares Held
117,323
+9701.4% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 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 Mar 31, 2026Clearstead Advisors, LLC holds $35,731,255 across 21 Diagnostics & Research names. SHC ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHR |
Danaher Corp /De/
|
95,458 | $18,098,836 | |
| 2 | TWST |
Twist Bioscience Corp
|
107,303 | $5,099,038 | |
| 3 | TMO |
Thermo Fisher Scientific Inc.
|
6,212 | $3,053,384 | |
| 4 | LH |
Labcorp Holdings Inc.
|
9,379 | $2,502,410 | |
| 5 | SHC |
Sotera Health Co
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|
117,323 | $1,682,411 | |
| 6 | IDXX |
Idexx Laboratories Inc /De
|
2,143 | $1,204,130 | |
| 7 | OPK |
Opko Health, Inc.
|
884,119 | $1,007,895 | |
| 8 | IQV |
Iqvia Holdings Inc.
|
5,888 | $1,004,139 |
All Filings in SHC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||