Position in TMO
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$165,780,780
-$27,171,434 QoQ
Shares Held
337,275
+1.3% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 13.668964494848417.ToString("F0")%
Shared 0.ToString("F0")%
None 86.33103550515159.ToString("F0")%
Common Shares in TMO Over Time
Shares Held
Position Value (USD)
Derivatives in TMO
reported options exposure · as of Jun 30, 2025CallValue
$324,368
CallShares
800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Diagnostics & Research
Healthcare · as of Mar 31, 2026LPL Financial LLC holds $527,881,008 across 29 Diagnostics & Research names. TMO ranks #1 (31.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
This page
|
337,275 | $165,780,780 | |
| 2 | DHR |
Danaher Corp /De/
|
452,682 | $85,828,507 | |
| 3 | WAT |
Waters Corp /De/
|
253,713 | $75,555,731 | |
| 4 | NTRA |
Natera, Inc.
|
153,696 | $30,737,663 | |
| 5 | IDXX |
Idexx Laboratories Inc /De
|
43,832 | $24,628,762 | |
| 6 | IQV |
Iqvia Holdings Inc.
|
142,354 | $24,277,051 | |
| 7 | MEDP |
Medpace Holdings, Inc.
|
45,830 | $22,007,107 | |
| 8 | DGX |
Quest Diagnostics Inc
|
110,753 | $21,705,372 |
All Filings in TMO
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $165,780,780 | 337,275 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $192,952,214 | 332,992 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $148,112,982 | 305,375 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $324,368 | 800 | Call | Sole | 2025-08-12 | |
| 2025-06-30 | $114,025,083 | 281,224 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $138,481,582 | 278,299 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $136,527,600 | 262,437 | Shares | Sole | 2025-02-11 | |
| 2024-12-31 | $260,115 | 500 | Put | Sole | 2025-02-11 | |
| 2024-09-30 | $309,285 | 500 | Put | Sole | 2024-11-08 | |
| 2024-09-30 | $146,504,593 | 236,844 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $120,426,810 | 217,770 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $121,003,272 | 208,192 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $132,526,585 | 249,678 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $118,626,001 | 234,360 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $113,918,373 | 218,339 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $119,410,607 | 207,177 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $112,257,605 | 203,849 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $102,900,735 | 202,884 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $106,026,524 | 195,160 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $108,982,603 | 184,513 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $115,844,207 | 173,617 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $92,816,557 | 162,457 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $75,273,482 | 149,213 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $64,830,148 | 142,053 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $61,524,880 | 132,090 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $52,283,032 | 118,416 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $37,639,516 | 103,879 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $28,413,600 | 100,189 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||