Position in TMO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$63,578,422
-$8,421,137 QoQ
Shares Held
129,348
+4.1% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.43216748616136313.ToString("F0")%
Shared 0.ToString("F0")%
None 99.56783251383864.ToString("F0")%
Common Shares in TMO Over Time
Shares Held
Position Value (USD)
Derivatives in TMO
reported options exposure · as of Mar 31, 2021CallValue
$136,914
CallShares
300
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, 2026Creative Planning holds $214,044,784 across 30 Diagnostics & Research names. TMO ranks #1 (29.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
This page
|
129,348 | $63,578,422 | |
| 2 | DHR |
Danaher Corp /De/
|
188,295 | $35,700,731 | |
| 3 | IDXX |
Idexx Laboratories Inc /De
|
37,170 | $20,885,450 | |
| 4 | A |
Agilent Technologies, Inc.
|
121,999 | $13,905,446 | |
| 5 | IQV |
Iqvia Holdings Inc.
|
51,674 | $8,812,483 | |
| 6 | ILMN |
Illumina, Inc.
|
69,584 | $8,576,923 | |
| 7 | MTD |
Mettler Toledo International Inc/
|
6,367 | $8,030,060 | |
| 8 | MEDP |
Medpace Holdings, Inc.
|
16,032 | $7,698,406 |
All Filings in TMO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $63,578,422 | 129,348 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $71,999,559 | 124,255 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $59,558,514 | 122,796 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $45,317,857 | 111,769 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $51,095,060 | 102,683 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $54,325,537 | 104,426 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $62,583,200 | 101,174 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $54,250,406 | 98,102 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $55,467,194 | 95,434 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $47,243,494 | 89,006 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $59,192,025 | 116,941 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $41,924,698 | 80,354 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $47,419,111 | 82,272 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $44,402,685 | 80,631 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $37,614,224 | 74,162 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $42,883,806 | 78,935 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $42,916,629 | 72,660 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $21,829,423 | 32,716 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $18,303,127 | 32,036 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $16,023,480 | 31,763 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $136,914 | 300 | Call | Sole | 2021-04-30 | |
| 2021-03-31 | $17,036,665 | 37,330 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $16,656,292 | 35,760 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $15,249,659 | 34,539 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $10,699,175 | 29,528 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $8,375,558 | 29,533 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||