Position in TMO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$208,565
-$12,784 QoQ
Shares Held
416
+8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,266
of 2,606 holders
Holding Since
Dec 2025
2 quarters on record
Common Shares in TMO Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026BEACON FINANCIAL GROUP holds $882,129 across 2 Diagnostics & Research names. TMO ranks #2 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IQV |
Iqvia Holdings Inc.
|
3,486 | $673,564 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
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|
416 | $208,565 |
All Filings in TMO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,565 | 416 | Shares | Sole | 2026-07-16 | |
| 2025-12-31 | $221,349 | 382 | Shares | Sole | 2026-04-01 | |
| No filing history on record for this holder in this stock. | ||||||