LYELL WEALTH MANAGEMENT, LP

Position in TMO — Thermo Fisher Scientific Inc.

CIK 1686444 MENLO PARK, CA

Position in TMO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$17,286,391

+$305,996 QoQ

Shares Held

34,479

-0.2% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

1.26%

of 13F equity value

Holder Rank

#516

of 2,606 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

LYELL WEALTH MANAGEMENT, LP holds $30,110,812 across 4 Diagnostics & Research names. TMO ranks #1 (57.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TMO	Thermo Fisher Scientific Inc. This page	34,479	$17,286,391
2	IDXX	Idexx Laboratories Inc /De	22,660	$11,929,130
3	ILMN	Illumina, Inc.	2,663	$468,235
4	DHR	Danaher Corp /De/	2,242	$427,056

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,286,391	34,479	-0.2%	Shares	Sole	2026-08-05
2026-03-31	$16,980,395	34,546	+0.9%	Shares	Sole	2026-05-07
2025-12-31	$19,830,517	34,223	+4.4%	Shares	Sole	2026-02-12
2025-09-30	$15,894,105	32,770	+2.0%	Shares	Sole	2025-11-06
2025-06-30	$13,020,942	32,114	+4.3%	Shares	Sole	2025-07-29
2025-03-31	$15,316,625	30,781	+3.4%	Shares	Sole	2025-05-08
2024-12-31	$15,486,206	29,768	+1.4%	Shares	Sole	2025-02-03
2024-09-30	$18,161,215	29,360	+0.8%	Shares	Sole	2024-10-23
2024-06-30	$16,099,489	29,113	+3.0%	Shares	Sole	2024-08-08
2024-03-31	$16,433,131	28,274	+1.3%	Shares	Sole	2024-05-03
2023-12-31	$14,809,041	27,900	+10.6%	Shares	Sole	2024-02-02
2023-09-30	$12,766,113	25,221	-1.7%	Shares	Sole	2023-10-31
2023-06-30	$13,382,887	25,650	+2.0%	Shares	Sole	2023-08-04
2023-03-31	$14,500,892	25,159	-2.0%	Shares	Sole	2023-05-03
2022-12-31	$14,140,617	25,678	-4.3%	Shares	Sole	2023-01-24
2022-09-30	$13,601,821	26,818	+2.7%	Shares	Sole	2022-10-24
2022-06-30	$14,183,954	26,108	-0.8%	Shares	Sole	2022-07-28
2022-03-31	$15,550,042	26,327	-4.2%	Shares	Sole	2022-05-04
2021-12-31	$18,328,415	27,469	+1.0%	Shares	Sole	2022-02-08
2021-09-30	$15,541,318	27,202	+0.2%	Shares	Sole	2021-11-10
2021-06-30	$13,693,333	27,144	+4.6%	Shares	Sole	2021-08-09
2021-03-31	$11,841,691	25,947	+6.7%	Shares	Sole	2021-05-07
2020-12-31	$11,325,440	24,315	+7.2%	Shares	Sole	2021-02-04
2020-09-30	$10,017,647	22,689	-0.5%	Shares	Sole	2020-11-04
2020-06-30	$8,259,902	22,796	+4.4%	Shares	Sole	2020-07-30
2020-03-31	$6,195,242	21,845	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.