Position in TMO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,848,514
+$101,125 QoQ
Shares Held
3,687
+3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,216
of 2,619 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TMO Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Summit Financial, LLC holds $11,467,431 across 10 Diagnostics & Research names. TMO ranks #3 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRA |
Natera, Inc.
|
11,435 | $3,104,030 | |
| 2 | GRAL |
GRAIL, Inc.
|
30,817 | $2,103,876 | |
| 3 | TMO |
Thermo Fisher Scientific Inc.
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|
3,687 | $1,848,514 | |
| 4 | DHR |
Danaher Corp /De/
|
7,962 | $1,516,601 | |
| 5 | RDNT |
RadNet, Inc.
|
12,934 | $797,639 | |
| 6 | IDXX |
Idexx Laboratories Inc /De
|
1,346 | $708,588 | |
| 7 | DGX |
Quest Diagnostics Inc
|
2,988 | $633,306 | |
| 8 | GH |
Guardant Health, Inc.
|
1,765 | $264,802 |
All Filings in TMO
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,848,514 | 3,687 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,747,389 | 3,555 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,915,661 | 3,306 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,707,270 | 3,520 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,839,977 | 4,538 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,869,659 | 5,767 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,684,907 | 5,161 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,352,030 | 5,419 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,606,842 | 4,714 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,400,134 | 2,409 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,493,643 | 2,814 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,349,955 | 2,667 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,233,417 | 2,364 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,357,351 | 2,355 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,261,080 | 2,290 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,190,374 | 2,347 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,038,751 | 1,912 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,114,556 | 1,887 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,167,670 | 1,750 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $725,589 | 1,270 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $328,409 | 651 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||