Position in TMO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,747,389
-$168,272 QoQ
Shares Held
3,555
+7.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in TMO Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Mar 31, 2026Summit Financial, LLC holds $6,969,585 across 7 Diagnostics & Research names. TMO ranks #1 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
This page
|
3,555 | $1,747,389 | |
| 2 | GRAL |
GRAIL, Inc.
|
30,267 | $1,564,198 | |
| 3 | DHR |
Danaher Corp /De/
|
6,521 | $1,236,381 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
|
1,464 | $822,606 | |
| 5 | RDNT |
RadNet, Inc.
|
12,668 | $708,014 | |
| 6 | DGX |
Quest Diagnostics Inc
|
2,483 | $486,618 | |
| 7 | NTRA |
Natera, Inc.
|
2,022 | $404,379 |
All Filings in TMO
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||