Wellspring Financial Advisors, LLC
Position in TMO — Thermo Fisher Scientific Inc.
CIK 1811308
CLEVELAND, OH
Position in TMO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$978,153
-$428,605 QoQ
Shares Held
1,951
-31.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#321
of 709 holders
Holding Since
Mar 2024
10 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, 2026Wellspring Financial Advisors, LLC holds $38,813,244 across 6 Diagnostics & Research names. TMO ranks #2 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHC |
Sotera Health Co
|
2,061,790 | $36,596,772 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
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|
1,951 | $978,153 | |
| 3 | DHR |
Danaher Corp /De/
|
2,365 | $450,485 | |
| 4 | LH |
Labcorp Holdings Inc.
|
1,049 | $293,720 | |
| 5 | IDXX |
Idexx Laboratories Inc /De
|
502 | $264,272 | |
| 6 | MEDP |
Medpace Holdings, Inc.
|
434 | $229,842 |
All Filings in TMO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $978,153 | 1,951 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,406,758 | 2,862 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,234,228 | 2,130 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $216,318 | 446 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $239,626 | 591 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $317,966 | 639 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $330,346 | 635 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $421,246 | 681 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $262,675 | 475 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $220,859 | 380 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||