GoalVest Advisory LLC

Position in TMO — Thermo Fisher Scientific Inc.

CIK 1839307 NEW YORK, NY

Position in TMO

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$80,217

-$1,197,761 QoQ

Shares Held

160

-93.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#2,384

of 2,606 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

GoalVest Advisory LLC holds $115,384 across 6 Diagnostics & Research names. TMO ranks #1 (69.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TMO	Thermo Fisher Scientific Inc. This page	160	$80,217
2	ADPT	Adaptive Biotechnologies Corp	208	$17,803
3	DHR	Danaher Corp /De/	55	$10,476
4	ICLR	Icon PLC	19	$3,300
5	LH	Labcorp Holdings Inc.	7	$1,960
6	NTRA	Natera, Inc.	6	$1,628

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$80,217	160	-93.8%	Shares	Sole	2026-07-09
2026-03-31	$1,277,978	2,600	+758.1%	Shares	Sole	2026-04-13
2025-12-31	$175,573	303	+23.7%	Shares	Sole	2026-01-05
2025-09-30	$118,829	245	-38.6%	Shares	Sole	2025-10-22
2025-06-30	$161,778	399	+22.8%	Shares	Sole	2025-08-01
2025-03-31	$161,720	325	+84.7%	Shares	Sole	2025-04-07
2024-12-31	$91,560	176	+3.5%	Shares	Sole	2025-01-17
2024-09-30	$105,156	170	0.0%	Shares	Sole	2024-11-06
2024-06-30	$94,010	170	-33.1%	Shares	Sole	2024-07-30
2024-03-31	$147,627	254	-5.6%	Shares	Sole	2024-04-15
2023-12-31	$142,782	269	+128.0%	Shares	Sole	2024-01-02
2023-09-30	$59,728	118	+32.6%	Shares	Sole	2023-10-10
2023-06-30	$46,435	89	-75.4%	Shares	Sole	2023-07-17
2023-03-31	$208,645	362	-11.5%	Shares	Sole	2023-04-03
2022-12-31	$225,232	409	-3.5%	Shares	Sole	2023-01-06
2022-09-30	$215,048	424	-69.7%	Shares	Sole	2022-10-11
2022-06-30	$760,048	1,399	+1.6%	Shares	Sole	2022-07-06
2022-03-31	$813,325	1,377	+0.4%	Shares	Sole	2022-05-03
2021-06-30	$692,132	1,372	-16.3%	Shares	Sole	2021-09-01
2021-03-31	$748,006	1,639	+48.2%	Shares	Sole	2021-05-13
2020-12-31	$515,152	1,106	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.