Applied Finance Capital Management, LLC
Position in TMO — Thermo Fisher Scientific Inc.
CIK 1966007
SAN JUAN, PR
Position in TMO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$9,522,330
-$1,957,844 QoQ
Shares Held
18,993
-18.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#658
of 2,602 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in TMO Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Applied Finance Capital Management, LLC holds $20,613,794 across 6 Diagnostics & Research names. TMO ranks #1 (46.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
This page
|
18,993 | $9,522,330 | |
| 2 | DHR |
Danaher Corp /De/
|
48,664 | $9,269,518 | |
| 3 | IQV |
Iqvia Holdings Inc.
|
2,915 | $563,236 | |
| 4 | MTD |
Mettler Toledo International Inc/
|
388 | $495,673 | |
| 5 | A |
Agilent Technologies, Inc.
|
2,883 | $382,948 | |
| 6 | IDXX |
Idexx Laboratories Inc /De
|
722 | $380,089 |
All Filings in TMO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,522,330 | 18,993 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $11,480,174 | 23,356 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $14,128,729 | 24,383 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $14,301,784 | 29,487 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $12,540,066 | 30,928 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $14,042,272 | 28,220 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $26,411,556 | 50,769 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $32,482,966 | 52,513 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $28,671,944 | 51,848 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $20,739,316 | 35,683 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $16,754,917 | 31,566 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $14,308,919 | 28,269 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $13,603,587 | 26,073 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $14,516,454 | 25,186 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $13,702,268 | 24,882 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||