Compound Planning, Inc.

Position in TMO — Thermo Fisher Scientific Inc.

CIK 1978879 NEW YORK, NY

Position in TMO

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,110,224

-$452,613 QoQ

Shares Held

4,209

-19.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,146

of 2,602 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Compound Planning, Inc. holds $8,516,107 across 13 Diagnostics & Research names. TMO ranks #1 (24.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TMO	Thermo Fisher Scientific Inc. This page	4,209	$2,110,224
2	DHR	Danaher Corp /De/	6,338	$1,207,261
3	IDXX	Idexx Laboratories Inc /De	1,575	$829,142
4	DGX	Quest Diagnostics Inc	3,830	$811,768
5	NTRA	Natera, Inc.	2,727	$740,243
6	MEDP	Medpace Holdings, Inc.	1,290	$683,170
7	A	Agilent Technologies, Inc.	3,449	$458,130
8	WAT	Waters Corp /De/	1,102	$413,293

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,110,224	4,209	-19.3%	Shares	Other	2026-08-04
2026-03-31	$2,562,837	5,214	-52.9%	Shares	Other	2026-05-14
2025-12-31	$6,411,613	11,065	+146.5%	Shares	Sole	2026-02-19
2025-09-30	$2,176,769	4,488	+13.4%	Shares	Sole	2025-11-10
2025-06-30	$1,604,810	3,958	-0.9%	Shares	Sole	2025-08-14
2025-03-31	$1,986,419	3,992	+52.4%	Shares	Sole	2025-05-14
2024-12-31	$1,362,482	2,619	-7.4%	Shares	Sole	2025-01-17
2024-09-30	$1,749,934	2,829	+81.3%	Shares	Sole	2024-10-08
2024-06-30	$862,680	1,560	+11.1%	Shares	Sole	2024-07-26
2024-03-31	$816,018	1,404	+29.2%	Shares	Sole	2024-05-07
2023-12-31	$576,968	1,087	+50.6%	Shares	Sole	2024-02-08
2023-09-30	$365,454	722	—	Shares	Sole	2023-11-09
No filing history on record for this holder in this stock.