Position in TMO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$767,581
-$68,510 QoQ
Shares Held
1,531
-10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,551
of 2,602 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TMO Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Caldwell Trust Co holds $4,594,993 across 6 Diagnostics & Research names. TMO ranks #3 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DGX |
Quest Diagnostics Inc
|
13,165 | $2,790,321 | |
| 2 | DHR |
Danaher Corp /De/
|
4,763 | $907,255 | |
| 3 | TMO |
Thermo Fisher Scientific Inc.
This page
|
1,531 | $767,581 | |
| 4 | WAT |
Waters Corp /De/
|
188 | $70,507 | |
| 5 | IDXX |
Idexx Laboratories Inc /De
|
76 | $40,009 | |
| 6 | LH |
Labcorp Holdings Inc.
|
69 | $19,320 |
All Filings in TMO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $767,581 | 1,531 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $836,091 | 1,701 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $982,746 | 1,696 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $823,563 | 1,698 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $695,769 | 1,716 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $688,180 | 1,383 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $722,598 | 1,389 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $927,854 | 1,500 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $836,136 | 1,512 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $477,173 | 821 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $444,270 | 837 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $469,725 | 928 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $212,352 | 407 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $167,723 | 291 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $143,730 | 261 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $132,376 | 261 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $141,796 | 261 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $120,492 | 204 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $168,811 | 253 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $142,261 | 249 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $125,613 | 249 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $113,638 | 249 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $115,979 | 249 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $109,938 | 249 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $90,222 | 249 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $70,616 | 249 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||