Position in TMO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,561,235
+$1,611 QoQ
Shares Held
3,114
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,266
of 2,602 holders
Holding Since
Mar 2021
22 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, 2026PDS Planning, Inc holds $4,853,885 across 7 Diagnostics & Research names. TMO ranks #1 (32.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
This page
|
3,114 | $1,561,235 | |
| 2 | MEDP |
Medpace Holdings, Inc.
|
2,368 | $1,254,069 | |
| 3 | DHR |
Danaher Corp /De/
|
4,064 | $774,110 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
|
1,003 | $528,019 | |
| 5 | ILMN |
Illumina, Inc.
|
1,439 | $253,019 | |
| 6 | A |
Agilent Technologies, Inc.
|
1,882 | $249,986 | |
| 7 | NTRA |
Natera, Inc.
|
860 | $233,447 |
All Filings in TMO
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,561,235 | 3,114 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,559,624 | 3,173 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,761,528 | 3,040 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,444,389 | 2,978 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,162,048 | 2,866 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,496,283 | 3,007 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,455,603 | 2,798 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,417,143 | 2,291 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,217,706 | 2,202 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,211,822 | 2,085 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,081,750 | 2,038 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,028,031 | 2,031 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,058,109 | 2,028 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,366,573 | 2,371 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $849,714 | 1,543 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $795,273 | 1,568 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $845,886 | 1,557 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $805,055 | 1,363 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $421,695 | 632 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $354,795 | 621 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $275,945 | 547 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $200,350 | 439 | Shares | Sole | 2021-04-20 | |
| No filing history on record for this holder in this stock. | ||||||