Position in WAT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$729,827
+$149,713 QoQ
Shares Held
1,946
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#547
of 1,177 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WAT Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026PFG Investments, LLC holds $7,313,767 across 8 Diagnostics & Research names. WAT ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
6,053 | $3,034,732 | |
| 2 | DHR |
Danaher Corp /De/
|
6,306 | $1,201,166 | |
| 3 | OPK |
Opko Health, Inc.
|
610,491 | $915,736 | |
| 4 | WAT |
Waters Corp /De/
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|
1,946 | $729,827 | |
| 5 | A |
Agilent Technologies, Inc.
|
3,140 | $417,086 | |
| 6 | DGX |
Quest Diagnostics Inc
|
1,842 | $390,411 | |
| 7 | LH |
Labcorp Holdings Inc.
|
1,235 | $345,800 | |
| 8 | IQV |
Iqvia Holdings Inc.
|
1,444 | $279,009 |
All Filings in WAT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $729,827 | 1,946 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $580,114 | 1,948 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $601,650 | 1,584 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $474,899 | 1,584 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $500,174 | 1,433 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $506,046 | 1,373 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $505,645 | 1,363 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $487,650 | 1,355 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $369,903 | 1,275 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $430,287 | 1,250 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $400,014 | 1,215 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $333,165 | 1,215 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $249,214 | 935 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $289,504 | 935 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||