Position in WAT
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$580,114
-$21,536 QoQ
Shares Held
1,948
+23.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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 Mar 31, 2026PFG Investments, LLC holds $6,049,358 across 7 Diagnostics & Research names. WAT ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHR |
Danaher Corp /De/
|
8,974 | $1,701,470 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
3,030 | $1,489,335 | |
| 3 | OPK |
Opko Health, Inc.
|
1,112,776 | $1,268,564 | |
| 4 | WAT |
Waters Corp /De/
This page
|
1,948 | $580,114 | |
| 5 | DGX |
Quest Diagnostics Inc
|
1,823 | $357,271 | |
| 6 | LH |
Labcorp Holdings Inc.
|
1,234 | $329,243 | |
| 7 | A |
Agilent Technologies, Inc.
|
2,837 | $323,361 |
All Filings in WAT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||