Valeo Financial Advisors, LLC

Position in ALC — Alcon Inc

CIK 1722641 CARMEL, IN

Position in ALC

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$218,590

-$91,369 QoQ

Shares Held

2,901

-26.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $1,500,750 across 3 Medical Instruments & Supplies names.

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc	2,574	$1,023,628
2	ALGN	Align Technology Inc	1,623	$273,735
3	BDX	Becton Dickinson & Co	1,344	$203,387

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$218,590	2,901	-26.2%	Shares	Sole	2026-05-08
2025-12-31	$309,959	3,933	+40.6%	Shares	Sole	2026-02-04
2025-09-30	$208,478	2,798	-3.1%	Shares	Sole	2025-11-03
2025-06-30	$254,864	2,887	+7.2%	Shares	Sole	2025-09-12
2025-03-31	$255,741	2,694	+0.4%	Shares	Sole	2025-04-30
2024-12-31	$227,674	2,682	+2.3%	Shares	Sole	2025-01-30
2024-09-30	$262,283	2,621	+8.9%	Shares	Sole	2024-10-10
2024-06-30	$214,415	2,407	-7.1%	Shares	Sole	2024-07-10
2024-03-31	$215,804	2,591	-2.6%	Shares	Sole	2024-04-25
2023-09-30	$205,056	2,661	+1.7%	Shares	Sole	2023-10-20
2023-06-30	$214,799	2,616	-12.1%	Shares	Sole	2023-07-14
2022-12-31	$203,936	2,975	-7.0%	Shares	Sole	2023-02-09
2022-03-31	$253,856	3,200	-12.0%	Shares	Sole	2022-04-28
2021-12-31	$316,681	3,635	+3.7%	Shares	Sole	2022-01-07
2021-09-30	$282,127	3,506	+49.3%	Shares	Sole	2021-11-02
2021-03-31	$164,782	2,348	+28.4%	Shares	Sole	2021-04-12
2020-12-31	$120,611	1,828	-23.0%	Shares	Sole	2021-02-11
2020-09-30	$135,199	2,374	-13.4%	Shares	Sole	2020-10-28
2020-06-30	$157,114	2,741	+32.4%	Shares	Sole	2020-07-20
2020-03-31	$105,197	2,070	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.