Position in ALC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$201,568
-$202,910 QoQ
Shares Held
3,004
-44.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#404
of 622 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALC Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Compound Planning, Inc. holds $3,701,056 across 6 Medical Instruments & Supplies names. ALC ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
4,894 | $1,946,245 | |
| 2 | BDX |
Becton Dickinson & Co
|
3,491 | $528,292 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
1,301 | $467,059 | |
| 4 | ALGN |
Align Technology Inc
|
2,016 | $340,017 | |
| 5 | RMD |
Resmed Inc
|
1,118 | $217,875 | |
| 6 | ALC |
Alcon Inc
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|
3,004 | $201,568 |
All Filings in ALC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,568 | 3,004 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $404,478 | 5,368 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $394,521 | 5,006 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $329,557 | 4,423 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $433,366 | 4,909 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $650,270 | 6,850 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $399,916 | 4,711 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $511,257 | 5,109 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $359,437 | 4,035 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $254,117 | 3,051 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||