Position in ALC
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$222,357
New position
Shares Held
2,951
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $17,596,386 across 11 Medical Instruments & Supplies names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
25,839 | $10,275,653 | |
| 2 | RGEN |
Repligen Corp
|
18,594 | $2,536,965 | |
| 3 | COO |
Cooper Companies, Inc.
|
24,242 | $1,738,393 | |
| 4 | RMD |
Resmed Inc
|
3,946 | $768,996 | |
| 5 | BDX |
Becton Dickinson & Co
|
3,472 | $525,417 | |
| 6 | SOLV |
Solventum Corp
|
4,847 | $373,946 | |
| 7 | STVN |
Stevanato Group S.p.A.
|
18,690 | $337,728 | |
| 8 | ATRC |
AtriCure, Inc.
|
11,993 | $335,564 |
All Filings in ALC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $222,357 | 2,951 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||