Position in ALC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$102,998
+$78,660 QoQ
Shares Held
1,535
+375.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#422
of 622 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $6,655,913 across 33 Medical Instruments & Supplies names. ALC ranks #10 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
8,397 | $3,339,318 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
2,857 | $1,025,663 | |
| 3 | BAX |
Baxter International Inc
|
25,308 | $539,566 | |
| 4 | SOLV |
Solventum Corp
|
6,904 | $532,643 | |
| 5 | BDX |
Becton Dickinson & Co
|
2,601 | $393,609 | |
| 6 | RMD |
Resmed Inc
|
943 | $183,771 | |
| 7 | COO |
Cooper Companies, Inc.
|
2,513 | $180,207 | |
| 8 | RGEN |
Repligen Corp
|
1,006 | $137,258 |
All Filings in ALC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,998 | 1,535 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $24,338 | 323 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $27,031 | 343 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $14,231 | 191 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $423,920 | 4,802 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $610,399 | 6,430 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $571,309 | 6,730 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $680,776 | 6,803 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $647,789 | 7,272 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $246,121 | 2,955 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $245,687 | 3,145 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $227,327 | 2,950 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $242,224 | 2,950 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $212,395 | 3,011 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $204,758 | 2,987 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $172,620 | 2,967 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $197,579 | 2,827 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $224,265 | 2,827 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $246,288 | 2,827 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $263,136 | 3,270 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $212,044 | 3,018 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $209,557 | 2,986 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $197,016 | 2,986 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $170,052 | 2,986 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $172,877 | 3,016 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $48,482 | 954 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||