Position in AORT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,613,770
+$1,590,145 QoQ
Shares Held
44,068
+8407.3% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 98.2822002359989.ToString("F0")%
Shared 0.ToString("F0")%
None 1.7177997640010891.ToString("F0")%
Common Shares in AORT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $724,016,190 across 78 Medical Devices names. AORT ranks #17 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
3,237,420 | $280,522,442 | |
| 2 | ABT |
Abbott Laboratories
|
1,501,209 | $154,129,127 | |
| 3 | BSX |
Boston Scientific Corp
|
1,531,937 | $96,129,046 | |
| 4 | SYK |
Stryker Corp
|
136,670 | $44,908,395 | |
| 5 | STE |
STERIS plc
|
140,525 | $31,074,292 | |
| 6 | ZBH |
Zimmer Biomet Holdings, Inc.
|
228,422 | $20,653,916 | |
| 7 | GEHC |
GE HealthCare Technologies Inc.
|
288,436 | $20,530,874 | |
| 8 | BIO |
Bio-Rad Laboratories, Inc.
|
71,976 | $20,063,309 |
All Filings in AORT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,613,770 | 44,068 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,625 | 518 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,693 | 40 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,244 | 40 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $737 | 30 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $857 | 30 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,064 | 40 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,282 | 50 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||