Position in AORT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$630,103
-$983,667 QoQ
Shares Held
28,042
-36.4% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#90
of 207 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in AORT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $623,452,223 across 82 Medical Devices names. AORT ranks #23 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
2,270,401 | $177,613,469 | |
| 2 | ABT |
Abbott Laboratories
|
1,283,565 | $116,470,687 | |
| 3 | SYK |
Stryker Corp
|
344,130 | $108,345,888 | |
| 4 | BSX |
Boston Scientific Corp
|
1,293,187 | $55,193,220 | |
| 5 | STE |
STERIS plc
|
165,744 | $34,900,713 | |
| 6 | BRKR |
Bruker Corp
|
422,104 | $25,402,218 | |
| 7 | BIO |
Bio-Rad Laboratories, Inc.
|
78,878 | $23,159,369 | |
| 8 | EW |
Edwards Lifesciences Corp
|
252,329 | $22,825,680 |
All Filings in AORT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $630,103 | 28,042 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||