Position in ATEC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$481,026
-$926,758 QoQ
Shares Held
55,610
-57.0% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#124
of 265 holders
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in ATEC Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $192,998,899 across 51 Medical Devices names. ATEC ranks #21 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
509,302 | $46,214,063 | |
| 2 | STE |
STERIS plc
|
209,519 | $44,118,415 | |
| 3 | SYK |
Stryker Corp
|
138,667 | $43,657,918 | |
| 4 | MDT |
Medtronic plc
|
258,603 | $20,230,512 | |
| 5 | EW |
Edwards Lifesciences Corp
|
60,926 | $5,511,365 | |
| 6 | BSX |
Boston Scientific Corp
|
123,736 | $5,281,052 | |
| 7 | DXCM |
Dexcom Inc
|
47,517 | $3,200,269 | |
| 8 | GEHC |
GE HealthCare Technologies Inc.
|
47,861 | $3,063,582 |
All Filings in ATEC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $481,026 | 55,610 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,407,784 | 129,392 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,344,897 | 63,921 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $529,604 | 36,424 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $546,064 | 49,195 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $114,024 | 11,245 | Shares | Sole | 2025-05-15 | |
| 2023-12-31 | $8,552,124 | 565,991 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,174,744 | 553,180 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $9,818,068 | 546,055 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $356,350 | 22,843 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $280,493 | 22,712 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $198,502 | 22,712 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $155,076 | 23,712 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $259,325 | 22,550 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $257,917 | 22,565 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $274,884 | 22,550 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $345,466 | 22,550 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $279,230 | 17,684 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $67,728 | 10,200 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $47,940 | 10,200 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||