Valeo Financial Advisors, LLC

Position in ATEC — Alphatec Holdings, Inc.

CIK 1722641 CARMEL, IN

Position in ATEC

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$383,739

-$66,649 QoQ

Shares Held

44,363

+7.2% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#140

of 264 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $9,979,556 across 10 Medical Devices names. ATEC ranks #7 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories	26,907	$2,441,541
2	SYK	Stryker Corp	6,475	$2,038,589
3	GKOS	GLAUKOS Corp	9,892	$1,382,505
4	MDT	Medtronic plc	16,563	$1,295,723
5	ZBH	Zimmer Biomet Holdings, Inc.	11,176	$962,141
6	BSX	Boston Scientific Corp	10,535	$449,633
7	ATEC	Alphatec Holdings, Inc. This page	44,363	$383,739
8	EW	Edwards Lifesciences Corp	4,146	$375,047

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$383,739	44,363	+7.2%	Shares	Sole	2026-07-08
2026-03-31	$450,388	41,396	+0.2%	Shares	Sole	2026-05-08
2025-12-31	$868,867	41,296	0.0%	Shares	Sole	2026-02-04
2025-09-30	$600,443	41,296	+2.1%	Shares	Sole	2025-11-03
2025-06-30	$448,995	40,450	0.0%	Shares	Sole	2025-09-12
2025-03-31	$410,163	40,450	-0.7%	Shares	Sole	2025-04-30
2024-12-31	$374,085	40,750	+81.7%	Shares	Sole	2025-01-30
2024-09-30	$124,683	22,425	+5.2%	Shares	Sole	2024-10-10
2024-06-30	$222,846	21,325	+1.4%	Shares	Sole	2024-07-10
2024-03-31	$289,934	21,025	+10.5%	Shares	Sole	2024-04-25
2023-12-31	$287,467	19,025	+5.0%	Shares	Sole	2024-01-29
2023-09-30	$235,081	18,125	0.0%	Shares	Sole	2023-10-20
2023-06-30	$325,887	18,125	0.0%	Shares	Sole	2023-07-14
2023-03-31	$282,750	18,125	0.0%	Shares	Sole	2023-04-17
2022-12-31	$223,843	18,125	0.0%	Shares	Sole	2023-02-09
2022-09-30	$158,412	18,125	0.0%	Shares	Sole	2022-10-31
2022-06-30	$118,537	18,125	0.0%	Shares	Sole	2022-08-03
2022-03-31	$208,437	18,125	0.0%	Shares	Sole	2022-04-28
2021-12-31	$207,168	18,125	+2.8%	Shares	Sole	2022-01-07
2021-09-30	$214,848	17,625	-5.2%	Shares	Sole	2021-11-02
2021-06-30	$284,952	18,600	+0.9%	Shares	Sole	2021-07-22
2021-03-31	$290,930	18,425	+5.1%	Shares	Sole	2021-04-12
2020-12-31	$254,463	17,525	-22.5%	Shares	Sole	2021-02-11
2020-09-30	$150,230	22,625	+49.8%	Shares	Sole	2020-10-28
2020-06-30	$70,970	15,100	0.0%	Shares	Sole	2020-07-20
2020-03-31	$52,095	15,100	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.