Position in ATR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$18,139,100
+$26,499 QoQ
Shares Held
144,881
+0.8% QoQ
Ownership
0.228%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#63
of 553 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ATR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $638,323,353 across 24 Medical Instruments & Supplies names. ATR ranks #9 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
591,503 | $235,228,911 | |
| 2 | MDLN |
Medline Inc.
|
1,292,729 | $50,985,230 | |
| 3 | BDX |
Becton Dickinson & Co
|
311,273 | $47,104,942 | |
| 4 | RMD |
Resmed Inc
|
184,184 | $35,893,777 | |
| 5 | WST |
West Pharmaceutical Services Inc
|
85,727 | $30,775,993 | |
| 6 | TFX |
Teleflex Inc
|
213,496 | $27,062,752 | |
| 7 | MMSI |
Merit Medical Systems Inc
|
350,627 | $24,312,475 | |
| 8 | ICUI |
Icu Medical Inc/De
|
145,480 | $21,327,367 |
All Filings in ATR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,139,100 | 144,881 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $18,112,601 | 143,728 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $17,215,995 | 141,161 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $19,550,848 | 146,273 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $23,420,386 | 149,718 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $22,699,765 | 152,984 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $23,954,607 | 152,480 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $24,623,766 | 153,716 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $31,069,021 | 220,645 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $35,766,449 | 248,568 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $29,851,386 | 241,477 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $34,617,448 | 276,851 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $28,503,876 | 246,020 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $30,542,540 | 258,419 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $28,166,867 | 256,109 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $24,214,118 | 254,805 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $26,652,433 | 258,235 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $26,297,439 | 223,808 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $27,395,223 | 223,671 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $27,208,457 | 227,972 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $32,190,953 | 228,564 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $31,731,954 | 223,985 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $26,233,325 | 191,638 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $21,669,196 | 191,424 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $22,099,364 | 197,351 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $19,464,250 | 195,542 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||