Position in ATR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,156,597
+$704,816 QoQ
Shares Held
9,238
+157.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#234
of 553 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in ATR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $10,734,687 across 15 Medical Instruments & Supplies names. ATR ranks #2 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
6,379 | $2,536,799 | |
| 2 | ATR |
Aptargroup, Inc.
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|
9,238 | $1,156,597 | |
| 3 | MMSI |
Merit Medical Systems Inc
|
16,353 | $1,133,917 | |
| 4 | BDX |
Becton Dickinson & Co
|
5,837 | $883,312 | |
| 5 | RMD |
Resmed Inc
|
4,477 | $872,476 | |
| 6 | ALC |
Alcon Inc
|
10,486 | $703,610 | |
| 7 | SOLV |
Solventum Corp
|
6,539 | $504,483 | |
| 8 | AVTR |
Avantor, Inc.
|
48,885 | $483,961 |
All Filings in ATR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,156,597 | 9,238 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $451,781 | 3,585 | Shares | Other | 2026-05-14 | |
| 2025-09-30 | $210,113 | 1,572 | Shares | Other | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||