Position in ATR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,052,235
+$737,385 QoQ
Shares Held
16,285
+51.1% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0.9456555112066318.ToString("F0")%
Shared 0.ToString("F0")%
None 99.05434448879336.ToString("F0")%
Common Shares in ATR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026CWM, LLC holds $67,740,470 across 39 Medical Instruments & Supplies names. ATR ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
54,633 | $25,185,266 | |
| 2 | ALGN |
Align Technology Inc
|
103,496 | $17,742,319 | |
| 3 | COO |
Cooper Companies, Inc.
|
91,515 | $6,543,322 | |
| 4 | BDX |
Becton Dickinson & Co
|
40,685 | $6,396,902 | |
| 5 | ATR |
Aptargroup, Inc.
This page
|
16,285 | $2,052,235 | |
| 6 | NVST |
Envista Holdings Corp
|
72,923 | $1,850,056 | |
| 7 | WST |
West Pharmaceutical Services Inc
|
5,241 | $1,313,604 | |
| 8 | RMD |
Resmed Inc
|
5,534 | $1,242,272 |
All Filings in ATR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,052,235 | 16,285 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,314,850 | 10,781 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $711,605 | 5,324 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $230,577 | 1,474 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $256,845 | 1,731 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $334,937 | 2,132 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $330,952 | 2,066 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $151,089 | 1,073 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $86,190 | 599 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $66,754 | 540 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $58,393 | 467 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $38,928 | 336 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $40,184 | 340 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $35,853 | 326 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $52,361 | 551 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $35,917 | 348 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $25,850 | 220 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $22,413 | 183 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $43,660 | 310 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $43,917 | 310 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $42,435 | 310 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $35,092 | 310 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $34,713 | 310 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $30,857 | 310 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||