Position in ATR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$668,817
-$3,115,058 QoQ
Shares Held
5,342
-82.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#275
of 550 holders
Holding Since
Mar 2023
10 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in ATR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Lido Advisors, LLC holds $30,705,186 across 11 Medical Instruments & Supplies names. ATR ranks #4 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
56,811 | $22,592,597 | |
| 2 | BDX |
Becton Dickinson & Co
|
17,874 | $2,704,870 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
4,827 | $1,732,893 | |
| 4 | ATR |
Aptargroup, Inc.
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|
5,342 | $668,817 | |
| 5 | SOLV |
Solventum Corp
|
8,462 | $652,842 | |
| 6 | COO |
Cooper Companies, Inc.
|
7,723 | $553,816 | |
| 7 | ICUI |
Icu Medical Inc/De
|
3,213 | $471,025 | |
| 8 | RMD |
Resmed Inc
|
2,112 | $411,586 |
All Filings in ATR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $668,817 | 5,342 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $3,783,875 | 30,026 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $5,925,182 | 48,583 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $6,491,598 | 48,568 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $9,494,362 | 60,694 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $759,259 | 5,117 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $800,424 | 5,095 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $825,618 | 5,154 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $704,510 | 5,699 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $1,782,541 | 15,082 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||