Position in ATR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$219,225
-$91,792 QoQ
Shares Held
1,751
-29.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#385
of 550 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ATR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Elevated Capital Advisors, LLC holds $739,196 across 7 Medical Instruments & Supplies names. ATR ranks #3 (29.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WST |
West Pharmaceutical Services Inc
|
730 | $262,070 | |
| 2 | ISRG |
Intuitive Surgical Inc
|
639 | $254,117 | |
| 3 | ATR |
Aptargroup, Inc.
This page
|
1,751 | $219,225 | |
| 4 | BDX |
Becton Dickinson & Co
|
13 | $1,967 | |
| 5 | SOLV |
Solventum Corp
|
20 | $1,543 | |
| 6 | ALC |
Alcon Inc
|
4 | $268 | |
| 7 | EMBC |
Embecta Corp.
|
2 | $6 |
All Filings in ATR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,225 | 1,751 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $311,017 | 2,468 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $864,452 | 7,088 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $597,326 | 4,469 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $430,495 | 2,752 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $408,341 | 2,752 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $431,867 | 2,749 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $312,530 | 1,951 | Shares | Sole | 2024-10-22 | |
| No filing history on record for this holder in this stock. | ||||||