Position in ATR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$155,874
-$8,330 QoQ
Shares Held
1,245
-4.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#400
of 553 holders
Holding Since
Sep 2020
24 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, 2026TFC Financial Management, Inc. holds $948,093 across 12 Medical Instruments & Supplies names. ATR ranks #2 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
1,319 | $524,539 | |
| 2 | ATR |
Aptargroup, Inc.
This page
|
1,245 | $155,874 | |
| 3 | SOLV |
Solventum Corp
|
1,695 | $130,769 | |
| 4 | ALC |
Alcon Inc
|
1,240 | $83,204 | |
| 5 | BDX |
Becton Dickinson & Co
|
324 | $49,030 | |
| 6 | RMD |
Resmed Inc
|
8 | $1,559 | |
| 7 | BAX |
Baxter International Inc
|
60 | $1,279 | |
| 8 | WST |
West Pharmaceutical Services Inc
|
3 | $1,077 |
All Filings in ATR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $155,874 | 1,245 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $164,204 | 1,303 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $158,913 | 1,303 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $174,158 | 1,303 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $203,828 | 1,303 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $193,487 | 1,304 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $207,372 | 1,320 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $219,460 | 1,370 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $186,573 | 1,325 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $190,798 | 1,326 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $163,796 | 1,325 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $198,813 | 1,590 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $184,217 | 1,590 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $229,406 | 1,941 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $213,471 | 1,941 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $183,883 | 1,935 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $300,753 | 2,914 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $244,282 | 2,079 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $219,116 | 1,789 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $165,777 | 1,389 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $171,683 | 1,219 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $165,895 | 1,171 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $187,676 | 1,371 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $160,178 | 1,415 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||