Position in ATR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$30,779,501
+$8,431,918 QoQ
Shares Held
244,243
+33.3% QoQ
Ownership
0.383%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 1.5492767448811224.ToString("F0")%
Shared 0.ToString("F0")%
None 98.45072325511887.ToString("F0")%
Common Shares in ATR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026RAYMOND JAMES FINANCIAL INC holds $872,738,783 across 29 Medical Instruments & Supplies names. ATR ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
618,213 | $284,990,008 | |
| 2 | BDX |
Becton Dickinson & Co
|
899,500 | $141,428,384 | |
| 3 | SOLV |
Solventum Corp
|
919,263 | $60,027,871 | |
| 4 | COO |
Cooper Companies, Inc.
|
749,930 | $53,619,994 | |
| 5 | ALGN |
Align Technology Inc
|
203,998 | $34,971,375 | |
| 6 | BAX |
Baxter International Inc
|
1,965,195 | $33,015,275 | |
| 7 | ATR |
Aptargroup, Inc.
This page
|
244,243 | $30,779,501 | |
| 8 | MMSI |
Merit Medical Systems Inc
|
376,758 | $25,969,926 |
All Filings in ATR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,779,501 | 244,243 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $22,347,583 | 183,237 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $10,507,946 | 78,617 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $11,625,563 | 74,318 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $16,288,709 | 109,777 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $21,941,527 | 139,666 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||