Position in ATR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,449,219
+$8,079,256 QoQ
Shares Held
75,473
+594.3% QoQ
Ownership
0.119%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#99
of 548 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in ATR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $347,608,087 across 21 Medical Instruments & Supplies names. ATR ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
466,595 | $185,555,496 | |
| 2 | BDX |
Becton Dickinson & Co
|
384,289 | $58,154,451 | |
| 3 | COO |
Cooper Companies, Inc.
|
205,447 | $14,732,604 | |
| 4 | ALGN |
Align Technology Inc
|
75,486 | $12,731,467 | |
| 5 | WST |
West Pharmaceutical Services Inc
|
30,229 | $10,852,211 | |
| 6 | SOLV |
Solventum Corp
|
124,148 | $9,578,017 | |
| 7 | ATR |
Aptargroup, Inc.
This page
|
75,473 | $9,449,219 | |
| 8 | RMD |
Resmed Inc
|
42,967 | $8,373,407 |
All Filings in ATR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,449,219 | 75,473 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,369,963 | 10,871 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,927,820 | 15,807 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,661,526 | 12,431 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,152,163 | 13,758 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,885,909 | 12,710 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,879,072 | 11,961 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $702,592 | 4,386 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $593,090 | 4,212 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $507,499 | 3,527 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $435,018 | 3,519 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $415,507 | 3,323 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $392,070 | 3,384 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,947,893 | 24,942 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,363,579 | 21,491 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,422,217 | 25,489 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,675,614 | 25,924 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,250,990 | 27,668 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,649,118 | 21,629 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,930,160 | 24,551 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,997,355 | 21,282 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,021,395 | 21,327 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,114,264 | 15,445 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,722,224 | 15,214 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,654,279 | 14,773 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,459,554 | 14,663 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||