Position in ATR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$19,932,709
+$18,915,198 QoQ
Shares Held
158,171
+1795.9% QoQ
Ownership
0.248%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 97.95222921882508.ToString("F0")%
Shared 0.ToString("F0")%
None 2.0477707811749237.ToString("F0")%
Common Shares in ATR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $377,174,154 across 36 Medical Instruments & Supplies names. ATR ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
329,419 | $151,858,864 | |
| 2 | BDX |
Becton Dickinson & Co
|
376,427 | $59,185,616 | |
| 3 | HOLX |
HOLOGIC INC
|
346,740 | $26,210,076 | |
| 4 | BAX |
Baxter International Inc
|
1,476,265 | $24,801,251 | |
| 5 | COO |
Cooper Companies, Inc.
|
284,581 | $20,347,541 | |
| 6 | ATR |
Aptargroup, Inc.
This page
|
158,171 | $19,932,709 | |
| 7 | AVTR |
Avantor, Inc.
|
2,330,767 | $18,273,213 | |
| 8 | ALC |
Alcon Inc
|
239,676 | $18,059,585 |
All Filings in ATR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,932,709 | 158,171 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,017,511 | 8,343 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $162,129 | 1,213 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $97,924 | 626 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $99,562 | 671 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $92,846 | 591 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $23,067 | 144 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $13,376 | 95 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $10,791 | 75 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||