Position in ATR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,934,261
+$3,001,552 QoQ
Shares Held
183,181
+15.8% QoQ
Ownership
0.288%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#47
of 550 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in ATR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $334,018,183 across 35 Medical Instruments & Supplies names. ATR ranks #6 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
265,736 | $105,677,891 | |
| 2 | BAX |
Baxter International Inc
|
2,406,207 | $51,300,332 | |
| 3 | AVTR |
Avantor, Inc.
|
4,120,981 | $40,797,711 | |
| 4 | COO |
Cooper Companies, Inc.
|
492,333 | $35,305,199 | |
| 5 | BDX |
Becton Dickinson & Co
|
184,723 | $27,954,130 | |
| 6 | ATR |
Aptargroup, Inc.
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|
183,181 | $22,934,261 | |
| 7 | ALC |
Alcon Inc
|
204,327 | $13,710,341 | |
| 8 | MDLN |
Medline Inc.
|
333,669 | $13,159,904 |
All Filings in ATR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,934,261 | 183,181 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||