Position in AVTR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,415
New position
Shares Held
143
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#414
of 454 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Planning Strategies Inc. holds $32,410 across 10 Medical Instruments & Supplies names. AVTR ranks #8 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAX |
Baxter International Inc
|
450 | $9,594 | |
| 2 | BDX |
Becton Dickinson & Co
|
50 | $7,566 | |
| 3 | COO |
Cooper Companies, Inc.
|
47 | $3,370 | |
| 4 | ISRG |
Intuitive Surgical Inc
|
7 | $2,783 | |
| 5 | ATR |
Aptargroup, Inc.
|
21 | $2,629 | |
| 6 | RMD |
Resmed Inc
|
13 | $2,533 | |
| 7 | SOLV |
Solventum Corp
|
19 | $1,465 | |
| 8 | AVTR |
Avantor, Inc.
This page
|
143 | $1,415 |
All Filings in AVTR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,415 | 143 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||