Position in BAX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$199,107
+$32,485 QoQ
Shares Held
9,339
-5.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#415
of 682 holders
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in BAX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Horizon Investments, LLC holds $17,847,967 across 10 Medical Instruments & Supplies names. BAX ranks #9 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
22,771 | $9,055,571 | |
| 2 | BDX |
Becton Dickinson & Co
|
23,578 | $3,568,058 | |
| 3 | MMSI |
Merit Medical Systems Inc
|
19,241 | $1,334,170 | |
| 4 | ATR |
Aptargroup, Inc.
|
8,917 | $1,116,408 | |
| 5 | WST |
West Pharmaceutical Services Inc
|
3,037 | $1,090,283 | |
| 6 | RMD |
Resmed Inc
|
4,428 | $862,928 | |
| 7 | COO |
Cooper Companies, Inc.
|
3,342 | $239,654 | |
| 8 | ALGN |
Align Technology Inc
|
1,207 | $203,572 |
All Filings in BAX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $199,107 | 9,339 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $166,622 | 9,918 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $162,186 | 8,487 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $183,366 | 8,053 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $247,084 | 8,160 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $254,602 | 7,438 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $206,656 | 7,087 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $262,828 | 6,922 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $244,251 | 7,302 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $307,514 | 7,195 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $279,125 | 7,220 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $265,878 | 7,045 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $316,869 | 6,955 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $256,420 | 6,322 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $425,599 | 8,350 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $274,739 | 5,101 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $286,144 | 4,455 | Shares | Sole | 2022-08-12 | |
| 2021-09-30 | $268,716 | 3,341 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||