Position in BAX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$341
+$182 QoQ
Shares Held
16
+128.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#663
of 682 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026HFM Investment Advisors, LLC holds $86,224 across 16 Medical Instruments & Supplies names. BAX ranks #14 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOLV |
Solventum Corp
|
865 | $66,734 | |
| 2 | ALC |
Alcon Inc
|
70 | $4,697 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
8 | $2,872 | |
| 4 | BDX |
Becton Dickinson & Co
|
16 | $2,421 | |
| 5 | COO |
Cooper Companies, Inc.
|
22 | $1,577 | |
| 6 | RMD |
Resmed Inc
|
7 | $1,364 | |
| 7 | ALGN |
Align Technology Inc
|
7 | $1,180 | |
| 8 | TFX |
Teleflex Inc
|
8 | $1,014 |
All Filings in BAX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341 | 16 | Shares | Sole | 2026-08-04 | |
| 2025-09-30 | $159 | 7 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $575 | 19 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $273 | 8 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||