Position in BDX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$883,312
-$122,959 QoQ
Shares Held
5,837
-8.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#652
of 1,430 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 15%
None 0%
Common Shares in BDX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $10,734,687 across 15 Medical Instruments & Supplies names. BDX ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
6,379 | $2,536,799 | |
| 2 | ATR |
Aptargroup, Inc.
|
9,238 | $1,156,597 | |
| 3 | MMSI |
Merit Medical Systems Inc
|
16,353 | $1,133,917 | |
| 4 | BDX |
Becton Dickinson & Co
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|
5,837 | $883,312 | |
| 5 | RMD |
Resmed Inc
|
4,477 | $872,476 | |
| 6 | ALC |
Alcon Inc
|
10,486 | $703,610 | |
| 7 | SOLV |
Solventum Corp
|
6,539 | $504,483 | |
| 8 | AVTR |
Avantor, Inc.
|
48,885 | $483,961 |
All Filings in BDX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $883,312 | 5,837 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $1,006,271 | 6,400 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,234,090 | 6,359 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,206,497 | 6,446 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,012,313 | 5,877 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,973,117 | 47,905 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,500,265 | 50,691 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,941,439 | 49,529 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $11,465,579 | 49,059 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $3,316,324 | 13,402 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,169,544 | 12,999 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $3,480,589 | 13,463 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,510,275 | 13,296 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $3,195,492 | 12,909 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $3,139,333 | 12,345 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,803,646 | 12,582 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,001,502 | 12,175 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $3,255,307 | 12,238 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,060,762 | 12,171 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $2,899,447 | 11,795 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,757,288 | 11,338 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,697,992 | 11,096 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,959,101 | 11,826 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,769,590 | 11,903 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,890,859 | 12,082 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,853,053 | 12,417 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||