Chicago Partners Investment Group LLC
Position in BDX — Becton Dickinson & Co
CIK 1563525
CHICAGO, IL
Position in BDX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$347,302
-$38,540 QoQ
Shares Held
2,295
-6.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#911
of 1,430 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in BDX Over Time
Shares Held
Position Value (USD)
Derivatives in BDX
reported options exposure · as of Jun 30, 2026CallValue
$15,133
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $7,466,460 across 11 Medical Instruments & Supplies names. BDX ranks #8 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
3,560 | $1,415,740 | |
| 2 | NVST |
Envista Holdings Corp
|
44,575 | $1,174,551 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
2,742 | $984,378 | |
| 4 | COO |
Cooper Companies, Inc.
|
13,096 | $939,114 | |
| 5 | ATR |
Aptargroup, Inc.
|
5,811 | $727,537 | |
| 6 | RMD |
Resmed Inc
|
2,890 | $563,203 | |
| 7 | ALGN |
Align Technology Inc
|
3,023 | $509,859 | |
| 8 | BDX |
Becton Dickinson & Co
This page
|
2,295 | $347,302 |
All Filings in BDX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,133 | 100 | Call | Sole | 2026-07-30 | |
| 2026-06-30 | $347,302 | 2,295 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $385,842 | 2,454 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $632,280 | 3,258 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $533,995 | 2,853 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $311,255 | 1,807 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $358,936 | 1,567 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $510,457 | 2,250 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $392,510 | 1,628 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $305,926 | 1,309 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||