Position in BDX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,704,870
-$88,005 QoQ
Shares Held
17,874
+0.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#433
of 1,428 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in BDX Over Time
Shares Held
Position Value (USD)
Derivatives in BDX
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$272,394
PutShares
1,800
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, 2026Lido Advisors, LLC holds $30,705,186 across 11 Medical Instruments & Supplies names. BDX ranks #2 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
56,811 | $22,592,597 | |
| 2 | BDX |
Becton Dickinson & Co
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|
17,874 | $2,704,870 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
4,827 | $1,732,893 | |
| 4 | ATR |
Aptargroup, Inc.
|
5,342 | $668,817 | |
| 5 | SOLV |
Solventum Corp
|
8,462 | $652,842 | |
| 6 | COO |
Cooper Companies, Inc.
|
7,723 | $553,816 | |
| 7 | ICUI |
Icu Medical Inc/De
|
3,213 | $471,025 | |
| 8 | RMD |
Resmed Inc
|
2,112 | $411,586 |
All Filings in BDX
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,704,870 | 17,874 | Shares | Defined | 2026-08-07 | |
| 2026-06-30 | $272,394 | 1,800 | Put | Sole | 2026-08-07 | |
| 2026-03-31 | $283,014 | 1,800 | Put | Sole | 2026-05-13 | |
| 2026-03-31 | $2,792,875 | 17,763 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $349,326 | 1,800 | Put | Sole | 2026-02-10 | |
| 2025-12-31 | $6,601,098 | 34,014 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $6,382,681 | 34,101 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $336,905 | 1,800 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $4,428,031 | 25,707 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $5,565,927 | 24,299 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $5,581,907 | 24,604 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,167,093 | 25,579 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,541,731 | 23,712 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $6,544,061 | 26,446 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $6,049,907 | 24,812 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,968,687 | 19,219 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,189,767 | 12,082 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,798,191 | 11,304 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,772,285 | 14,834 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,364,225 | 10,610 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,662,844 | 6,745 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,609,565 | 6,051 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,412,562 | 5,617 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,173,544 | 4,774 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $1,019,209 | 4,191 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $854,915 | 3,516 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $755,664 | 3,020 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||