Valeo Financial Advisors, LLC

Position in BDX — Becton Dickinson & Co

CIK 1722641 CARMEL, IN

Position in BDX

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$203,387

-$540 QoQ

Shares Held

1,344

+3.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,109

of 1,430 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $1,500,750 across 3 Medical Instruments & Supplies names. BDX ranks #3 (13.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc	2,574	$1,023,628
2	ALGN	Align Technology Inc	1,623	$273,735
3	BDX	Becton Dickinson & Co This page	1,344	$203,387

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$203,387	1,344	+3.6%	Shares	Sole	2026-07-08
2026-03-31	$203,927	1,297	-43.5%	Shares	Sole	2026-05-08
2025-12-31	$445,196	2,294	+1.7%	Shares	Sole	2026-02-04
2025-09-30	$422,068	2,255	+33.4%	Shares	Sole	2025-11-03
2025-06-30	$291,274	1,691	+31.0%	Shares	Sole	2025-09-12
2025-03-31	$295,716	1,291	-42.7%	Shares	Sole	2025-04-30
2024-12-31	$510,911	2,252	-4.5%	Shares	Sole	2025-01-30
2024-09-30	$568,513	2,358	-6.9%	Shares	Sole	2024-10-10
2024-06-30	$591,987	2,533	+18.8%	Shares	Sole	2024-07-10
2024-03-31	$527,563	2,132	+13.6%	Shares	Sole	2024-04-25
2023-12-31	$457,424	1,876	-41.0%	Shares	Sole	2024-01-29
2023-09-30	$821,349	3,177	+8.4%	Shares	Sole	2023-10-20
2023-06-30	$773,813	2,931	+2.1%	Shares	Sole	2023-07-14
2023-03-31	$710,934	2,872	+31.9%	Shares	Sole	2023-04-17
2022-12-31	$553,611	2,177	+32.7%	Shares	Sole	2023-02-09
2022-09-30	$365,663	1,641	+1.5%	Shares	Sole	2022-10-31
2022-06-30	$398,392	1,616	-15.7%	Shares	Sole	2022-08-03
2022-03-31	$509,655	1,916	+8.8%	Shares	Sole	2022-04-28
2021-12-31	$442,856	1,761	+7.7%	Shares	Sole	2022-01-07
2021-09-30	$401,915	1,635	+9.9%	Shares	Sole	2021-11-02
2021-06-30	$361,866	1,488	-8.9%	Shares	Sole	2021-07-22
2021-03-31	$397,307	1,634	+21.0%	Shares	Sole	2021-04-12
2020-12-31	$337,796	1,350	+3.6%	Shares	Sole	2021-02-11
2020-09-30	$303,182	1,303	-31.9%	Shares	Sole	2020-10-28
2020-06-30	$457,484	1,912	+5.2%	Shares	Sole	2020-07-20
2020-03-31	$417,492	1,817	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.