Position in BDX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$465,793
-$15,330 QoQ
Shares Held
3,078
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#817
of 1,430 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BDX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026PFG Investments, LLC holds $2,977,214 across 6 Medical Instruments & Supplies names. BDX ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
4,389 | $1,745,417 | |
| 2 | BDX |
Becton Dickinson & Co
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|
3,078 | $465,793 | |
| 3 | SOLV |
Solventum Corp
|
3,728 | $287,615 | |
| 4 | BAX |
Baxter International Inc
|
11,249 | $239,828 | |
| 5 | WRBY |
Warby Parker Inc.
|
7,240 | $219,661 | |
| 6 | RVP |
Retractable Technologies Inc
|
26,250 | $18,900 |
All Filings in BDX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $465,793 | 3,078 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $481,123 | 3,060 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $595,018 | 3,066 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $580,601 | 3,102 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $448,022 | 2,601 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $448,957 | 1,960 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $525,203 | 2,315 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $612,152 | 2,539 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $426,287 | 1,824 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $260,564 | 1,053 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $211,888 | 869 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||