Position in BDX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,421
+$1,006 QoQ
Shares Held
16
+77.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,378
of 1,428 holders
Holding Since
Mar 2025
6 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, 2026HFM Investment Advisors, LLC holds $86,224 across 16 Medical Instruments & Supplies names. BDX ranks #4 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOLV |
Solventum Corp
|
865 | $66,734 | |
| 2 | ALC |
Alcon Inc
|
70 | $4,697 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
8 | $2,872 | |
| 4 | BDX |
Becton Dickinson & Co
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|
16 | $2,421 | |
| 5 | COO |
Cooper Companies, Inc.
|
22 | $1,577 | |
| 6 | RMD |
Resmed Inc
|
7 | $1,364 | |
| 7 | ALGN |
Align Technology Inc
|
7 | $1,180 | |
| 8 | TFX |
Teleflex Inc
|
8 | $1,014 |
All Filings in BDX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,421 | 16 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,415 | 9 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,269 | 22 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,684 | 9 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,378 | 8 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $916 | 4 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||