Position in CLPT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,274,931
New position
Shares Held
295,680
first reported quarter
Ownership
0.969%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#10
of 127 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Medical Devices
Healthcare · as of Jun 30, 2026COMPASS FINANCIAL MANAGEMENT LLC holds $5,495,201 across 9 Medical Devices names. CLPT ranks #1 (96.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CLPT |
ClearPoint Neuro, Inc.
This page
|
295,680 | $5,274,931 | |
| 2 | ABT |
Abbott Laboratories
|
1,627 | $147,633 | |
| 3 | EW |
Edwards Lifesciences Corp
|
352 | $31,841 | |
| 4 | SYK |
Stryker Corp
|
84 | $26,446 | |
| 5 | BSX |
Boston Scientific Corp
|
193 | $8,237 | |
| 6 | GEHC |
GE HealthCare Technologies Inc.
|
73 | $4,672 | |
| 7 | SENS |
Senseonics Holdings, Inc.
|
215 | $1,221 | |
| 8 | DXCM |
Dexcom Inc
|
2 | $134 |
All Filings in CLPT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,274,931 | 295,680 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||