Position in COO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$374,612
+$142,380 QoQ
Shares Held
5,224
+60.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#429
of 669 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 8%
Shared 92%
None 0%
Common Shares in COO Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $10,734,687 across 15 Medical Instruments & Supplies names. COO ranks #11 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
6,379 | $2,536,799 | |
| 2 | ATR |
Aptargroup, Inc.
|
9,238 | $1,156,597 | |
| 3 | MMSI |
Merit Medical Systems Inc
|
16,353 | $1,133,917 | |
| 4 | BDX |
Becton Dickinson & Co
|
5,837 | $883,312 | |
| 5 | RMD |
Resmed Inc
|
4,477 | $872,476 | |
| 6 | ALC |
Alcon Inc
|
10,486 | $703,610 | |
| 7 | SOLV |
Solventum Corp
|
6,539 | $504,483 | |
| 8 | AVTR |
Avantor, Inc.
|
48,885 | $483,961 |
All Filings in COO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $374,612 | 5,224 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $232,232 | 3,248 | Shares | Other | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||