Position in COO
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$929
-$136 QoQ
Shares Held
13
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COO Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Bruce G. Allen Investments, LLC holds $162,859 across 13 Medical Instruments & Supplies names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAX |
Baxter International Inc
|
6,134 | $130,776 | |
| 2 | BDX |
Becton Dickinson & Co
|
51 | $7,717 | |
| 3 | ALC |
Alcon Inc
|
111 | $7,448 | |
| 4 | ISRG |
Intuitive Surgical Inc
|
16 | $6,362 | |
| 5 | ALGN |
Align Technology Inc
|
22 | $3,710 | |
| 6 | SOLV |
Solventum Corp
|
32 | $2,468 | |
| 7 | AVTR |
Avantor, Inc.
|
140 | $1,386 | |
| 8 | WST |
West Pharmaceutical Services Inc
|
2 | $718 |
All Filings in COO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $929 | 13 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,065 | 13 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,371 | 20 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,352 | 19 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $674 | 8 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,838 | 20 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $882 | 8 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $698 | 8 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $9,740 | 96 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $14,380 | 38 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||