Position in CTKB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$265,363
-$337 QoQ
Shares Held
60,724
+15.4% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in CTKB Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Mar 31, 2026CWM, LLC holds $110,252,079 across 91 Medical Devices names. CTKB ranks #24 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
325,972 | $33,467,545 | |
| 2 | MDT |
Medtronic plc
|
244,081 | $21,149,618 | |
| 3 | BSX |
Boston Scientific Corp
|
184,539 | $11,579,822 | |
| 4 | SYK |
Stryker Corp
|
30,671 | $10,078,183 | |
| 5 | PODD |
Insulet Corp
|
26,458 | $5,551,946 | |
| 6 | EW |
Edwards Lifesciences Corp
|
68,976 | $5,523,598 | |
| 7 | STE |
STERIS plc
|
17,989 | $3,977,907 | |
| 8 | DXCM |
Dexcom Inc
|
62,328 | $3,914,198 |
All Filings in CTKB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $265,363 | 60,724 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $265,700 | 52,614 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $191,079 | 55,066 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $154,428 | 45,420 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $72,260 | 18,020 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $6,730 | 1,037 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,786 | 503 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $5,825 | 1,044 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1 | 195 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $2 | 195 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $6,773 | 1,227 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,346 | 509 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1 | 153 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $122 | 12 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||