Position in EW
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,789
+$424 QoQ
Shares Held
64
-4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,231
of 1,315 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Bruce G. Allen Investments, LLC holds $804,081 across 11 Medical Devices names. EW ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
2,442 | $191,037 | |
| 2 | ABT |
Abbott Laboratories
|
1,850 | $167,869 | |
| 3 | ZBH |
Zimmer Biomet Holdings, Inc.
|
1,659 | $142,823 | |
| 4 | SYK |
Stryker Corp
|
439 | $138,214 | |
| 5 | GEHC |
GE HealthCare Technologies Inc.
|
1,777 | $113,745 | |
| 6 | PHG |
Koninklijke Philips NV
|
832 | $22,622 | |
| 7 | BSX |
Boston Scientific Corp
|
266 | $11,352 | |
| 8 | STE |
STERIS plc
|
40 | $8,422 |
All Filings in EW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,789 | 64 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $5,365 | 67 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,711 | 67 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,210 | 67 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $5,240 | 67 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $4,638 | 64 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $4,737 | 64 | Shares | Sole | 2025-01-10 | |
| No filing history on record for this holder in this stock. | ||||||