SHELTON CAPITAL MANAGEMENT

Position in ISRG — Intuitive Surgical Inc

CIK 1002784 Denver, CO

Back to ISRG Full portfolio

Position in ISRG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$27,204,493

-$2,004,755 QoQ

Shares Held

68,408

+8.0% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#313

of 2,223 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in ISRG Over Time

Shares Held

Position Value (USD)

Derivatives in ISRG

reported options exposure · as of Mar 31, 2021

CallValue

CallShares

PutValue

$221,681

PutShares

900

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Medical Instruments & Supplies

Healthcare · as of Jun 30, 2026

SHELTON CAPITAL MANAGEMENT holds $29,249,165 across 6 Medical Instruments & Supplies names. ISRG ranks #1 (93.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc This page	68,408	$27,204,493
2	WRBY	Warby Parker Inc.	34,868	$1,057,895
3	ATR	Aptargroup, Inc.	2,451	$306,865
4	RGEN	Repligen Corp	1,744	$237,951
5	AVTR	Avantor, Inc.	22,738	$225,106
6	BDX	Becton Dickinson & Co	1,433	$216,855

All Filings in ISRG

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29 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,204,493	68,408	+8.0%	Shares	Sole	2026-08-14
2026-03-31	$29,209,248	63,362	-2.0%	Shares	Sole	2026-05-15
2025-12-31	$36,632,731	64,681	+1.3%	Shares	Sole	2026-02-17
2025-09-30	$28,556,977	63,853	-1.5%	Shares	Sole	2025-11-14
2025-06-30	$35,224,379	64,821	+3.4%	Shares	Sole	2025-08-13
2025-03-31	$31,047,485	62,688	-14.9%	Shares	Sole	2025-05-15
2024-12-31	$38,430,870	73,628	+8.1%	Shares	Sole	2025-02-13
2024-09-30	$33,474,155	68,138	+22.9%	Shares	Sole	2024-11-14
2024-06-30	$24,668,711	55,454	+2.0%	Shares	Sole	2024-08-13
2024-03-31	$21,705,706	54,388	+24.7%	Shares	Sole	2024-05-15
2023-12-31	$14,709,908	43,603	-19.1%	Shares	Sole	2024-02-14
2023-09-30	$15,744,200	53,865	+21.0%	Shares	Sole	2023-11-14
2023-06-30	$15,225,220	44,526	+2.2%	Shares	Sole	2023-08-10
2023-03-31	$11,130,572	43,569	+56.3%	Shares	Sole	2023-05-11
2022-12-31	$7,396,631	27,875	-41.1%	Shares	Sole	2023-02-13
2022-09-30	$8,872,659	47,336	+1.1%	Shares	Sole	2022-11-14
2022-06-30	$9,401,858	46,843	0.0%	Shares	Sole	2022-08-11
2022-03-31	$14,131,596	46,843	+0.8%	Shares	Sole	2022-05-12
2021-12-31	$16,690,203	46,452	+208.7%	Shares	Sole	2022-02-11
2021-09-30	$14,957,979	15,046	+1.7%	Shares	Sole	2021-11-15
2021-06-30	$13,608,834	14,798	-2.5%	Shares	Sole	2021-08-12
2021-03-31	$221,681	300	0.0%	Put	Sole	2021-05-14
2021-03-31	$11,215,629	15,178	+6.6%	Shares	Sole	2021-05-14
2020-12-31	$245,430	300	0.0%	Put	Sole	2021-02-16
2020-12-31	$11,645,653	14,235	+0.9%	Shares	Sole	2021-02-16
2020-09-30	$10,010,188	14,108	0.0%	Shares	Sole	2020-11-09
2020-09-30	$212,861	300	-97.9%	Put	Sole	2020-11-09
2020-06-30	$8,039,160	14,108	—	Shares	Sole	2020-08-12
2020-03-31	$6,995,336	14,126	—	Put	Sole	2020-05-13
No filing history on record for this holder in this stock.