LIGHTHOUSE FINANCIAL SERVICES INC /ADV
Position in ISRG — Intuitive Surgical Inc
CIK 1068979
BREA, CA
Position in ISRG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,917,612
+$154,326 QoQ
Shares Held
4,822
+26.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#922
of 2,223 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026LIGHTHOUSE FINANCIAL SERVICES INC /ADV holds $2,523,299 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (76.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
4,822 | $1,917,612 | |
| 2 | RMD |
Resmed Inc
|
3,108 | $605,687 |
All Filings in ISRG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,917,612 | 4,822 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,763,286 | 3,825 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,212,768 | 3,907 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||