Position in ISRG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$34,995
-$12,486 QoQ
Shares Held
88
-14.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,040
of 2,223 holders
Holding Since
Dec 2021
17 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, 2026Capital Advisors, Ltd. LLC holds $195,339 across 11 Medical Instruments & Supplies names. ISRG ranks #3 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BDX |
Becton Dickinson & Co
|
540 | $81,718 | |
| 2 | RMD |
Resmed Inc
|
206 | $40,145 | |
| 3 | ISRG |
Intuitive Surgical Inc
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|
88 | $34,995 | |
| 4 | WST |
West Pharmaceutical Services Inc
|
43 | $15,437 | |
| 5 | SOLV |
Solventum Corp
|
175 | $13,501 | |
| 6 | ALGN |
Align Technology Inc
|
32 | $5,397 | |
| 7 | BAX |
Baxter International Inc
|
124 | $2,643 | |
| 8 | COO |
Cooper Companies, Inc.
|
15 | $1,075 |
All Filings in ISRG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,995 | 88 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $47,481 | 103 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $58,335 | 103 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $43,828 | 98 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $69,013 | 127 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $61,413 | 124 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $64,723 | 124 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $60,917 | 124 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $41,815 | 94 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $38,312 | 96 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $29,350 | 87 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $25,429 | 87 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $29,748 | 87 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $7,408 | 29 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $10 | 95 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,060 | 27 | Shares | Sole | 2022-11-09 | |
| 2021-12-31 | $1,077 | 3 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||