Position in ISRG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$383,363
-$183,193 QoQ
Shares Held
964
-21.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,553
of 2,223 holders
Holding Since
Sep 2024
8 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, 2026Allen Capital Group, LLC holds $585,903 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (65.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
964 | $383,363 | |
| 2 | BAX |
Baxter International Inc
|
9,500 | $202,540 |
All Filings in ISRG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,363 | 964 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $566,556 | 1,229 | Shares | Sole | 2026-05-27 | |
| 2025-12-31 | $710,215 | 1,254 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $486,586 | 1,088 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $681,979 | 1,255 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $295,180 | 596 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $316,829 | 607 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $274,619 | 559 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||