Position in ISRG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$524,539
-$82,584 QoQ
Shares Held
1,319
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,420
of 2,223 holders
Holding Since
Sep 2020
24 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, 2026TFC Financial Management, Inc. holds $948,093 across 12 Medical Instruments & Supplies names. ISRG ranks #1 (55.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
1,319 | $524,539 | |
| 2 | ATR |
Aptargroup, Inc.
|
1,245 | $155,874 | |
| 3 | SOLV |
Solventum Corp
|
1,695 | $130,769 | |
| 4 | ALC |
Alcon Inc
|
1,240 | $83,204 | |
| 5 | BDX |
Becton Dickinson & Co
|
324 | $49,030 | |
| 6 | RMD |
Resmed Inc
|
8 | $1,559 | |
| 7 | BAX |
Baxter International Inc
|
60 | $1,279 | |
| 8 | WST |
West Pharmaceutical Services Inc
|
3 | $1,077 |
All Filings in ISRG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $524,539 | 1,319 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $607,123 | 1,317 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $745,896 | 1,317 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $589,001 | 1,317 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $715,670 | 1,317 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $652,270 | 1,317 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $687,421 | 1,317 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $647,002 | 1,317 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $585,867 | 1,317 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $525,601 | 1,317 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $458,134 | 1,358 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $397,514 | 1,360 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $465,038 | 1,360 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $374,519 | 1,466 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $359,018 | 1,353 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $253,606 | 1,353 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $271,560 | 1,353 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $408,173 | 1,353 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $486,132 | 1,353 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $448,361 | 451 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $414,757 | 451 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $420,456 | 569 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $465,498 | 569 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $403,728 | 569 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||