Position in ISRG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,897,992
-$899,766 QoQ
Shares Held
14,831
+0.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#620
of 2,223 holders
Holding Since
Dec 2022
15 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, 2026Trifecta Capital Advisors, LLC holds $5,960,524 across 5 Medical Instruments & Supplies names. ISRG ranks #1 (99.0% of the industry book) .
All Filings in ISRG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,897,992 | 14,831 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $6,797,758 | 14,746 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $8,190,131 | 14,461 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $6,267,481 | 14,014 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $7,264,304 | 13,368 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $6,223,562 | 12,566 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $6,009,847 | 11,514 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $5,334,700 | 10,859 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,683,825 | 10,529 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,684,797 | 9,233 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,885,440 | 8,553 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,321,659 | 7,943 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,297,152 | 6,718 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,538,695 | 6,023 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,579,628 | 5,953 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||