Position in ISRG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$7,375
-$1,686 QoQ
Shares Held
16
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026Bruce G. Allen Investments, LLC holds $193,652 across 13 Medical Instruments & Supplies names. ISRG ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAX |
Baxter International Inc
|
6,149 | $103,303 | |
| 2 | SOLV |
Solventum Corp
|
417 | $27,230 | |
| 3 | BDX |
Becton Dickinson & Co
|
148 | $23,270 | |
| 4 | HOLX |
HOLOGIC INC
|
172 | $13,001 | |
| 5 | RMD |
Resmed Inc
|
38 | $8,530 | |
| 6 | ISRG |
Intuitive Surgical Inc
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|
16 | $7,375 | |
| 7 | ALGN |
Align Technology Inc
|
24 | $4,114 | |
| 8 | ATR |
Aptargroup, Inc.
|
30 | $3,780 |
All Filings in ISRG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,375 | 16 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $9,061 | 16 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,155 | 16 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $8,694 | 16 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $7,924 | 16 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $8,351 | 16 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $7,860 | 16 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $7,117 | 16 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $6,385 | 16 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $8,096 | 24 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||