Position in ISRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$105,677,891
-$46,180,973 QoQ
Shares Held
265,736
-19.3% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#149
of 2,221 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $334,018,183 across 35 Medical Instruments & Supplies names. ISRG ranks #1 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
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|
265,736 | $105,677,891 | |
| 2 | BAX |
Baxter International Inc
|
2,406,207 | $51,300,332 | |
| 3 | AVTR |
Avantor, Inc.
|
4,120,981 | $40,797,711 | |
| 4 | COO |
Cooper Companies, Inc.
|
492,333 | $35,305,199 | |
| 5 | BDX |
Becton Dickinson & Co
|
184,723 | $27,954,130 | |
| 6 | ATR |
Aptargroup, Inc.
|
183,181 | $22,934,261 | |
| 7 | ALC |
Alcon Inc
|
204,327 | $13,710,341 | |
| 8 | MDLN |
Medline Inc.
|
333,669 | $13,159,904 |
All Filings in ISRG
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,677,891 | 265,736 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $151,858,864 | 329,419 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $27,886,433 | 49,238 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $21,702,282 | 48,526 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $25,601,131 | 47,112 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $19,790,493 | 39,959 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $17,406,321 | 33,348 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $14,757,750 | 30,040 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $11,849,468 | 26,637 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $990,540 | 2,482 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $145,739 | 432 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $10,522 | 36 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $5,572 | 21 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $749 | 4 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $19,870 | 99 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $3,620 | 12 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $5,748 | 16 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $7,953 | 8 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,357 | 8 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $1,636 | 2 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||