Position in LMAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,081,373
-$92,422 QoQ
Shares Held
11,269
+4.8% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#124
of 327 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in LMAT Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $113,783,581 across 21 Medical Instruments & Supplies names. LMAT ranks #13 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
173,479 | $68,989,128 | |
| 2 | BDX |
Becton Dickinson & Co
|
80,674 | $12,208,396 | |
| 3 | RMD |
Resmed Inc
|
49,056 | $9,560,033 | |
| 4 | ALGN |
Align Technology Inc
|
15,644 | $2,638,517 | |
| 5 | WST |
West Pharmaceutical Services Inc
|
7,305 | $2,622,495 | |
| 6 | SOLV |
Solventum Corp
|
29,941 | $2,309,948 | |
| 7 | COO |
Cooper Companies, Inc.
|
29,189 | $2,093,143 | |
| 8 | MMSI |
Merit Medical Systems Inc
|
27,185 | $1,885,007 |
All Filings in LMAT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,081,373 | 11,269 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,173,795 | 10,752 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $877,015 | 10,814 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $847,271 | 9,682 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $784,490 | 9,446 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $317,729 | 3,787 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $506,770 | 5,500 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $576,475 | 6,206 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $550,370 | 6,689 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $430,809 | 6,492 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $465,034 | 8,193 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $370,681 | 6,804 | Shares | Sole | 2023-11-15 | |
| 2022-06-30 | $34,435 | 756 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $28,625 | 616 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,721 | 94 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,946 | 112 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $6,834 | 112 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,585 | 94 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,417 | 35 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||