Position in LUCD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$478,010
+$37,466 QoQ
Shares Held
446,739
+16.6% QoQ
Ownership
0.220%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#19
of 114 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LUCD Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Lido Advisors, LLC holds $79,982,460 across 13 Medical Devices names. LUCD ranks #10 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZBH |
Zimmer Biomet Holdings, Inc.
|
317,049 | $27,294,748 | |
| 2 | ABT |
Abbott Laboratories
|
192,975 | $17,510,550 | |
| 3 | SYK |
Stryker Corp
|
46,856 | $14,752,141 | |
| 4 | MDT |
Medtronic plc
|
77,478 | $6,061,102 | |
| 5 | BSX |
Boston Scientific Corp
|
137,303 | $5,860,090 | |
| 6 | EW |
Edwards Lifesciences Corp
|
32,501 | $2,940,038 | |
| 7 | DXCM |
Dexcom Inc
|
41,356 | $2,785,325 | |
| 8 | GEHC |
GE HealthCare Technologies Inc.
|
13,456 | $861,317 |
All Filings in LUCD
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $478,010 | 446,739 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $440,544 | 383,082 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $417,559 | 383,082 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $386,912 | 383,082 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $440,544 | 383,082 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $570,792 | 383,082 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $114,673 | 140,016 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $81,513 | 100,016 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $55,773 | 68,016 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||