Position in LUCY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$450,333
-$94,667 QoQ
Shares Held
577,350
+15.5% QoQ
Ownership
6.71%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 14 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LUCY Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Cetera Investment Advisers holds $110,458,658 across 26 Medical Instruments & Supplies names. LUCY ranks #17 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
115,349 | $45,871,990 | |
| 2 | BDX |
Becton Dickinson & Co
|
132,188 | $20,004,010 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
23,974 | $8,606,666 | |
| 4 | ATR |
Aptargroup, Inc.
|
48,785 | $6,107,882 | |
| 5 | SOLV |
Solventum Corp
|
49,447 | $3,814,836 | |
| 6 | COO |
Cooper Companies, Inc.
|
46,590 | $3,340,968 | |
| 7 | ALC |
Alcon Inc
|
48,165 | $3,231,871 | |
| 8 | RMD |
Resmed Inc
|
15,436 | $3,008,167 |
All Filings in LUCY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $450,333 | 577,350 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $545,000 | 500,000 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $340,254 | 341,278 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $411,767 | 213,351 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $330,923 | 156,096 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||