Position in MASS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$103,556
+$30,711 QoQ
Shares Held
11,903
0.0% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#70
of 111 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MASS Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $34,095,510 across 16 Medical Devices names. MASS ranks #16 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
120,960 | $10,975,909 | |
| 2 | MDT |
Medtronic plc
|
66,494 | $5,201,823 | |
| 3 | SYK |
Stryker Corp
|
16,239 | $5,112,686 | |
| 4 | EW |
Edwards Lifesciences Corp
|
37,099 | $3,355,975 | |
| 5 | STE |
STERIS plc
|
13,502 | $2,843,115 | |
| 6 | BSX |
Boston Scientific Corp
|
55,565 | $2,371,513 | |
| 7 | PHG |
Koninklijke Philips NV
|
43,726 | $1,188,909 | |
| 8 | GEHC |
GE HealthCare Technologies Inc.
|
10,570 | $676,585 |
All Filings in MASS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,556 | 11,903 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $72,845 | 11,903 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $61,661 | 11,745 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $205,597 | 23,470 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $167,341 | 23,470 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $105,145 | 23,470 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $51,634 | 23,470 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||