Position in MDT
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$168,507
-$755,008 QoQ
Shares Held
2,154
-79.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,801
of 2,103 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Derivatives in MDT
reported options exposure · as of Mar 31, 2020CallValue
$72,144
CallShares
800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Devices
Healthcare · as of Jun 30, 2026HARBOR INVESTMENT ADVISORY, LLC holds $8,107,858 across 13 Medical Devices names. MDT ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
28,617 | $2,596,706 | |
| 2 | EW |
Edwards Lifesciences Corp
|
20,516 | $1,855,877 | |
| 3 | SYK |
Stryker Corp
|
5,442 | $1,713,359 | |
| 4 | STE |
STERIS plc
|
6,092 | $1,282,792 | |
| 5 | ZBH |
Zimmer Biomet Holdings, Inc.
|
3,425 | $294,858 | |
| 6 | MDT |
Medtronic plc
This page
|
2,154 | $168,507 | |
| 7 | PEN |
Penumbra Inc
|
179 | $56,519 | |
| 8 | IRTC |
iRhythm Holdings, Inc.
|
420 | $49,959 |
All Filings in MDT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $168,507 | 2,154 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $923,515 | 10,658 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,077,408 | 11,216 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,055,925 | 11,087 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,001,147 | 11,485 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $1,004,005 | 11,173 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $909,433 | 11,385 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,131,407 | 12,567 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,013,233 | 12,873 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,386,817 | 15,913 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,141,951 | 13,862 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,301,167 | 16,605 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,546,947 | 17,559 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,325,554 | 16,442 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,258,131 | 16,188 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,299,025 | 16,087 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,386,368 | 15,447 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,947,172 | 17,550 | Shares | Sole | 2022-04-20 | |
| 2021-09-30 | $1,853,801 | 14,789 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,826,324 | 14,713 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,740,527 | 14,734 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $1,779,005 | 15,187 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,249,430 | 12,023 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $952,396 | 10,386 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $748,313 | 8,298 | Shares | Sole | 2020-05-11 | |
| 2020-03-31 | $72,144 | 800 | Call | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||