Position in MDT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$77,056
+$58,773 QoQ
Shares Held
985
+366.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,852
of 2,103 holders
Holding Since
Jun 2020
19 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 Sep 30, 2021CallValue
$0
CallShares
0
PutValue
$27,577
PutShares
220
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, 2026SUMMIT SECURITIES GROUP LLC holds $680,746 across 12 Medical Devices names. MDT ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
796 | $250,612 | |
| 2 | ZBH |
Zimmer Biomet Holdings, Inc.
|
1,622 | $139,637 | |
| 3 | MDT |
Medtronic plc
This page
|
985 | $77,056 | |
| 4 | IART |
Integra Lifesciences Holdings Corp
|
4,176 | $75,000 | |
| 5 | ENOV |
Enovis CORP
|
3,147 | $65,142 | |
| 6 | ABT |
Abbott Laboratories
|
404 | $36,658 | |
| 7 | BSX |
Boston Scientific Corp
|
344 | $14,681 | |
| 8 | EW |
Edwards Lifesciences Corp
|
134 | $12,121 |
All Filings in MDT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,056 | 985 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $18,283 | 211 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,404,189 | 25,028 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $210,385 | 2,209 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $75,314 | 864 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $183,724 | 2,300 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $531,177 | 5,900 | Shares | Sole | 2024-11-07 | |
| 2023-12-31 | $1,260,414 | 15,300 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $162,104 | 1,840 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $210,579 | 2,612 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $419,921 | 5,403 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $272,208 | 3,371 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $251,748 | 2,805 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $105,513 | 951 | Shares | Sole | 2022-05-11 | |
| 2021-09-30 | $6,656,085 | 53,100 | Shares | Sole | 2021-10-20 | |
| 2021-09-30 | $27,577 | 220 | Put | Sole | 2021-10-20 | |
| 2021-06-30 | $202,952 | 1,635 | Shares | Sole | 2021-07-19 | |
| 2021-06-30 | $3,351 | 27 | Call | Sole | 2021-07-19 | |
| 2021-03-31 | $543,398 | 4,600 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $2,295,944 | 19,600 | Shares | Sole | 2021-02-25 | |
| 2020-06-30 | $513,520 | 5,600 | Shares | Sole | 2020-08-06 | |
| 2020-06-30 | $6,969 | 76 | Put | Sole | 2020-08-06 | |
| 2020-06-30 | $6,969 | 76 | Call | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||