Position in MDT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$229,605
-$50,361 QoQ
Shares Held
2,935
-9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,711
of 2,103 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Capital Advisors, Ltd. LLC holds $1,138,671 across 21 Medical Devices names. MDT ranks #3 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
3,625 | $328,932 | |
| 2 | SYK |
Stryker Corp
|
818 | $257,539 | |
| 3 | MDT |
Medtronic plc
This page
|
2,935 | $229,605 | |
| 4 | EW |
Edwards Lifesciences Corp
|
2,259 | $204,349 | |
| 5 | DXCM |
Dexcom Inc
|
490 | $33,001 | |
| 6 | CERS |
Cerus Corp
|
9,000 | $26,280 | |
| 7 | BSX |
Boston Scientific Corp
|
445 | $18,992 | |
| 8 | STE |
STERIS plc
|
65 | $13,687 |
All Filings in MDT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,605 | 2,935 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $279,966 | 3,231 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $313,731 | 3,266 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $311,244 | 3,268 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $281,210 | 3,226 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $294,740 | 3,280 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $270,313 | 3,384 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $286,745 | 3,185 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $250,219 | 3,179 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $278,444 | 3,195 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $257,355 | 3,124 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $240,565 | 3,070 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $272,317 | 3,091 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $249,115 | 3,090 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $236,346 | 3,041 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $238,777 | 2,957 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $280,109 | 3,121 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $399,752 | 3,603 | Shares | Sole | 2022-05-09 | |
| 2021-09-30 | $421,802 | 3,365 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $334,071 | 2,828 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $331,271 | 2,828 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $293,885 | 2,828 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $259,327 | 2,828 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $255,029 | 2,828 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||