Position in MDT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,295,723
-$30,715 QoQ
Shares Held
16,563
+8.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#950
of 2,098 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 Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$134,484
PutShares
1,400
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, 2026Valeo Financial Advisors, LLC holds $9,979,556 across 10 Medical Devices names. MDT ranks #4 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
26,907 | $2,441,541 | |
| 2 | SYK |
Stryker Corp
|
6,475 | $2,038,589 | |
| 3 | GKOS |
GLAUKOS Corp
|
9,892 | $1,382,505 | |
| 4 | MDT |
Medtronic plc
This page
|
16,563 | $1,295,723 | |
| 5 | ZBH |
Zimmer Biomet Holdings, Inc.
|
11,176 | $962,141 | |
| 6 | BSX |
Boston Scientific Corp
|
10,535 | $449,633 | |
| 7 | ATEC |
Alphatec Holdings, Inc.
|
44,363 | $383,739 | |
| 8 | EW |
Edwards Lifesciences Corp
|
4,146 | $375,047 |
All Filings in MDT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,295,723 | 16,563 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,326,438 | 15,308 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $134,484 | 1,400 | Put | Sole | 2026-02-04 | |
| 2025-12-31 | $2,111,975 | 21,986 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,081,374 | 21,854 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,816,274 | 20,836 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $1,631,408 | 18,155 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,465,158 | 18,342 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,602,353 | 17,798 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,490,924 | 18,942 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,009,591 | 23,059 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,736,817 | 21,083 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,849,609 | 23,604 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,966,920 | 22,326 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,757,193 | 21,796 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,127,406 | 14,506 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,648,753 | 20,418 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,382,688 | 15,406 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,591,237 | 23,355 | Shares | Sole | 2022-04-28 | |
| 2021-09-30 | $2,455,481 | 19,589 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,931,338 | 15,559 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,696,819 | 14,364 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $1,713,289 | 14,626 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,504,657 | 14,479 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,573,296 | 17,157 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,298,050 | 14,394 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||