Biltmore Family Office, LLC

Family Office

Position in MDT — Medtronic plc

CIK 1731123 CHARLOTTE, NC

Position in MDT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$653,142

-$66,832 QoQ

Shares Held

8,349

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,241

of 2,103 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Biltmore Family Office, LLC holds $4,434,020 across 3 Medical Devices names. MDT ranks #2 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories	35,505	$3,221,723
2	MDT	Medtronic plc This page	8,349	$653,142
3	SYK	Stryker Corp	1,776	$559,155

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$653,142	8,349	+0.5%	Shares	Sole	2026-08-12
2026-03-31	$719,974	8,309	-5.2%	Shares	Sole	2026-05-11
2025-12-31	$842,350	8,769	+6.3%	Shares	Sole	2026-02-04
2025-09-30	$785,825	8,251	+2.3%	Shares	Sole	2025-10-31
2025-06-30	$703,200	8,067	+0.1%	Shares	Sole	2025-08-01
2025-03-31	$724,361	8,061	-0.7%	Shares	Sole	2025-05-12
2024-12-31	$648,705	8,121	-6.0%	Shares	Sole	2025-02-12
2024-09-30	$777,499	8,636	0.0%	Shares	Sole	2024-11-12
2024-06-30	$679,739	8,636	+1.4%	Shares	Sole	2024-08-07
2024-03-31	$742,169	8,516	+1.0%	Shares	Sole	2024-05-14
2023-12-31	$694,628	8,432	0.0%	Shares	Sole	2024-02-14
2023-09-30	$660,731	8,432	-1.5%	Shares	Sole	2023-11-14
2023-06-30	$753,871	8,557	0.0%	Shares	Sole	2023-08-07
2023-03-31	$689,865	8,557	+1.5%	Shares	Sole	2023-05-12
2022-12-31	$655,335	8,432	-0.1%	Shares	Sole	2023-02-07
2022-09-30	$681,449	8,439	+0.5%	Shares	Sole	2022-11-10
2022-06-30	$753,451	8,395	0.0%	Shares	Sole	2022-08-04
2022-03-31	$931,425	8,395	0.0%	Shares	Sole	2022-05-12
2021-09-30	$1,052,313	8,395	0.0%	Shares	Sole	2021-11-12
2021-06-30	$1,042,071	8,395	-1.0%	Shares	Sole	2021-07-30
2021-03-31	$1,001,742	8,480	0.0%	Shares	Sole	2021-05-12
2020-12-31	$993,347	8,480	0.0%	Shares	Sole	2021-02-09
2020-09-30	$881,241	8,480	-15.6%	Shares	Sole	2020-11-12
2020-06-30	$921,768	10,052	0.0%	Shares	Sole	2020-08-05
2020-03-31	$906,489	10,052	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.