Valtinson Bruner Financial Planning LLC

Position in MDT — Medtronic plc

CIK 1761450 NEW BRIGHTON, MN

Back to MDT Full portfolio

Position in MDT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,292,516

-$281,307 QoQ

Shares Held

16,522

-9.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.50%

of 13F equity value

Holder Rank

#952

of 2,103 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in MDT Over Time

Shares Held

Position Value (USD)

Derivatives in MDT

reported options exposure · as of Mar 31, 2020

CallValue

CallShares

PutValue

$5,000

PutShares

5,000

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, 2026

Valtinson Bruner Financial Planning LLC holds $1,772,110 across 3 Medical Devices names. MDT ranks #1 (72.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDT	Medtronic plc This page	16,522	$1,292,516
2	SYK	Stryker Corp	829	$261,002
3	ABT	Abbott Laboratories	2,409	$218,592

All Filings in MDT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,292,516	16,522	-9.0%	Shares	Sole	2026-08-03
2026-03-31	$1,573,823	18,163	+0.9%	Shares	Sole	2026-05-05
2025-12-31	$1,729,368	18,003	+1.1%	Shares	Sole	2026-02-09
2025-09-30	$1,696,033	17,808	-1.8%	Shares	Sole	2025-11-04
2025-06-30	$1,581,438	18,142	-1.3%	Shares	Sole	2025-08-06
2025-03-31	$1,651,716	18,381	-23.2%	Shares	Sole	2025-05-14
2024-12-31	$1,911,768	23,933	+4.0%	Shares	Sole	2025-02-10
2024-09-30	$2,071,860	23,013	-7.8%	Shares	Sole	2024-11-05
2024-06-30	$1,964,837	24,963	-4.4%	Shares	Sole	2024-08-05
2024-03-31	$2,276,706	26,124	-0.4%	Shares	Sole	2024-04-29
2023-12-31	$2,160,333	26,224	+13.9%	Shares	Sole	2024-02-06
2023-09-30	$1,803,377	23,014	+0.0%	Shares	Sole	2023-10-24
2023-06-30	$2,027,269	23,011	-1.8%	Shares	Sole	2023-07-24
2023-03-31	$1,889,087	23,432	+0.0%	Shares	Sole	2023-05-05
2022-12-31	$1,820,901	23,429	-9.7%	Shares	Sole	2023-01-19
2022-09-30	$2,094,655	25,940	+0.0%	Shares	Sole	2022-11-09
2022-06-30	$2,327,666	25,935	-1.0%	Shares	Sole	2022-08-08
2022-03-31	$2,905,558	26,188	+0.5%	Shares	Sole	2022-04-15
2021-09-30	$3,265,242	26,049	-8.3%	Shares	Sole	2021-10-21
2021-06-30	$3,527,650	28,419	+0.2%	Shares	Sole	2021-07-28
2021-03-31	$3,352,056	28,376	+0.6%	Shares	Sole	2021-04-16
2020-12-31	$3,305,105	28,215	-0.2%	Shares	Sole	2021-01-08
2020-09-30	$2,936,675	28,259	-1.6%	Shares	Sole	2020-11-03
2020-06-30	$2,634,632	28,731	+0.3%	Shares	Sole	2020-08-10
2020-03-31	$2,583,115	28,644	—	Shares	Sole	2020-05-05
2020-03-31	$5,000	5,000	—	Put	Sole	2020-05-05
No filing history on record for this holder in this stock.