Position in MDT
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$156
-$17 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#529
of 529 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Kozak & Associates, Inc. holds $171,404 across 10 Medical Devices names. MDT ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
1,067 | $96,819 | |
| 2 | BSX |
Boston Scientific Corp
|
1,068 | $45,582 | |
| 3 | PODD |
Insulet Corp
|
108 | $16,443 | |
| 4 | ECOR |
electroCore, Inc.
|
666 | $5,754 | |
| 5 | GEHC |
GE HealthCare Technologies Inc.
|
57 | $3,648 | |
| 6 | SNN |
Smith & Nephew PLC
|
100 | $2,881 | |
| 7 | MDT |
Medtronic plc
This page
|
2 | $156 | |
| 8 | AVNS |
Avanos Medical, Inc.
|
4 | $99 |
All Filings in MDT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $156 | 2 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $173 | 2 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $192 | 2 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $190 | 2 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $5,753 | 66 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $5,930 | 66 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $5,272 | 66 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $180 | 2 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $157 | 2 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $2,788 | 32 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $29,492 | 358 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $64,490 | 823 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $69,863 | 793 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $63,931 | 793 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $61,631 | 793 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $64,034 | 793 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $71,171 | 793 | Shares | Sole | 2022-10-12 | |
| 2022-03-31 | $87,983 | 793 | Shares | Sole | 2022-05-26 | |
| 2021-09-30 | $99,402 | 793 | Shares | Sole | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||