Caerus Investment Advisors, LLC

Position in MDT — Medtronic plc

CIK 1862682 WEST LAKE HILLS, TX

Position in MDT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$256,046

-$458,544 QoQ

Shares Held

3,273

-56.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,666

of 2,103 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Caerus Investment Advisors, LLC holds $1,193,986 across 4 Medical Devices names. MDT ranks #4 (21.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BSX	Boston Scientific Corp	7,899	$337,129
2	PODD	Insulet Corp	1,986	$302,368
3	ABT	Abbott Laboratories	3,289	$298,443
4	MDT	Medtronic plc This page	3,273	$256,046

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$256,046	3,273	-56.0%	Shares	Sole	2026-08-14
2025-12-31	$714,590	7,439	+11.5%	Shares	Sole	2026-02-12
2025-09-30	$635,631	6,674	—	Shares	Sole	2025-11-20
No filing history on record for this holder in this stock.