Position in MDT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$23,244,555
-$6,488,224 QoQ
Shares Held
268,258
-13.3% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Mar 31, 2026CSM Advisors, LLC holds $51,670,269 across 8 Medical Devices names. MDT ranks #1 (45.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
268,258 | $23,244,555 | |
| 2 | AHCO |
AdaptHealth Corp.
|
857,512 | $10,204,392 | |
| 3 | LIVN |
LivaNova PLC
|
108,477 | $6,894,798 | |
| 4 | BSX |
Boston Scientific Corp
|
59,638 | $3,742,284 | |
| 5 | SYK |
Stryker Corp
|
8,682 | $2,852,818 | |
| 6 | INGN |
Inogen Inc
|
413,880 | $2,557,778 | |
| 7 | ABT |
Abbott Laboratories
|
14,057 | $1,443,232 | |
| 8 | ZBH |
Zimmer Biomet Holdings, Inc.
|
8,078 | $730,412 |
All Filings in MDT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,244,555 | 268,258 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $29,732,779 | 309,523 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $27,168,162 | 285,260 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $21,974,946 | 252,093 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||