Position in MDT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$396,938
+$13,686 QoQ
Shares Held
5,074
+14.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,462
of 2,103 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Cape Investment Advisory, Inc. holds $1,930,623 across 13 Medical Devices names. MDT ranks #3 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
2,490 | $783,951 | |
| 2 | DXCM |
Dexcom Inc
|
8,111 | $546,275 | |
| 3 | MDT |
Medtronic plc
This page
|
5,074 | $396,938 | |
| 4 | ABT |
Abbott Laboratories
|
817 | $74,134 | |
| 5 | BIO |
Bio-Rad Laboratories, Inc.
|
186 | $54,610 | |
| 6 | GEHC |
GE HealthCare Technologies Inc.
|
528 | $33,796 | |
| 7 | GMED |
Globus Medical Inc
|
222 | $17,540 | |
| 8 | ZBH |
Zimmer Biomet Holdings, Inc.
|
89 | $7,661 |
All Filings in MDT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,938 | 5,074 | Shares | Defined | 2026-07-23 | |
| 2026-03-31 | $383,252 | 4,423 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $396,438 | 4,127 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $349,244 | 3,667 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $314,247 | 3,605 | Shares | Defined | 2025-08-19 | |
| 2025-03-31 | $313,791 | 3,492 | Shares | Defined | 2025-05-16 | |
| 2024-12-31 | $281,816 | 3,528 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $291,877 | 3,242 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $235,579 | 2,993 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $282,191 | 3,238 | Shares | Defined | 2024-06-21 | |
| 2023-12-31 | $263,368 | 3,197 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $221,602 | 2,828 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $198,577 | 2,254 | Shares | Defined | 2023-10-12 | |
| 2023-03-31 | $174,784 | 2,168 | Shares | Defined | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||