Annis Gardner Whiting Capital Advisors, LLC

Position in MDT — Medtronic plc

CIK 1998414 TAMPA, FL

Position in MDT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,153,266

-$169,792 QoQ

Shares Held

14,742

-3.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#992

of 2,100 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Annis Gardner Whiting Capital Advisors, LLC holds $2,967,720 across 5 Medical Devices names. MDT ranks #1 (38.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDT	Medtronic plc This page	14,742	$1,153,266
2	SYK	Stryker Corp	3,022	$951,446
3	DXCM	Dexcom Inc	5,646	$380,258
4	PROF	Profound Medical Corp.	40,000	$266,000
5	HAE	Haemonetics Corp	2,890	$216,750

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,153,266	14,742	-3.5%	Shares	Sole	2026-08-10
2026-03-31	$1,323,058	15,269	+0.0%	Shares	Sole	2026-05-06
2025-12-31	$1,466,355	15,265	+31.4%	Shares	Sole	2026-02-09
2025-09-30	$1,106,212	11,615	-0.1%	Shares	Sole	2025-11-03
2025-06-30	$1,013,264	11,624	+2.3%	Shares	Sole	2025-08-11
2025-03-31	$1,020,629	11,358	-0.7%	Shares	Sole	2025-05-09
2024-12-31	$913,747	11,439	-0.6%	Shares	Sole	2025-02-12
2024-09-30	$1,035,705	11,504	+3.1%	Shares	Sole	2024-11-14
2024-06-30	$878,403	11,160	+357.9%	Shares	Sole	2024-08-12
2024-03-31	$212,384	2,437	+1.1%	Shares	Sole	2024-05-13
2023-12-31	$198,535	2,410	+81.7%	Shares	Sole	2024-02-09
2023-09-30	$103,905	1,326	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.