Position in MDT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$772,208
-$26,878 QoQ
Shares Held
9,871
+7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#149
of 335 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026LRI Investments, LLC holds $7,259,706 across 26 Medical Devices names. MDT ranks #3 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STE |
STERIS plc
|
16,801 | $3,537,785 | |
| 2 | EW |
Edwards Lifesciences Corp
|
16,105 | $1,456,858 | |
| 3 | MDT |
Medtronic plc
This page
|
9,871 | $772,208 | |
| 4 | DXCM |
Dexcom Inc
|
10,923 | $735,664 | |
| 5 | ABT |
Abbott Laboratories
|
2,712 | $246,086 | |
| 6 | ZBH |
Zimmer Biomet Holdings, Inc.
|
1,362 | $117,254 | |
| 7 | SYK |
Stryker Corp
|
278 | $87,524 | |
| 8 | GMED |
Globus Medical Inc
|
1,004 | $79,326 |
All Filings in MDT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $772,208 | 9,871 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $799,086 | 9,222 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $801,716 | 8,346 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $860,207 | 9,032 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $976,042 | 11,197 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $978,395 | 10,888 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $889,064 | 11,130 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $955,668 | 10,615 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $769,468 | 9,776 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $326,899 | 3,751 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||