Position in MDT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,268
+$969 QoQ
Shares Held
29
+93.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,060
of 2,098 holders
Holding Since
Mar 2025
6 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, 2026HFM Investment Advisors, LLC holds $62,718 across 16 Medical Devices names. MDT ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEHC |
GE HealthCare Technologies Inc.
|
531 | $33,989 | |
| 2 | ZBH |
Zimmer Biomet Holdings, Inc.
|
114 | $9,814 | |
| 3 | ABT |
Abbott Laboratories
|
31 | $2,812 | |
| 4 | SYK |
Stryker Corp
|
8 | $2,518 | |
| 5 | MDT |
Medtronic plc
This page
|
29 | $2,268 | |
| 6 | DXCM |
Dexcom Inc
|
30 | $2,020 | |
| 7 | EW |
Edwards Lifesciences Corp
|
22 | $1,990 | |
| 8 | STE |
STERIS plc
|
9 | $1,895 |
All Filings in MDT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,268 | 29 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,299 | 15 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,633 | 17 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,619 | 17 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,046 | 12 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $718 | 8 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||