COFG Advisors, LLC

Position in MDT — Medtronic plc

CIK 2104330 OAK BROOK, IL

Position in MDT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,111,285

-$345,443 QoQ

Shares Held

39,771

-0.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.29%

of 13F equity value

Holder Rank

#694

of 2,098 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

COFG Advisors, LLC holds $4,494,707 across 3 Medical Devices names. MDT ranks #1 (69.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDT	Medtronic plc This page	39,771	$3,111,285
2	ABT	Abbott Laboratories	9,351	$848,509
3	SYK	Stryker Corp	1,699	$534,913

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,111,285	39,771	-0.3%	Shares	Sole	2026-08-14
2026-03-31	$3,456,728	39,893	+0.3%	Shares	Sole	2026-05-11
2025-12-31	$3,819,537	39,762	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.