Position in MDT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,047,656
-$65,189 QoQ
Shares Held
13,392
+4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#164
of 420 holders
Holding Since
Dec 2020
23 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $7,068,847 across 9 Medical Devices names. MDT ranks #3 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
22,067 | $2,002,359 | |
| 2 | EW |
Edwards Lifesciences Corp
|
13,536 | $1,224,466 | |
| 3 | MDT |
Medtronic plc
This page
|
13,392 | $1,047,656 | |
| 4 | SYK |
Stryker Corp
|
2,998 | $943,890 | |
| 5 | ATEC |
Alphatec Holdings, Inc.
|
78,350 | $677,727 | |
| 6 | GEHC |
GE HealthCare Technologies Inc.
|
7,146 | $457,415 | |
| 7 | GMED |
Globus Medical Inc
|
4,607 | $363,999 | |
| 8 | DXCM |
Dexcom Inc
|
5,023 | $338,299 |
All Filings in MDT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,047,656 | 13,392 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,112,845 | 12,843 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,539,841 | 16,030 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,756,416 | 18,442 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $2,087,024 | 23,942 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $2,544,206 | 28,313 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $801,196 | 10,030 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $902,190 | 10,021 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $837,002 | 10,634 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $906,970 | 10,407 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $844,147 | 10,247 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $947,294 | 12,089 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $1,388,015 | 15,755 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $1,195,675 | 14,831 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $813,572 | 10,468 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $499,358 | 6,184 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $386,373 | 4,305 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $463,771 | 4,180 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $364,868 | 3,527 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $896,503 | 7,152 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $614,071 | 4,947 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $478,899 | 4,054 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $214,717 | 1,833 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||