Position in PDEX
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$49
+$11 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PDEX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026IFP Advisors, Inc holds $7,665,898 across 31 Medical Instruments & Supplies names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
12,751 | $5,070,817 | |
| 2 | BDX |
Becton Dickinson & Co
|
5,244 | $793,574 | |
| 3 | WRBY |
Warby Parker Inc.
|
19,453 | $590,204 | |
| 4 | RMD |
Resmed Inc
|
1,754 | $341,819 | |
| 5 | COO |
Cooper Companies, Inc.
|
3,509 | $251,630 | |
| 6 | ALGN |
Align Technology Inc
|
700 | $118,062 | |
| 7 | SOLV |
Solventum Corp
|
1,075 | $82,936 | |
| 8 | WST |
West Pharmaceutical Services Inc
|
183 | $65,697 |
All Filings in PDEX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49 | 1 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $38 | 1 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $67 | 2 | Shares | Sole | 2026-02-06 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $0 | 0 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||