Position in PDEX
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$5,894
New position
Shares Held
120
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026Ascentis Independent Advisors holds $2,349,809 across 15 Medical Instruments & Supplies names. PDEX ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
2,925 | $1,348,388 | |
| 2 | MMSI |
Merit Medical Systems Inc
|
7,336 | $505,670 | |
| 3 | BDX |
Becton Dickinson & Co
|
2,214 | $348,105 | |
| 4 | STAA |
Staar Surgical Co
|
4,115 | $76,950 | |
| 5 | RMD |
Resmed Inc
|
61 | $13,692 | |
| 6 | ALGN |
Align Technology Inc
|
55 | $9,428 | |
| 7 | BAX |
Baxter International Inc
|
513 | $8,618 | |
| 8 | WST |
West Pharmaceutical Services Inc
|
34 | $8,520 |
All Filings in PDEX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,894 | 120 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||