Position in PEN
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$56,519
+$56,340 QoQ
Shares Held
179
+17800.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#357
of 445 holders
Holding Since
Jun 2024
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEN Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026HARBOR INVESTMENT ADVISORY, LLC holds $8,107,858 across 13 Medical Devices names. PEN ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
28,617 | $2,596,706 | |
| 2 | EW |
Edwards Lifesciences Corp
|
20,516 | $1,855,877 | |
| 3 | SYK |
Stryker Corp
|
5,442 | $1,713,359 | |
| 4 | STE |
STERIS plc
|
6,092 | $1,282,792 | |
| 5 | ZBH |
Zimmer Biomet Holdings, Inc.
|
3,425 | $294,858 | |
| 6 | MDT |
Medtronic plc
|
2,154 | $168,507 | |
| 7 | PEN |
Penumbra Inc
This page
|
179 | $56,519 | |
| 8 | IRTC |
iRhythm Holdings, Inc.
|
420 | $49,959 |
All Filings in PEN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,519 | 179 | Shares | Sole | 2026-07-07 | |
| 2024-06-30 | $179 | 1 | Shares | Sole | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||