Nelson Capital Management, LLC

Position in PEN — Penumbra Inc

CIK 1512611 MENLO PARK, CA

Position in PEN

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,100,073

New position

Shares Held

3,484

first reported quarter

Ownership

0.009%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#229

of 446 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Nelson Capital Management, LLC holds $6,338,699 across 3 Medical Devices names. PEN ranks #2 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYK	Stryker Corp	15,466	$4,869,315
2	PEN	Penumbra Inc This page	3,484	$1,100,073
3	ABT	Abbott Laboratories	4,070	$369,311

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,100,073	3,484	—	Shares	Sole	2026-07-24
No filing history on record for this holder in this stock.