Position in PEN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,526
-$100 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#408
of 446 holders
Holding Since
Mar 2020
26 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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $116,744 across 18 Medical Devices names. PEN ranks #10 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
337 | $30,579 | |
| 2 | MDT |
Medtronic plc
|
283 | $22,139 | |
| 3 | SYK |
Stryker Corp
|
55 | $17,316 | |
| 4 | BSX |
Boston Scientific Corp
|
290 | $12,377 | |
| 5 | EW |
Edwards Lifesciences Corp
|
136 | $12,302 | |
| 6 | DXCM |
Dexcom Inc
|
67 | $4,512 | |
| 7 | PHG |
Koninklijke Philips NV
|
126 | $3,425 | |
| 8 | STE |
STERIS plc
|
15 | $3,158 |
All Filings in PEN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,526 | 8 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,626 | 8 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $2,487 | 8 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $2,026 | 8 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $2,053 | 8 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $2,139 | 8 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $1,899 | 8 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $1,554 | 8 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $1,439 | 8 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $1,785 | 8 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $2,012 | 8 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $1,935 | 8 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $2,752 | 8 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $2,229 | 8 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $1,779 | 8 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $1,516 | 8 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $996 | 8 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $1,777 | 8 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $2,298 | 8 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $2,132 | 8 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $2,192 | 8 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $2,164 | 8 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $1,400 | 8 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $1,555 | 8 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $1,430 | 8 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $2,097 | 13 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||