Position in PEN
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$6,895
+$366 QoQ
Shares Held
21
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 2023
13 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 Mar 31, 2026Sunbelt Securities, Inc. holds $3,352,825 across 52 Medical Devices names. PEN ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
13,905 | $1,427,626 | |
| 2 | LUCD |
Lucid Diagnostics Inc.
|
900,013 | $1,035,014 | |
| 3 | MDT |
Medtronic plc
|
3,969 | $343,913 | |
| 4 | SYK |
Stryker Corp
|
660 | $216,869 | |
| 5 | BSX |
Boston Scientific Corp
|
1,901 | $119,287 | |
| 6 | SNN |
Smith & Nephew PLC
|
2,908 | $92,416 | |
| 7 | EW |
Edwards Lifesciences Corp
|
647 | $51,811 | |
| 8 | PODD |
Insulet Corp
|
68 | $14,269 |
All Filings in PEN
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,895 | 21 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $6,529 | 21 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $6,839 | 27 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $5,389 | 21 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,615 | 21 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,987 | 21 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $4,080 | 21 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $3,779 | 21 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $4,686 | 21 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $5,282 | 21 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $5,080 | 21 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $7,225 | 21 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $5,852 | 21 | Shares | Sole | 2023-05-17 | |
| No filing history on record for this holder in this stock. | ||||||