Position in PEN
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$328
-$1,181 QoQ
Shares Held
1
-83.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PEN Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Mar 31, 2026USA FINANCIAL FORMULAS holds $649,850 across 8 Medical Devices names. PEN ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
3,193 | $276,673 | |
| 2 | EW |
Edwards Lifesciences Corp
|
2,156 | $172,652 | |
| 3 | IRMD |
Iradimed Corp
|
769 | $74,023 | |
| 4 | TCMD |
Tactile Systems Technology Inc
|
2,728 | $71,282 | |
| 5 | ABT |
Abbott Laboratories
|
524 | $53,799 | |
| 6 | STE |
STERIS plc
|
3 | $663 | |
| 7 | GMED |
Globus Medical Inc
|
5 | $430 | |
| 8 | PEN |
Penumbra Inc
This page
|
1 | $328 |
All Filings in PEN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $328 | 1 | Shares | Sole | 2026-04-14 | |
| 2023-12-31 | $1,509 | 6 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,451 | 6 | Shares | Sole | 2023-11-27 | |
| 2023-06-30 | $51,264 | 149 | Shares | Sole | 2023-11-27 | |
| No filing history on record for this holder in this stock. | ||||||