Position in PEN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$10,735
+$4,825 QoQ
Shares Held
34
+88.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#385
of 446 holders
Holding Since
Dec 2021
16 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, 2026IFP Advisors, Inc holds $31,449,630 across 77 Medical Devices names. PEN ranks #29 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
234,173 | $21,248,858 | |
| 2 | MDT |
Medtronic plc
|
50,426 | $3,944,825 | |
| 3 | GMED |
Globus Medical Inc
|
14,382 | $1,136,321 | |
| 4 | BSX |
Boston Scientific Corp
|
25,344 | $1,081,681 | |
| 5 | SYK |
Stryker Corp
|
2,537 | $798,749 | |
| 6 | GEHC |
GE HealthCare Technologies Inc.
|
9,276 | $593,756 | |
| 7 | EW |
Edwards Lifesciences Corp
|
6,175 | $558,590 | |
| 8 | TMDX |
TransMedics Group, Inc.
|
4,652 | $308,985 |
All Filings in PEN
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,735 | 34 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $5,910 | 18 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,285 | 17 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $171,942 | 670 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,674 | 10 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,899 | 8 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,748 | 9 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $1,259 | 7 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,785 | 8 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $251 | 1 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $14,756 | 61 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $19,955 | 58 | Shares | Sole | 2023-08-04 | |
| 2022-09-30 | $758 | 4 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $498 | 4 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $666 | 3 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $861 | 3 | Shares | Sole | 2022-01-12 | |
| No filing history on record for this holder in this stock. | ||||||