Position in PEN
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$947
-$27,621 QoQ
Shares Held
3
-96.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#429
of 449 holders
Holding Since
Sep 2025
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 Jun 30, 2026Cornerstone Planning Group LLC holds $388,220 across 24 Medical Devices names. PEN ranks #19 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
1,099 | $85,974 | |
| 2 | ABT |
Abbott Laboratories
|
868 | $78,762 | |
| 3 | SYK |
Stryker Corp
|
188 | $59,189 | |
| 4 | EW |
Edwards Lifesciences Corp
|
413 | $37,359 | |
| 5 | BSX |
Boston Scientific Corp
|
518 | $22,108 | |
| 6 | STE |
STERIS plc
|
98 | $20,635 | |
| 7 | GMED |
Globus Medical Inc
|
241 | $19,041 | |
| 8 | IRMD |
Iradimed Corp
|
155 | $14,811 |
All Filings in PEN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $947 | 3 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $28,568 | 87 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $35,754 | 115 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $229,001 | 904 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||