Position in PEN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,841
-$442 QoQ
Shares Held
9
-10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#407
of 446 holders
Holding Since
Mar 2025
6 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, 2026Bare Financial Services, Inc holds $176,958 across 33 Medical Devices names. PEN ranks #17 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GKOS |
GLAUKOS Corp
|
184 | $25,715 | |
| 2 | MDT |
Medtronic plc
|
233 | $18,226 | |
| 3 | SYK |
Stryker Corp
|
55 | $17,315 | |
| 4 | ITGR |
Integer Holdings Corp
|
125 | $11,681 | |
| 5 | GEHC |
GE HealthCare Technologies Inc.
|
174 | $11,136 | |
| 6 | BSX |
Boston Scientific Corp
|
259 | $11,053 | |
| 7 | EW |
Edwards Lifesciences Corp
|
118 | $10,673 | |
| 8 | TMDX |
TransMedics Group, Inc.
|
148 | $9,829 |
All Filings in PEN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,841 | 9 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,283 | 10 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,243 | 4 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,013 | 4 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $513 | 2 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $534 | 2 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||