Position in PEN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,841
-$29,339 QoQ
Shares Held
9
-90.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#406
of 446 holders
Holding Since
Jun 2025
5 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, 2026Essential Partners LLC holds $1,422,192 across 73 Medical Devices names. PEN ranks #34 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
2,069 | $187,741 | |
| 2 | PODD |
Insulet Corp
|
1,119 | $170,367 | |
| 3 | EW |
Edwards Lifesciences Corp
|
1,475 | $133,428 | |
| 4 | GEHC |
GE HealthCare Technologies Inc.
|
1,788 | $114,449 | |
| 5 | BRKR |
Bruker Corp
|
1,820 | $109,527 | |
| 6 | BSX |
Boston Scientific Corp
|
2,444 | $104,309 | |
| 7 | MDT |
Medtronic plc
|
1,114 | $87,148 | |
| 8 | HAE |
Haemonetics Corp
|
1,161 | $87,075 |
All Filings in PEN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,841 | 9 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $32,180 | 98 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $30,469 | 98 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $36,478 | 144 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $62,874 | 245 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||