Position in PEN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$315
New position
Shares Held
1
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#439
of 446 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Medical Devices
Healthcare · as of Jun 30, 2026Planning Strategies Inc. holds $67,336 across 13 Medical Devices names. PEN ranks #13 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IART |
Integra Lifesciences Holdings Corp
|
1,536 | $27,586 | |
| 2 | ABT |
Abbott Laboratories
|
154 | $13,973 | |
| 3 | SYK |
Stryker Corp
|
20 | $6,296 | |
| 4 | ZBH |
Zimmer Biomet Holdings, Inc.
|
41 | $3,529 | |
| 5 | BSX |
Boston Scientific Corp
|
78 | $3,329 | |
| 6 | EW |
Edwards Lifesciences Corp
|
31 | $2,804 | |
| 7 | MDT |
Medtronic plc
|
31 | $2,425 | |
| 8 | PODD |
Insulet Corp
|
15 | $2,283 |
All Filings in PEN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315 | 1 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||