Position in PEN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,894
-$76 QoQ
Shares Held
6
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#413
of 445 holders
Holding Since
Mar 2025
6 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,942,556 across 23 Medical Devices names. PEN ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
14,105 | $1,103,434 | |
| 2 | ABT |
Abbott Laboratories
|
5,747 | $521,482 | |
| 3 | SYK |
Stryker Corp
|
285 | $89,729 | |
| 4 | PODD |
Insulet Corp
|
561 | $85,412 | |
| 5 | TNDM |
Tandem Diabetes Care Inc
|
3,431 | $51,773 | |
| 6 | LIVN |
LivaNova PLC
|
200 | $16,446 | |
| 7 | GEHC |
GE HealthCare Technologies Inc.
|
250 | $16,002 | |
| 8 | BSX |
Boston Scientific Corp
|
368 | $15,706 |
All Filings in PEN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,894 | 6 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,970 | 6 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $932 | 3 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $759 | 3 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $769 | 3 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,615 | 21 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||