Center for Financial Planning, Inc.
Position in PRCT — PROCEPT BioRobotics Corp
CIK 1803557
SOUTHFIED, MI
Position in PRCT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$84,268
+$33,248 QoQ
Shares Held
3,732
+82.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#184
of 253 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PRCT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Center for Financial Planning, Inc. holds $4,301,239 across 12 Medical Devices names. PRCT ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
20,320 | $1,843,836 | |
| 2 | SYK |
Stryker Corp
|
5,070 | $1,596,238 | |
| 3 | EW |
Edwards Lifesciences Corp
|
3,816 | $345,195 | |
| 4 | DXCM |
Dexcom Inc
|
3,825 | $257,613 | |
| 5 | MDT |
Medtronic plc
|
1,321 | $103,341 | |
| 6 | PRCT |
PROCEPT BioRobotics Corp
This page
|
3,732 | $84,268 | |
| 7 | AXGN |
Axogen, Inc.
|
500 | $23,095 | |
| 8 | GEHC |
GE HealthCare Technologies Inc.
|
309 | $19,779 |
All Filings in PRCT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,268 | 3,732 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $51,020 | 2,040 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $40,205 | 1,278 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||