Position in SERA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,036
-$931 QoQ
Shares Held
1,003
-0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SERA Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Mar 31, 2026CWM, LLC holds $112,901,751 across 93 Medical Devices names. SERA ranks #84 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
325,972 | $33,467,545 | |
| 2 | MDT |
Medtronic plc
|
244,081 | $21,149,618 | |
| 3 | BSX |
Boston Scientific Corp
|
184,539 | $11,579,822 | |
| 4 | SYK |
Stryker Corp
|
30,671 | $10,078,183 | |
| 5 | PODD |
Insulet Corp
|
26,458 | $5,551,946 | |
| 6 | EW |
Edwards Lifesciences Corp
|
68,976 | $5,523,598 | |
| 7 | STE |
STERIS plc
|
17,989 | $3,977,907 | |
| 8 | DXCM |
Dexcom Inc
|
62,328 | $3,914,198 |
All Filings in SERA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,036 | 1,003 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,967 | 1,006 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,081 | 1,007 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,077 | 1,111 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,930 | 1,068 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $8,327 | 1,023 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $316,500 | 40,577 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $239,902 | 40,524 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $368,768 | 40,524 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $242,333 | 40,524 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||