Position in SMTI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$19,104
+$15,485 QoQ
Shares Held
1,112
+617.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in SMTI Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026CWM, LLC holds $67,417,106 across 36 Medical Instruments & Supplies names. SMTI ranks #27 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
54,633 | $25,185,266 | |
| 2 | ALGN |
Align Technology Inc
|
103,496 | $17,742,319 | |
| 3 | COO |
Cooper Companies, Inc.
|
91,515 | $6,543,322 | |
| 4 | BDX |
Becton Dickinson & Co
|
40,685 | $6,396,902 | |
| 5 | ATR |
Aptargroup, Inc.
|
16,285 | $2,052,235 | |
| 6 | NVST |
Envista Holdings Corp
|
72,923 | $1,850,056 | |
| 7 | WST |
West Pharmaceutical Services Inc
|
5,241 | $1,313,604 | |
| 8 | RMD |
Resmed Inc
|
5,534 | $1,242,272 |
All Filings in SMTI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,104 | 1,112 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,619 | 155 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3 | 85 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,022 | 36 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2 | 53 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1 | 23 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $453 | 15 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $84 | 3 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $37 | 1 | Shares | Sole | 2024-04-05 | |
| No filing history on record for this holder in this stock. | ||||||