Position in SOLV
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$27,230
+$20,337 QoQ
Shares Held
417
+379.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOLV Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026Bruce G. Allen Investments, LLC holds $193,652 across 13 Medical Instruments & Supplies names. SOLV ranks #2 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAX |
Baxter International Inc
|
6,149 | $103,303 | |
| 2 | SOLV |
Solventum Corp
This page
|
417 | $27,230 | |
| 3 | BDX |
Becton Dickinson & Co
|
148 | $23,270 | |
| 4 | HOLX |
HOLOGIC INC
|
172 | $13,001 | |
| 5 | RMD |
Resmed Inc
|
38 | $8,530 | |
| 6 | ISRG |
Intuitive Surgical Inc
|
16 | $7,375 | |
| 7 | ALGN |
Align Technology Inc
|
24 | $4,114 | |
| 8 | ATR |
Aptargroup, Inc.
|
30 | $3,780 |
All Filings in SOLV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,230 | 417 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,893 | 87 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,351 | 87 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $6,598 | 87 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $6,615 | 87 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $5,747 | 87 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $6,344 | 91 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,216 | 23 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||