Position in SRTS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$48,516
New position
Shares Held
16,065
first reported quarter
Ownership
0.098%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 38 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 56%
Shared 0%
None 44%
Position in Medical Devices
Healthcare · as of Jun 30, 2026EP Wealth Advisors, LLC holds $98,591,982 across 21 Medical Devices names. SRTS ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
243,288 | $76,596,793 | |
| 2 | ABT |
Abbott Laboratories
|
79,164 | $7,183,341 | |
| 3 | EW |
Edwards Lifesciences Corp
|
37,702 | $3,410,522 | |
| 4 | MDT |
Medtronic plc
|
31,445 | $2,459,942 | |
| 5 | BSX |
Boston Scientific Corp
|
40,819 | $1,742,154 | |
| 6 | TMDX |
TransMedics Group, Inc.
|
15,401 | $1,022,934 | |
| 7 | GMED |
Globus Medical Inc
|
11,993 | $947,566 | |
| 8 | LIVN |
LivaNova PLC
|
11,185 | $919,742 |
All Filings in SRTS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,516 | 16,065 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||