Position in STE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$20,635
-$814 QoQ
Shares Held
98
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#186
of 251 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STE Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Cornerstone Planning Group LLC holds $388,220 across 24 Medical Devices names. STE ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
1,099 | $85,974 | |
| 2 | ABT |
Abbott Laboratories
|
868 | $78,762 | |
| 3 | SYK |
Stryker Corp
|
188 | $59,189 | |
| 4 | EW |
Edwards Lifesciences Corp
|
413 | $37,359 | |
| 5 | BSX |
Boston Scientific Corp
|
518 | $22,108 | |
| 6 | STE |
STERIS plc
This page
|
98 | $20,635 | |
| 7 | GMED |
Globus Medical Inc
|
241 | $19,041 | |
| 8 | IRMD |
Iradimed Corp
|
155 | $14,811 |
All Filings in STE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,635 | 98 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $21,449 | 97 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $29,154 | 115 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $6,433 | 26 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $17,776 | 74 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $17,905 | 79 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,905 | 19 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $4,608 | 19 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,732 | 17 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,821 | 17 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $3,737 | 17 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,730 | 17 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,824 | 17 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $3,139 | 17 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||