Position in STE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,893
New position
Shares Held
47
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#718
of 822 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Medical Devices
Healthcare · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $1,319,306 across 26 Medical Devices names. STE ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
2,709 | $852,885 | |
| 2 | MDT |
Medtronic plc
|
2,742 | $214,499 | |
| 3 | ABT |
Abbott Laboratories
|
1,297 | $117,678 | |
| 4 | GEHC |
GE HealthCare Technologies Inc.
|
384 | $24,577 | |
| 5 | EW |
Edwards Lifesciences Corp
|
263 | $23,786 | |
| 6 | BSX |
Boston Scientific Corp
|
361 | $15,401 | |
| 7 | ZBH |
Zimmer Biomet Holdings, Inc.
|
162 | $13,943 | |
| 8 | GMED |
Globus Medical Inc
|
142 | $11,219 |
All Filings in STE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,893 | 47 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||