Position in SYK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,007,530
+$114,825 QoQ
Shares Held
15,905
+6.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#661
of 2,252 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SYK Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Summit Financial, LLC holds $15,108,679 across 10 Medical Devices names. SYK ranks #1 (33.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
This page
|
15,905 | $5,007,530 | |
| 2 | ABT |
Abbott Laboratories
|
51,290 | $4,654,054 | |
| 3 | MDT |
Medtronic plc
|
24,218 | $1,894,574 | |
| 4 | TMDX |
TransMedics Group, Inc.
|
14,515 | $964,086 | |
| 5 | BSX |
Boston Scientific Corp
|
21,581 | $921,077 | |
| 6 | EW |
Edwards Lifesciences Corp
|
5,717 | $517,159 | |
| 7 | ZBH |
Zimmer Biomet Holdings, Inc.
|
4,095 | $352,538 | |
| 8 | DXCM |
Dexcom Inc
|
4,538 | $305,634 |
All Filings in SYK
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,007,530 | 15,905 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,892,705 | 14,890 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,402,445 | 15,371 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,271,081 | 16,964 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,038,014 | 20,317 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,750,617 | 20,821 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,805,382 | 24,456 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,622,747 | 7,260 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,439,592 | 7,170 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,177,281 | 6,084 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,811,134 | 6,048 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,598,629 | 5,850 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $937,846 | 3,074 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $237,796 | 833 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $226,153 | 925 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||