Position in SYK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,347,063
-$308,172 QoQ
Shares Held
10,631
-4.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#787
of 2,252 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SYK Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Caldwell Trust Co holds $8,997,375 across 8 Medical Devices names. SYK ranks #2 (37.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
42,254 | $3,834,127 | |
| 2 | SYK |
Stryker Corp
This page
|
10,631 | $3,347,063 | |
| 3 | DXCM |
Dexcom Inc
|
13,491 | $908,618 | |
| 4 | MDT |
Medtronic plc
|
6,152 | $481,270 | |
| 5 | GEHC |
GE HealthCare Technologies Inc.
|
4,091 | $261,864 | |
| 6 | BSX |
Boston Scientific Corp
|
3,752 | $160,135 | |
| 7 | IART |
Integra Lifesciences Holdings Corp
|
200 | $3,592 | |
| 8 | PHG |
Koninklijke Philips NV
|
26 | $706 |
All Filings in SYK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,347,063 | 10,631 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,655,235 | 11,124 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,141,371 | 11,783 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,425,689 | 11,972 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,629,662 | 11,702 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $4,417,118 | 11,866 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $4,215,105 | 11,707 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $4,259,977 | 11,792 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $4,090,485 | 12,022 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $4,279,409 | 11,958 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $3,515,660 | 11,740 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $3,183,595 | 11,650 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $3,978,068 | 13,039 | Shares | Defined | 2025-10-01 | |
| 2023-03-31 | $3,346,850 | 11,724 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $2,853,198 | 11,670 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $2,373,161 | 11,717 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $2,370,847 | 11,918 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $3,124,252 | 11,686 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $3,099,665 | 11,591 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $3,074,447 | 11,658 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $3,027,152 | 11,655 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $2,745,633 | 11,272 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $2,715,043 | 11,080 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $2,275,399 | 10,920 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $1,876,498 | 10,414 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $1,827,227 | 10,975 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||