Independent Advisor Alliance
Position in TMCI — Treace Medical Concepts, Inc.
CIK 1696899
CHARLOTTE, NC
Position in TMCI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$96,299
New position
Shares Held
24,196
first reported quarter
Ownership
0.037%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#59
of 116 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, 2026Independent Advisor Alliance holds $17,766,374 across 9 Medical Devices names. TMCI ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
70,072 | $5,481,732 | |
| 2 | ABT |
Abbott Laboratories
|
54,589 | $4,953,405 | |
| 3 | SYK |
Stryker Corp
|
10,950 | $3,447,497 | |
| 4 | EW |
Edwards Lifesciences Corp
|
21,612 | $1,955,020 | |
| 5 | GEHC |
GE HealthCare Technologies Inc.
|
13,868 | $887,690 | |
| 6 | BSX |
Boston Scientific Corp
|
11,906 | $508,147 | |
| 7 | GMED |
Globus Medical Inc
|
2,919 | $230,629 | |
| 8 | DXCM |
Dexcom Inc
|
3,058 | $205,955 |
All Filings in TMCI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,299 | 24,196 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||