Position in TMDX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$964,086
-$445,150 QoQ
Shares Held
14,515
+2.4% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#134
of 368 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TMDX 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. TMDX ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
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.
This page
|
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 TMDX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $964,086 | 14,515 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,409,236 | 14,176 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,668,794 | 13,718 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,492,260 | 13,300 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||