Position in UTMD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,241
-$370 QoQ
Shares Held
18
-30.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#106
of 114 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UTMD Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Bare Financial Services, Inc holds $118,152 across 19 Medical Instruments & Supplies names. UTMD ranks #14 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MMSI |
Merit Medical Systems Inc
|
348 | $24,129 | |
| 2 | ISRG |
Intuitive Surgical Inc
|
56 | $22,268 | |
| 3 | ICUI |
Icu Medical Inc/De
|
113 | $16,564 | |
| 4 | BDX |
Becton Dickinson & Co
|
94 | $14,224 | |
| 5 | ALC |
Alcon Inc
|
163 | $10,937 | |
| 6 | BAX |
Baxter International Inc
|
388 | $8,271 | |
| 7 | NVST |
Envista Holdings Corp
|
159 | $4,189 | |
| 8 | COO |
Cooper Companies, Inc.
|
55 | $3,944 |
All Filings in UTMD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,241 | 18 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,611 | 26 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,007 | 18 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $503 | 8 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||