Position in UTMD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$620
+$63 QoQ
Shares Held
9
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#110
of 115 holders
Holding Since
Jun 2025
5 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, 2026Hughes Financial Services, LLC holds $47,285 across 19 Medical Instruments & Supplies names. UTMD ranks #9 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
59 | $23,463 | |
| 2 | BDX |
Becton Dickinson & Co
|
40 | $6,053 | |
| 3 | BAX |
Baxter International Inc
|
254 | $5,415 | |
| 4 | WST |
West Pharmaceutical Services Inc
|
14 | $5,026 | |
| 5 | ALGN |
Align Technology Inc
|
8 | $1,349 | |
| 6 | RMD |
Resmed Inc
|
5 | $974 | |
| 7 | RGEN |
Repligen Corp
|
7 | $955 | |
| 8 | ATR |
Aptargroup, Inc.
|
5 | $626 |
All Filings in UTMD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $620 | 9 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $557 | 9 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $503 | 9 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,196 | 19 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,081 | 19 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||