Position in ZBH
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$962,141
-$32,569 QoQ
Shares Held
11,176
+1.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#353
of 899 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZBH Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $9,979,556 across 10 Medical Devices names. ZBH ranks #5 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
26,907 | $2,441,541 | |
| 2 | SYK |
Stryker Corp
|
6,475 | $2,038,589 | |
| 3 | GKOS |
GLAUKOS Corp
|
9,892 | $1,382,505 | |
| 4 | MDT |
Medtronic plc
|
16,563 | $1,295,723 | |
| 5 | ZBH |
Zimmer Biomet Holdings, Inc.
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|
11,176 | $962,141 | |
| 6 | BSX |
Boston Scientific Corp
|
10,535 | $449,633 | |
| 7 | ATEC |
Alphatec Holdings, Inc.
|
44,363 | $383,739 | |
| 8 | EW |
Edwards Lifesciences Corp
|
4,146 | $375,047 |
All Filings in ZBH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $962,141 | 11,176 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $994,710 | 11,001 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $976,800 | 10,863 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,252,230 | 12,713 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,131,824 | 12,409 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $1,623,680 | 14,346 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,548,430 | 14,659 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,470,710 | 13,624 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,958,098 | 18,042 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,965,590 | 22,470 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,721,455 | 22,362 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $3,152,708 | 28,094 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $4,728,214 | 32,474 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $4,825,232 | 37,347 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $3,465,960 | 27,184 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,075,547 | 29,417 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,936,216 | 27,948 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,436,673 | 26,870 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $3,010,085 | 23,694 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $3,731,155 | 25,493 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $4,044,783 | 25,151 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $3,885,142 | 24,270 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $3,542,836 | 22,992 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,489,048 | 18,283 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,970,036 | 16,505 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,746,560 | 17,279 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||