Bruce G. Allen Investments, LLC

Position in ZBH — Zimmer Biomet Holdings, Inc.

CIK 2005409 DENVER, CO

Position in ZBH

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$142,823

-$2,753 QoQ

Shares Held

1,659

+3.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#628

of 899 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Bruce G. Allen Investments, LLC holds $804,081 across 11 Medical Devices names. ZBH ranks #3 (17.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDT	Medtronic plc	2,442	$191,037
2	ABT	Abbott Laboratories	1,850	$167,869
3	ZBH	Zimmer Biomet Holdings, Inc. This page	1,659	$142,823
4	SYK	Stryker Corp	439	$138,214
5	GEHC	GE HealthCare Technologies Inc.	1,777	$113,745
6	PHG	Koninklijke Philips NV	832	$22,622
7	BSX	Boston Scientific Corp	266	$11,352
8	STE	STERIS plc	40	$8,422

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$142,823	1,659	+3.0%	Shares	Sole	2026-07-31
2026-03-31	$145,576	1,610	+43.8%	Shares	Sole	2026-05-08
2025-12-31	$100,710	1,120	+10.5%	Shares	Sole	2026-02-10
2025-09-30	$99,879	1,014	-7.7%	Shares	Sole	2025-10-30
2025-06-30	$100,148	1,098	+30.1%	Shares	Sole	2025-07-09
2025-03-31	$95,523	844	-1.7%	Shares	Sole	2025-04-14
2024-12-31	$90,736	859	-0.6%	Shares	Sole	2025-01-10
2024-09-30	$93,268	864	+664.6%	Shares	Sole	2024-10-08
2024-06-30	$12,263	113	-5.8%	Shares	Sole	2024-07-12
2024-03-31	$15,837	120	-9.1%	Shares	Sole	2024-04-10
2023-12-31	$16,064	132	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.