Surgical, Medical, And Dental Instruments And Supplies - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2025-09-23 NPORT-P MMM / 3M MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 2,386 2,342 -1.84
2025-09-23 NPORT-P IRTC / iRhythm Technologies QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 0 15,220
2025-09-23 NPORT-P SYK / Stryker MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 1,227 1,497 22.00
2025-09-23 NPORT-P SIBN / SI-BONE QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 0 16,373
2025-09-23 NPORT-P LIA / LivaNova QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 47,834 34,577 -27.71
2025-09-23 NPORT-P MMM / 3M FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 75,672 23,066 -69.52
2025-09-23 NPORT-P PODD / Insulet KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 198,500 198,500 0.00
2025-09-23 NPORT-P 2M6 / Medtronic FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 75,707 75,707 0.00
2025-09-23 NPORT-P OM / Outset Medical QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 61,504
2025-09-23 NPORT-P STE / STERIS FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares 11,938 11,938 0.00
2025-09-23 NPORT-P BDX / Becton, Dickinson and MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 1,262 1,247 -1.19
2025-09-23 NPORT-P LIA / LivaNova QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 69,674 69,674 0.00
2025-09-23 NPORT-P SYK / Stryker KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 110,700 110,700 0.00
2025-09-23 NPORT-P PEN / Penumbra FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 3,634 3,615 -0.52
2025-09-23 NPORT-P HOLX / Hologic MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 2,714 2,691 -0.85
2025-09-23 NPORT-P INGN / Inogen QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 356,614 371,379 4.14
2025-09-23 NPORT-P STE / STERIS MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 432 894 106.94
2025-09-23 NPORT-P XRAY / DENTSPLY SIRONA FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 329,308 329,308 0.00
2025-09-23 NPORT-P GKOS / Glaukos QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 17,391 15,873 -8.73
2025-09-23 NPORT-P PODD / Insulet FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 174,574 182,439 4.51
2025-09-23 NPORT-P 2M6 / Medtronic MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 5,635 5,581 -0.96
2025-09-23 NPORT-P MMM / 3M QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 27,120 16,015 -40.95
2025-09-23 NPORT-P LIA / LivaNova FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 5,142 5,090 -1.01
2025-09-23 NPORT-P XRAY / DENTSPLY SIRONA FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 18,823 18,604 -1.16
2025-09-23 NPORT-P ZBH / Zimmer Biomet Holdings MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 875 2,077 137.37
2025-09-23 NPORT-P GMED / Globus Medical FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 10,770 10,544 -2.10
2025-09-23 NPORT-P PODD / Insulet FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 155,200 155,200 0.00
2025-09-23 NPORT-P SYK / Stryker KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares 29,500 29,500 0.00
2025-09-23 NPORT-P IRTC / iRhythm Technologies QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 0 33,390
2025-09-23 NPORT-P TCMD / Tactile Systems Technology QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 245,838 405,140 64.80
2025-09-23 NPORT-P BSX / Boston Scientific MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 6,477 6,438 -0.60
2025-09-23 NPORT-P DXCM / DexCom QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 286,737 286,737 0.00
2025-09-23 NPORT-P GEHC / GE HealthCare Technologies MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 2,010 461 -77.06
2025-09-23 NPORT-P EW / Edwards Lifesciences MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 2,592 2,553 -1.50
2025-09-23 NPORT-P DXCM / DexCom MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 1,717 1,706 -0.64
2025-09-23 NPORT-P WST / West Pharmaceutical Services FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares 7,420 7,420 0.00
2025-09-23 NPORT-P ATEC / Alphatec Holdings QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 0 38,301
2025-09-23 NPORT-P ALGN / Align Technology QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 3,888 3,612 -7.10
2025-09-23 NPORT-P INSP / Inspire Medical Systems FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 103,800 103,800 0.00
2025-09-23 NPORT-P RMD / ResMed MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 645 638 -1.09
2025-09-23 NPORT-P DXCM / DexCom QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 330,858 330,858 0.00
2025-09-23 NPORT-P TFX / Teleflex QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 724 724 0.00
2025-09-23 NPORT-P DXCM / DexCom QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 22,826 20,319 -10.98
2025-09-23 NPORT-P TCMD / Tactile Systems Technology QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 109,270 109,270 0.00
2025-09-23 NPORT-P ISRG / Intuitive Surgical KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 114,200 114,200 0.00
2025-09-23 NPORT-P LMAT / LeMaitre Vascular QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 22,982 22,982 0.00
2025-09-23 NPORT-P BSX / Boston Scientific KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 617,000 617,000 0.00
2025-09-23 NPORT-P MSA / MSA Safety FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 3,717 3,669 -1.29
2025-09-23 NPORT-P INSP / Inspire Medical Systems KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 121,100 121,100 0.00
2025-09-23 NPORT-P ALGN / Align Technology QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 92,162 78,631 -14.68
2025-09-23 NPORT-P LMAT / LeMaitre Vascular QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 13,387 13,387 0.00
2025-09-23 NPORT-P WST / West Pharmaceutical Services MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 318 313 -1.57
2025-09-23 NPORT-P PRCT / PROCEPT BioRobotics QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 112,922 19,078 -83.11
2025-09-23 NPORT-P ALGN / Align Technology QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 61,414 61,414 0.00
2025-09-23 NPORT-P PRCT / PROCEPT BioRobotics FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 239,000 239,000 0.00
2025-09-23 NPORT-P PRCT / PROCEPT BioRobotics QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 12,736 18,094 42.07
2025-09-23 NPORT-P PRCT / PROCEPT BioRobotics KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 278,300 278,300 0.00
2025-09-23 NPORT-P ALGN / Align Technology FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 292,580 242,645 -17.07
2025-09-23 NPORT-P DXCM / DexCom FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 1,254,168 1,140,723 -9.05
2025-09-23 NPORT-P HAE / Haemonetics FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 2,715 2,803 3.24
2025-09-23 NPORT-P MASI / Masimo FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 4,208 4,201 -0.17
2025-09-23 NPORT-P BSX / Boston Scientific FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 29,562 29,562 0.00
2025-09-23 NPORT-P ISRG / Intuitive Surgical MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 1,567 1,560 -0.45
2025-09-23 NPORT-P TFX / Teleflex FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 27,396 27,396 0.00
2025-09-23 NPORT-P BSX / Boston Scientific KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares 164,000 164,000 0.00
2025-09-23 NPORT-P ALGN / Align Technology MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 933 908 -2.68
2025-09-23 NPORT-P ISRG / Intuitive Surgical KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares 33,548 33,548 0.00
2025-09-23 NPORT-P ISRG / Intuitive Surgical QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 0 4,804
2025-09-23 NPORT-P ALGN / Align Technology FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 97,772 95,089 -2.74
2025-09-23 NPORT-P NVST / Envista Holdings FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 24,074 22,923 -4.78
2025-09-22 NPORT-P BAX / Baxter International IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 15,288 14,620 -4.37
2025-09-22 NPORT-P SOON / Sonova Holding GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 2,536 2,704 6.62
2025-09-22 NPORT-P PHG / Koninklijke Philips N.V. - Depositary Receipt IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 123,494 103,030 -16.57
2025-09-22 NPORT-P BSX / Boston Scientific TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A 248,952 249,344 0.16
2025-09-22 NPORT-P ATRC / AtriCure GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 17,189 19,674 14.46
2025-09-22 NPORT-P DXCM / DexCom TSGMX - TRANSAMERICA FUNDS - Transamerica Sustainable Growth Equity R6 1,320 1,320 0.00
2025-09-22 13F-HR BSX / Boston Scientific Caldwell Trust Co 4,920
2025-09-22 13F-HR EW / Edwards Lifesciences Caldwell Trust Co 200
2025-09-22 NPORT-P 4543 / Terumo GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 65,300 69,700 6.74
2025-09-22 NPORT-P BAX / Baxter International IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 233,457 281,857 20.73
2025-09-22 NPORT-P SN. / Smith & Nephew TRWAX - TRANSAMERICA FUNDS - Transamerica International Equity A 1,286,000 1,274,400 -0.90
2025-09-22 NPORT-P EW / Edwards Lifesciences IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 30,164 34,419 14.11
2025-09-22 NPORT-P SN. / Smith & Nephew MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares 362,050 332,980 -8.03
2025-09-22 NPORT-P PHG / Koninklijke Philips N.V. - Depositary Receipt MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A 343,575 265,909 -22.61
2025-09-22 NPORT-P BSX / Boston Scientific IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 50,589 50,002 -1.16
2025-09-22 NPORT-P 4543 / Terumo MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares 299,600 292,100 -2.50
2025-09-22 NPORT-P EW / Edwards Lifesciences TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 219 1,537 601.83
2025-09-22 NPORT-P 154 / InMode IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 75,950 75,950 0.00
2025-09-22 NPORT-P PHIA / Koninklijke Philips N.V. TRWAX - TRANSAMERICA FUNDS - Transamerica International Equity A 394,022 390,422 -0.91
2025-09-22 NPORT-P BSX / Boston Scientific TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R 16,312 16,032 -1.72
2025-09-22 NPORT-P MSA / MSA Safety MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 9,238 8,684 -6.00
2025-09-22 NPORT-P PHIA / Koninklijke Philips N.V. MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares 359,322 355,605 -1.03
2025-09-22 13F-HR IART / Integra LifeSciences Holdings Caldwell Trust Co 200
2025-09-22 NPORT-P SOON / Sonova Holding MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares 12,242 11,760 -3.94
2025-09-22 NPORT-P IART / Integra LifeSciences Holdings TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C 22,300 22,300 0.00
2025-09-22 13F-HR BAX / Baxter International Caldwell Trust Co 1,100
2025-09-22 NPORT-P PHIA / Koninklijke Philips N.V. TIHAX - TRANSAMERICA FUNDS - Transamerica International Stock Class A 77,567 87,002 12.16
2025-09-22 NPORT-P ISRG / Intuitive Surgical TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 428 421 -1.64
2025-09-22 13F-HR AVNS / Avanos Medical Caldwell Trust Co 12
2025-09-22 NPORT-P HAE / Haemonetics GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 4,440 4,330 -2.48
2025-09-22 NPORT-P BSX / Boston Scientific TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 2,509 2,439 -2.79
2025-09-22 NPORT-P LMAT / LeMaitre Vascular ASGTX - TRANSAMERICA FUNDS - Transamerica Small Cap Growth A 26,357 25,897 -1.75
2025-09-22 NPORT-P ISRG / Intuitive Surgical GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 12,622 7,523 -40.40
2025-09-22 NPORT-P SN. / Smith & Nephew GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 83,663 81,719 -2.32
2025-09-22 NPORT-P BAX / Baxter International MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A 702,400 704,900 0.36
2025-09-22 NPORT-P BAX / Baxter International TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 758 713 -5.94
2025-09-22 13F-HR GEHC / GE HealthCare Technologies Caldwell Trust Co 20,678
2025-09-22 NPORT-P PHIA / Koninklijke Philips N.V. GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 81,387 80,802 -0.72
2025-09-22 NPORT-P BSX / Boston Scientific TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A 506,686 466,427 -7.95
2025-09-22 NPORT-P IART / Integra LifeSciences Holdings IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 70,850 70,850 0.00
2025-09-22 NPORT-P HAE / Haemonetics MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 19,912 40,919 105.50
2025-09-22 NPORT-P ALGN / Align Technology MCGAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Growth A 15,572 18,712 20.16
2025-09-22 NPORT-P NVST / Envista Holdings MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 69,650 71,275 2.33
2025-09-22 NPORT-P 87N / Stevanato Group S.p.A. ASGTX - TRANSAMERICA FUNDS - Transamerica Small Cap Growth A 70,883 94,683 33.58
2025-09-22 NPORT-P CDRE / Cadre Holdings GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 14,159 18,120 27.98
2025-09-22 NPORT-P 154 / InMode TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C 26,250 26,250 0.00
2025-09-22 13F-HR ISRG / Intuitive Surgical Caldwell Trust Co 2,310
2025-09-22 NPORT-P MSA / MSA Safety ASGTX - TRANSAMERICA FUNDS - Transamerica Small Cap Growth A 5,670 5,570 -1.76
2025-09-22 NPORT-P RMD / ResMed TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 7,221 6,559 -9.17
2025-09-22 NPORT-P EW / Edwards Lifesciences TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 1,496 1,679 12.23
2025-09-22 13F-HR TMDX / TransMedics Group GatePass Capital, LLC 10,000
2025-09-22 NPORT-P RMD / ResMed TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 7,697 7,550 -1.91
2025-09-22 13F-HR RMD / ResMed Caldwell Trust Co 22
2025-09-22 13F-HR STIM / Neuronetics GatePass Capital, LLC 47,172 47,172 0.00
2025-09-22 13F-HR STIM / Neuronetics GatePass Capital, LLC 47,172
2025-09-22 13F-HR TMDX / TransMedics Group GatePass Capital, LLC 10,000 0 -100.00
2025-09-22 NPORT-P MASI / Masimo MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 2,470 18,340 642.51
2025-09-22 NPORT-P PRCT / PROCEPT BioRobotics MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 10,374 39,260 278.45
2025-09-22 NPORT-P AORT / Artivion GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 19,302 19,112 -0.98
2025-09-22 NPORT-P GKOS / Glaukos MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 26,780 27,590 3.02
2025-09-22 NPORT-P ZBH / Zimmer Biomet Holdings MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A 174,200 216,700 24.40
2025-09-22 13F-HR MMM / 3M Caldwell Trust Co 15,230
2025-09-22 NPORT-P STE / STERIS TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 5,955 5,841 -1.91
2025-09-22 NPORT-P ZBH / Zimmer Biomet Holdings IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 0 3,266
2025-09-22 NPORT-P MMM / 3M TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 11,418 10,490 -8.13
2025-09-22 NPORT-P SIBN / SI-BONE MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 60,839 60,839 0.00
2025-09-22 NPORT-P STE / STERIS TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 2,842 2,791 -1.79
2025-09-22 NPORT-P SYK / Stryker TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A 6,717
2025-09-22 NPORT-P GMED / Globus Medical GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 12,378 12,193 -1.49
2025-09-22 NPORT-P OSUR / OraSure Technologies IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 77,650 98,550 26.92
2025-09-22 13F-HR HOLX / Hologic Caldwell Trust Co 194
2025-09-22 NPORT-P XRAY / DENTSPLY SIRONA TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 12,592
2025-09-22 NPORT-P SYK / Stryker IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 17,630 16,040 -9.02
2025-09-22 NPORT-P STE / STERIS MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares 33,720 8,647 -74.36
2025-09-22 NPORT-P 2M6 / Medtronic TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A 48,966 40,870 -16.53
2025-09-22 13F-HR BDX / Becton, Dickinson and Caldwell Trust Co 4,619
2025-09-22 NPORT-P IRTC / iRhythm Technologies MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 29,923 14,113 -52.84
2025-09-22 NPORT-P MMSI / Merit Medical Systems ASGTX - TRANSAMERICA FUNDS - Transamerica Small Cap Growth A 15,430 15,195 -1.52
2025-09-22 NPORT-P MDT / Medtronic Crossmark ETF Trust - Crossmark Large Cap Value ETF 268
2025-09-22 NPORT-P BDX / Becton, Dickinson and TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 3,027 8,941 195.37
2025-09-22 NPORT-P TNDM / Tandem Diabetes Care GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 25,206 25,031 -0.69
2025-09-22 NPORT-P OSUR / OraSure Technologies TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C 21,000 30,100 43.33
2025-09-22 NPORT-P ANGO / AngioDynamics TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C 46,450 46,450 0.00
2025-09-22 NPORT-P 2M6 / Medtronic TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 2,512 2,592 3.18
2025-09-22 13F-HR MDT / Medtronic Caldwell Trust Co 6,433
2025-09-22 NPORT-P 3E0 / Establishment Labs Holdings MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 48,110 48,110 0.00
2025-09-22 NPORT-P 2M6 / Medtronic IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 50,634 53,133 4.94
2025-09-22 NPORT-P ZBH / Zimmer Biomet Holdings IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 66,300 82,300 24.13
2025-09-22 NPORT-P SYK / Stryker TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 875 783 -10.51
2025-09-22 NPORT-P 2M6 / Medtronic GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 43,031 25,466 -40.82
2025-09-22 SCHEDULE 13G AEMD / Aethlon Medical Alumni Capital LP 781,110
2025-09-22 NPORT-P 2M6 / Medtronic TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 45,000 100,000 122.22
2025-09-22 NPORT-P SYK / Stryker GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 9,854 6,810 -30.89
2025-09-22 NPORT-P MMM / 3M IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 23,891 34,442 44.16
2025-09-22 13F-HR SYK / Stryker Caldwell Trust Co 11,702
2025-09-22 NPORT-P ANGO / AngioDynamics IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 146,600 146,600 0.00
2025-09-22 NPORT-P MMM / 3M TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 1,185 1,681 41.86
2025-09-22 NPORT-P KIDS / OrthoPediatrics MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 46,374 46,374 0.00
2025-09-22 NPORT-P TNDM / Tandem Diabetes Care MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 33,244 33,244 0.00
2025-09-22 NPORT-P ZBH / Zimmer Biomet Holdings TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 0 159
2025-09-22 13F-HR ZBH / Zimmer Biomet Holdings Caldwell Trust Co 80
2025-09-22 NPORT-P STE / STERIS GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 7,727 2,185 -71.72