Crafting title options within editorial guidelines An ETF Shop Just Made a Beaten-Down Medtech Its Top Holding

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Seena Hassouna, The Motley Fool

Sun, May 17, 2026 astatine 3:51 PM CDT 4 min read

On May 13, 2026, Yarger Wealth Strategies, LLC disclosed a caller presumption successful Artivion (NYSE:AORT), acquiring 634,223 shares successful a commercialized estimated astatine $25.02 cardinal based connected quarterly mean pricing.

What happened

According to a Securities and Exchange Commission (SEC) filing dated May 13, 2026, Yarger Wealth Strategies, LLC initiated a caller presumption successful Artivion by purchasing 634,223 shares. The estimated worth of this transaction was $25.02 million, based connected the mean unadjusted closing terms for the archetypal 4th of 2026. The quarter-end worth of the holding was $23.23 million, with the alteration reflecting some commercialized size and marketplace terms movement.

What other to cognize

  • This was a caller presumption and the apical holding comprising 9.35% of the fund's $248.43 cardinal reportable 13F assets nether management.

  • Top holdings aft the filing:

    • NYSE:AORT: $23.23 cardinal (9.35% of AUM)

    • NYSEARCA:TDVG: $17.46 cardinal (7.0% of AUM)

    • NASDAQ:VONG: $16.25 cardinal (6.5% of AUM)

    • NYSEARCA:VYM: $11.00 cardinal (4.4% of AUM)

    • NYSEARCA:HTAB: $9.08 cardinal (3.7% of AUM)

As of May 15, 2026, Artivion shares were priced astatine $22.77 down 21.4% implicit the anterior year, underperforming the S&P 500 by 46.6 percent points.

Company Overview

Metric

Value

Revenue (TTM)

$458.69 million

Net Income (TTM)

$11.68 million

Price (as of marketplace adjacent 2026-05-15)

$22.77

One-Year Price Change

-21.4%

Company Snapshot

  • AORT manufactures and distributes aesculapian devices and implantable quality tissues, including BioGlue, stent grafts, bosom valves, and vascular grafts.

  • The institution generates gross done the merchantability of proprietary aesculapian devices, insubstantial processing services, and related surgical products to healthcare providers globally.

  • Artivion serves physicians, hospitals, and healthcare facilities, with a absorption connected cardiac, vascular, thoracic, and wide surgeons.

Artivion, Inc. is simply a planetary aesculapian instrumentality institution specializing successful precocious cardiovascular and vascular solutions. The institution leverages a divers portfolio of proprietary products and insubstantial technologies to code analyzable surgical needs successful cardiac and vascular care. Its integrated attack and absorption connected innovation supply a competitory vantage successful serving specialized surgical markets worldwide.

What this transaction means for investors

Yarger Wealth Strategies runs a portfolio built astir wholly connected ETFs — dividend growers, buffered equity funds, enslaved vulnerability — with idiosyncratic stocks appearing mostly arsenic tiny outer positions. Artivion breaks that signifier decisively. At astir 9% of reportable assets, it's the firm's azygous largest holding, up of each ETF successful the portfolio, including long-standing positions successful TDVG and VONG. That's not a toe-dip; it's a deliberate, concentrated stake connected 1 name. The banal has had a unsmooth stretch. Artivion shares fell astir 20% implicit the past twelvemonth and trailed the S&P 500 by much than 46 percent points implicit that aforesaid window. Yarger stepped successful during that weakness, which puts the steadfast connected the contrarian broadside of this trade. Artivion makes cardiac and vascular surgical products — a narrow, specialized marketplace with a comparatively unchangeable request base. Whether that concern fundamentals communicative holds up astatine existent prices is the existent question. For investors already successful cardiovascular medtech, the presumption size present is worthy noting arsenic a awesome of conviction, not needfully a crushed to follow.

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