Position in ADUS
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$115,841
+$4,264 QoQ
Shares Held
1,237
+19.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ADUS Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $2,406,229 across 38 Medical Care Facilities names. ADUS ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EHC |
Encompass Health Corp
|
5,757 | $556,867 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
935 | $442,475 | |
| 3 | ENSG |
Ensign Group, Inc
|
992 | $199,885 | |
| 4 | PACS |
PACS Group, Inc.
|
5,064 | $162,652 | |
| 5 | CHE |
Chemed Corp
|
406 | $153,357 | |
| 6 | ADUS |
Addus HomeCare Corp
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|
1,237 | $115,841 | |
| 7 | AVAH |
Aveanna Healthcare Holdings, Inc.
|
17,552 | $113,033 | |
| 8 | FMS |
Fresenius Medical Care AG
|
4,135 | $93,281 |
All Filings in ADUS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $115,841 | 1,237 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $111,577 | 1,039 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $106,307 | 901 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $64,621 | 561 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,405 | 85 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,155 | 89 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $11,307 | 85 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $9,869 | 85 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,783 | 85 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $7,892 | 85 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,241 | 85 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $7,879 | 85 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $9,074 | 85 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $10,943 | 110 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $10,476 | 110 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $9,160 | 110 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $10,261 | 110 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $7,948 | 85 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||