Position in ADUS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$904
+$62 QoQ
Shares Held
9
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#283
of 301 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADUS Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Bruce G. Allen Investments, LLC holds $46,299 across 9 Medical Care Facilities names. ADUS ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
91 | $35,479 | |
| 2 | FMS |
Fresenius Medical Care AG
|
193 | $4,363 | |
| 3 | GRDN |
Guardian Pharmacy Services, Inc.
|
34 | $1,423 | |
| 4 | UHS |
Universal Health Services Inc
|
7 | $1,040 | |
| 5 | THC |
Tenet Healthcare Corp
|
5 | $935 | |
| 6 | ADUS |
Addus HomeCare Corp
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|
9 | $904 | |
| 7 | AMN |
Amn Healthcare Services Inc
|
26 | $841 | |
| 8 | AVAH |
Aveanna Healthcare Holdings, Inc.
|
80 | $685 |
All Filings in ADUS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $904 | 9 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $842 | 9 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $751 | 7 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $825 | 7 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $806 | 7 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $494 | 5 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $626 | 5 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $399 | 3 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||