Position in ADUS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$604,426
-$238,142 QoQ
Shares Held
6,016
-33.1% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#151
of 301 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in ADUS Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $47,471,717 across 15 Medical Care Facilities names. ADUS ranks #13 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
38,969 | $15,193,622 | |
| 2 | ENSG |
Ensign Group, Inc
|
53,255 | $8,536,774 | |
| 3 | EHC |
Encompass Health Corp
|
57,927 | $5,855,261 | |
| 4 | CHE |
Chemed Corp
|
6,571 | $3,060,377 | |
| 5 | USPH |
U S Physical Therapy Inc /Nv
|
41,718 | $2,865,191 | |
| 6 | THC |
Tenet Healthcare Corp
|
14,752 | $2,759,803 | |
| 7 | FMS |
Fresenius Medical Care AG
|
95,180 | $2,152,019 | |
| 8 | ASTH |
Astrana Health, Inc.
|
33,114 | $1,536,820 |
All Filings in ADUS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $604,426 | 6,016 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $842,568 | 8,997 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $968,657 | 9,020 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,024,624 | 8,684 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $993,052 | 8,621 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $903,853 | 9,140 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,603,727 | 12,794 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,681,630 | 12,641 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,659,094 | 14,289 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,942,378 | 18,796 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,740,008 | 18,740 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,640,416 | 19,256 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,788,738 | 19,296 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,107,548 | 19,741 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,926,323 | 19,362 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,938,608 | 20,355 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,622,542 | 19,483 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,098,116 | 11,771 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $999,340 | 10,687 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $708,578 | 8,885 | Shares | Defined | 2021-11-15 | |
| 2020-09-30 | $389,664 | 4,123 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $365,426 | 3,948 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $285,542 | 4,224 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||