Position in AGL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,273,727
+$1,193,394 QoQ
Shares Held
11,884
+17.0% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#62
of 177 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGL Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Creative Planning holds $113,442,955 across 35 Medical Care Facilities names. AGL ranks #17 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
78,107 | $30,453,137 | |
| 2 | CHE |
Chemed Corp
|
25,772 | $12,003,050 | |
| 3 | ENSG |
Ensign Group, Inc
|
54,157 | $8,681,366 | |
| 4 | UHS |
Universal Health Services Inc
|
52,582 | $7,818,416 | |
| 5 | EHC |
Encompass Health Corp
|
75,142 | $7,595,352 | |
| 6 | FMS |
Fresenius Medical Care AG
|
297,333 | $6,722,698 | |
| 7 | DVA |
Davita Inc.
|
23,146 | $5,149,521 | |
| 8 | NHC |
National Healthcare Corp
|
19,715 | $4,166,962 |
All Filings in AGL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,273,727 | 11,884 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $80,333 | 10,156 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $74,407 | 107,994 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $154,980 | 150,467 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $393,227 | 170,969 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $629,672 | 145,421 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $189,431 | 99,701 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $173,610 | 44,176 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $437,027 | 66,824 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $186,556 | 30,583 | Shares | Defined | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||