Position in AGL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$432,041
-$445,727 QoQ
Shares Held
4,031
-92.1% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#6
of 20 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AGL Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Merit Financial Group, LLC holds $10,923,228 across 15 Medical Care Facilities names. AGL ranks #9 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
6,283 | $2,449,675 | |
| 2 | CHE |
Chemed Corp
|
3,106 | $1,446,586 | |
| 3 | THC |
Tenet Healthcare Corp
|
7,024 | $1,314,048 | |
| 4 | OPCH |
Option Care Health, Inc.
|
56,423 | $1,183,186 | |
| 5 | EHC |
Encompass Health Corp
|
10,279 | $1,038,999 | |
| 6 | DVA |
Davita Inc.
|
2,799 | $622,719 | |
| 7 | UHS |
Universal Health Services Inc
|
3,680 | $547,176 | |
| 8 | CMPS |
COMPASS Pathways plc
|
37,847 | $535,534 |
All Filings in AGL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,041 | 4,031 | Shares | Other | 2026-07-20 | |
| 2025-12-31 | $877,768 | 50,959 | Shares | Other | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||