Position in AGL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$24,329
-$26,191 QoQ
Shares Held
227
-96.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#14
of 20 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AGL Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026IFP Advisors, Inc holds $5,374,711 across 35 Medical Care Facilities names. AGL ranks #14 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
9,563 | $3,728,518 | |
| 2 | UHS |
Universal Health Services Inc
|
1,878 | $279,239 | |
| 3 | ACHC |
Acadia Healthcare Company, Inc.
|
8,831 | $260,779 | |
| 4 | CHE |
Chemed Corp
|
458 | $213,308 | |
| 5 | THC |
Tenet Healthcare Corp
|
1,019 | $190,634 | |
| 6 | SNDA |
Sonida Senior Living, Inc.
|
4,130 | $168,504 | |
| 7 | EHC |
Encompass Health Corp
|
1,380 | $139,490 | |
| 8 | DVA |
Davita Inc.
|
437 | $97,223 |
All Filings in AGL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,329 | 227 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $50,520 | 6,387 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $133,614 | 7,757 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,648 | 64 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $31,912 | 555 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $5,737 | 53 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $8,122 | 171 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $219,195 | 2,231 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $382,263 | 2,338 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $610 | 4 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,255 | 4 | Shares | Sole | 2024-01-09 | |
| 2023-06-30 | $20,374 | 47 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $27,906 | 47 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $340,150 | 843 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $720,750 | 1,231 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $199,744 | 366 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $231,952 | 366 | Shares | Sole | 2022-09-06 | |
| No filing history on record for this holder in this stock. | ||||||