Position in AGL
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$2,175
-$38,579 QoQ
Shares Held
275
-88.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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 Mar 31, 2026ROTHSCHILD INVESTMENT LLC holds $2,874,656 across 39 Medical Care Facilities names. AGL ranks #21 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DVA |
Davita Inc.
|
11,556 | $1,776,041 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
703 | $332,687 | |
| 3 | THC |
Tenet Healthcare Corp
|
1,718 | $324,203 | |
| 4 | CHE |
Chemed Corp
|
433 | $163,561 | |
| 5 | UHS |
Universal Health Services Inc
|
856 | $153,198 | |
| 6 | ENSG |
Ensign Group, Inc
|
103 | $20,754 | |
| 7 | FMS |
Fresenius Medical Care AG
|
869 | $19,604 | |
| 8 | ADUS |
Addus HomeCare Corp
|
100 | $9,365 |
All Filings in AGL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,175 | 275 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $40,754 | 2,366 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,922 | 230 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $37,950 | 660 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $69,280 | 640 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $11,400 | 240 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $15,228 | 155 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $6,540 | 40 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||