Position in BKD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$869,744
-$290,620 QoQ
Shares Held
54,055
-36.3% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#158
of 291 holders
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BKD 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. BKD ranks #23 (0.8% 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 BKD
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $869,744 | 54,055 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,160,364 | 84,822 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $614,231 | 56,926 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $349,234 | 41,232 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $208,800 | 30,000 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $184,663 | 29,499 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $150,869 | 29,994 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $195,572 | 28,803 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $211,675 | 30,992 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $185,727 | 28,098 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $162,325 | 27,891 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $111,916 | 27,033 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $109,610 | 25,974 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $74,227 | 25,162 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $68,293 | 25,016 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $107,676 | 25,217 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $113,572 | 25,016 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $180,712 | 25,633 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $127,106 | 24,633 | Shares | Sole | 2022-02-11 | |
| 2020-06-30 | $31,196 | 10,575 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||