Position in CARL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,539
+$3,100 QoQ
Shares Held
630
+65.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#55
of 73 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CARL Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $19,470,471 across 24 Health Information Services names. CARL ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
71,168 | $12,630,184 | |
| 2 | TEM |
Tempus AI, Inc.
|
42,054 | $2,436,188 | |
| 3 | HQY |
Healthequity, Inc.
|
22,494 | $2,031,658 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
11,759 | $820,072 | |
| 5 | SLP |
Simulations Plus, Inc.
|
26,201 | $479,740 | |
| 6 | HNGE |
Hinge Health, Inc.
|
5,145 | $427,035 | |
| 7 | OMCL |
Omnicell, Inc.
|
3,761 | $156,156 | |
| 8 | TDOC |
Teladoc Health, Inc.
|
9,379 | $79,533 |
All Filings in CARL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,539 | 630 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,439 | 380 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,693 | 380 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||