Position in CHE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$12,392,409
+$2,297,308 QoQ
Shares Held
26,608
-0.4% QoQ
Ownership
0.204%
of shares outstanding
% of Portfolio
2.35%
of 13F equity value
Holder Rank
#72
of 530 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in CHE Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026CABOT WEALTH MANAGEMENT INC holds $12,392,409 across 1 Medical Care Facilities name. CHE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHE |
Chemed Corp
This page
|
26,608 | $12,392,409 |
All Filings in CHE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,392,409 | 26,608 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $10,095,101 | 26,725 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $10,783,783 | 25,204 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $11,120,966 | 24,838 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $11,762,768 | 24,157 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $14,613,850 | 23,750 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $12,408,445 | 23,421 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $13,798,872 | 22,961 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $12,348,578 | 22,759 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $14,661,039 | 22,839 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $13,363,876 | 22,854 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $11,985,841 | 23,063 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $12,324,075 | 22,752 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $12,162,291 | 22,617 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $11,509,175 | 22,548 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $11,483,274 | 26,304 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $11,760,566 | 25,055 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $12,488,990 | 24,655 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $12,720,237 | 24,044 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $10,713,574 | 23,034 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $10,829,039 | 22,822 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $10,226,396 | 22,240 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $10,360,862 | 19,453 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $8,886,955 | 18,501 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $8,314,122 | 18,432 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $7,892,470 | 18,219 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||