Position in CHE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,319,850
+$2,205,018 QoQ
Shares Held
4,981
+1538.5% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#163
of 528 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CHE Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Arax Advisory Partners holds $13,185,119 across 39 Medical Care Facilities names. CHE ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
9,836 | $3,834,958 | |
| 2 | CHE |
Chemed Corp
This page
|
4,981 | $2,319,850 | |
| 3 | THC |
Tenet Healthcare Corp
|
10,515 | $1,967,146 | |
| 4 | AGL |
agilon health, inc.
|
11,805 | $1,265,259 | |
| 5 | HCSG |
Healthcare Services Group Inc
|
17,562 | $431,322 | |
| 6 | DVA |
Davita Inc.
|
1,767 | $393,122 | |
| 7 | CON |
Concentra Group Holdings Parent, Inc.
|
11,449 | $340,607 | |
| 8 | EHC |
Encompass Health Corp
|
3,347 | $338,314 |
All Filings in CHE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,319,850 | 4,981 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $114,832 | 304 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $44,069 | 103 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $933,090 | 2,084 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $613,044 | 1,259 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $188,902 | 307 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $71,523 | 135 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $58,293 | 97 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $52,630 | 97 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $63,550 | 99 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $57,890 | 99 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $24,425 | 47 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $24,916 | 46 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $22,585 | 42 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $25,011 | 49 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $21,828 | 50 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $23,938 | 51 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $7,598 | 15 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $7,935 | 15 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $6,976 | 15 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $7,117 | 15 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||