Position in CHE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$238,924
New position
Shares Held
513
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#389
of 532 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 12%
Shared 0%
None 88%
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Lido Advisors, LLC holds $5,584,280 across 7 Medical Care Facilities names. CHE ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
5,701 | $2,222,761 | |
| 2 | DVA |
Davita Inc.
|
4,280 | $952,214 | |
| 3 | ACHC |
Acadia Healthcare Company, Inc.
|
27,791 | $820,668 | |
| 4 | ARDT |
Ardent Health, Inc.
|
70,058 | $689,370 | |
| 5 | ENSG |
Ensign Group, Inc
|
2,665 | $427,198 | |
| 6 | CHE |
Chemed Corp
This page
|
513 | $238,924 | |
| 7 | UHS |
Universal Health Services Inc
|
1,568 | $233,145 |
All Filings in CHE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,924 | 513 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||