Aptus Capital Advisors, LLC

Position in CHE — Chemed Corp

CIK 1664193 FAIRHOPE, AL

Position in CHE

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$29,844,618

+$6,756,773 QoQ

Shares Held

64,080

+4.8% QoQ

Ownership

0.490%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#40

of 527 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 68% Shared 0% None 32%

Healthcare · as of Jun 30, 2026

Aptus Capital Advisors, LLC holds $61,763,758 across 5 Medical Care Facilities names. CHE ranks #1 (48.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CHE	Chemed Corp This page	64,080	$29,844,618
2	ENSG	Ensign Group, Inc	93,296	$14,955,348
3	EHC	Encompass Health Corp	128,865	$13,025,674
4	HCA	HCA Healthcare, Inc.	9,520	$3,711,752
5	THC	Tenet Healthcare Corp	1,210	$226,366

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,844,618	64,080	+4.8%	Shares	Sole	2026-08-12
2026-03-31	$23,087,845	61,121	+6.5%	Shares	Other	2026-05-11
2025-12-31	$24,551,033	57,381	+1.3%	Shares	Sole	2026-02-13
2025-09-30	$25,352,829	56,624	+12.7%	Shares	Sole	2025-11-12
2025-06-30	$24,471,153	50,256	+11.6%	Shares	Sole	2025-08-11
2025-03-31	$27,717,704	45,046	+10.7%	Shares	Sole	2025-05-13
2024-12-31	$21,560,210	40,695	+22.0%	Shares	Sole	2025-02-14
2024-09-30	$20,053,166	33,368	+14.8%	Shares	Sole	2024-11-05
2024-06-30	$15,776,598	29,077	-23.2%	Shares	Sole	2024-07-31
2024-03-31	$24,306,037	37,864	+10.0%	Shares	Sole	2024-05-15
2023-12-31	$20,130,603	34,426	-7.4%	Shares	Sole	2024-02-13
2023-09-30	$19,321,405	37,178	-3.4%	Shares	Other	2023-11-08
2023-06-30	$20,852,669	38,497	+10.6%	Shares	Sole	2023-08-11
2023-03-31	$18,712,623	34,798	-0.7%	Shares	Sole	2023-05-09
2022-12-31	$17,880,873	35,031	-34.9%	Shares	Sole	2023-02-13
2022-09-30	$23,501,770	53,834	+44.5%	Shares	Sole	2022-11-02
2022-06-30	$17,481,960	37,244	+43.5%	Shares	Sole	2022-07-29
2022-03-31	$13,142,438	25,945	+11.5%	Shares	Sole	2022-05-04
2021-12-31	$12,306,527	23,262	+19.7%	Shares	Sole	2022-02-02
2021-09-30	$9,041,932	19,440	+14.3%	Shares	Sole	2021-10-27
2021-06-30	$8,069,821	17,007	+14.3%	Shares	Sole	2021-07-27
2021-03-31	$6,840,741	14,877	+2.7%	Shares	Sole	2021-05-06
2020-12-31	$7,718,051	14,491	+34.5%	Shares	Sole	2021-02-10
2020-09-30	$5,174,330	10,772	+18.2%	Shares	Sole	2020-10-19
2020-06-30	$4,110,600	9,113	+6.8%	Shares	Sole	2020-07-22
2020-03-31	$3,695,196	8,530	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.