Position in CHE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$521,163
+$69,386 QoQ
Shares Held
1,119
-6.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#298
of 528 holders
Holding Since
Sep 2025
4 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, 2026Ethic Inc. holds $13,945,898 across 8 Medical Care Facilities names. CHE ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
20,832 | $8,122,188 | |
| 2 | DVA |
Davita Inc.
|
8,530 | $1,897,754 | |
| 3 | THC |
Tenet Healthcare Corp
|
5,161 | $965,519 | |
| 4 | EHC |
Encompass Health Corp
|
9,123 | $922,152 | |
| 5 | FMS |
Fresenius Medical Care AG
|
31,911 | $721,507 | |
| 6 | CHE |
Chemed Corp
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|
1,119 | $521,163 | |
| 7 | UHS |
Universal Health Services Inc
|
2,854 | $424,361 | |
| 8 | ENSG |
Ensign Group, Inc
|
2,316 | $371,254 |
All Filings in CHE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $521,163 | 1,119 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $451,777 | 1,196 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $203,233 | 475 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $401,175 | 896 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||