Position in CHE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$21,889
+$4,513 QoQ
Shares Held
47
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#460
of 530 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHE Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Cornerstone Planning Group LLC holds $172,540 across 12 Medical Care Facilities names. CHE ranks #3 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENSG |
Ensign Group, Inc
|
355 | $56,906 | |
| 2 | EHC |
Encompass Health Corp
|
511 | $51,651 | |
| 3 | CHE |
Chemed Corp
This page
|
47 | $21,889 | |
| 4 | USPH |
U S Physical Therapy Inc /Nv
|
258 | $17,719 | |
| 5 | HCA |
HCA Healthcare, Inc.
|
30 | $11,696 | |
| 6 | PACS |
PACS Group, Inc.
|
115 | $4,903 | |
| 7 | FMS |
Fresenius Medical Care AG
|
116 | $2,622 | |
| 8 | CON |
Concentra Group Holdings Parent, Inc.
|
58 | $1,725 |
All Filings in CHE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,889 | 47 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $17,376 | 46 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $20,109 | 47 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $21,043 | 47 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,434 | 5 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,383 | 12 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,059 | 2 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,201 | 2 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,085 | 2 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,283 | 2 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,169 | 2 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,039 | 2 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,416 | 10 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $5,104 | 10 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||