Cape Investment Advisory, Inc.

Position in CHE — Chemed Corp

CIK 1944437 MCDONOUGH, GA

Position in CHE

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$74,984

+$5,671 QoQ

Shares Held

161

-0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#435

of 528 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $181,683 across 4 Medical Care Facilities names. CHE ranks #1 (41.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CHE	Chemed Corp This page	161	$74,984
2	HCA	HCA Healthcare, Inc.	166	$64,721
3	FMS	Fresenius Medical Care AG	1,722	$38,933
4	ENSG	Ensign Group, Inc	19	$3,045

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$74,984	161	-0.6%	Shares	Sole	2026-07-23
2025-12-31	$69,313	162	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.