Position in CHE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$35,861
-$3,423 QoQ
Shares Held
77
-26.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#448
of 527 holders
Holding Since
Dec 2025
3 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, 2026Keating Financial Advisory Services, Inc. holds $240,185 across 25 Medical Care Facilities names. CHE ranks #3 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
145 | $56,534 | |
| 2 | EHC |
Encompass Health Corp
|
383 | $38,713 | |
| 3 | CHE |
Chemed Corp
This page
|
77 | $35,861 | |
| 4 | OPCH |
Option Care Health, Inc.
|
1,479 | $31,014 | |
| 5 | THC |
Tenet Healthcare Corp
|
133 | $24,881 | |
| 6 | CON |
Concentra Group Holdings Parent, Inc.
|
287 | $8,538 | |
| 7 | NHC |
National Healthcare Corp
|
32 | $6,763 | |
| 8 | DVA |
Davita Inc.
|
27 | $6,006 |
All Filings in CHE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,861 | 77 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $39,284 | 104 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $50,487 | 118 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||