Position in CMPS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$172,545
+$105,113 QoQ
Shares Held
12,194
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#145
of 222 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMPS Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Summit Financial, LLC holds $5,226,004 across 7 Medical Care Facilities names. CMPS ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | THC |
Tenet Healthcare Corp
|
14,931 | $2,793,291 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
2,052 | $800,054 | |
| 3 | FMS |
Fresenius Medical Care AG
|
28,228 | $638,235 | |
| 4 | EHC |
Encompass Health Corp
|
3,848 | $388,955 | |
| 5 | SNDA |
Sonida Senior Living, Inc.
|
7,209 | $294,127 | |
| 6 | CMPS |
COMPASS Pathways plc
This page
|
12,194 | $172,545 | |
| 7 | DCGO |
DocGo Inc.
|
268,987 | $138,797 |
All Filings in CMPS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $172,545 | 12,194 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $67,432 | 12,194 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $83,793 | 12,144 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $70,387 | 12,284 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||