Creative Planning
Position in CON — Concentra Group Holdings Parent, Inc.
CIK 1540235
OVERLAND PARK, KS
Position in CON
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,783,631
+$865,078 QoQ
Shares Held
59,954
+40.0% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#92
of 290 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CON Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Creative Planning holds $113,442,955 across 35 Medical Care Facilities names. CON ranks #14 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
78,107 | $30,453,137 | |
| 2 | CHE |
Chemed Corp
|
25,772 | $12,003,050 | |
| 3 | ENSG |
Ensign Group, Inc
|
54,157 | $8,681,366 | |
| 4 | UHS |
Universal Health Services Inc
|
52,582 | $7,818,416 | |
| 5 | EHC |
Encompass Health Corp
|
75,142 | $7,595,352 | |
| 6 | FMS |
Fresenius Medical Care AG
|
297,333 | $6,722,698 | |
| 7 | DVA |
Davita Inc.
|
23,146 | $5,149,521 | |
| 8 | NHC |
National Healthcare Corp
|
19,715 | $4,166,962 |
All Filings in CON
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,783,631 | 59,954 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $918,553 | 42,823 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $588,097 | 29,883 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $847,392 | 40,487 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $435,240 | 21,159 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $364,711 | 16,807 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $361,261 | 18,264 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||