Pinnacle Wealth Planning Services, Inc.
Position in CON — Concentra Group Holdings Parent, Inc.
CIK 1726752
MANSFIELD, OH
Position in CON
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$85,977
+$26,561 QoQ
Shares Held
2,890
+4.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#208
of 288 holders
Holding Since
Dec 2025
3 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, 2026Pinnacle Wealth Planning Services, Inc. holds $1,695,578 across 23 Medical Care Facilities names. CON ranks #7 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
1,107 | $431,608 | |
| 2 | MD |
Pediatrix Medical Group, Inc.
|
7,570 | $191,748 | |
| 3 | HCSG |
Healthcare Services Group Inc
|
7,200 | $176,832 | |
| 4 | AMN |
Amn Healthcare Services Inc
|
5,262 | $170,330 | |
| 5 | NHC |
National Healthcare Corp
|
514 | $108,639 | |
| 6 | ENSG |
Ensign Group, Inc
|
673 | $107,881 | |
| 7 | CON |
Concentra Group Holdings Parent, Inc.
This page
|
2,890 | $85,977 | |
| 8 | ACHC |
Acadia Healthcare Company, Inc.
|
2,659 | $78,520 |
All Filings in CON
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,977 | 2,890 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $59,416 | 2,770 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $43,197 | 2,195 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||