Martin Capital Advisors, LLP

Position in DVA — Davita Inc.

CIK 1904126 SAN ANTONIO, TX

Position in DVA

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,972,062

+$609,754 QoQ

Shares Held

8,864

0.0% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

1.13%

of 13F equity value

Holder Rank

#20

of 164 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Martin Capital Advisors, LLP holds $2,768,681 across 2 Medical Care Facilities names. DVA ranks #1 (71.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	DVA	Davita Inc. This page	8,864	$1,972,062
2	USPH	U S Physical Therapy Inc /Nv	11,599	$796,619

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,972,062	8,864	0.0%	Shares	Sole	2026-07-24
2026-03-31	$1,362,308	8,864	0.0%	Shares	Sole	2026-05-05
2025-12-31	$1,007,039	8,864	0.0%	Shares	Sole	2026-01-26
2025-09-30	$1,177,759	8,864	-0.7%	Shares	Sole	2025-10-15
2025-06-30	$1,271,223	8,924	+4.7%	Shares	Sole	2025-07-15
2025-03-31	$1,303,916	8,524	-1.2%	Shares	Sole	2025-05-01
2024-12-31	$1,290,317	8,628	0.0%	Shares	Sole	2025-01-28
2024-09-30	$1,414,388	8,628	0.0%	Shares	Sole	2024-10-11
2024-06-30	$1,195,581	8,628	0.0%	Shares	Sole	2024-07-31
2024-03-31	$1,191,095	8,628	0.0%	Shares	Sole	2024-05-01
2023-12-31	$903,869	8,628	0.0%	Shares	Sole	2024-01-31
2023-09-30	$815,604	8,628	-2.5%	Shares	Sole	2023-10-16
2023-06-30	$888,958	8,848	0.0%	Shares	Sole	2023-08-14
2023-03-31	$717,661	8,848	-4.2%	Shares	Sole	2023-05-01
2022-12-31	$689,801	9,238	+23.5%	Shares	Sole	2023-02-13
2022-09-30	$618,954	7,478	-34.8%	Shares	Sole	2022-10-12
2022-06-30	$917,780	11,478	0.0%	Shares	Sole	2022-07-13
2022-03-31	$1,298,276	11,478	-0.9%	Shares	Sole	2022-05-05
2021-12-31	$1,317,568	11,582	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.