Position in GRDN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,098,589
-$357,469 QoQ
Shares Held
74,005
-19.4% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#57
of 185 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in GRDN Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026CSM Advisors, LLC holds $39,478,718 across 7 Medical Care Facilities names. GRDN ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCSG |
Healthcare Services Group Inc
|
719,619 | $17,673,842 | |
| 2 | MD |
Pediatrix Medical Group, Inc.
|
433,645 | $10,984,227 | |
| 3 | NHC |
National Healthcare Corp
|
21,300 | $4,501,968 | |
| 4 | GRDN |
Guardian Pharmacy Services, Inc.
This page
|
74,005 | $3,098,589 | |
| 5 | CON |
Concentra Group Holdings Parent, Inc.
|
47,951 | $1,426,542 | |
| 6 | UHS |
Universal Health Services Inc
|
7,293 | $1,084,396 | |
| 7 | SEM |
Select Medical Holdings Corp
|
42,953 | $709,154 |
All Filings in GRDN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,098,589 | 74,005 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,456,058 | 91,770 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,493,298 | 116,095 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,558,492 | 135,665 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,052,259 | 96,305 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||