Ethic Inc.

Position in HCA — HCA Healthcare, Inc.

CIK 1780570 NEW YORK, NY

Position in HCA

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$8,122,188

-$2,904,304 QoQ

Shares Held

20,832

-10.6% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#312

of 1,326 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Healthcare · as of Jun 30, 2026

Ethic Inc. holds $13,945,898 across 8 Medical Care Facilities names. HCA ranks #1 (58.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCA	HCA Healthcare, Inc. This page	20,832	$8,122,188
2	DVA	Davita Inc.	8,530	$1,897,754
3	THC	Tenet Healthcare Corp	5,161	$965,519
4	EHC	Encompass Health Corp	9,123	$922,152
5	FMS	Fresenius Medical Care AG	31,911	$721,507
6	CHE	Chemed Corp	1,119	$521,163
7	UHS	Universal Health Services Inc	2,854	$424,361
8	ENSG	Ensign Group, Inc	2,316	$371,254

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,122,188	20,832	-10.6%	Shares	Sole	2026-07-29
2026-03-31	$11,026,492	23,300	+4.4%	Shares	Sole	2026-04-27
2025-12-31	$10,415,646	22,310	+35.0%	Shares	Sole	2026-02-03
2025-09-30	$7,044,659	16,529	+72.8%	Shares	Sole	2025-10-17
2025-06-30	$3,663,585	9,563	+1.7%	Shares	Sole	2025-07-30
2025-03-31	$3,249,552	9,404	-3.7%	Shares	Sole	2025-05-13
2024-12-31	$2,929,764	9,761	-58.1%	Shares	Sole	2025-02-14
2024-09-30	$9,462,096	23,281	-0.8%	Shares	Sole	2024-11-13
2024-06-30	$7,539,156	23,466	+0.8%	Shares	Sole	2024-08-13
2024-03-31	$7,764,911	23,281	+8.4%	Shares	Sole	2024-05-13
2023-12-31	$5,813,394	21,477	+0.6%	Shares	Sole	2024-02-14
2023-09-30	$5,249,951	21,343	+0.1%	Shares	Sole	2023-11-14
2023-06-30	$6,468,676	21,315	+3.5%	Shares	Sole	2023-08-14
2023-03-31	$5,430,489	20,595	+32.2%	Shares	Sole	2023-05-12
2022-12-31	$3,739,056	15,582	+13.6%	Shares	Sole	2023-02-14
2022-09-30	$2,520,128	13,712	+9.8%	Shares	Sole	2022-11-14
2022-06-30	$2,098,061	12,484	+40.9%	Shares	Sole	2022-08-10
2022-03-31	$2,220,493	8,860	+27.1%	Shares	Sole	2022-05-16
2021-12-31	$1,791,246	6,972	+46.8%	Shares	Sole	2022-02-14
2021-09-30	$1,152,920	4,750	+84.4%	Shares	Sole	2021-11-15
2021-06-30	$532,562	2,576	+37.6%	Shares	Sole	2021-08-10
2021-03-31	$352,572	1,872	-23.0%	Shares	Sole	2021-05-13
2020-12-31	$399,802	2,431	+26.6%	Shares	Sole	2021-02-10
2020-09-30	$239,385	1,920	—	Shares	Sole	2020-10-27
No filing history on record for this holder in this stock.