Position in HCA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$64,721
+$49,316 QoQ
Shares Held
166
+403.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,130
of 1,326 holders
Holding Since
Mar 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HCA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Cape Investment Advisory, Inc. holds $181,683 across 4 Medical Care Facilities names. HCA ranks #2 (35.6% of the industry book) .
All Filings in HCA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,721 | 166 | Shares | Defined | 2026-07-23 | |
| 2025-12-31 | $15,405 | 33 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,409 | 8 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $383 | 1 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $345 | 1 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $300 | 1 | Shares | Sole | 2025-02-05 | |
| 2023-12-31 | $16,511 | 61 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $14,758 | 60 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $18,208 | 60 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $15,820 | 60 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||