Position in HCA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$35,479
-$4,746 QoQ
Shares Held
91
+7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,157
of 1,324 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HCA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Bruce G. Allen Investments, LLC holds $46,299 across 9 Medical Care Facilities names. HCA ranks #1 (76.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
This page
|
91 | $35,479 | |
| 2 | FMS |
Fresenius Medical Care AG
|
193 | $4,363 | |
| 3 | GRDN |
Guardian Pharmacy Services, Inc.
|
34 | $1,423 | |
| 4 | UHS |
Universal Health Services Inc
|
7 | $1,040 | |
| 5 | THC |
Tenet Healthcare Corp
|
5 | $935 | |
| 6 | ADUS |
Addus HomeCare Corp
|
9 | $904 | |
| 7 | AMN |
Amn Healthcare Services Inc
|
26 | $841 | |
| 8 | AVAH |
Aveanna Healthcare Holdings, Inc.
|
80 | $685 |
All Filings in HCA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,479 | 91 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $40,225 | 85 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $38,749 | 83 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $35,374 | 83 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $31,797 | 83 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $27,644 | 80 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $20,410 | 68 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $25,198 | 62 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $30,200 | 94 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $29,684 | 89 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $27,609 | 102 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||