Position in SGRY
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$428,452
+$35,914 QoQ
Shares Held
35,944
+41.5% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
9 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in SGRY Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026LPL Financial LLC holds $114,858,018 across 31 Medical Care Facilities names. SGRY ranks #23 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
54,744 | $25,907,050 | |
| 2 | THC |
Tenet Healthcare Corp
|
116,496 | $21,983,960 | |
| 3 | ENSG |
Ensign Group, Inc
|
90,117 | $18,158,575 | |
| 4 | UHS |
Universal Health Services Inc
|
44,830 | $8,023,225 | |
| 5 | ASTH |
Astrana Health, Inc.
|
309,125 | $7,579,745 | |
| 6 | EHC |
Encompass Health Corp
|
72,773 | $7,039,332 | |
| 7 | SNDA |
Sonida Senior Living, Inc.
|
123,331 | $3,977,424 | |
| 8 | DVA |
Davita Inc.
|
18,193 | $2,796,082 |
All Filings in SGRY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $428,452 | 35,944 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $392,538 | 25,407 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $515,940 | 23,842 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $437,753 | 19,692 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $411,825 | 17,340 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $354,576 | 16,749 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $441,268 | 13,687 | Shares | Sole | 2024-11-08 | |
| 2022-03-31 | $279,984 | 5,086 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $235,431 | 4,408 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||