Position in SGRY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$848,147
+$251,861 QoQ
Shares Held
50,485
+0.9% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#79
of 187 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SGRY Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Cerity Partners LLC holds $123,303,582 across 24 Medical Care Facilities names. SGRY ranks #16 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
97,750 | $38,111,746 | |
| 2 | THC |
Tenet Healthcare Corp
|
128,022 | $23,950,355 | |
| 3 | CHE |
Chemed Corp
|
28,125 | $13,098,936 | |
| 4 | ADUS |
Addus HomeCare Corp
|
102,147 | $10,262,707 | |
| 5 | OPCH |
Option Care Health, Inc.
|
420,562 | $8,819,184 | |
| 6 | UHS |
Universal Health Services Inc
|
40,982 | $6,093,612 | |
| 7 | DVA |
Davita Inc.
|
19,382 | $4,312,106 | |
| 8 | NHC |
National Healthcare Corp
|
14,416 | $3,046,965 |
All Filings in SGRY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $848,147 | 50,485 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $596,286 | 50,024 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $463,576 | 30,005 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||