FINANCIAL CONSULATE, INC

Position in SGRY — Surgery Partners, Inc.

CIK 1624510 HUNT VALLEY, MD

Position in SGRY

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$504

+$50 QoQ

Shares Held

+42.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#176

of 186 holders

Holding Since

Sep 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

FINANCIAL CONSULATE, INC holds $12,725 across 5 Medical Care Facilities names. SGRY ranks #4 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FMS	Fresenius Medical Care AG	460	$10,400
2			51	$842
3	ACHC	Acadia Healthcare Company, Inc.	20	$590
4	SGRY	Surgery Partners, Inc. This page	30	$504
5	HCA	HCA Healthcare, Inc.	1	$389

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$504	30	+42.9%	Shares	Sole	2026-07-23
2025-09-30	$454	21	—	Shares	Sole	2025-10-21
No filing history on record for this holder in this stock.