Position in SGRY
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$517,435
+$52,808 QoQ
Shares Held
43,409
+44.3% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SGRY Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026Inspire Investing, LLC holds $8,453,968 across 12 Medical Care Facilities names. SGRY ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GRDN |
Guardian Pharmacy Services, Inc.
|
49,565 | $1,866,617 | |
| 2 | LFST |
LifeStance Health Group, Inc.
|
251,525 | $1,602,214 | |
| 3 | INNV |
InnovAge Holding Corp.
|
198,320 | $1,590,526 | |
| 4 | NHC |
National Healthcare Corp
|
4,003 | $639,279 | |
| 5 | ACHC |
Acadia Healthcare Company, Inc.
|
22,260 | $520,661 | |
| 6 | SGRY |
Surgery Partners, Inc.
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|
43,409 | $517,435 | |
| 7 | SEM |
Select Medical Holdings Corp
|
31,471 | $512,662 | |
| 8 | ADUS |
Addus HomeCare Corp
|
5,458 | $511,141 |
All Filings in SGRY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $517,435 | 43,409 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $464,627 | 30,073 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $447,709 | 20,689 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $392,292 | 17,647 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $344,588 | 14,509 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $402,949 | 19,034 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $415,992 | 12,903 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $358,539 | 15,071 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $361,927 | 12,133 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $395,524 | 12,364 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $529,512 | 18,103 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $312,950 | 6,956 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $272,416 | 7,903 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $236,670 | 8,495 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $203,603 | 8,701 | Shares | Defined | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||