Position in USPH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$379,044
-$127,610 QoQ
Shares Held
5,519
-18.3% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#113
of 214 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in USPH Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $3,591,468 across 9 Medical Care Facilities names. USPH ranks #5 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EHC |
Encompass Health Corp
|
6,739 | $681,178 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
1,487 | $579,766 | |
| 3 | DVA |
Davita Inc.
|
2,270 | $505,029 | |
| 4 | ENSG |
Ensign Group, Inc
|
2,571 | $412,131 | |
| 5 | USPH |
U S Physical Therapy Inc /Nv
This page
|
5,519 | $379,044 | |
| 6 | CHE |
Chemed Corp
|
641 | $298,539 | |
| 7 | THC |
Tenet Healthcare Corp
|
1,497 | $280,058 | |
| 8 | CMPS |
COMPASS Pathways plc
|
17,180 | $243,097 |
All Filings in USPH
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,044 | 5,519 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $506,654 | 6,759 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $505,164 | 6,469 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $596,773 | 7,025 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $524,174 | 6,703 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $418,892 | 5,789 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $515,493 | 5,811 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $441,683 | 5,219 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $448,052 | 4,848 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $564,011 | 4,997 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $451,635 | 4,849 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $410,033 | 4,470 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $480,704 | 3,960 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $273,266 | 2,791 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $224,291 | 2,768 | Shares | Defined | 2023-02-14 | |
| 2022-06-30 | $310,346 | 2,842 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $283,034 | 2,846 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $247,187 | 2,587 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $253,495 | 2,292 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $245,412 | 2,118 | Shares | Defined | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||