Adventist Health System Sunbelt Healthcare Corp.
Adventist Health System Sunbelt Healthcare Corporation, now known collectively as AdventHealth, is a nonprofit, faith-based healthcare system headquartered in Altamonte Springs, Florida. Founded in 1973, AdventHealth operates 56 hospitals across ten states, making it one of the largest not-for-profit Protestant healthcare companies in the US. The system employs tens of thousands of people and focuses on delivering whole-person care based on Seventh-day Adventist principles, serving individuals and communities through a wide spectrum of inpatient, outpatient, and community services.
Investment Strategy
As a nonprofit health system, AdventHealth does not engage in traditional investment fund strategies. Its financial and operational strategy centers on providing whole-person, faith-based healthcare services, reinvesting surplus funds to expand facilities, improve patient outcomes, and support community health initiatives. The organization strives to remain consumer-focused, investing in technology, staff education, and holistic care delivery to address evolving patient and community needs.
Top Holdings
Equity Positions (19)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 21.27% | $276.5M | 445,254 | $575.95 | $620.90 | -$441.2M |
E EMB | ISHARES TR | 13.89% | $180.6M | 1,949,500 | $90.66 | $92.62 | -$444.3M |
I IXUS | ISHARES TR | 13.03% | $169.3M | 2,190,087 | $77.04 | $77.31 | +$164.3M |
X XEMD | BONDBLOXX ETF TRUST | 11.80% | $153.3M | 3,547,400 | $42.37 | $43.22 | +$46.3M |
I IAUM | ISHARES GOLD TR | 8.79% | $114.3M | 3,463,784 | $31.65 | $32.99 | +$42.3M |