Position in ACRS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$570,330
+$416,306 QoQ
Shares Held
152,088
+197.2% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
7 quarters on record
Voting authority
Sole 1.5398979538162116.ToString("F0")%
Shared 0.ToString("F0")%
None 98.46010204618378.ToString("F0")%
Common Shares in ACRS Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Creative Planning holds $360,319,340 across 212 Biotechnology names. ACRS ranks #101 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
109,524 | $48,906,846 | |
| 2 | REGN |
Regeneron Pharmaceuticals, Inc.
|
40,152 | $31,023,040 | |
| 3 | INSM |
INSMED Inc
|
72,200 | $11,806,143 | |
| 4 | EXEL |
Exelixis, Inc.
|
234,142 | $10,042,350 | |
| 5 | BBIO |
BridgeBio Pharma, Inc.
|
119,661 | $8,886,025 | |
| 6 | PCVX |
Vaxcyte, Inc.
|
140,177 | $8,145,685 | |
| 7 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
24,122 | $7,981,245 | |
| 8 | INCY |
Incyte Corp
|
80,874 | $7,611,860 |
All Filings in ACRS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $570,330 | 152,088 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $154,024 | 51,171 | Shares | Sole | 2026-02-17 | |
| 2021-03-31 | $447,048 | 17,740 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $132,635 | 20,500 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $77,100 | 30,000 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $48,723 | 30,076 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $31,279 | 30,076 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||