Position in ALLO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$890,133
+$515,597 QoQ
Shares Held
364,809
+33.4% QoQ
Ownership
0.106%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in ALLO Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Creative Planning holds $360,280,711 across 212 Biotechnology names. ALLO ranks #76 (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 ALLO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $890,133 | 364,809 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $374,536 | 273,384 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $66,501 | 53,630 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $75,420 | 66,744 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $141,701 | 97,056 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $114,050 | 53,545 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $171,908 | 61,396 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $68,529 | 29,412 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $140,009 | 31,322 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $90,875 | 28,310 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $106,514 | 33,601 | Shares | Defined | 2023-11-16 | |
| 2023-03-31 | $133,380 | 27,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $193,845 | 30,818 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $331,830 | 30,725 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $350,128 | 30,713 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $233,216 | 25,600 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $382,936 | 25,666 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $657,920 | 25,600 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $667,648 | 25,600 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $894,890 | 25,351 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $656,240 | 26,000 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $986,116 | 26,150 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,136,871 | 26,550 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $505,440 | 26,000 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||