Capital Advantage, Inc.

Position in AMGN — Amgen Inc

CIK 1628896 Walnut Creek, CA

Position in AMGN

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$895,884

-$129,406 QoQ

Shares Held

2,474

-15.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.98%

of 13F equity value

Holder Rank

#1,775

of 3,139 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Capital Advantage, Inc. holds $3,879,621 across 4 Drug Manufacturers - General names. AMGN ranks #3 (23.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	5,188	$1,317,596
2	MRK	Merck & Co., Inc.	7,767	$998,059
3	AMGN	Amgen Inc This page	2,474	$895,884
4	LLY	ELI LILLY & Co	557	$668,082

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$895,884	2,474	-15.1%	Shares	Sole	2026-07-13
2026-03-31	$1,025,290	2,914	-1.4%	Shares	Sole	2026-04-13
2025-12-31	$967,201	2,955	-2.4%	Shares	Sole	2026-01-07
2025-09-30	$854,783	3,029	-0.6%	Shares	Sole	2025-10-22
2025-06-30	$850,752	3,047	-1.5%	Shares	Sole	2025-07-11
2025-03-31	$963,935	3,094	0.0%	Shares	Sole	2025-04-10
2024-12-31	$806,420	3,094	+4.4%	Shares	Sole	2025-02-14
2021-03-31	$737,224	2,963	+10.5%	Shares	Sole	2021-04-26
2020-12-31	$616,415	2,681	+5.6%	Shares	Sole	2021-02-17
2020-09-30	$645,566	2,540	-1.9%	Shares	Sole	2020-11-12
2020-06-30	$610,641	2,589	+2.5%	Shares	Sole	2020-08-13
2020-03-31	$512,298	2,527	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.