Trifecta Capital Advisors, LLC

Position in AMGN — Amgen Inc

CIK 1962615 NORTHBROOK, IL

Position in AMGN

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$5,975,704

+$348,919 QoQ

Shares Held

16,502

+3.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#752

of 3,140 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Trifecta Capital Advisors, LLC holds $49,578,365 across 11 Drug Manufacturers - General names. AMGN ranks #3 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	25,670	$30,789,370
2	ABBV	AbbVie Inc.	41,305	$10,393,990
3	AMGN	Amgen Inc This page	16,502	$5,975,704
4	JNJ	Johnson & Johnson	3,836	$974,228
5	MRK	Merck & Co., Inc.	5,740	$737,590
6	GILD	Gilead Sciences, Inc.	3,202	$404,540
7	NVO	Novo Nordisk A S	4,016	$192,527
8	PFE	Pfizer Inc	4,277	$102,990

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,975,704	16,502	+3.2%	Shares	Sole	2026-08-03
2026-03-31	$5,626,785	15,992	+2.9%	Shares	Sole	2026-05-01
2025-12-31	$5,084,433	15,534	+4.1%	Shares	Sole	2026-01-30
2025-09-30	$4,210,141	14,919	+3.6%	Shares	Sole	2025-11-03
2025-06-30	$4,020,344	14,399	+14.3%	Shares	Sole	2025-07-23
2025-03-31	$3,924,283	12,596	+10.0%	Shares	Sole	2025-04-21
2024-12-31	$2,985,109	11,453	+1.7%	Shares	Sole	2025-02-04
2024-09-30	$3,628,084	11,260	+7.6%	Shares	Sole	2024-10-16
2024-06-30	$3,270,101	10,466	+11.9%	Shares	Sole	2024-08-07
2024-03-31	$2,660,097	9,356	+5.4%	Shares	Sole	2024-04-16
2023-12-31	$2,556,177	8,875	+5.7%	Shares	Sole	2024-01-25
2023-09-30	$2,255,702	8,393	+3.0%	Shares	Sole	2023-11-01
2023-06-30	$1,809,685	8,151	-0.2%	Shares	Sole	2023-08-14
2023-03-31	$1,974,130	8,166	+0.2%	Shares	Sole	2023-05-09
2022-12-31	$2,140,778	8,151	—	Shares	Sole	2023-01-18
No filing history on record for this holder in this stock.