Position in BEAM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$24,847
+$15,506 QoQ
Shares Held
724
+84.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#221
of 274 holders
Holding Since
Mar 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BEAM Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026IFP Advisors, Inc holds $55,990,065 across 216 Biotechnology names. BEAM ranks #59 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXSM |
Axsome Therapeutics, Inc.
|
62,273 | $15,242,562 | |
| 2 | TGTX |
Tg Therapeutics, Inc.
|
209,318 | $11,499,930 | |
| 3 | JAZZ |
Jazz Pharmaceuticals plc
|
34,193 | $8,239,487 | |
| 4 | AUPH |
Aurinia Pharmaceuticals Inc.
|
361,634 | $6,136,928 | |
| 5 | VKTX |
Viking Therapeutics, Inc.
|
61,616 | $2,403,640 | |
| 6 | EXEL |
Exelixis, Inc.
|
43,101 | $2,345,125 | |
| 7 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
2,968 | $1,474,294 | |
| 8 | REGN |
Regeneron Pharmaceuticals, Inc.
|
1,352 | $843,026 |
All Filings in BEAM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,847 | 724 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $9,341 | 392 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $10,866 | 392 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,513 | 392 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $18,269 | 0 | Shares | Sole | 2025-07-24 | |
| 2024-12-31 | $198 | 0 | Shares | Sole | 2025-02-04 | |
| 2022-12-31 | $6 | 300 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $29,203 | 613 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $14,438 | 373 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $3,380 | 59 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $2,470 | 31 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $1,218 | 14 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||