Position in BEAM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$171
+$148 QoQ
Shares Held
5
+400.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#267
of 274 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BEAM Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026HFM Investment Advisors, LLC holds $28,243 across 28 Biotechnology names. BEAM ranks #23 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REGN |
Regeneron Pharmaceuticals, Inc.
|
7 | $4,364 | |
| 2 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
8 | $3,973 | |
| 3 | JAZZ |
Jazz Pharmaceuticals plc
|
10 | $2,409 | |
| 4 | INCY |
Incyte Corp
|
20 | $2,267 | |
| 5 | ROIV |
Roivant Sciences Ltd.
|
57 | $2,017 | |
| 6 | EXEL |
Exelixis, Inc.
|
36 | $1,958 | |
| 7 | MRNA |
Moderna, Inc.
|
20 | $1,400 | |
| 8 | BMRN |
Biomarin Pharmaceutical Inc
|
21 | $1,201 |
All Filings in BEAM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $171 | 5 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $23 | 1 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $27 | 1 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $24 | 1 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $17 | 1 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $19 | 1 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||