Position in BHC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$87,399
-$9,223 QoQ
Shares Held
17,728
-0.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#146
of 220 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BHC Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Creative Planning holds $137,414,626 across 41 Drug Manufacturers - Specialty & Generic names. BHC ranks #38 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RDY |
Dr Reddys Laboratories Ltd
|
1,240,848 | $17,979,887 | |
| 2 | UTHR |
UNITED THERAPEUTICS Corp
|
28,934 | $15,677,309 | |
| 3 | VTRS |
Viatris Inc
|
920,607 | $14,619,238 | |
| 4 | NBIX |
Neurocrine Biosciences Inc
|
76,818 | $12,946,905 | |
| 5 | LNTH |
Lantheus Holdings, Inc.
|
85,571 | $9,493,246 | |
| 6 | TAK |
Takeda Pharmaceutical Co Ltd
|
584,777 | $9,373,974 | |
| 7 | ZTS |
Zoetis Inc.
|
121,209 | $8,710,078 | |
| 8 | HIMS |
Hims & Hers Health, Inc.
|
225,206 | $7,807,891 |
All Filings in BHC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,399 | 17,728 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $96,622 | 17,893 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $129,422 | 18,622 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $326,679 | 50,648 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $336,283 | 50,493 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $279,432 | 43,189 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $372,017 | 46,156 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $451,664 | 55,351 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $330,071 | 47,356 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $505,693 | 47,662 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $383,524 | 47,821 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $502,759 | 61,163 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $551,888 | 68,986 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $559,571 | 69,083 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $424,377 | 67,576 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $445,741 | 64,694 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $235,325 | 28,149 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $687,076 | 30,069 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,431,081 | 51,832 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,491,757 | 53,564 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,326,629 | 79,353 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,401,893 | 138,686 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,991,331 | 143,814 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,803,384 | 180,398 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,756,132 | 96,016 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,483,551 | 95,713 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||