Position in CDIO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$35
+$4 QoQ
Shares Held
16
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 17 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CDIO Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026SHP Wealth Management holds $865,619 across 45 Biotechnology names. CDIO ranks #42 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
544 | $270,221 | |
| 2 | AXSM |
Axsome Therapeutics, Inc.
|
1,052 | $257,498 | |
| 3 | CORT |
Corcept Therapeutics Inc
|
1,774 | $154,249 | |
| 4 | REGN |
Regeneron Pharmaceuticals, Inc.
|
57 | $35,541 | |
| 5 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
112 | $33,715 | |
| 6 | ARGX |
Argenx SE
|
15 | $13,916 | |
| 7 | ONC |
BeOne Medicines Ltd.
|
42 | $11,968 | |
| 8 | NUVB |
Nuvation Bio Inc.
|
2,000 | $11,360 |
All Filings in CDIO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35 | 16 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $31 | 16 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $43 | 16 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||