Position in CMPX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$561,750
-$18,983 QoQ
Shares Held
106,191
-1.8% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.9972596547730034.ToString("F0")%
Shared 0.ToString("F0")%
None 99.002740345227.ToString("F0")%
Common Shares in CMPX Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Creative Planning holds $360,319,340 across 212 Biotechnology names. CMPX ranks #102 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
109,524 | $48,906,846 | |
| 2 | REGN |
Regeneron Pharmaceuticals, Inc.
|
40,152 | $31,023,040 | |
| 3 | INSM |
INSMED Inc
|
72,200 | $11,806,143 | |
| 4 | EXEL |
Exelixis, Inc.
|
234,142 | $10,042,350 | |
| 5 | BBIO |
BridgeBio Pharma, Inc.
|
119,661 | $8,886,025 | |
| 6 | PCVX |
Vaxcyte, Inc.
|
140,177 | $8,145,685 | |
| 7 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
24,122 | $7,981,245 | |
| 8 | INCY |
Incyte Corp
|
80,874 | $7,611,860 |
All Filings in CMPX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $561,750 | 106,191 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $580,733 | 108,144 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $213,244 | 60,927 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $29,858 | 11,484 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||