Position in DNA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$156,974
+$146,328 QoQ
Shares Held
15,840
+1887.5% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#92
of 183 holders
Holding Since
Sep 2021
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in DNA Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Creative Planning holds $452,608,635 across 219 Biotechnology names. DNA ranks #178 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
127,672 | $63,418,511 | |
| 2 | REGN |
Regeneron Pharmaceuticals, Inc.
|
36,949 | $23,039,178 | |
| 3 | EXEL |
Exelixis, Inc.
|
270,292 | $14,706,586 | |
| 4 | INCY |
Incyte Corp
|
110,664 | $12,544,870 | |
| 5 | CYTK |
Cytokinetics Inc
|
141,939 | $12,091,783 | |
| 6 | RVMD |
Revolution Medicines, Inc.
|
64,120 | $12,008,393 | |
| 7 | ARGX |
Argenx SE
|
12,744 | $11,823,500 | |
| 8 | BMRN |
Biomarin Pharmaceutical Inc
|
153,161 | $8,763,872 |
All Filings in DNA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $156,974 | 15,840 | Shares | Sole | 2026-08-13 | |
| 2024-06-30 | $10,646 | 31,877 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $57,562 | 49,623 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $92,689 | 54,846 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $112,120 | 61,945 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $73,722 | 39,636 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $15,441 | 11,610 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $24,880 | 14,722 | Shares | Sole | 2023-02-10 | |
| 2021-09-30 | $316,395 | 27,299 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||