Position in EOLS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$118,109
-$41,890 QoQ
Shares Held
28,737
+19.4% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in EOLS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Mar 31, 2026Creative Planning holds $105,843,094 across 40 Drug Manufacturers - Specialty & Generic names. EOLS ranks #36 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RDY |
Dr Reddys Laboratories Ltd
|
1,167,182 | $16,165,470 | |
| 2 | UTHR |
UNITED THERAPEUTICS Corp
|
22,075 | $13,090,033 | |
| 3 | VTRS |
Viatris Inc
|
770,971 | $10,415,817 | |
| 4 | TAK |
Takeda Pharmaceutical Co Ltd
|
542,996 | $10,056,285 | |
| 5 | ZTS |
Zoetis Inc.
|
77,690 | $9,183,734 | |
| 6 | NBIX |
Neurocrine Biosciences Inc
|
68,387 | $9,009,303 | |
| 7 | HLN |
Haleon plc
|
630,997 | $6,316,279 | |
| 8 | LNTH |
Lantheus Holdings, Inc.
|
80,292 | $6,090,147 |
All Filings in EOLS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $118,109 | 28,737 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $159,999 | 24,060 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $138,449 | 22,549 | Shares | Defined | 2025-11-14 | |
| 2025-03-31 | $128,913 | 10,716 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $151,612 | 13,733 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $250,306 | 15,451 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $135,494 | 12,488 | Shares | Sole | 2024-08-15 | |
| 2021-12-31 | $65,399 | 10,046 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $138,466 | 10,946 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $366,330 | 28,201 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $99,536 | 29,624 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $105,483 | 26,978 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $142,930 | 26,968 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $102,600 | 24,723 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||