Position in EVO
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$25,602
-$5,940 QoQ
Shares Held
10,241
0.0% QoQ
Ownership
0.003%
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 100%
Shared 0%
None 0%
Common Shares in EVO Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $1,567,354 across 8 Drug Manufacturers - Specialty & Generic names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZTS |
Zoetis Inc.
|
4,578 | $328,975 | |
| 2 | NBIX |
Neurocrine Biosciences Inc
|
1,679 | $282,978 | |
| 3 | HIMS |
Hims & Hers Health, Inc.
|
6,484 | $224,800 | |
| 4 | HLN |
Haleon plc
|
19,789 | $184,631 | |
| 5 | AMLX |
Amylyx Pharmaceuticals, Inc.
|
10,045 | $180,408 | |
| 6 | VTRS |
Viatris Inc
|
10,836 | $172,075 | |
| 7 | TAK |
Takeda Pharmaceutical Co Ltd
|
10,141 | $162,560 | |
| 8 | CRON |
Cronos Group Inc.
|
11,125 | $30,927 |
All Filings in EVO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,602 | 10,241 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $31,542 | 10,241 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $37,174 | 10,241 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $43,012 | 10,241 | Shares | Sole | 2025-09-12 | |
| No filing history on record for this holder in this stock. | ||||||