IMA Advisory Services, Inc.

Position in EXEL — Exelixis, Inc.

CIK 1455495 DENVER, CO

Position in EXEL

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$4,920,785

+$858,674 QoQ

Shares Held

90,439

-4.5% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

IMA Advisory Services, Inc. holds $6,510,479 across 20 Biotechnology names. EXEL ranks #1 (75.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXEL	Exelixis, Inc. This page	90,439	$4,920,785
2	REGN	Regeneron Pharmaceuticals, Inc.	2,079	$1,296,339
3	VKTX	Viking Therapeutics, Inc.	3,850	$150,188
4	IONS	Ionis Pharmaceuticals Inc	1,037	$82,223
5	KPRX	Kiora Pharmaceuticals Inc	550	$19,435
6	INCY	Incyte Corp	62	$7,028
7	RVMD	Revolution Medicines, Inc.	31	$5,805
8	KRYS	Krystal Biotech, Inc.	15	$5,575

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,920,785	90,439	-4.5%	Shares	Sole	2026-08-10
2026-03-31	$4,062,111	94,710	-4.8%	Shares	Sole	2026-05-06
2025-12-31	$4,359,200	99,457	-3.1%	Shares	Sole	2026-02-11
2025-09-30	$4,238,908	102,637	-1.0%	Shares	Sole	2025-11-06
2025-06-30	$4,570,346	103,683	-1.8%	Shares	Sole	2025-08-08
2025-03-31	$3,898,198	105,585	-7.3%	Shares	Sole	2025-05-06
2024-12-31	$3,794,068	113,936	-3.1%	Shares	Sole	2025-02-14
2024-09-30	$3,049,721	117,523	-18.8%	Shares	Sole	2024-11-14
2024-06-30	$3,252,577	144,752	-2.7%	Shares	Sole	2024-08-06
2024-03-31	$3,528,579	148,697	-19.5%	Shares	Sole	2024-04-24
2023-12-31	$4,430,473	184,680	-7.5%	Shares	Sole	2024-02-05
2023-09-30	$4,363,816	199,717	-1.6%	Shares	Sole	2023-11-28
2023-06-30	$3,877,839	202,922	-0.4%	Shares	Sole	2023-08-15
2023-03-31	$3,954,768	203,749	—	Shares	Sole	2023-05-16
No filing history on record for this holder in this stock.