Position in EXEL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$15,942
+$3,933 QoQ
Shares Held
293
+4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#653
of 751 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXEL Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $296,395 across 46 Biotechnology names. EXEL ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
101 | $50,169 | |
| 2 | MRNA |
Moderna, Inc.
|
627 | $43,908 | |
| 3 | ARGX |
Argenx SE
|
36 | $33,399 | |
| 4 | REGN |
Regeneron Pharmaceuticals, Inc.
|
40 | $24,941 | |
| 5 | EXEL |
Exelixis, Inc.
This page
|
293 | $15,942 | |
| 6 | JAZZ |
Jazz Pharmaceuticals plc
|
56 | $13,494 | |
| 7 | INCY |
Incyte Corp
|
117 | $13,263 | |
| 8 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
40 | $12,041 |
All Filings in EXEL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,942 | 293 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $12,009 | 280 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $12,009 | 274 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $8,796 | 213 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,477 | 215 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $7,310 | 198 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $6,327 | 190 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,930 | 190 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $4,134 | 184 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $4,366 | 184 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,414 | 184 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,020 | 184 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $3,516 | 184 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,299 | 170 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,940 | 121 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,191 | 76 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $3,060 | 147 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,400 | 150 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,023 | 56 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||