Position in EXEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$245,225
+$55,094 QoQ
Shares Held
4,507
+1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#555
of 751 holders
Holding Since
Sep 2022
16 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, 2026Larson Financial Group LLC holds $5,564,070 across 194 Biotechnology names. EXEL ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,302 | $646,742 | |
| 2 | INCY |
Incyte Corp
|
4,050 | $459,108 | |
| 3 | TGTX |
Tg Therapeutics, Inc.
|
7,292 | $400,622 | |
| 4 | REGN |
Regeneron Pharmaceuticals, Inc.
|
627 | $390,959 | |
| 5 | EXEL |
Exelixis, Inc.
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|
4,507 | $245,225 | |
| 6 | IONS |
Ionis Pharmaceuticals Inc
|
3,000 | $237,870 | |
| 7 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
613 | $184,531 | |
| 8 | JAZZ |
Jazz Pharmaceuticals plc
|
709 | $170,847 |
All Filings in EXEL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,225 | 4,507 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $190,131 | 4,433 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $184,874 | 4,218 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $174,038 | 4,214 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $180,595 | 4,097 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $161,229 | 4,367 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $133,200 | 4,000 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $103,800 | 4,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $89,880 | 4,000 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $94,920 | 4,000 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $95,960 | 4,000 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $87,400 | 4,000 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $76,440 | 4,000 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $77,640 | 4,000 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $64,160 | 4,000 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $62,720 | 4,000 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||