Position in EXEL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$444,203
+$75,478 QoQ
Shares Held
8,164
-5.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#445
of 751 holders
Holding Since
Mar 2026
2 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, 2026Claro Advisors Inc. holds $2,341,182 across 7 Biotechnology names. EXEL ranks #3 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,445 | $717,774 | |
| 2 | INCY |
Incyte Corp
|
4,212 | $477,472 | |
| 3 | EXEL |
Exelixis, Inc.
This page
|
8,164 | $444,203 | |
| 4 | REGN |
Regeneron Pharmaceuticals, Inc.
|
502 | $313,017 | |
| 5 | HALO |
Halozyme Therapeutics, Inc.
|
3,407 | $266,665 | |
| 6 | AGEN |
Agenus Inc
|
33,350 | $102,051 | |
| 7 | AUTL |
Autolus Therapeutics plc
|
12,500 | $20,000 |
All Filings in EXEL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $444,203 | 8,164 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $368,725 | 8,597 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||