Position in EXEL
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$222,727
+$3,052 QoQ
Shares Held
5,193
+3.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 Mar 31, 2026RETIREMENT GUYS FORMULA LLC holds $1,188,943 across 4 Biotechnology names. EXEL ranks #3 (18.7% of the industry book) .
All Filings in EXEL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $222,727 | 5,193 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $219,675 | 5,012 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $205,261 | 4,970 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $208,013 | 4,719 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||