Position in EXEL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,212,909
+$611,740 QoQ
Shares Held
40,671
+8.9% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#252
of 739 holders
Holding Since
Sep 2022
13 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, 2026Buck Wealth Strategies, LLC holds $4,724,685 across 28 Biotechnology names. EXEL ranks #1 (46.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXEL |
Exelixis, Inc.
This page
|
40,671 | $2,212,909 | |
| 2 | JAZZ |
Jazz Pharmaceuticals plc
|
8,635 | $2,080,775 | |
| 3 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
673 | $202,593 | |
| 4 | INSM |
INSMED Inc
|
1,899 | $202,471 | |
| 5 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
15 | $7,450 | |
| 6 | REGN |
Regeneron Pharmaceuticals, Inc.
|
8 | $4,988 | |
| 7 | CPRX |
Catalyst Pharmaceuticals, Inc.
|
141 | $4,431 | |
| 8 | BBIO |
BridgeBio Pharma, Inc.
|
22 | $1,638 |
All Filings in EXEL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,212,909 | 40,671 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,601,169 | 37,332 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,578,099 | 36,005 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $923,178 | 22,353 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $527,373 | 11,964 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $258,440 | 7,000 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $283,050 | 8,500 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $220,575 | 8,500 | Shares | Sole | 2024-11-05 | |
| 2023-12-31 | $239,900 | 10,000 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $218,500 | 10,000 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $191,100 | 10,000 | Shares | Sole | 2023-11-06 | |
| 2023-03-31 | $194,100 | 10,000 | Shares | Sole | 2023-11-06 | |
| 2022-09-30 | $156,800 | 10,000 | Shares | Sole | 2023-10-30 | |
| No filing history on record for this holder in this stock. | ||||||