Position in EXEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$21,980
+$4,310 QoQ
Shares Held
404
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#628
of 739 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in EXEL Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026JPL Wealth Management, LLC holds $385,221 across 83 Biotechnology names. EXEL ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
179 | $88,914 | |
| 2 | LGND |
Ligand Pharmaceuticals Inc
|
246 | $77,757 | |
| 3 | RVMD |
Revolution Medicines, Inc.
|
352 | $65,921 | |
| 4 | EXEL |
Exelixis, Inc.
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|
404 | $21,980 | |
| 5 | AXSM |
Axsome Therapeutics, Inc.
|
76 | $18,602 | |
| 6 | HALO |
Halozyme Therapeutics, Inc.
|
189 | $14,792 | |
| 7 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
48 | $14,449 | |
| 8 | JAZZ |
Jazz Pharmaceuticals plc
|
40 | $9,638 |
All Filings in EXEL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,980 | 404 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $17,670 | 412 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $15,157 | 367 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||