MINDSET WEALTH MANAGEMENT, LLC

Position in EXEL — Exelixis, Inc.

CIK 2044232 INDIANAPOLIS, IN

Position in EXEL

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$336,199

+$93,442 QoQ

Shares Held

6,179

+9.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#499

of 754 holders

Holding Since

Mar 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

MINDSET WEALTH MANAGEMENT, LLC holds $1,602,277 across 3 Biotechnology names. EXEL ranks #3 (21.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OMER	Omeros Corp	70,600	$671,406
2	KRYS	Krystal Biotech, Inc.	1,600	$594,672
3	EXEL	Exelixis, Inc. This page	6,179	$336,199

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$336,199	6,179	+9.2%	Shares	Sole	2026-08-04
2026-03-31	$242,757	5,660	-5.6%	Shares	Sole	2026-04-22
2025-12-31	$262,760	5,995	+7.2%	Shares	Sole	2026-02-12
2025-03-31	$206,493	5,593	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.