Position in EXEL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,958
+$1,101 QoQ
Shares Held
36
+80.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#717
of 751 holders
Holding Since
Mar 2025
6 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, 2026HFM Investment Advisors, LLC holds $28,243 across 28 Biotechnology names. EXEL ranks #6 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REGN |
Regeneron Pharmaceuticals, Inc.
|
7 | $4,364 | |
| 2 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
8 | $3,973 | |
| 3 | JAZZ |
Jazz Pharmaceuticals plc
|
10 | $2,409 | |
| 4 | INCY |
Incyte Corp
|
20 | $2,267 | |
| 5 | ROIV |
Roivant Sciences Ltd.
|
57 | $2,017 | |
| 6 | EXEL |
Exelixis, Inc.
This page
|
36 | $1,958 | |
| 7 | MRNA |
Moderna, Inc.
|
20 | $1,400 | |
| 8 | BMRN |
Biomarin Pharmaceutical Inc
|
21 | $1,201 |
All Filings in EXEL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,958 | 36 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $857 | 20 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $745 | 17 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $702 | 17 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,013 | 23 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $295 | 8 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||