Position in HLN
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$184,631
-$37,791 QoQ
Shares Held
19,789
-10.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#301
of 639 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $1,567,354 across 8 Drug Manufacturers - Specialty & Generic names. HLN ranks #4 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZTS |
Zoetis Inc.
|
4,578 | $328,975 | |
| 2 | NBIX |
Neurocrine Biosciences Inc
|
1,679 | $282,978 | |
| 3 | HIMS |
Hims & Hers Health, Inc.
|
6,484 | $224,800 | |
| 4 | HLN |
Haleon plc
This page
|
19,789 | $184,631 | |
| 5 | AMLX |
Amylyx Pharmaceuticals, Inc.
|
10,045 | $180,408 | |
| 6 | VTRS |
Viatris Inc
|
10,836 | $172,075 | |
| 7 | TAK |
Takeda Pharmaceutical Co Ltd
|
10,141 | $162,560 | |
| 8 | CRON |
Cronos Group Inc.
|
11,125 | $30,927 |
All Filings in HLN
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $184,631 | 19,789 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $222,422 | 22,220 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $265,640 | 26,275 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $206,444 | 23,015 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $255,267 | 24,616 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $217,890 | 21,175 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $195,121 | 20,453 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $193,740 | 18,312 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $166,852 | 20,200 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $176,719 | 20,815 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $225,255 | 27,370 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $234,972 | 28,208 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $248,953 | 29,708 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $235,319 | 28,909 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $187,632 | 23,454 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $133,383 | 21,902 | Shares | Sole | 2022-10-31 | |
| No filing history on record for this holder in this stock. | ||||||