Position in HLN
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$11,821
-$1,412 QoQ
Shares Held
1,267
-4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#467
of 639 holders
Holding Since
Dec 2023
11 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, 2026Bruce G. Allen Investments, LLC holds $71,142 across 9 Drug Manufacturers - Specialty & Generic names. HLN ranks #3 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEVA |
Teva Pharmaceutical Industries Ltd
|
601 | $20,361 | |
| 2 | ZTS |
Zoetis Inc.
|
202 | $14,515 | |
| 3 | HLN |
Haleon plc
This page
|
1,267 | $11,821 | |
| 4 | UTHR |
UNITED THERAPEUTICS Corp
|
18 | $9,752 | |
| 5 | TAK |
Takeda Pharmaceutical Co Ltd
|
448 | $7,181 | |
| 6 | ELAN |
Elanco Animal Health Inc
|
171 | $4,208 | |
| 7 | VTRS |
Viatris Inc
|
120 | $1,905 | |
| 8 | LNTH |
Lantheus Holdings, Inc.
|
10 | $1,109 |
All Filings in HLN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,821 | 1,267 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $13,233 | 1,322 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $8,654 | 856 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $278 | 31 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $321 | 31 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $318 | 31 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $295 | 31 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $5,501 | 520 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $256 | 31 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $263 | 31 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $255 | 31 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||