Position in HLN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$337,807
+$5,310 QoQ
Shares Held
33,747
+2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HLN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Mar 31, 2026Smartleaf Asset Management LLC holds $3,000,720 across 44 Drug Manufacturers - Specialty & Generic names. HLN ranks #4 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZTS |
Zoetis Inc.
|
5,136 | $607,126 | |
| 2 | TAK |
Takeda Pharmaceutical Co Ltd
|
28,454 | $526,968 | |
| 3 | TEVA |
Teva Pharmaceutical Industries Ltd
|
14,573 | $438,938 | |
| 4 | HLN |
Haleon plc
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|
33,747 | $337,807 | |
| 5 | PBH |
Prestige Consumer Healthcare Inc.
|
4,084 | $242,058 | |
| 6 | UTHR |
UNITED THERAPEUTICS Corp
|
341 | $202,206 | |
| 7 | VTRS |
Viatris Inc
|
14,592 | $197,137 | |
| 8 | ALKS |
Alkermes plc.
|
2,863 | $101,235 |
All Filings in HLN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $337,807 | 33,747 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $332,497 | 32,888 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $264,157 | 29,449 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $289,810 | 27,947 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $223,004 | 21,672 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $207,142 | 21,713 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $307,782 | 29,091 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $43,554 | 5,273 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $10,697 | 1,260 | Shares | Sole | 2024-10-07 | |
| No filing history on record for this holder in this stock. | ||||||