Position in INO
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$24
+$0 QoQ
Shares Held
14
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in INO Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Key Financial Inc holds $541,110 across 24 Biotechnology names. INO ranks #21 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REGN |
Regeneron Pharmaceuticals, Inc.
|
210 | $162,254 | |
| 2 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
290 | $129,496 | |
| 3 | AXSM |
Axsome Therapeutics, Inc.
|
450 | $76,059 | |
| 4 | TGTX |
Tg Therapeutics, Inc.
|
2,000 | $66,440 | |
| 5 | KRYS |
Krystal Biotech, Inc.
|
151 | $39,006 | |
| 6 | PGEN |
Precigen, Inc.
|
5,000 | $19,350 | |
| 7 | IBRX |
ImmunityBio, Inc.
|
2,000 | $15,340 | |
| 8 | CYTK |
Cytokinetics Inc
|
200 | $13,182 |
All Filings in INO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24 | 14 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $24 | 14 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $32 | 14 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $28 | 14 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||