LIGHTHOUSE FINANCIAL SERVICES INC /ADV

Position in LLY — ELI LILLY & Co

CIK 1068979 BREA, CA

Position in LLY

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$3,784,201

+$965,106 QoQ

Shares Held

3,155

+2.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.22%

of 13F equity value

Holder Rank

#1,939

of 4,605 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

LIGHTHOUSE FINANCIAL SERVICES INC /ADV holds $8,425,281 across 5 Drug Manufacturers - General names. LLY ranks #1 (44.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co This page	3,155	$3,784,201
2	ABBV	AbbVie Inc.	9,523	$2,396,367
3	GSK	GSK plc	19,248	$1,008,980
4	MRK	Merck & Co., Inc.	7,780	$999,730
5	GILD	Gilead Sciences, Inc.	1,868	$236,003

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,784,201	3,155	+2.9%	Shares	Sole	2026-07-16
2026-03-31	$2,819,095	3,065	-2.3%	Shares	Sole	2026-04-15
2025-12-31	$3,371,271	3,137	—	Shares	Sole	2026-02-03
No filing history on record for this holder in this stock.