Capital Advantage, Inc.

Position in LLY — ELI LILLY & Co

CIK 1628896 Walnut Creek, CA

Position in LLY

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$668,082

+$177,845 QoQ

Shares Held

557

+4.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#3,497

of 4,604 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Capital Advantage, Inc. holds $3,879,621 across 4 Drug Manufacturers - General names. LLY ranks #4 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	5,188	$1,317,596
2	MRK	Merck & Co., Inc.	7,767	$998,059
3	AMGN	Amgen Inc	2,474	$895,884
4	LLY	ELI LILLY & Co This page	557	$668,082

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$668,082	557	+4.5%	Shares	Sole	2026-07-13
2026-03-31	$490,237	533	+5.3%	Shares	Sole	2026-04-13
2025-12-31	$543,788	506	-15.7%	Shares	Sole	2026-01-07
2025-09-30	$457,800	600	0.0%	Shares	Sole	2025-10-22
2025-06-30	$467,718	600	+5.1%	Shares	Sole	2025-07-11
2025-03-31	$471,594	571	0.0%	Shares	Sole	2025-04-10
2024-12-31	$440,812	571	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.