FORTEM FINANCIAL GROUP, LLC

Position in LLY — ELI LILLY & Co

CIK 1766509 PALM DESERT, CA

Position in LLY

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,891,501

+$461,259 QoQ

Shares Held

1,577

+1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#2,544

of 4,605 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

FORTEM FINANCIAL GROUP, LLC holds $5,722,803 across 5 Drug Manufacturers - General names. LLY ranks #1 (33.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co This page	1,577	$1,891,501
2	ABBV	AbbVie Inc.	5,778	$1,453,975
3	JNJ	Johnson & Johnson	4,057	$1,030,356
4	GILD	Gilead Sciences, Inc.	6,585	$831,948
5	PFE	Pfizer Inc	21,388	$515,023

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,891,501	1,577	+1.4%	Shares	Sole	2026-07-20
2026-03-31	$1,430,242	1,555	+3.9%	Shares	Sole	2026-04-16
2025-12-31	$1,608,796	1,497	-2.7%	Shares	Sole	2026-02-04
2025-09-30	$1,173,494	1,538	-25.9%	Shares	Sole	2025-11-04
2025-06-30	$1,617,524	2,075	+2.7%	Shares	Sole	2025-08-12
2025-03-31	$1,668,338	2,020	+0.7%	Shares	Sole	2025-05-01
2024-12-31	$1,548,632	2,006	-1.6%	Shares	Sole	2025-01-06
2024-09-30	$1,805,545	2,038	+23.7%	Shares	Sole	2024-11-18
2024-06-30	$1,492,066	1,648	-3.9%	Shares	Sole	2024-08-02
2024-03-31	$1,334,201	1,715	-2.6%	Shares	Sole	2024-05-01
2023-12-31	$1,026,522	1,761	+6.0%	Shares	Sole	2024-02-13
2023-09-30	$892,172	1,661	-1.9%	Shares	Sole	2023-10-10
2023-06-30	$793,983	1,693	-5.1%	Shares	Sole	2023-07-18
2023-03-31	$612,661	1,784	-40.1%	Shares	Sole	2023-04-21
2022-12-31	$1,089,105	2,977	-1.0%	Shares	Sole	2023-01-17
2022-09-30	$972,313	3,007	-1.5%	Shares	Sole	2022-11-01
2022-06-30	$989,874	3,053	-83.0%	Shares	Sole	2022-07-25
2022-03-31	$5,149,505	17,982	+3.6%	Shares	Sole	2022-04-27
2021-12-31	$4,795,179	17,360	+2.6%	Shares	Sole	2022-01-20
2021-09-30	$3,910,983	16,927	+1.6%	Shares	Sole	2021-10-15
2021-06-30	$3,824,032	16,661	+8.0%	Shares	Sole	2021-07-14
2021-03-31	$2,883,193	15,433	-2.9%	Shares	Sole	2021-04-20
2020-12-31	$2,682,192	15,886	+2.0%	Shares	Sole	2021-01-29
2020-09-30	$2,306,003	15,579	+235.2%	Shares	Sole	2020-10-15
2020-06-30	$762,944	4,647	-4.6%	Shares	Sole	2020-07-14
2020-03-31	$675,427	4,869	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.