Kaizen Financial Strategies

Position in LLY — ELI LILLY & Co

CIK 1842013 CAMPBELL, CA

Position in LLY

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

Position Value

$1,755,965

+$302,729 QoQ

Shares Held

1,464

-7.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.60%

of 13F equity value

Holder Rank

#2,620

of 4,605 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Kaizen Financial Strategies holds $4,120,314 across 6 Drug Manufacturers - General names. LLY ranks #1 (42.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co This page	1,464	$1,755,965
2	ABBV	AbbVie Inc.	4,092	$1,029,710
3	AMGN	Amgen Inc	1,393	$504,433
4	GILD	Gilead Sciences, Inc.	2,784	$351,730
5	MRK	Merck & Co., Inc.	2,010	$258,285
6	JNJ	Johnson & Johnson	867	$220,191

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,755,965	1,464	-7.3%	Shares	Sole	2026-07-30
2026-03-31	$1,453,236	1,580	-12.5%	Shares	Sole	2026-05-01
2025-12-31	$1,939,797	1,805	-18.8%	Shares	Sole	2026-01-21
2025-09-30	$1,696,149	2,223	+8.3%	Shares	Sole	2025-11-12
2025-06-30	$1,600,375	2,053	+152.5%	Shares	Sole	2025-08-08
2025-03-31	$671,464	813	+16.3%	Shares	Sole	2025-04-09
2024-12-31	$539,628	699	-32.6%	Shares	Sole	2025-02-14
2024-09-30	$918,719	1,037	+154.2%	Shares	Sole	2024-11-04
2024-06-30	$369,395	408	—	Shares	Sole	2024-08-05
No filing history on record for this holder in this stock.