Position in LLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,692,819
+$2,328,511 QoQ
Shares Held
5,580
+17.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.49%
of 13F equity value
Holder Rank
#1,506
of 4,605 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Resurgent Financial Advisors LLC holds $18,383,670 across 8 Drug Manufacturers - General names. LLY ranks #1 (36.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
5,580 | $6,692,819 | |
| 2 | JNJ |
Johnson & Johnson
|
22,360 | $5,678,769 | |
| 3 | AMGN |
Amgen Inc
|
4,679 | $1,694,359 | |
| 4 | ABBV |
AbbVie Inc.
|
5,944 | $1,495,748 | |
| 5 | PFE |
Pfizer Inc
|
52,559 | $1,265,620 | |
| 6 | MRK |
Merck & Co., Inc.
|
7,331 | $942,033 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
6,796 | $391,585 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
1,763 | $222,737 |
All Filings in LLY
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,692,819 | 5,580 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,364,308 | 4,745 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,037,066 | 965 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $734,006 | 962 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $640,773 | 822 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $597,958 | 724 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $538,856 | 698 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $533,335 | 602 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $537,795 | 594 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $513,453 | 660 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $344,505 | 591 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $314,758 | 586 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $264,973 | 565 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $180,295 | 525 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $255,356 | 698 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $238,632 | 738 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||