Trifecta Capital Advisors, LLC

Position in LLY — ELI LILLY & Co

CIK 1962615 NORTHBROOK, IL

Position in LLY

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$30,789,370

+$7,214,746 QoQ

Shares Held

25,670

+0.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

4.55%

of 13F equity value

Holder Rank

#708

of 4,605 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Trifecta Capital Advisors, LLC holds $49,578,365 across 11 Drug Manufacturers - General names. LLY ranks #1 (62.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co This page	25,670	$30,789,370
2	ABBV	AbbVie Inc.	41,305	$10,393,990
3	AMGN	Amgen Inc	16,502	$5,975,704
4	JNJ	Johnson & Johnson	3,836	$974,228
5	MRK	Merck & Co., Inc.	5,740	$737,590
6	GILD	Gilead Sciences, Inc.	3,202	$404,540
7	NVO	Novo Nordisk A S	4,016	$192,527
8	PFE	Pfizer Inc	4,277	$102,990

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,789,370	25,670	+0.2%	Shares	Sole	2026-08-03
2026-03-31	$23,574,624	25,631	-0.4%	Shares	Sole	2026-05-01
2025-12-31	$27,645,070	25,724	+1.0%	Shares	Sole	2026-01-30
2025-09-30	$19,429,032	25,464	+2.8%	Shares	Sole	2025-11-03
2025-06-30	$19,317,532	24,781	+12.3%	Shares	Sole	2025-07-23
2025-03-31	$18,227,007	22,069	-0.3%	Shares	Sole	2025-04-21
2024-12-31	$17,094,396	22,143	+0.9%	Shares	Sole	2025-02-04
2024-09-30	$19,443,725	21,947	+0.6%	Shares	Sole	2024-10-16
2024-06-30	$19,751,770	21,816	+1.4%	Shares	Sole	2024-08-07
2024-03-31	$16,740,143	21,518	-7.7%	Shares	Sole	2024-04-16
2023-12-31	$13,594,860	23,322	-9.6%	Shares	Sole	2024-01-25
2023-09-30	$13,849,897	25,785	+2.9%	Shares	Sole	2023-11-01
2023-06-30	$11,754,983	25,065	-7.0%	Shares	Sole	2023-08-14
2023-03-31	$9,251,047	26,938	+1.0%	Shares	Sole	2023-05-09
2022-12-31	$9,754,391	26,663	—	Shares	Sole	2023-01-18
No filing history on record for this holder in this stock.