MOSAIC FINANCIAL GROUP, LLC

Position in LLY — ELI LILLY & Co

CIK 2011050 CHICAGO, IL

Position in LLY

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

Position Value

$2,485,219

+$583,135 QoQ

Shares Held

2,072

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.59%

of 13F equity value

Holder Rank

#2,303

of 4,605 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

MOSAIC FINANCIAL GROUP, LLC holds $6,915,947 across 6 Drug Manufacturers - General names. LLY ranks #1 (35.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co This page	2,072	$2,485,219
2	NVS	Novartis AG	14,973	$2,346,568
3	MRK	Merck & Co., Inc.	7,641	$981,868
4	AZN	Astrazeneca PLC	2,601	$493,201
5	JNJ	Johnson & Johnson	1,279	$324,827
6	AMGN	Amgen Inc	785	$284,264

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,485,219	2,072	+0.2%	Shares	Sole	2026-08-13
2026-03-31	$1,902,084	2,068	+0.3%	Shares	Sole	2026-05-08
2025-12-31	$2,214,915	2,061	+0.0%	Shares	Sole	2026-02-13
2025-09-30	$1,571,780	2,060	-6.7%	Shares	Sole	2025-11-19
2025-06-30	$1,721,202	2,208	+0.0%	Shares	Sole	2025-08-07
2025-03-31	$1,822,783	2,207	-0.3%	Shares	Sole	2025-05-14
2024-12-31	$1,709,208	2,214	-4.1%	Shares	Sole	2025-02-12
2024-09-30	$2,044,749	2,308	-30.3%	Shares	Sole	2024-11-15
2024-06-30	$2,998,618	3,312	+0.4%	Shares	Sole	2024-08-15
2024-03-31	$2,566,490	3,299	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.