Position in LLY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$15,317,921
+$6,749,344 QoQ
Shares Held
12,771
+37.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#1,027
of 4,605 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Derivatives in LLY
reported options exposure · as of Mar 31, 2026CallValue
$45,988,500
CallShares
50,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026VestGen Advisors, LLC holds $52,277,450 across 13 Drug Manufacturers - General names. LLY ranks #1 (29.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
12,771 | $15,317,921 | |
| 2 | ABBV |
AbbVie Inc.
|
47,682 | $11,998,698 | |
| 3 | JNJ |
Johnson & Johnson
|
35,531 | $9,023,808 | |
| 4 | MRK |
Merck & Co., Inc.
|
32,161 | $4,132,688 | |
| 5 | AMGN |
Amgen Inc
|
7,473 | $2,706,122 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
18,631 | $2,353,840 | |
| 7 | PFE |
Pfizer Inc
|
74,689 | $1,798,511 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
30,225 | $1,741,564 |
All Filings in LLY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,317,921 | 12,771 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,568,577 | 9,316 | Shares | Sole | 2026-05-14 | |
| 2026-03-31 | $45,988,500 | 50,000 | Call | Sole | 2026-05-14 | |
| 2025-12-31 | $7,697,933 | 7,163 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,337,594 | 12,238 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,462,483 | 17,270 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $11,716,359 | 14,186 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||