Values Added Financial LLC

Position in MRK — Merck & Co., Inc.

CIK 1973921 WASHINGTON, DC

Position in MRK

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$504,362

+$71,078 QoQ

Shares Held

3,925

+9.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.85%

of 13F equity value

Holder Rank

#2,690

of 3,769 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Values Added Financial LLC holds $2,341,136 across 4 Drug Manufacturers - General names. MRK ranks #2 (21.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	976	$1,170,643
2	MRK	Merck & Co., Inc. This page	3,925	$504,362
3	JNJ	Johnson & Johnson	1,815	$460,955
4	GILD	Gilead Sciences, Inc.	1,624	$205,176

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$504,362	3,925	+9.0%	Shares	Sole	2026-07-27
2026-03-31	$433,284	3,602	+4.2%	Shares	Sole	2026-04-20
2025-12-31	$363,778	3,456	+2.3%	Shares	Sole	2026-01-16
2025-09-30	$283,431	3,377	+7.8%	Shares	Sole	2025-10-31
2025-06-30	$248,087	3,134	—	Shares	Sole	2025-07-23
No filing history on record for this holder in this stock.