Position in NVS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$286,484
+$7,257 QoQ
Shares Held
1,828
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,155
of 1,603 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026EXCALIBUR MANAGEMENT CORP holds $32,863,371 across 10 Drug Manufacturers - General names. NVS ranks #10 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
37,287 | $9,469,779 | |
| 2 | MRK |
Merck & Co., Inc.
|
52,387 | $6,731,729 | |
| 3 | PFE |
Pfizer Inc
|
155,777 | $3,751,110 | |
| 4 | ABBV |
AbbVie Inc.
|
13,505 | $3,398,398 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
21,349 | $2,697,232 | |
| 6 | AMGN |
Amgen Inc
|
6,407 | $2,320,102 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
34,161 | $1,968,356 | |
| 8 | LLY |
ELI LILLY & Co
|
1,361 | $1,632,424 |
All Filings in NVS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,484 | 1,828 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $279,227 | 1,828 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $252,026 | 1,828 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $234,422 | 1,828 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $221,206 | 1,828 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $202,893 | 1,820 | Shares | Sole | 2025-05-08 | |
| 2024-09-30 | $209,336 | 1,820 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||