South Street Advisors LLC

Position in NVS — Novartis AG

CIK 1399706 New York, NY

Position in NVS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$303,096

+$7,678 QoQ

Shares Held

1,934

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,128

of 1,603 holders

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

South Street Advisors LLC holds $39,846,716 across 6 Drug Manufacturers - General names. NVS ranks #6 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	27,161	$32,577,720
2	ABBV	AbbVie Inc.	14,383	$3,619,338
3	JNJ	Johnson & Johnson	10,191	$2,588,208
4	MRK	Merck & Co., Inc.	3,393	$436,000
5	AZN	Astrazeneca PLC	1,700	$322,354
6	NVS	Novartis AG This page	1,934	$303,096

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$303,096	1,934	0.0%	Shares	Sole	2026-08-05
2026-03-31	$295,418	1,934	0.0%	Shares	Sole	2026-05-13
2025-12-31	$266,640	1,934	+1.8%	Shares	Sole	2026-02-10
2025-09-30	$243,656	1,900	-26.9%	Shares	Sole	2025-11-14
2021-06-30	$237,224	2,600	0.0%	Shares	Sole	2021-08-05
2021-03-31	$222,248	2,600	0.0%	Shares	Sole	2021-05-10
2020-12-31	$245,518	2,600	0.0%	Shares	Sole	2021-02-03
2020-09-30	$226,096	2,600	0.0%	Shares	Sole	2020-10-26
2020-06-30	$227,084	2,600	0.0%	Shares	Sole	2020-08-04
2020-03-31	$214,370	2,600	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.