Proficio Capital Partners LLC

Position in NVS — Novartis AG

CIK 1654175 NEWTON, MA

Position in NVS

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$322,529

+$95,848 QoQ

Shares Held

2,058

+38.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,091

of 1,603 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Proficio Capital Partners LLC holds $32,931,118 across 11 Drug Manufacturers - General names. NVS ranks #11 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	14,566	$17,470,898
2	MRK	Merck & Co., Inc.	36,360	$4,672,260
3	JNJ	Johnson & Johnson	10,547	$2,678,621
4	AMGN	Amgen Inc	6,520	$2,361,022
5	ABBV	AbbVie Inc.	8,651	$2,176,937
6	AZN	Astrazeneca PLC	7,518	$1,425,563
7	BIIB	Biogen Inc.	2,701	$583,578
8	GILD	Gilead Sciences, Inc.	4,405	$556,527

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$322,529	2,058	+38.7%	Shares	Sole	2026-08-17
2026-03-31	$226,681	1,484	-26.6%	Shares	Sole	2026-05-14
2025-06-30	$244,561	2,021	-3.0%	Shares	Sole	2025-08-07
2025-03-31	$232,324	2,084	-9.9%	Shares	Sole	2025-05-06
2024-12-31	$224,980	2,312	-2.6%	Shares	Sole	2025-02-06
2024-06-30	$252,736	2,374	-0.4%	Shares	Sole	2024-07-25
2024-03-31	$230,604	2,384	-0.7%	Shares	Sole	2024-05-02
2023-12-31	$242,428	2,401	-0.7%	Shares	Sole	2024-02-13
2023-09-30	$246,195	2,417	0.0%	Shares	Sole	2023-10-18
2023-06-30	$243,899	2,417	+1.8%	Shares	Sole	2023-08-14
2023-03-31	$218,408	2,374	-8.5%	Shares	Sole	2023-04-21
2022-12-31	$235,418	2,595	-26.7%	Shares	Sole	2023-01-30
2022-06-30	$299,405	3,542	0.0%	Shares	Sole	2022-08-15
2022-03-31	$310,810	3,542	+51.0%	Shares	Sole	2022-05-13
2021-06-30	$214,049	2,346	-0.2%	Shares	Sole	2021-08-16
2021-03-31	$200,878	2,350	-17.5%	Shares	Sole	2021-05-14
2020-03-31	$234,735	2,847	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.