O'Keefe Stevens Advisory, Inc.

Position in NVS — Novartis AG

CIK 1780565 ROCHESTER, NY

Position in NVS

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$215,176

+$5,451 QoQ

Shares Held

1,373

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,286

of 1,603 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

O'Keefe Stevens Advisory, Inc. holds $22,405,602 across 6 Drug Manufacturers - General names. NVS ranks #6 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMGN	Amgen Inc	51,752	$18,740,434
2	PFE	Pfizer Inc	80,568	$1,940,077
3	JNJ	Johnson & Johnson	3,712	$942,736
4	MRK	Merck & Co., Inc.	2,544	$326,904
5	BMY	Bristol Myers Squibb Co	4,170	$240,275
6	NVS	Novartis AG This page	1,373	$215,176

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$215,176	1,373	0.0%	Shares	Sole	2026-07-13
2026-03-31	$209,725	1,373	—	Shares	Sole	2026-04-07
No filing history on record for this holder in this stock.