Position in NVS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,292,940
+$840,800 QoQ
Shares Held
8,250
+178.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#555
of 1,603 holders
Holding Since
Sep 2025
4 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, 2026Clear Creek Financial Management, LLC holds $18,746,377 across 11 Drug Manufacturers - General names. NVS ranks #7 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
4,281 | $5,134,760 | |
| 2 | JNJ |
Johnson & Johnson
|
10,174 | $2,583,890 | |
| 3 | ABBV |
AbbVie Inc.
|
10,246 | $2,578,303 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
15,209 | $1,921,505 | |
| 5 | MRK |
Merck & Co., Inc.
|
11,408 | $1,465,928 | |
| 6 | NVO |
Novo Nordisk A S
|
28,506 | $1,366,577 | |
| 7 | NVS |
Novartis AG
This page
|
8,250 | $1,292,940 | |
| 8 | AZN |
Astrazeneca PLC
|
6,227 | $1,180,763 |
All Filings in NVS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,292,940 | 8,250 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $452,140 | 2,960 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $381,486 | 2,767 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $328,422 | 2,561 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||