Houlihan Financial Resource Group, Ltd.

Position in NVS — Novartis AG

CIK 1802879 ASHBURN, VA

Position in NVS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$266,424

+$6,749 QoQ

Shares Held

1,700

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,192

of 1,603 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Houlihan Financial Resource Group, Ltd. holds $4,447,659 across 5 Drug Manufacturers - General names. NVS ranks #5 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	7,271	$1,846,615
2	AMGN	Amgen Inc	3,291	$1,191,736
3	LLY	ELI LILLY & Co	500	$599,715
4	MRK	Merck & Co., Inc.	4,227	$543,169
5	NVS	Novartis AG This page	1,700	$266,424

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$266,424	1,700	0.0%	Shares	Sole	2026-08-10
2026-03-31	$259,675	1,700	0.0%	Shares	Sole	2026-04-29
2025-12-31	$234,379	1,700	-8.1%	Shares	Sole	2026-02-10
2025-03-31	$206,238	1,850	-15.9%	Shares	Sole	2025-05-12
2024-09-30	$253,044	2,200	0.0%	Shares	Sole	2024-11-01
2024-06-30	$234,212	2,200	0.0%	Shares	Sole	2024-07-31
2024-03-31	$212,806	2,200	0.0%	Shares	Sole	2024-05-06
2023-12-31	$222,134	2,200	0.0%	Shares	Sole	2024-02-14
2023-09-30	$224,092	2,200	-97.2%	Shares	Sole	2023-11-09
2023-06-30	$7,916,389	78,450	+3465.9%	Shares	Sole	2023-08-02
2023-03-31	$202,400	2,200	-36.7%	Shares	Sole	2023-05-11
2020-09-30	$302,186	3,475	0.0%	Shares	Sole	2020-11-13
2020-03-31	$286,513	3,475	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.