Burns Matteson Capital Management, LLC

Position in NVS — Novartis AG

CIK 1894164 CORNING, NY

Position in NVS

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

Position Value

$544,915

+$18,539 QoQ

Shares Held

3,477

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#851

of 1,603 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Burns Matteson Capital Management, LLC holds $3,433,998 across 5 Drug Manufacturers - General names. NVS ranks #2 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	1,163	$1,394,937
2	NVS	Novartis AG This page	3,477	$544,915
3	JNJ	Johnson & Johnson	2,010	$510,479
4	GSK	GSK plc	9,423	$493,953
5	PFE	Pfizer Inc	20,337	$489,714

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$544,915	3,477	+0.9%	Shares	Sole	2026-07-17
2026-03-31	$526,376	3,446	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.