Position in NVS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$653,992
+$27,565 QoQ
Shares Held
4,173
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#773
of 1,603 holders
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026PFG Investments, LLC holds $74,469,374 across 13 Drug Manufacturers - General names. NVS ranks #10 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
101,254 | $25,715,478 | |
| 2 | LLY |
ELI LILLY & Co
|
10,863 | $13,029,409 | |
| 3 | ABBV |
AbbVie Inc.
|
38,855 | $9,777,472 | |
| 4 | MRK |
Merck & Co., Inc.
|
64,183 | $8,247,515 | |
| 5 | PFE |
Pfizer Inc
|
241,469 | $5,814,573 | |
| 6 | AMGN |
Amgen Inc
|
10,168 | $3,682,036 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
52,772 | $3,040,722 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
18,640 | $2,354,977 |
All Filings in NVS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $653,992 | 4,173 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $626,427 | 4,101 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $578,916 | 4,199 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $393,440 | 3,068 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $369,080 | 3,050 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $327,528 | 2,938 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $297,184 | 3,054 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $356,331 | 3,098 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $338,116 | 3,176 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $562,097 | 5,811 | Shares | Sole | 2024-04-22 | |
| 2023-06-30 | $281,437 | 2,789 | Shares | Sole | 2023-08-03 | |
| No filing history on record for this holder in this stock. | ||||||