Cascades Capital Asset Management, LLC

Position in NVS — Novartis AG

CIK 2035512 GREENSBORO, NC

Position in NVS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$213,452

-$4,216 QoQ

Shares Held

1,362

-4.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,287

of 1,603 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Cascades Capital Asset Management, LLC holds $6,734,291 across 6 Drug Manufacturers - General names. NVS ranks #6 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	2,539	$3,045,353
2	ABBV	AbbVie Inc.	5,690	$1,431,831
3	JNJ	Johnson & Johnson	3,461	$878,990
4	AMGN	Amgen Inc	2,146	$777,109
5	MRK	Merck & Co., Inc.	3,016	$387,556
6	NVS	Novartis AG This page	1,362	$213,452

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$213,452	1,362	-4.4%	Shares	Sole	2026-08-14
2026-03-31	$217,668	1,425	0.0%	Shares	Sole	2026-05-15
2025-12-31	$196,464	1,425	0.0%	Shares	Sole	2026-02-04
2025-09-30	$182,742	1,425	-4.6%	Shares	Sole	2025-11-14
2025-06-30	$180,667	1,493	0.0%	Shares	Sole	2025-08-14
2025-03-31	$166,439	1,493	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.