CULLEN INVESTMENT GROUP, LTD.

Position in NVS — Novartis AG

CIK 797203 LAFAYETTE, LA

Position in NVS

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$8,703,288

+$1,019,200 QoQ

Shares Held

55,534

+10.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.11%

of 13F equity value

Holder Rank

#187

of 1,603 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

CULLEN INVESTMENT GROUP, LTD. holds $51,757,200 across 9 Drug Manufacturers - General names. NVS ranks #3 (16.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRK	Merck & Co., Inc.	110,982	$14,261,187
2	LLY	ELI LILLY & Co	11,647	$13,969,762
3	NVS	Novartis AG This page	55,534	$8,703,288
4	JNJ	Johnson & Johnson	24,881	$6,319,027
5	ABBV	AbbVie Inc.	12,865	$3,237,348
6	AMGN	Amgen Inc	7,730	$2,799,187
7	GILD	Gilead Sciences, Inc.	12,730	$1,608,308
8	NVO	Novo Nordisk A S	10,000	$479,400

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,703,288	55,534	+10.4%	Shares	Sole	2026-07-09
2026-03-31	$7,684,088	50,305	+52.9%	Shares	Sole	2026-04-09
2025-12-31	$4,535,509	32,897	+621.6%	Shares	Sole	2026-01-12
2025-09-30	$584,646	4,559	-7.6%	Shares	Sole	2025-10-07
2025-06-30	$597,305	4,936	-8.6%	Shares	Sole	2025-07-01
2025-03-31	$602,103	5,401	-3.7%	Shares	Sole	2025-04-01
2024-12-31	$546,006	5,611	-4.2%	Shares	Sole	2025-01-13
2024-09-30	$673,442	5,855	0.0%	Shares	Sole	2024-10-04
2024-06-30	$623,323	5,855	-1.7%	Shares	Sole	2024-07-01
2024-03-31	$576,027	5,955	+0.6%	Shares	Sole	2024-04-04
2023-12-31	$597,944	5,922	—	Shares	Sole	2024-01-30
No filing history on record for this holder in this stock.