Position in NVS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$69,897
-$6,936 QoQ
Shares Held
446
-11.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,409
of 1,603 holders
Holding Since
Mar 2020
26 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $42,475,367 across 16 Drug Manufacturers - General names. NVS ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
29,603 | $35,506,729 | |
| 2 | AMGN |
Amgen Inc
|
6,017 | $2,178,876 | |
| 3 | MRK |
Merck & Co., Inc.
|
16,797 | $2,158,414 | |
| 4 | JNJ |
Johnson & Johnson
|
4,257 | $1,081,150 | |
| 5 | ABBV |
AbbVie Inc.
|
1,839 | $462,765 | |
| 6 | PFE |
Pfizer Inc
|
14,841 | $357,371 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
2,696 | $340,612 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
3,756 | $216,420 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,897 | 446 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $76,833 | 503 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $61,214 | 444 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $57,579 | 449 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $58,931 | 487 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $50,166 | 450 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $43,789 | 450 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $53,944 | 469 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $43,967 | 413 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $39,562 | 409 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $45,537 | 451 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $38,604 | 379 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $38,244 | 379 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $34,132 | 371 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $40,007 | 441 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $33,520 | 441 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $26,119 | 309 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $19,217 | 219 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $10,496 | 120 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $22,162 | 271 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $24,726 | 271 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $23,165 | 271 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $25,590 | 271 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $27,827 | 320 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $29,084 | 333 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $7,585 | 92 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||