Position in PBH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,972,009
+$943,438 QoQ
Shares Held
41,718
+140.4% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#92
of 318 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PBH Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Creative Planning holds $137,414,626 across 41 Drug Manufacturers - Specialty & Generic names. PBH ranks #15 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RDY |
Dr Reddys Laboratories Ltd
|
1,240,848 | $17,979,887 | |
| 2 | UTHR |
UNITED THERAPEUTICS Corp
|
28,934 | $15,677,309 | |
| 3 | VTRS |
Viatris Inc
|
920,607 | $14,619,238 | |
| 4 | NBIX |
Neurocrine Biosciences Inc
|
76,818 | $12,946,905 | |
| 5 | LNTH |
Lantheus Holdings, Inc.
|
85,571 | $9,493,246 | |
| 6 | TAK |
Takeda Pharmaceutical Co Ltd
|
584,777 | $9,373,974 | |
| 7 | ZTS |
Zoetis Inc.
|
121,209 | $8,710,078 | |
| 8 | HIMS |
Hims & Hers Health, Inc.
|
225,206 | $7,807,891 |
All Filings in PBH
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,972,009 | 41,718 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,028,571 | 17,354 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $844,659 | 13,692 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $872,164 | 13,977 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,556,356 | 19,491 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,387,297 | 16,137 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,075,767 | 13,776 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $721,792 | 10,011 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $519,885 | 7,551 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $638,237 | 8,796 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $349,382 | 5,707 | Shares | Defined | 2024-02-14 | |
| 2022-12-31 | $2,879 | 46 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||