GoalVest Advisory LLC

Position in REGN — Regeneron Pharmaceuticals, Inc.

CIK 1839307 NEW YORK, NY

Position in REGN

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

Position Value

$16,835

-$7,889 QoQ

Shares Held

-15.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,192

of 1,322 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

GoalVest Advisory LLC holds $115,261 across 8 Biotechnology names. REGN ranks #3 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAPR	Capricor Therapeutics, Inc.	2,100	$50,568
2	RPRX	Royalty Pharma plc	534	$29,941
3	REGN	Regeneron Pharmaceuticals, Inc. This page	27	$16,835
4	VKTX	Viking Therapeutics, Inc.	200	$7,802
5	OTLK	Outlook Therapeutics, Inc.	3,000	$4,770
6	IBRX	ImmunityBio, Inc.	500	$4,377
7	INSM	INSMED Inc	6	$639
8	GYRE	Gyre Therapeutics, Inc.	50	$329

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,835	27	-15.6%	Shares	Sole	2026-07-09
2026-03-31	$24,724	32	+18.5%	Shares	Sole	2026-04-13
2025-12-31	$20,840	27	+2600.0%	Shares	Sole	2026-01-05
2025-03-31	$634	1	—	Shares	Sole	2025-04-07
2023-12-31	$0	0	-100.0%	Shares	Sole	2024-01-02
2023-09-30	$11,521	14	0.0%	Shares	Sole	2023-10-10
2023-06-30	$10,059	14	0.0%	Shares	Sole	2023-07-17
2023-03-31	$11,503	14	0.0%	Shares	Sole	2023-04-03
2022-12-31	$10,100	14	0.0%	Shares	Sole	2023-01-06
2022-09-30	$9,644	14	0.0%	Shares	Sole	2022-10-11
2022-06-30	$8,275	14	-93.6%	Shares	Sole	2022-07-06
2022-03-31	$152,255	218	-64.0%	Shares	Sole	2022-05-03
2021-06-30	$338,475	606	-31.9%	Shares	Sole	2021-09-01
2021-03-31	$421,094	890	+1.3%	Shares	Sole	2021-05-13
2020-12-31	$424,653	879	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.