Valeo Financial Advisors, LLC

Position in TAK — Takeda Pharmaceutical Co Ltd

CIK 1722641 CARMEL, IN

Position in TAK

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$162,560

-$12,359 QoQ

Shares Held

10,141

-9.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#233

of 375 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $1,567,354 across 8 Drug Manufacturers - Specialty & Generic names. TAK ranks #7 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ZTS	Zoetis Inc.	4,578	$328,975
2	NBIX	Neurocrine Biosciences Inc	1,679	$282,978
3	HIMS	Hims & Hers Health, Inc.	6,484	$224,800
4	HLN	Haleon plc	19,789	$184,631
5	AMLX	Amylyx Pharmaceuticals, Inc.	10,045	$180,408
6	VTRS	Viatris Inc	10,836	$172,075
7	TAK	Takeda Pharmaceutical Co Ltd This page	10,141	$162,560
8	CRON	Cronos Group Inc.	11,125	$30,927

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$162,560	10,141	-9.6%	Shares	Sole	2026-07-08
2025-12-31	$174,919	11,220	+6.0%	Shares	Sole	2026-02-04
2025-09-30	$155,008	10,588	-9.8%	Shares	Sole	2025-11-03
2025-06-30	$181,515	11,741	+10.5%	Shares	Sole	2025-09-12
2023-09-30	$164,368	10,625	+0.7%	Shares	Sole	2023-10-20
2023-06-30	$165,724	10,549	+595.4%	Shares	Sole	2023-07-14
2021-03-31	$27,700	1,517	-34.0%	Shares	Sole	2021-04-12
2020-12-31	$41,805	2,297	-21.3%	Shares	Sole	2021-02-11
2020-09-30	$52,092	2,920	-9.7%	Shares	Sole	2020-10-28
2020-06-30	$57,985	3,234	+8.4%	Shares	Sole	2020-07-20
2020-03-31	$45,297	2,984	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.