Position in VERU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$444,037
+$108,597 QoQ
Shares Held
141,865
-6.5% QoQ
Ownership
0.832%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#8
of 61 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VERU Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Summit Financial, LLC holds $38,785,020 across 19 Biotechnology names. VERU ranks #11 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXSM |
Axsome Therapeutics, Inc.
|
46,571 | $11,399,183 | |
| 2 | REGN |
Regeneron Pharmaceuticals, Inc.
|
17,095 | $10,659,416 | |
| 3 | TGTX |
Tg Therapeutics, Inc.
|
95,303 | $5,235,946 | |
| 4 | VKTX |
Viking Therapeutics, Inc.
|
66,785 | $2,605,282 | |
| 5 | AVXL |
Anavex Life Sciences Corp.
|
909,430 | $2,355,423 | |
| 6 | IMRX |
Immuneering Corp
|
452,264 | $2,256,797 | |
| 7 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
2,265 | $1,125,093 | |
| 8 | MDWD |
MediWound Ltd.
|
46,914 | $689,635 |
All Filings in VERU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $444,037 | 141,865 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $335,440 | 151,783 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $326,354 | 152,502 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $622,637 | 163,852 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||