Position in XERS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,220,146
+$447,093 QoQ
Shares Held
154,059
+15.6% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#79
of 238 holders
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XERS 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. XERS ranks #18 (0.9% 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 XERS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,220,146 | 154,059 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $773,053 | 133,285 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $914,823 | 116,538 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,033,616 | 126,980 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $549,915 | 117,755 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $585,958 | 106,732 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $309,394 | 91,267 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $125,910 | 44,179 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $103,054 | 45,802 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $64,520 | 29,195 | Shares | Sole | 2024-05-13 | |
| 2023-06-30 | $29,848 | 11,393 | Shares | Defined | 2023-07-21 | |
| No filing history on record for this holder in this stock. | ||||||