Position in ZBIO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$247,463
-$198,169 QoQ
Shares Held
12,658
+3.1% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 3.246958445252014.ToString("F0")%
Shared 0.ToString("F0")%
None 96.75304155474798.ToString("F0")%
Common Shares in ZBIO Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Creative Planning holds $360,319,340 across 212 Biotechnology names. ZBIO ranks #157 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
109,524 | $48,906,846 | |
| 2 | REGN |
Regeneron Pharmaceuticals, Inc.
|
40,152 | $31,023,040 | |
| 3 | INSM |
INSMED Inc
|
72,200 | $11,806,143 | |
| 4 | EXEL |
Exelixis, Inc.
|
234,142 | $10,042,350 | |
| 5 | BBIO |
BridgeBio Pharma, Inc.
|
119,661 | $8,886,025 | |
| 6 | PCVX |
Vaxcyte, Inc.
|
140,177 | $8,145,685 | |
| 7 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
24,122 | $7,981,245 | |
| 8 | INCY |
Incyte Corp
|
80,874 | $7,611,860 |
All Filings in ZBIO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $247,463 | 12,658 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $445,632 | 12,273 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $263,779 | 11,882 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||