Center for Financial Planning, Inc.

Source: SEC Form 13F · as of Mar 2026

Center for Financial Planning, Inc. holds 39 biotech & pharma companies tracked by BioSniper, totaling $18.0M in value as of Mar 2026 (SEC Form 13F).

Companies held

39

Total value held

$18.0M

CompanySharesValue
JNJJOHNSON & JOHNSON15,914$3.9M
ABBVAbbVie Inc.17,400$3.8M
MCKMcKesson Corporation3,277$2.8M
ABTABBOTT LABORATORIES17,660$1.8M
MRKMerck & Co., Inc.11,477$1.4M
PMPhilip Morris International Inc5,945$983K
LLYELI LILLY & Co915$842K
AMGNAMGEN INC1,349$475K
PFEPFIZER INC13,670$384K
ZTSZoetis Inc.2,921$345K
IQVIQVIA Holdings Inc.1,374$234K
UNHUnitedHealth Group Incorporated Common Stock (DE)759$205K
IDXXIDEXX LABORATORIES INC /DE205$115K
NVONovo Nordisk A/S3,079$113K
AZNASTRAZENECA PLC528$104K
ELVElevance Health Inc.349$102K
BMYBRISTOL MYERS SQUIBB CO1,671$101K
RGENREPLIGEN CORP494$58K
PRCTPROCEPT BioRobotics Corporation2,040$51K
NVSNovartis AG210$32K
CORCencora Inc.88$28K
GEHCGE HealthCare Technologies Inc.302$21K
GMOptec International, Inc.284$21K
GILDGILEAD SCIENCES, INC.115$16K
ADMAADMA BIOLOGICS, INC.1,500$14K
MRNAModerna, Inc.210$11K
VTRSViatris Inc479$6K
TEVATeva Pharmaceutical Industries Limited100$3K
ZBHZimmer Biomet Holdings Inc.30$3K
REGNREGENERON PHARMACEUTICALS, INC.3$2K
BEAMBeam Therapeutics Inc.50$1K
MNKDMANNKIND CORP354$868
CRSPCRISPR Therapeutics AG10$476
FLGTFulgent Genetics Inc.20$318
EDITEditas Medicine, Inc.50$124
OGNOrganon & Co.10$60
CGCCanopy Growth Corp25$24
ACBAURORA CANNABIS INC1$4
IBOIMPACT BIOMEDICAL INC.0$1

13F holdings reflect long positions in U.S.-listed securities as reported to the SEC. Values are point-in-time for the most recent reported quarter.

    Center for Financial Planning, Inc. — Biotech 13F Holdings & Portfolio | BioSniper