Kapstone Financial Advisors LLC
Source: SEC Form 13F · as of Mar 2026Kapstone Financial Advisors LLC holds 10 biotech & pharma companies tracked by BioSniper, totaling $9.9M in value as of Mar 2026 (SEC Form 13F).
Companies held
10
Total value held
$9.9M
| Company | Shares | Value |
|---|---|---|
| ABBVAbbVie Inc. | 13,622 | $3.0M |
| JNJJOHNSON & JOHNSON | 7,477 | $1.8M |
| PMPhilip Morris International Inc | 7,812 | $1.3M |
| CAHCardinal Health Inc. | 5,646 | $1.2M |
| MRKMerck & Co., Inc. | 8,968 | $1.1M |
| NVSNovartis AG | 2,695 | $412K |
| BMYBRISTOL MYERS SQUIBB CO | 6,375 | $387K |
| MCKMcKesson Corporation | 329 | $285K |
| LLYELI LILLY & Co | 252 | $232K |
| GILDGILEAD SCIENCES, INC. | 1,557 | $217K |
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.