SEC 13F Intelligence

Holistic Financial Partners / LLY

Holistic Financial Partners’s Eli Lilly & Co Position

Does Holistic Financial Partners own Eli Lilly & Co (LLY)? Yes — 67.7K shares worth $62M (+23.14% of its 13F portfolio) as of Q1 2026, down from 67.9K shares the prior filed quarter.

Position Value
$62M
Q1 2026
Shares
67.7K
% of Portfolio
+23.14%
Quarters Held
30
currently held

Position History LLY

Reported value by quarter
Q4 ’18: $9MQ4 ’18Q1 ’19: $10MQ2 ’19: $229,000Q3 ’19: $9MQ4 ’19: $10MQ4 ’19Q1 ’20: $10MQ2 ’20: $12MQ3 ’20: $11MQ4 ’20: $12MQ4 ’20Q1 ’21: $13MQ2 ’21: $16MQ3 ’21: $16MQ4 ’21: $19MQ4 ’21Q1 ’22: $20MQ2 ’22: $22MQ3 ’22: $22MQ4 ’22: $25MQ4 ’22Q1 ’23: $24MQ2 ’23: $32MQ3 ’23: $37MQ4 ’23: $39MQ4 ’23Q1 ’24: $53MQ2 ’24: $62MQ3 ’24: $60MQ4 ’24: $52MQ4 ’24Q1 ’25: $57MQ2 ’25: $53MQ3 ’25: $52MQ4 ’25: $73MQ4 ’25Q1 ’26: $62Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202667.7K$62M+23.14%
Q4 202567.9K$73M+26.45%
Q3 202568.1K$52M+21.28%
Q2 202568.1K$53M+23.24%
Q1 202568.8K$57M+27.39%
Q4 202467.7K$52M+25.96%
Q3 202467.8K$60M+28.92%
Q2 202468.0K$62M+30.90%
Q1 202467.9K$53M+26.85%
Q4 202367.7K$39M+23.73%
Q3 202368.5K$37M+24.41%
Q2 202369.1K$32M+22.53%
Q1 202369.3K$24M+18.62%
Q4 202269.2K$25M+22.67%
Q3 202269.2K$22M+22.15%
Q2 202269.2K$22M+21.16%
Q1 202269.2K$20M+12.60%
Q4 202169.6K$19M+11.15%
Q3 202169.8K$16M+9.94%
Q2 202169.8K$16M+9.57%
Q1 202170.5K$13M+8.69%
Q4 202072.3K$12M+8.42%
Q3 202072.7K$11M+8.64%
Q2 202072.7K$12M+10.31%
Q1 202074.5K$10M+10.71%
Q4 201977.9K$10M+6.13%
Q3 201978.9K$9M+7.82%
Q2 20192.1K$229,000+0.23%
Q1 201979.9K$10M+4.36%
Q4 201881.0K$9M+9.76%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Holistic Financial Partners’s full portfolio or all institutional holders of LLY.