OpCo 13F-HR

13Fs filed by operating companies rather than investment managers: the stocks held by corporate treasuries, insurers and holding companies. For investment managers, see Newest 13Fs.

4 of 26 companies shown, one latest book per company, as of 11d ago. Amendments are not listed here. Quarter narrative

pharma

25 6 11 2 4 1 1 0

Today 0 7d 3 14d 5

Each company's latest 13F, with its top holdings.

Company	Period	Top holdings	AUM	Holds
26 Oct 11d ago 1
Johnson & Johnson	2026 Q3	PTGX NBTX MGTX	$762M	15
13 Aug 1
Pfizer	2026 Q2	ALLO CELC ARVN	$170M	17
7 Aug 1
Merck & Co	2026 Q2	PSNL MRNA KYMR	$526M	13
3 Aug 1
Gilead Sciences	2026 Q2	RCUS LKFT ASMB	$1.6B	5

Latest book per operating company we track. How their holdings changed last quarter is on OpCo 13F-HR changes. Superinvestor amendments stay on Newest 13Fs. Berkshire, Markel, and dual-identity names stay on Featured managers. Values as filed. Not investment advice.