Sectoral Asset Management
Latest statistics and disclosures from Sectoral Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CTNM, SI, LLY, UNH, JNJ, and represent 26.80% of Sectoral Asset Management's stock portfolio.
- Added to shares of these 10 stocks: ORKA, DFTX, IRTC, AVTX, SMMT, CBIO, RCUS, PLSE, DXCM, BNTX.
- Started 15 new stock positions in PLSE, ATEC, CRBP, CNC, HUM, ENGN, CBIO, TMDX, DFTX, AVTX. TEM, IRTC, CVS, ASND, ORKA.
- Reduced shares in these 10 stocks: EVMN (-$14M), GILD, RAPP, VRTX, BOLD, Ascendis Pharma A S, UNH, ABT, ARGX, GPCR.
- Sold out of its positions in ALHC, Ascendis Pharma A S, BOLD, EVMN, INSP, NBIX, OMDA, RDNT, RAPP, QURE.
- Sectoral Asset Management was a net buyer of stock by $15M.
- Sectoral Asset Management has $143M in assets under management (AUM), dropping by 18.70%.
- Central Index Key (CIK): 0001274413
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Portfolio Holdings for Sectoral Asset Management
Sectoral Asset Management holds 82 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Contineum Therapeutics Cl A (CTNM) | 8.3 | $12M | 728k | 16.39 |
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| Shoulder Innovations Common Stock (SI) | 6.1 | $8.7M | 430k | 20.28 |
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| Eli Lilly & Co. (LLY) | 5.3 | $7.6M | 6.4k | 1199.43 |
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| UnitedHealth (UNH) | 3.8 | $5.5M | -11% | 13k | 415.63 |
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| Johnson & Johnson (JNJ) | 3.2 | $4.6M | 18k | 253.97 |
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| Oruka Therapeutics (ORKA) | 2.8 | $4.0M | NEW | 42k | 95.17 |
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| Biontech Se Sp Adr (BNTX) | 2.7 | $3.9M | +88% | 42k | 93.05 |
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| Definium Therapeutics Com Shs (DFTX) | 2.6 | $3.7M | NEW | 78k | 47.04 |
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| Dex (DXCM) | 2.4 | $3.4M | +118% | 51k | 67.35 |
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| Arcus Biosciences Incorporated (RCUS) | 2.4 | $3.4M | +145% | 111k | 30.83 |
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| Amgen (AMGN) | 2.3 | $3.3M | 9.2k | 362.12 |
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| Summit Therapeutics (SMMT) | 2.2 | $3.2M | +216% | 220k | 14.57 |
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| Irhythm Technologies (IRTC) | 2.2 | $3.1M | NEW | 26k | 118.95 |
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| Abbvie (ABBV) | 2.1 | $3.1M | 12k | 251.64 |
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| Merck & Co (MRK) | 1.9 | $2.8M | 22k | 129.10 |
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| Arrivent Biopharma (AVBP) | 1.9 | $2.7M | +163% | 79k | 34.74 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 1.9 | $2.7M | -22% | 5.4k | 496.73 |
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| Argenx Se Sp Adr (ARGX) | 1.8 | $2.6M | -20% | 2.8k | 927.77 |
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| Gilead Sciences (GILD) | 1.8 | $2.6M | -24% | 21k | 126.34 |
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| Insmed Com Par $.01 (INSM) | 1.7 | $2.5M | +18% | 23k | 106.62 |
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| Tectonic Therapeutic (TECX) | 1.7 | $2.4M | +272% | 71k | 34.38 |
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| Intuitive Surgic Com New (ISRG) | 1.6 | $2.3M | +11% | 5.9k | 397.68 |
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| Immatics Nv SHS (IMTX) | 1.6 | $2.3M | +236% | 225k | 10.13 |
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| Stryker Corporation (SYK) | 1.6 | $2.2M | +21% | 7.1k | 315.46 |
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| Avalo Therapeutics Com New (AVTX) | 1.5 | $2.2M | NEW | 120k | 18.48 |
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| Crescent Biopharma (CBIO) | 1.5 | $2.2M | NEW | 121k | 18.00 |
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| Roivant Sciences SHS (ROIV) | 1.5 | $2.2M | +88% | 61k | 35.39 |
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| Iqvia Holdings (IQV) | 1.5 | $2.1M | +30% | 11k | 193.22 |
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| Pulse Biosciences (PLSE) | 1.3 | $1.9M | NEW | 68k | 27.73 |
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| Danaher Corporation (DHR) | 1.3 | $1.8M | 9.6k | 190.76 |
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| Thermo Fisher Scientific (TMO) | 1.2 | $1.8M | 3.5k | 501.69 |
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| Abbott Laboratories (ABT) | 1.1 | $1.6M | -29% | 18k | 90.74 |
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| Alphatec Hldgs Com New (ATEC) | 1.1 | $1.6M | NEW | 186k | 8.65 |
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| Boston Scientific Corporation (BSX) | 1.1 | $1.6M | +4% | 36k | 42.68 |
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| Transmedics Group (TMDX) | 1.0 | $1.5M | NEW | 22k | 66.42 |
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| Cytokinetics Com New (CYTK) | 1.0 | $1.4M | +123% | 16k | 85.19 |
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| Regeneron Pharmaceuticals (REGN) | 0.9 | $1.4M | -25% | 2.2k | 623.54 |
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| CVS Caremark Corporation (CVS) | 0.9 | $1.3M | NEW | 13k | 103.45 |
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| Edwards Lifesciences (EW) | 0.9 | $1.3M | -14% | 15k | 90.46 |
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| Trevi Therapeutics (TRVI) | 0.9 | $1.2M | -11% | 66k | 18.65 |
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| Bristol Myers Squibb (BMY) | 0.9 | $1.2M | 21k | 57.62 |
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| Vera Therapeutics Cl A (VERA) | 0.8 | $1.1M | 26k | 42.91 |
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| Cogent Biosciences (COGT) | 0.7 | $1.0M | +20% | 27k | 38.70 |
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| Medtronic SHS (MDT) | 0.6 | $876k | 11k | 78.95 |
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| Tarsus Pharmaceuticals (TARS) | 0.6 | $836k | +17% | 13k | 62.94 |
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| Kura Oncology (KURA) | 0.5 | $784k | 72k | 10.97 |
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| Centene Corporation (CNC) | 0.5 | $770k | NEW | 12k | 64.19 |
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| United Therapeutics Corporation (UTHR) | 0.5 | $742k | -19% | 1.4k | 541.83 |
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| Hinge Health Cl A (HNGE) | 0.5 | $726k | -28% | 8.7k | 83.00 |
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| Nektar Therapeutics Com New (NKTR) | 0.5 | $706k | -6% | 10k | 69.81 |
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| Alnylam Pharmaceuticals (ALNY) | 0.5 | $695k | 2.3k | 301.03 |
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| Ascendis Pharma A/s Ord Shs (ASND) | 0.5 | $686k | NEW | 2.6k | 266.72 |
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| Pfizer (PFE) | 0.5 | $662k | 28k | 24.08 |
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| Ardelyx (ARDX) | 0.4 | $624k | 122k | 5.10 |
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| Privia Health Group (PRVA) | 0.4 | $621k | -11% | 24k | 25.73 |
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| Ptc Therapeutics I (PTCT) | 0.4 | $609k | +12% | 7.5k | 81.57 |
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| Ionis Pharmaceuticals (IONS) | 0.4 | $571k | 7.2k | 79.29 |
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| Agomab Therapeutics Sponsored Ads (AGMB) | 0.4 | $565k | 44k | 12.98 |
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| BioMarin Pharmaceutical (BMRN) | 0.4 | $541k | 9.5k | 57.22 |
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| Beone Medicines Sp Adr (ONC) | 0.4 | $533k | 1.9k | 284.97 |
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| Humana Inc (HUM) | 0.3 | $497k | NEW | 1.3k | 397.84 |
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| Jazz Pharma Shs Usd (JAZZ) | 0.3 | $422k | 1.8k | 240.97 |
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| Royalty Pharma Shs Class A (RPRX) | 0.3 | $404k | 7.2k | 56.07 |
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| Biogen Idec (BIIB) | 0.3 | $400k | 1.9k | 216.06 |
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| Mineralys Therapeutics (MLYS) | 0.3 | $393k | -53% | 15k | 26.98 |
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| Illumina (ILMN) | 0.3 | $375k | 2.1k | 175.83 |
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| Axsome Therapeutics (AXSM) | 0.3 | $367k | 1.5k | 244.77 |
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| Syndax Pharmaceuticals (SNDX) | 0.2 | $343k | -50% | 16k | 21.86 |
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| Revolution Medicines (RVMD) | 0.2 | $343k | 1.8k | 187.28 |
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| Abivax Sa Sponsored Ads (ABVX) | 0.2 | $312k | 2.3k | 133.26 |
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| Bridgebio Pharma (BBIO) | 0.2 | $305k | -49% | 4.1k | 74.48 |
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| Moderna (MRNA) | 0.2 | $305k | 4.4k | 70.03 |
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| Guardant Health (GH) | 0.2 | $297k | 2.0k | 150.03 |
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| Incyte Corporation (INCY) | 0.2 | $266k | 2.4k | 113.36 |
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| Oric Pharmaceuticals (ORIC) | 0.2 | $255k | 24k | 10.83 |
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| Silverback Therapeutics (SPRY) | 0.2 | $240k | -62% | 30k | 8.01 |
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| Structure Therapeutics Sp Adr (GPCR) | 0.2 | $232k | -69% | 4.3k | 53.67 |
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| Medpace Hldgs (MEDP) | 0.2 | $228k | 430.00 | 529.59 |
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| Tempus Ai Cl A (TEM) | 0.2 | $225k | NEW | 3.9k | 57.93 |
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| Orbus Pharmaceuticals Hldgs Com New (CRBP) | 0.1 | $188k | NEW | 20k | 9.38 |
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| Palisade Bio (PALI) | 0.1 | $184k | 88k | 2.09 |
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| Engene Therapeutics (ENGN) | 0.0 | $38k | NEW | 22k | 1.73 |
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Past Filings by Sectoral Asset Management
SEC 13F filings are viewable for Sectoral Asset Management going back to 2010
- Sectoral Asset Management 2026 Q2 filed Aug. 14, 2026
- Sectoral Asset Management 2026 Q1 filed May 15, 2026
- Sectoral Asset Management 2025 Q4 filed Feb. 9, 2026
- Sectoral Asset Management 2025 Q3 filed Nov. 14, 2025
- Sectoral Asset Management 2025 Q2 filed Aug. 14, 2025
- Sectoral Asset Management 2025 Q1 filed May 15, 2025
- Sectoral Asset Management 2024 Q4 filed Feb. 14, 2025
- Sectoral Asset Management 2024 Q3 filed Nov. 14, 2024
- Sectoral Asset Management 2024 Q2 filed Aug. 13, 2024
- Sectoral Asset Management 2024 Q1 filed May 14, 2024
- Sectoral Asset Management 2023 Q4 filed Feb. 14, 2024
- Sectoral Asset Management 2023 Q3 filed Nov. 14, 2023
- Sectoral Asset Management 2023 Q2 filed Aug. 11, 2023
- Sectoral Asset Management 2023 Q1 filed May 12, 2023
- Sectoral Asset Management 2022 Q4 filed Feb. 10, 2023
- Sectoral Asset Management 2022 Q3 filed Nov. 10, 2022