Sectoral Asset Management
Latest statistics and disclosures from Sectoral Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are EVMN, CTNM, SI, LLY, JNJ, and represent 32.80% of Sectoral Asset Management's stock portfolio.
- Added to shares of these 10 stocks: INSM, GILD, IQV, BMY, MDT, ARDX, ARGX, AGMB, BNTX, BSX.
- Started 10 new stock positions in BMY, MDT, RVMD, ABVX, GH, AGMB, ARDX, MEDP, PALI, IQV.
- Reduced shares in these 10 stocks: AMGN, AstraZeneca, ABBV, CTNM, SI, VTYX, LLY, TECX, SNDX, LENZ.
- Sold out of its positions in FOLD, AstraZeneca, CARL, LENZ, MDGL, TEM, VTYX.
- Sectoral Asset Management was a net seller of stock by $-7.6M.
- Sectoral Asset Management has $121M in assets under management (AUM), dropping by -3.23%.
- Central Index Key (CIK): 0001274413
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Portfolio Holdings for Sectoral Asset Management
Sectoral Asset Management holds 77 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Evommune Com Shs (EVMN) | 11.2 | $14M | 589k | 22.99 |
|
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| Contineum Therapeutics Cl A (CTNM) | 7.9 | $9.5M | -9% | 728k | 13.06 |
|
| Shoulder Innovations Common Stock (SI) | 5.2 | $6.3M | -12% | 430k | 14.53 |
|
| Eli Lilly & Co. (LLY) | 4.8 | $5.8M | -12% | 6.4k | 919.77 |
|
| Johnson & Johnson (JNJ) | 3.7 | $4.5M | -10% | 18k | 244.44 |
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| Gilead Sciences (GILD) | 3.4 | $4.1M | +53% | 28k | 150.30 |
|
| UnitedHealth (UNH) | 3.4 | $4.0M | +10% | 15k | 270.59 |
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| Amgen (AMGN) | 2.9 | $3.5M | -29% | 9.2k | 381.65 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 2.9 | $3.5M | -12% | 7.0k | 493.38 |
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| Insmed Com Par $.01 (INSM) | 2.8 | $3.4M | +75% | 20k | 171.89 |
|
| Argenx Se Sp Adr (ARGX) | 2.3 | $2.7M | +23% | 3.6k | 767.95 |
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| Abbvie (ABBV) | 2.2 | $2.7M | -27% | 12k | 217.49 |
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| Abbott Laboratories (ABT) | 2.2 | $2.6M | +8% | 26k | 102.67 |
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| Merck & Co (MRK) | 2.1 | $2.6M | 22k | 120.29 |
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| Regeneron Pharmaceuticals (REGN) | 2.1 | $2.5M | -21% | 2.9k | 850.20 |
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| Intuitive Surgic Com New (ISRG) | 2.0 | $2.4M | +8% | 5.3k | 460.99 |
|
| Boston Scientific Corporation (BSX) | 1.8 | $2.2M | +25% | 35k | 62.75 |
|
| Biontech Se Sp Adr (BNTX) | 1.7 | $2.0M | +28% | 22k | 92.28 |
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| Stryker Corporation (SYK) | 1.6 | $1.9M | -10% | 5.9k | 328.59 |
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| Danaher Corporation (DHR) | 1.5 | $1.8M | -9% | 9.6k | 189.60 |
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| Thermo Fisher Scientific (TMO) | 1.4 | $1.7M | -10% | 3.5k | 491.53 |
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| Dex (DXCM) | 1.2 | $1.5M | -19% | 23k | 62.80 |
|
| Iqvia Holdings (IQV) | 1.2 | $1.4M | NEW | 8.3k | 170.54 |
|
| Summit Therapeutics (SMMT) | 1.2 | $1.4M | -12% | 70k | 20.11 |
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| Edwards Lifesciences (EW) | 1.2 | $1.4M | 17k | 80.08 |
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| Bristol Myers Squibb (BMY) | 1.1 | $1.3M | NEW | 21k | 60.65 |
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| United Therapeutics Corporation (UTHR) | 0.9 | $1.1M | 1.7k | 669.96 |
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| Vera Therapeutics Cl A (VERA) | 0.9 | $1.1M | -30% | 26k | 42.41 |
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| Arcus Biosciences Incorporated (RCUS) | 0.9 | $1.0M | -20% | 45k | 22.98 |
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| Roivant Sciences SHS (ROIV) | 0.8 | $1.0M | -28% | 33k | 31.27 |
|
| Medtronic SHS (MDT) | 0.8 | $962k | NEW | 11k | 86.65 |
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| Trevi Therapeutics (TRVI) | 0.8 | $940k | -11% | 74k | 12.62 |
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| Cogent Biosciences (COGT) | 0.7 | $902k | -32% | 22k | 40.76 |
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| Mineralys Therapeutics (MLYS) | 0.7 | $895k | 32k | 28.31 |
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| Alnylam Pharmaceuticals (ALNY) | 0.7 | $864k | -22% | 2.3k | 374.13 |
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| Tarsus Pharmaceuticals (TARS) | 0.7 | $853k | -23% | 11k | 75.63 |
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| Rapport Therapeutics (RAPP) | 0.7 | $835k | -34% | 25k | 32.85 |
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| Nektar Therapeutics Com New (NKTR) | 0.7 | $821k | -19% | 11k | 75.63 |
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| Syndax Pharmaceuticals (SNDX) | 0.7 | $788k | -48% | 32k | 24.86 |
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| Ardelyx (ARDX) | 0.6 | $781k | NEW | 122k | 6.38 |
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| Pfizer (PFE) | 0.6 | $772k | 28k | 28.08 |
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| Boundless Bio (BOLD) | 0.6 | $746k | 679k | 1.10 |
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| Ascendis Pharma A S Sp Adr | 0.6 | $728k | -13% | 2.8k | 260.10 |
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| Arrivent Biopharma (AVBP) | 0.6 | $720k | -21% | 30k | 24.00 |
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| Structure Therapeutics Sp Adr (GPCR) | 0.6 | $711k | -40% | 14k | 50.40 |
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| Immatics Nv SHS (IMTX) | 0.6 | $693k | +6% | 67k | 10.36 |
|
| Bridgebio Pharma (BBIO) | 0.6 | $687k | -27% | 8.1k | 84.85 |
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| Silverback Therapeutics (SPRY) | 0.6 | $677k | +165% | 79k | 8.55 |
|
| Beone Medicines Sp Adr (ONC) | 0.5 | $631k | -29% | 1.9k | 337.47 |
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| Tectonic Therapeutic (TECX) | 0.5 | $628k | -54% | 19k | 32.96 |
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| Ionis Pharmaceuticals (IONS) | 0.5 | $617k | -13% | 7.2k | 85.73 |
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| BioMarin Pharmaceutical (BMRN) | 0.5 | $607k | -13% | 9.5k | 64.26 |
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| Kura Oncology (KURA) | 0.5 | $606k | +32% | 72k | 8.48 |
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| Privia Health Group (PRVA) | 0.5 | $558k | +4% | 27k | 20.57 |
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| Cytokinetics Com New (CYTK) | 0.5 | $545k | +23% | 7.3k | 74.60 |
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| Ptc Therapeutics I (PTCT) | 0.4 | $515k | -13% | 6.7k | 77.45 |
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| Uniqure SHS (QURE) | 0.4 | $499k | -4% | 29k | 17.08 |
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| Agomab Therapeutics Sponsored Ads (AGMB) | 0.4 | $477k | NEW | 44k | 10.97 |
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| Alignment Healthcare (ALHC) | 0.4 | $474k | -14% | 27k | 17.62 |
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| Hinge Health Cl A (HNGE) | 0.4 | $472k | -13% | 12k | 38.56 |
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| RadNet (RDNT) | 0.4 | $447k | -27% | 8.0k | 55.89 |
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| Royalty Pharma Shs Class A (RPRX) | 0.3 | $394k | -14% | 7.2k | 54.70 |
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| Biogen Idec (BIIB) | 0.3 | $386k | -14% | 1.9k | 208.60 |
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| Inspire Med Sys (INSP) | 0.3 | $373k | 7.2k | 51.58 |
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| Jazz Pharma Shs Usd (JAZZ) | 0.3 | $371k | -14% | 1.8k | 212.17 |
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| Neurocrine Biosciences (NBIX) | 0.3 | $344k | -14% | 2.3k | 149.50 |
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| Oric Pharmaceuticals (ORIC) | 0.3 | $333k | +4% | 24k | 14.16 |
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| Omada Health (OMDA) | 0.3 | $322k | -29% | 26k | 12.57 |
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| Abivax Sa Sponsored Ads (ABVX) | 0.2 | $298k | NEW | 2.3k | 127.29 |
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| Illumina (ILMN) | 0.2 | $296k | -13% | 2.1k | 138.87 |
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| Axsome Therapeutics (AXSM) | 0.2 | $290k | -13% | 1.5k | 193.25 |
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| Incyte Corporation (INCY) | 0.2 | $254k | -14% | 2.4k | 108.14 |
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| Moderna (MRNA) | 0.2 | $248k | -13% | 4.4k | 56.99 |
|
| Medpace Hldgs (MEDP) | 0.2 | $228k | NEW | 430.00 | 530.44 |
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| Guardant Health (GH) | 0.2 | $206k | NEW | 2.0k | 103.80 |
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| Revolution Medicines (RVMD) | 0.2 | $202k | NEW | 1.8k | 110.54 |
|
| Palisade Bio (PALI) | 0.1 | $172k | NEW | 88k | 1.96 |
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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 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
- Sectoral Asset Management 2022 Q2 filed Aug. 15, 2022