Sectoral Asset Management as of Sept. 30, 2025
Portfolio Holdings for Sectoral Asset Management
Sectoral Asset Management holds 82 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Contineum Therapeutics Cl A (CTNM) | 5.8 | $9.4M | 801k | 11.75 | |
| Eli Lilly & Co. (LLY) | 4.4 | $7.2M | 9.4k | 763.00 | |
| Structure Therapeutics Sp Adr (GPCR) | 3.8 | $6.2M | 222k | 28.00 | |
| Anaptysbio Inc Common (ANAB) | 3.7 | $6.0M | 195k | 30.62 | |
| Shoulder Innovations Common Stock | 3.3 | $5.4M | 430k | 12.55 | |
| Arcus Biosciences Incorporated (RCUS) | 3.1 | $5.0M | 368k | 13.60 | |
| Immatics Nv SHS (IMTX) | 2.9 | $4.8M | 561k | 8.52 | |
| UnitedHealth (UNH) | 2.9 | $4.7M | 14k | 345.30 | |
| Bicara Therapeutics (BCAX) | 2.6 | $4.2M | 267k | 15.79 | |
| Oric Pharmaceuticals (ORIC) | 2.4 | $3.9M | 329k | 12.00 | |
| Solid Biosciences Com New (SLDB) | 2.4 | $3.9M | 633k | 6.17 | |
| Kura Oncology (KURA) | 2.2 | $3.5M | 396k | 8.85 | |
| Ventyx Biosciences (VTYX) | 2.1 | $3.4M | 1.1M | 3.11 | |
| Abbvie (ABBV) | 2.1 | $3.4M | 15k | 231.54 | |
| Mbx Biosciences (MBX) | 2.1 | $3.4M | 195k | 17.50 | |
| Spdr Series Trust S&p Biotech (XBI) | 2.1 | $3.4M | 34k | 100.20 | |
| Zenas Biopharma (ZBIO) | 2.1 | $3.4M | 152k | 22.20 | |
| Palvella Therapeutics Inc Ne (PVLA) | 1.9 | $3.1M | 49k | 62.69 | |
| Tectonic Therapeutic (TECX) | 1.9 | $3.0M | 193k | 15.69 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.9 | $3.0M | 7.7k | 391.64 | |
| Amgen (AMGN) | 1.8 | $2.9M | 10k | 282.20 | |
| Instil Bio Com New (TIL) | 1.8 | $2.9M | 161k | 17.86 | |
| Argenx Se Spn Sp Adr (ARGX) | 1.8 | $2.9M | 3.9k | 737.56 | |
| Johnson & Johnson (JNJ) | 1.8 | $2.8M | 15k | 185.42 | |
| Intuitive Surgic Com New (ISRG) | 1.6 | $2.6M | 5.8k | 447.23 | |
| Beone Medicines Sp Adr (ONC) | 1.5 | $2.5M | 7.2k | 340.70 | |
| Abbott Laboratories (ABT) | 1.4 | $2.3M | 17k | 133.94 | |
| Regeneron Pharmaceuticals (REGN) | 1.4 | $2.2M | 4.0k | 562.27 | |
| Gilead Sciences (GILD) | 1.3 | $2.2M | 20k | 111.00 | |
| Boston Scientific Corporation (BSX) | 1.3 | $2.2M | 22k | 97.63 | |
| Danaher Corporation (DHR) | 1.3 | $2.1M | 11k | 198.48 | |
| Pfizer (PFE) | 1.2 | $2.0M | 77k | 25.48 | |
| Insmed Com Par $.01 (INSM) | 1.2 | $1.9M | 13k | 144.01 | |
| Thermo Fisher Scientific (TMO) | 1.2 | $1.9M | 3.9k | 485.32 | |
| Uniqure SHS (QURE) | 1.1 | $1.8M | 31k | 58.37 | |
| Biontech Se Sp Adr (BNTX) | 1.1 | $1.7M | 18k | 98.62 | |
| Stryker Corporation (SYK) | 1.0 | $1.6M | 4.3k | 370.26 | |
| Summit Therapeutics (SMMT) | 0.9 | $1.5M | 74k | 20.66 | |
| Alnylam Pharmaceuticals (ALNY) | 0.9 | $1.5M | 3.3k | 456.00 | |
| Astrazeneca Sp Adr (AZN) | 0.9 | $1.4M | 19k | 76.72 | |
| Dex (DXCM) | 0.9 | $1.4M | 21k | 67.29 | |
| Merck & Co (MRK) | 0.9 | $1.4M | 16k | 84.50 | |
| BioMarin Pharmaceutical (BMRN) | 0.8 | $1.4M | 25k | 54.16 | |
| Rapport Therapeutics (RAPP) | 0.8 | $1.3M | 44k | 29.70 | |
| Mineralys Therapeutics (MLYS) | 0.8 | $1.3M | 34k | 37.92 | |
| Syndax Pharmaceuticals (SNDX) | 0.8 | $1.2M | 79k | 15.38 | |
| Edwards Lifesciences (EW) | 0.7 | $1.2M | 15k | 77.77 | |
| Tarsus Pharmaceuticals (TARS) | 0.7 | $1.1M | 18k | 59.43 | |
| Merus N V (MRUS) | 0.7 | $1.1M | 12k | 94.15 | |
| Trevi Therapeutics (TRVI) | 0.6 | $969k | 106k | 9.15 | |
| Alignment Healthcare (ALHC) | 0.6 | $951k | 55k | 17.45 | |
| Amicus Therapeutics (FOLD) | 0.6 | $939k | 119k | 7.88 | |
| Privia Health Group (PRVA) | 0.6 | $909k | 37k | 24.90 | |
| Vera Therapeutics Cl A (VERA) | 0.5 | $877k | 30k | 29.06 | |
| Boundless Bio (BOLD) | 0.5 | $835k | 679k | 1.23 | |
| Silverback Therapeutics (SPRY) | 0.5 | $822k | 82k | 10.05 | |
| RadNet (RDNT) | 0.5 | $762k | 10k | 76.21 | |
| Roivant Sciences SHS (ROIV) | 0.5 | $757k | 50k | 15.13 | |
| Arrivent Biopharma (AVBP) | 0.4 | $724k | 39k | 18.45 | |
| Ascendis Pharma Sp Adr (ASND) | 0.4 | $716k | 3.6k | 198.81 | |
| Bridgebio Pharma (BBIO) | 0.4 | $709k | 14k | 51.94 | |
| Omada Health (OMDA) | 0.4 | $608k | 28k | 22.11 | |
| Ionis Pharmaceuticals (IONS) | 0.4 | $602k | 9.2k | 65.42 | |
| Cytokinetics Com New (CYTK) | 0.3 | $562k | 10k | 54.96 | |
| Hinge Health Cl A (HNGE) | 0.3 | $550k | 11k | 49.08 | |
| Ptc Therapeutics I (PTCT) | 0.3 | $524k | 8.5k | 61.37 | |
| Cigna Corp (CI) | 0.3 | $519k | 1.8k | 288.25 | |
| Bristol Myers Squibb (BMY) | 0.3 | $487k | 11k | 45.10 | |
| Zai Lab Adr (ZLAB) | 0.3 | $427k | 13k | 33.89 | |
| Neurocrine Biosciences (NBIX) | 0.3 | $416k | 3.0k | 140.38 | |
| Madrigal Pharmaceuticals (MDGL) | 0.2 | $335k | 730.00 | 458.66 | |
| Biogen Idec (BIIB) | 0.2 | $333k | 2.4k | 140.08 | |
| Royalty Pharma Shs Class A (RPRX) | 0.2 | $327k | 9.3k | 35.28 | |
| United Therapeutics Corporation (UTHR) | 0.2 | $321k | 765.00 | 419.21 | |
| Tempus Ai Cl A (TEM) | 0.2 | $304k | 3.8k | 80.71 | |
| Jazz Pharma Shs Usd (JAZZ) | 0.2 | $296k | 2.2k | 131.80 | |
| Illumina (ILMN) | 0.2 | $259k | 2.7k | 94.97 | |
| Incyte Corporation (INCY) | 0.2 | $257k | 3.0k | 84.81 | |
| Vaxcyte (PCVX) | 0.1 | $152k | 4.2k | 36.02 | |
| Moderna (MRNA) | 0.1 | $145k | 5.6k | 25.83 | |
| Axsome Therapeutics (AXSM) | 0.1 | $124k | 1.0k | 121.45 | |
| Moonlake Immunothera Class A Ord (MLTX) | 0.0 | $6.9k | 956.00 | 7.17 |
