Sectoral Asset Management

Sectoral Asset Management as of Dec. 31, 2025

Portfolio Holdings for Sectoral Asset Management

Sectoral Asset Management holds 74 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Evommune Com Shs (EVMN) 8.1 $10M 589k 17.12
Contineum Therapeutics Cl A (CTNM) 7.3 $9.2M 801k 11.43
Eli Lilly & Co. (LLY) 6.3 $7.8M 7.3k 1074.68
Shoulder Innovations Common Stock (SI) 5.6 $7.0M 492k 14.30
UnitedHealth (UNH) 3.6 $4.5M 14k 330.11
Amgen (AMGN) 3.4 $4.3M 13k 327.31
Johnson & Johnson (JNJ) 3.4 $4.2M 20k 206.95
Abbvie (ABBV) 3.1 $3.8M 17k 228.49
Vertex Pharmaceuticals Incorporated (VRTX) 2.9 $3.6M 8.0k 453.36
Abbott Laboratories (ABT) 2.4 $2.9M 24k 125.29
Regeneron Pharmaceuticals (REGN) 2.3 $2.9M 3.7k 771.87
Intuitive Surgic Com New (ISRG) 2.2 $2.7M 4.9k 566.36
Boston Scientific Corporation (BSX) 2.1 $2.6M 28k 95.35
Argenx Se Spn Sp Adr (ARGX) 2.0 $2.4M 2.9k 840.95
Danaher Corporation (DHR) 1.9 $2.4M 11k 228.92
Stryker Corporation (SYK) 1.8 $2.3M 6.6k 351.47
Thermo Fisher Scientific (TMO) 1.8 $2.3M 3.9k 579.45
Merck & Co (MRK) 1.8 $2.3M 21k 105.26
Gilead Sciences (GILD) 1.8 $2.2M 18k 122.74
Insmed Com Par $.01 (INSM) 1.6 $1.9M 11k 174.04
Dex (DXCM) 1.5 $1.9M 29k 66.37
Vera Therapeutics Cl A (VERA) 1.5 $1.9M 37k 50.64
Structure Therapeutics Sp Adr (GPCR) 1.3 $1.7M 24k 69.55
Biontech Se Sp Adr (BNTX) 1.3 $1.6M 17k 95.20
Edwards Lifesciences (EW) 1.2 $1.5M 17k 85.25
Astrazeneca Sp Adr 1.1 $1.4M 15k 91.93
Summit Therapeutics (SMMT) 1.1 $1.4M 80k 17.49
Arcus Biosciences Incorporated (RCUS) 1.1 $1.4M 57k 23.83
Syndax Pharmaceuticals (SNDX) 1.0 $1.3M 61k 21.01
Tarsus Pharmaceuticals (TARS) 1.0 $1.2M 15k 81.88
Alnylam Pharmaceuticals (ALNY) 1.0 $1.2M 3.0k 397.65
Rapport Therapeutics (RAPP) 0.9 $1.2M 39k 30.34
Cogent Biosciences (COGT) 0.9 $1.2M 33k 35.52
Mineralys Therapeutics (MLYS) 0.9 $1.1M 32k 36.29
Trevi Therapeutics (TRVI) 0.8 $1.1M 84k 12.52
Roivant Sciences SHS (ROIV) 0.8 $984k 45k 21.70
Tectonic Therapeutic (TECX) 0.7 $881k 42k 20.86
Ventyx Biosciences (VTYX) 0.7 $875k 97k 9.03
Bridgebio Pharma (BBIO) 0.7 $854k 11k 76.49
United Therapeutics Corporation (UTHR) 0.7 $840k 1.7k 487.25
Boundless Bio (BOLD) 0.7 $814k 679k 1.20
Beone Medicines Sp Adr (ONC) 0.6 $810k 2.7k 303.81
RadNet (RDNT) 0.6 $785k 11k 71.35
Arrivent Biopharma (AVBP) 0.6 $770k 38k 20.12
Uniqure SHS (QURE) 0.6 $732k 31k 23.93
Ascendis Pharma Sp Adr (ASND) 0.6 $694k 3.3k 213.24
Lenz Therapeutics (LENZ) 0.5 $680k 43k 16.00
Pfizer (PFE) 0.5 $676k 27k 24.90
Inspire Med Sys (INSP) 0.5 $664k 7.2k 92.23
Ionis Pharmaceuticals (IONS) 0.5 $662k 8.4k 79.11
Immatics Nv SHS (IMTX) 0.5 $662k 63k 10.50
Hinge Health Cl A (HNGE) 0.5 $660k 14k 46.45
BioMarin Pharmaceutical (BMRN) 0.5 $647k 11k 59.43
Alignment Healthcare (ALHC) 0.5 $622k 32k 19.75
Amicus Therapeutics (FOLD) 0.5 $617k 43k 14.24
Privia Health Group (PRVA) 0.5 $617k 26k 23.71
Carlsmed (CARL) 0.5 $589k 48k 12.35
Ptc Therapeutics I (PTCT) 0.5 $586k 7.7k 75.96
Omada Health (OMDA) 0.5 $576k 37k 15.78
Nektar Therapeutics Com New (NKTR) 0.5 $570k 14k 42.28
Kura Oncology (KURA) 0.5 $562k 54k 10.39
Neurocrine Biosciences (NBIX) 0.3 $379k 2.7k 141.83
Biogen Idec (BIIB) 0.3 $379k 2.2k 175.99
Cytokinetics Com New (CYTK) 0.3 $374k 5.9k 63.54
Jazz Pharma Shs Usd (JAZZ) 0.3 $348k 2.0k 170.00
Silverback Therapeutics (SPRY) 0.3 $347k 30k 11.65
Royalty Pharma Shs Class A (RPRX) 0.3 $327k 8.5k 38.64
Illumina (ILMN) 0.3 $324k 2.5k 131.16
Axsome Therapeutics (AXSM) 0.3 $318k 1.7k 182.64
Incyte Corporation (INCY) 0.2 $272k 2.8k 98.77
Tempus Ai Cl A (TEM) 0.2 $266k 4.5k 59.05
Madrigal Pharmaceuticals (MDGL) 0.2 $205k 352.00 582.34
Oric Pharmaceuticals (ORIC) 0.1 $184k 23k 8.18
Moderna (MRNA) 0.1 $148k 5.0k 29.49