Sectoral Asset Management

Sectoral Asset Management as of March 31, 2026

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
Contineum Therapeutics Cl A (CTNM) 7.9 $9.5M 728k 13.06
Shoulder Innovations Common Stock (SI) 5.2 $6.3M 430k 14.53
Eli Lilly & Co. (LLY) 4.8 $5.8M 6.4k 919.77
Johnson & Johnson (JNJ) 3.7 $4.5M 18k 244.44
Gilead Sciences (GILD) 3.4 $4.1M 28k 150.30
UnitedHealth (UNH) 3.4 $4.0M 15k 270.59
Amgen (AMGN) 2.9 $3.5M 9.2k 381.65
Vertex Pharmaceuticals Incorporated (VRTX) 2.9 $3.5M 7.0k 493.38
Insmed Com Par $.01 (INSM) 2.8 $3.4M 20k 171.89
Argenx Se Sp Adr (ARGX) 2.3 $2.7M 3.6k 767.95
Abbvie (ABBV) 2.2 $2.7M 12k 217.49
Abbott Laboratories (ABT) 2.2 $2.6M 26k 102.67
Merck & Co (MRK) 2.1 $2.6M 22k 120.29
Regeneron Pharmaceuticals (REGN) 2.1 $2.5M 2.9k 850.20
Intuitive Surgic Com New (ISRG) 2.0 $2.4M 5.3k 460.99
Boston Scientific Corporation (BSX) 1.8 $2.2M 35k 62.75
Biontech Se Sp Adr (BNTX) 1.7 $2.0M 22k 92.28
Stryker Corporation (SYK) 1.6 $1.9M 5.9k 328.59
Danaher Corporation (DHR) 1.5 $1.8M 9.6k 189.60
Thermo Fisher Scientific (TMO) 1.4 $1.7M 3.5k 491.53
Dex (DXCM) 1.2 $1.5M 23k 62.80
Iqvia Holdings (IQV) 1.2 $1.4M 8.3k 170.54
Summit Therapeutics (SMMT) 1.2 $1.4M 70k 20.11
Edwards Lifesciences (EW) 1.2 $1.4M 17k 80.08
Bristol Myers Squibb (BMY) 1.1 $1.3M 21k 60.65
United Therapeutics Corporation (UTHR) 0.9 $1.1M 1.7k 669.96
Vera Therapeutics Cl A (VERA) 0.9 $1.1M 26k 42.41
Arcus Biosciences Incorporated (RCUS) 0.9 $1.0M 45k 22.98
Roivant Sciences SHS (ROIV) 0.8 $1.0M 33k 31.27
Medtronic SHS (MDT) 0.8 $962k 11k 86.65
Trevi Therapeutics (TRVI) 0.8 $940k 74k 12.62
Cogent Biosciences (COGT) 0.7 $902k 22k 40.76
Mineralys Therapeutics (MLYS) 0.7 $895k 32k 28.31
Alnylam Pharmaceuticals (ALNY) 0.7 $864k 2.3k 374.13
Tarsus Pharmaceuticals (TARS) 0.7 $853k 11k 75.63
Rapport Therapeutics (RAPP) 0.7 $835k 25k 32.85
Nektar Therapeutics Com New (NKTR) 0.7 $821k 11k 75.63
Syndax Pharmaceuticals (SNDX) 0.7 $788k 32k 24.86
Ardelyx (ARDX) 0.6 $781k 122k 6.38
Pfizer (PFE) 0.6 $772k 28k 28.08
Boundless Bio (BOLD) 0.6 $746k 679k 1.10
Ascendis Pharma A S Sp Adr (ASND) 0.6 $728k 2.8k 260.10
Arrivent Biopharma (AVBP) 0.6 $720k 30k 24.00
Structure Therapeutics Sp Adr (GPCR) 0.6 $711k 14k 50.40
Immatics Nv SHS (IMTX) 0.6 $693k 67k 10.36
Bridgebio Pharma (BBIO) 0.6 $687k 8.1k 84.85
Silverback Therapeutics (SPRY) 0.6 $677k 79k 8.55
Beone Medicines Sp Adr (ONC) 0.5 $631k 1.9k 337.47
Tectonic Therapeutic (TECX) 0.5 $628k 19k 32.96
Ionis Pharmaceuticals (IONS) 0.5 $617k 7.2k 85.73
BioMarin Pharmaceutical (BMRN) 0.5 $607k 9.5k 64.26
Kura Oncology (KURA) 0.5 $606k 72k 8.48
Privia Health Group (PRVA) 0.5 $558k 27k 20.57
Cytokinetics Com New (CYTK) 0.5 $545k 7.3k 74.60
Ptc Therapeutics I (PTCT) 0.4 $515k 6.7k 77.45
Uniqure SHS (QURE) 0.4 $499k 29k 17.08
Agomab Therapeutics Sponsored Ads 0.4 $477k 44k 10.97
Alignment Healthcare (ALHC) 0.4 $474k 27k 17.62
Hinge Health Cl A (HNGE) 0.4 $472k 12k 38.56
RadNet (RDNT) 0.4 $447k 8.0k 55.89
Royalty Pharma Shs Class A (RPRX) 0.3 $394k 7.2k 54.70
Biogen Idec (BIIB) 0.3 $386k 1.9k 208.60
Inspire Med Sys (INSP) 0.3 $373k 7.2k 51.58
Jazz Pharma Shs Usd (JAZZ) 0.3 $371k 1.8k 212.17
Neurocrine Biosciences (NBIX) 0.3 $344k 2.3k 149.50
Oric Pharmaceuticals (ORIC) 0.3 $333k 24k 14.16
Omada Health (OMDA) 0.3 $322k 26k 12.57
Abivax Sa Sponsored Ads (ABVX) 0.2 $298k 2.3k 127.29
Illumina (ILMN) 0.2 $296k 2.1k 138.87
Axsome Therapeutics (AXSM) 0.2 $290k 1.5k 193.25
Incyte Corporation (INCY) 0.2 $254k 2.4k 108.14
Moderna (MRNA) 0.2 $248k 4.4k 56.99
Medpace Hldgs (MEDP) 0.2 $228k 430.00 530.44
Guardant Health (GH) 0.2 $206k 2.0k 103.80
Revolution Medicines (RVMD) 0.2 $202k 1.8k 110.54
Palisade Bio (PALI) 0.1 $172k 88k 1.96