Sectoral Asset Management as of June 30, 2026
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 | |
| Shoulder Innovations Common Stock (SI) | 6.1 | $8.7M | 430k | 20.28 | |
| Eli Lilly & Co. (LLY) | 5.3 | $7.6M | 6.4k | 1199.43 | |
| UnitedHealth (UNH) | 3.8 | $5.5M | 13k | 415.63 | |
| Johnson & Johnson (JNJ) | 3.2 | $4.6M | 18k | 253.97 | |
| Oruka Therapeutics (ORKA) | 2.8 | $4.0M | 42k | 95.17 | |
| Biontech Se Sp Adr (BNTX) | 2.7 | $3.9M | 42k | 93.05 | |
| Definium Therapeutics Com Shs (DFTX) | 2.6 | $3.7M | 78k | 47.04 | |
| Dex (DXCM) | 2.4 | $3.4M | 51k | 67.35 | |
| Arcus Biosciences Incorporated (RCUS) | 2.4 | $3.4M | 111k | 30.83 | |
| Amgen (AMGN) | 2.3 | $3.3M | 9.2k | 362.12 | |
| Summit Therapeutics (SMMT) | 2.2 | $3.2M | 220k | 14.57 | |
| Irhythm Technologies (IRTC) | 2.2 | $3.1M | 26k | 118.95 | |
| Abbvie (ABBV) | 2.1 | $3.1M | 12k | 251.64 | |
| Merck & Co (MRK) | 1.9 | $2.8M | 22k | 129.10 | |
| Arrivent Biopharma (AVBP) | 1.9 | $2.7M | 79k | 34.74 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.9 | $2.7M | 5.4k | 496.73 | |
| Argenx Se Sp Adr (ARGX) | 1.8 | $2.6M | 2.8k | 927.77 | |
| Gilead Sciences (GILD) | 1.8 | $2.6M | 21k | 126.34 | |
| Insmed Com Par $.01 (INSM) | 1.7 | $2.5M | 23k | 106.62 | |
| Tectonic Therapeutic (TECX) | 1.7 | $2.4M | 71k | 34.38 | |
| Intuitive Surgic Com New (ISRG) | 1.6 | $2.3M | 5.9k | 397.68 | |
| Immatics Nv SHS (IMTX) | 1.6 | $2.3M | 225k | 10.13 | |
| Stryker Corporation (SYK) | 1.6 | $2.2M | 7.1k | 315.46 | |
| Avalo Therapeutics Com New (AVTX) | 1.5 | $2.2M | 120k | 18.48 | |
| Crescent Biopharma (CBIO) | 1.5 | $2.2M | 121k | 18.00 | |
| Roivant Sciences SHS (ROIV) | 1.5 | $2.2M | 61k | 35.39 | |
| Iqvia Holdings (IQV) | 1.5 | $2.1M | 11k | 193.22 | |
| Pulse Biosciences (PLSE) | 1.3 | $1.9M | 68k | 27.73 | |
| Danaher Corporation (DHR) | 1.3 | $1.8M | 9.6k | 190.76 | |
| Thermo Fisher Scientific (TMO) | 1.2 | $1.8M | 3.5k | 501.69 | |
| Abbott Laboratories (ABT) | 1.1 | $1.6M | 18k | 90.74 | |
| Alphatec Hldgs Com New (ATEC) | 1.1 | $1.6M | 186k | 8.65 | |
| Boston Scientific Corporation (BSX) | 1.1 | $1.6M | 36k | 42.68 | |
| Transmedics Group (TMDX) | 1.0 | $1.5M | 22k | 66.42 | |
| Cytokinetics Com New (CYTK) | 1.0 | $1.4M | 16k | 85.19 | |
| Regeneron Pharmaceuticals (REGN) | 0.9 | $1.4M | 2.2k | 623.54 | |
| CVS Caremark Corporation (CVS) | 0.9 | $1.3M | 13k | 103.45 | |
| Edwards Lifesciences (EW) | 0.9 | $1.3M | 15k | 90.46 | |
| Trevi Therapeutics (TRVI) | 0.9 | $1.2M | 66k | 18.65 | |
| Bristol Myers Squibb (BMY) | 0.9 | $1.2M | 21k | 57.62 | |
| Vera Therapeutics Cl A (VERA) | 0.8 | $1.1M | 26k | 42.91 | |
| Cogent Biosciences (COGT) | 0.7 | $1.0M | 27k | 38.70 | |
| Medtronic SHS (MDT) | 0.6 | $876k | 11k | 78.95 | |
| Tarsus Pharmaceuticals (TARS) | 0.6 | $836k | 13k | 62.94 | |
| Kura Oncology (KURA) | 0.5 | $784k | 72k | 10.97 | |
| Centene Corporation (CNC) | 0.5 | $770k | 12k | 64.19 | |
| United Therapeutics Corporation (UTHR) | 0.5 | $742k | 1.4k | 541.83 | |
| Hinge Health Cl A (HNGE) | 0.5 | $726k | 8.7k | 83.00 | |
| Nektar Therapeutics Com New (NKTR) | 0.5 | $706k | 10k | 69.81 | |
| Alnylam Pharmaceuticals (ALNY) | 0.5 | $695k | 2.3k | 301.03 | |
| Ascendis Pharma A/s Ord Shs (ASND) | 0.5 | $686k | 2.6k | 266.72 | |
| Pfizer (PFE) | 0.5 | $662k | 28k | 24.08 | |
| Ardelyx (ARDX) | 0.4 | $624k | 122k | 5.10 | |
| Privia Health Group (PRVA) | 0.4 | $621k | 24k | 25.73 | |
| Ptc Therapeutics I (PTCT) | 0.4 | $609k | 7.5k | 81.57 | |
| Ionis Pharmaceuticals (IONS) | 0.4 | $571k | 7.2k | 79.29 | |
| Agomab Therapeutics Sponsored Ads (AGMB) | 0.4 | $565k | 44k | 12.98 | |
| BioMarin Pharmaceutical (BMRN) | 0.4 | $541k | 9.5k | 57.22 | |
| Beone Medicines Sp Adr (ONC) | 0.4 | $533k | 1.9k | 284.97 | |
| Humana Inc (HUM) | 0.3 | $497k | 1.3k | 397.84 | |
| Jazz Pharma Shs Usd (JAZZ) | 0.3 | $422k | 1.8k | 240.97 | |
| Royalty Pharma Shs Class A (RPRX) | 0.3 | $404k | 7.2k | 56.07 | |
| Biogen Idec (BIIB) | 0.3 | $400k | 1.9k | 216.06 | |
| Mineralys Therapeutics (MLYS) | 0.3 | $393k | 15k | 26.98 | |
| Illumina (ILMN) | 0.3 | $375k | 2.1k | 175.83 | |
| Axsome Therapeutics (AXSM) | 0.3 | $367k | 1.5k | 244.77 | |
| Syndax Pharmaceuticals (SNDX) | 0.2 | $343k | 16k | 21.86 | |
| Revolution Medicines (RVMD) | 0.2 | $343k | 1.8k | 187.28 | |
| Abivax Sa Sponsored Ads (ABVX) | 0.2 | $312k | 2.3k | 133.26 | |
| Bridgebio Pharma (BBIO) | 0.2 | $305k | 4.1k | 74.48 | |
| Moderna (MRNA) | 0.2 | $305k | 4.4k | 70.03 | |
| Guardant Health (GH) | 0.2 | $297k | 2.0k | 150.03 | |
| Incyte Corporation (INCY) | 0.2 | $266k | 2.4k | 113.36 | |
| Oric Pharmaceuticals (ORIC) | 0.2 | $255k | 24k | 10.83 | |
| Silverback Therapeutics (SPRY) | 0.2 | $240k | 30k | 8.01 | |
| Structure Therapeutics Sp Adr (GPCR) | 0.2 | $232k | 4.3k | 53.67 | |
| Medpace Hldgs (MEDP) | 0.2 | $228k | 430.00 | 529.59 | |
| Tempus Ai Cl A (TEM) | 0.2 | $225k | 3.9k | 57.93 | |
| Orbus Pharmaceuticals Hldgs Com New (CRBP) | 0.1 | $188k | 20k | 9.38 | |
| Palisade Bio (PALI) | 0.1 | $184k | 88k | 2.09 | |
| Engene Therapeutics (ENGN) | 0.0 | $38k | 22k | 1.73 |
