Sectoral Asset Management Inc
82 holdingsFiling period: 2026-06-30Current AUM: $136.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CTNM | Contineum Therapeutics | 727.6K | $11.9M | $5.9M | 4.35% | -- | 2026-06-30 |
| 2 | SI | Shoulder Innovations | 430.4K | $8.7M | $8.3M | 6.13% | -- | 2026-06-30 |
| 3 | LLY | Eli Lilly & Co | 6.4K | $7.6M | $8.1M | 5.97% | -- | 2026-06-30 |
| 4 | UNH | Unitedhealth Grp Inc | 13.2K | $5.5M | $5.4M | 3.99% | -1,722 | 2026-06-30 |
| 5 | JNJ | Johnson & Johnson | 18.2K | $4.6M | $4.9M | 3.56% | -- | 2026-06-30 |
| 6 | ORKA | Oruka Therapeutics Inc | 42.0K | $4.0M | $3.8M | 2.79% | -- | 2026-06-30 |
| 7 | BNTX | Biontech SE | 41.9K | $3.9M | $3.6M | 2.67% | +19.7K | 2026-06-30 |
| 8 | DFTX | Definium Therapeutics Inc | 78.3K | $3.7M | $2.8M | 2.05% | -- | 2026-06-30 |
| 9 | RCUS | Arcus Biosciences | 110.9K | $3.4M | $2.0M | 1.45% | +65.8K | 2026-06-30 |
| 10 | DXCM | Dexcom Inc | 50.8K | $3.4M | $4.0M | 2.93% | +27.5K | 2026-06-30 |
| 11 | AMGN | Amgen Inc | 9.2K | $3.3M | $4.1M | 3.01% | -- | 2026-06-30 |
| 12 | SMMT | Summit Therapeutics | 220.2K | $3.2M | $3.2M | 2.35% | +150.6K | 2026-06-30 |
| 13 | IRTC | Irhythm Holdings Inc | 26.1K | $3.1M | $3.2M | 2.34% | -- | 2026-06-30 |
| 14 | ABBV | Abbvie Inc | 12.2K | $3.1M | $3.5M | 2.57% | -- | 2026-06-30 |
| 15 | MRK | Merck & Co Inc | 21.5K | $2.8M | $3.0M | 2.23% | -- | 2026-06-30 |
| 16 | AVBP | Arrivent Biopharma | 79.0K | $2.7M | $1.2M | 0.89% | +49.0K | 2026-06-30 |
| 17 | VRTX | Vertex Pharma | 5.4K | $2.7M | $2.8M | 2.07% | -1,575 | 2026-06-30 |
| 18 | ARGX | Argenx SE | 2.8K | $2.6M | $2.5M | 1.81% | -733 | 2026-06-30 |
| 19 | GILD | Gilead Sciences Inc | 20.6K | $2.6M | $3.3M | 2.40% | -6,870 | 2026-06-30 |
| 20 | INSM | Insmed Inc | 23.2K | $2.5M | $2.2M | 1.59% | +3.5K | 2026-06-30 |
| 21 | TECX | Tectonic Therapeutic | 71.0K | $2.4M | $1.4M | 1.04% | +52.0K | 2026-06-30 |
| 22 | ISRG | Intuitive Surgic Inc | 5.8K | $2.3M | $2.6M | 1.94% | +600 | 2026-06-30 |
| 23 | — | Immatics NV | 224.9K | $2.3M | $2.3M | 1.67% | +158.1K | 2026-06-30 |
| 24 | SYK | Stryker Corp | 7.1K | $2.2M | $2.2M | 1.61% | +1.3K | 2026-06-30 |
| 25 | AVTX | Avalo Therapeutics Inc | 119.9K | $2.2M | $812K | 0.60% | -- | 2026-06-30 |
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