Sectoral Asset Management Inc Top Holdings and 13F Report (2026) About Sectoral Asset Management IncInvestment ActivitySectoral Asset Management Inc has $143.30 million in total holdings as of June 30, 2026.Sectoral Asset Management Inc owns shares of 82 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 28.33% of the portfolio was purchased this quarter.About 17.81% of the portfolio was sold this quarter.This quarter, Sectoral Asset Management Inc has purchased 77 new stocks and bought additional shares in 17 stocks.Sectoral Asset Management Inc sold shares of 17 stocks and completely divested from 10 stocks this quarter.Largest Holdings CONTINEUM THERAPEUTICS $11,925,151SHOULDER INNOVATIONS $8,728,654Eli Lilly and Company $7,621,178UnitedHealth Group $5,500,863Johnson & Johnson $4,626,825 Largest New Holdings this Quarter 687604108 - ORUKA THERAPEUTICS INC $3,995,903 Holding24477V105 - DEFINIUM THERAPEUTICS INC $3,683,702 Holding450056106 - iRhythm Technologies $3,101,027 Holding05338F306 - AVALO THERAPEUTICS INC $2,216,177 HoldingG2545C104 - CRESCENT BIOPHARMA INC. $2,183,400 Holding Largest Purchases this Quarter ORUKA THERAPEUTICS INC 41,987 shares (about $4.00M)DEFINIUM THERAPEUTICS INC 78,310 shares (about $3.68M)iRhythm Technologies 26,070 shares (about $3.10M)AVALO THERAPEUTICS INC 119,923 shares (about $2.22M)Summit Therapeutics 150,565 shares (about $2.19M) Largest Sales this Quarter Gilead Sciences 6,870 shares (about $867.96K)Vertex Pharmaceuticals 1,575 shares (about $782.35K)UnitedHealth Group 1,722 shares (about $715.71K)Abbott Laboratories 7,498 shares (about $680.37K)argenex 733 shares (about $680.06K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSectoral Asset Management Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCONTINEUM THERAPEUTICS$11,925,1510.0%727,5878.3%CL ASHOULDER INNOVATIONS$8,728,6540.0%430,4076.1%COMMON STOCKLLYEli Lilly and Company$7,621,1780.0%6,3545.3%HealthcareUNHUnitedHealth Group$5,500,863$715,715 â–¼-11.5%13,2353.8%HealthcareJNJJohnson & Johnson$4,626,8250.0%18,2183.2%HealthcareORUKA THERAPEUTICS INC$3,995,903$3,995,903 â–²New Holding41,9872.8%COMBNTXBioNTech$3,895,910$1,833,550 â–²88.9%41,8692.7%HealthcareDEFINIUM THERAPEUTICS INC$3,683,702$3,683,702 â–²New Holding78,3102.6%COM SHSDXCMDexCom$3,418,417$1,853,809 â–²118.5%50,7562.4%HealthcareRCUSArcus Biosciences$3,418,122$2,028,614 â–²146.0%110,8702.4%HealthcareAMGNAmgen$3,335,1250.0%9,2102.3%HealthcareSMMTSummit Therapeutics$3,208,023$2,193,732 â–²216.3%220,1802.2%HealthcareIRTCiRhythm Technologies$3,101,027$3,101,027 â–²New Holding26,0702.2%HealthcareABBVAbbVie$3,070,0080.0%12,2002.1%HealthcareMRKMerck & Co., Inc.$2,772,9810.0%21,4801.9%HealthcareARRIVENT BIOPHARMA$2,745,954$1,703,302 â–²163.4%79,0431.9%COMVRTXVertex Pharmaceuticals$2,698,237$782,350 â–¼-22.5%5,4321.9%HealthcareARGXargenex$2,626,517$680,055 â–¼-20.6%2,8311.8%HealthcareGILDGilead Sciences$2,605,131$867,956 â–¼-25.0%20,6201.8%HealthcareINSMInsmed$2,475,290$378,288 â–²18.0%23,2161.7%HealthcareTECTONIC THERAPEUTIC$2,440,934$1,785,781 â–²272.6%71,0091.7%COMISRGIntuitive Surgical$2,326,428$238,608 â–²11.4%5,8501.6%HealthcareIMTXImmatics$2,278,521$1,601,533 â–²236.6%224,9281.6%HealthcareSYKStryker$2,248,893$395,899 â–²21.4%7,1291.6%HealthcareAVALO THERAPEUTICS INC$2,216,177$2,216,177 â–²New Holding119,9231.5%COM NEWCRESCENT BIOPHARMA INC.$2,183,400$2,183,400 â–²New Holding121,3001.5%COMROIVRoivant Sciences$2,162,329$1,012,154 â–²88.0%61,1001.5%HealthcareIQVIQVIA$2,096,051$490,972 â–²30.6%10,8481.5%HealthcarePLSEPulse Biosciences$1,882,728$1,882,728 â–²New Holding67,8951.3%HealthcareDHRDanaher$1,830,7260.0%9,5971.3%HealthcareTMOThermo Fisher Scientific$1,759,9260.0%3,5081.2%HealthcareABTAbbott Laboratories$1,640,579$680,368 â–¼-29.3%18,0801.1%HealthcareATECAlphatec$1,608,035$1,608,035 â–²New Holding185,9001.1%HealthcareBSXBoston Scientific$1,550,564$66,154 â–²4.5%36,3301.1%HealthcareTMDXTransMedics Group$1,457,919$1,457,919 â–²New Holding21,9501.0%HealthcareCYTKCytokinetics$1,391,153$769,266 â–²123.7%16,3301.0%HealthcareREGNRegeneron Pharmaceuticals$1,352,458$467,655 â–¼-25.7%2,1690.9%HealthcareCVSCVS Health$1,344,850$1,344,850 â–²New Holding13,0000.9%HealthcareEWEdwards Lifesciences$1,341,160$227,236 â–¼-14.5%14,8260.9%HealthcareTRVITrevi Therapeutics$1,223,365$165,052 â–¼-11.9%65,5960.9%HealthcareBMYBristol Myers Squibb$1,218,6630.0%21,1500.9%HealthcareVERAVera Therapeutics$1,097,3370.0%25,5730.8%HealthcareCOGTCogent Biosciences$1,034,838$178,020 â–²20.8%26,7400.7%HealthcareMDTMedtronic$876,3450.0%11,1000.6%HealthcareTARSTarsus Pharmaceuticals$836,158$126,698 â–²17.9%13,2850.6%HealthcareKURAKura Oncology$784,1360.0%71,4800.5%HealthcareCNCCentene$770,280$770,280 â–²New Holding12,0000.5%HealthcareUTHRUnited Therapeutics$742,307$184,222 â–¼-19.9%1,3700.5%HealthcareHINGE HEALTH INC$725,752$290,500 â–¼-28.6%8,7440.5%CL ANEKTAR THERAPEUTICS$705,849$51,659 â–¼-6.8%10,1110.5%COM NEWALNYAlnylam Pharmaceuticals$695,3790.0%2,3100.5%HealthcareASCENDIS PHARMA A/S$685,470$685,470 â–²New Holding2,5700.5%ORD SHSPFEPfizer$662,2000.0%27,5000.5%HealthcareARDXArdelyx$624,2090.0%122,3940.4%HealthcarePRVAPrivia Health Group$621,019$77,190 â–¼-11.1%24,1360.4%HealthcarePTCTPTC Therapeutics$609,328$66,887 â–²12.3%7,4700.4%HealthcareIONSIonis Pharmaceuticals$570,8880.0%7,2000.4%HealthcareAGOMAB THERAPEUTICS$564,6300.0%43,5000.4%SPONSORED ADSBMRNBioMarin Pharmaceutical$540,7290.0%9,4500.4%HealthcareBEONE MEDICINES LTD$532,8940.0%1,8700.4%SP ADRHUMHumana$497,299$497,299 â–²New Holding1,2500.3%HealthcareJAZZJazz Pharmaceuticals$421,6980.0%1,7500.3%HealthcareRPRXRoyalty Pharma$403,7040.0%7,2000.3%HealthcareBIIBBiogen$399,7110.0%1,8500.3%HealthcareMLYSMineralys Therapeutics$392,964$460,090 â–¼-53.9%14,5650.3%HealthcareILMNIllumina$374,8700.0%2,1320.3%HealthcareAXSMAxsome Therapeutics$367,1550.0%1,5000.3%HealthcareSNDXSyndax Pharmaceuticals$342,765$349,760 â–¼-50.5%15,6800.2%HealthcareRVMDRevolution Medicines$342,7220.0%1,8300.2%HealthcareABIVAX SA$311,8280.0%2,3400.2%SPONSORED ADSBBIOBridgeBio Pharma$305,368$297,920 â–¼-49.4%4,1000.2%HealthcareMRNAModerna$304,6310.0%4,3500.2%HealthcareGHGuardant Health$297,0590.0%1,9800.2%HealthcareINCYIncyte$266,3960.0%2,3500.2%HealthcareORICOric Pharmaceuticals$254,5050.0%23,5000.2%HealthcareSPRYARS Pharmaceuticals$239,499$394,493 â–¼-62.2%29,9000.2%HealthcareGPCRStructure Therapeutics$232,123$524,732 â–¼-69.3%4,3250.2%HealthcareMEDPMedpace$227,7240.0%4300.2%HealthcareTEMPUS AI INC$224,768$224,768 â–²New Holding3,8800.2%CL ACRBPCorbus Pharmaceuticals$187,600$187,600 â–²New Holding20,0000.1%HealthcarePALISADE BIO INC$183,9200.0%88,0000.1%COMENGENE THERAPEUTICS INC$37,541$37,541 â–²New Holding21,7000.0%COMEVOMMUNE INC$0$13,541,225 â–¼-100.0%00.0%COM SHSRAPPORT THERAPEUTICS$0$835,005 â–¼-100.0%00.0%COMBOUNDLESS BIO$0$746,431 â–¼-100.0%00.0%COMASNDAscendis Pharma A/S$0$728,276 â–¼-100.0%00.0%HealthcareQUREuniQure$0$499,411 â–¼-100.0%00.0%HealthcareALHCAlignment Healthcare$0$474,172 â–¼-100.0%00.0%HealthcareRDNTRadNet$0$447,064 â–¼-100.0%00.0%HealthcareINSPInspire Medical Systems$0$372,666 â–¼-100.0%00.0%HealthcareNBIXNeurocrine Biosciences$0$343,841 â–¼-100.0%00.0%HealthcareOMADA HEALTH INC$0$322,043 â–¼-100.0%00.0%COMShowing largest 100 holdings. 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