Sectoral Asset Management Inc

13F filer · CIK 0001274413

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$143MU.S. long equity reported on 13F

Positions8214 new · 9 closed

Net flow last quarter+$18.3MBuys minus sells

Top 10 positions weight39.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202682 positions
CTNMContineum Therapeutics, Inc.	$11.9M	8.32%	3.15%	Not reported	Q2 2024
SIShoulder Innovations, Inc.	$8.73M	6.09%	2.07%	Not reported	Q3 2025
LLYELI LILLY & Co	$7.62M	5.32%	0.00%	Not reported	Q2 2013
UNHUnitedhealth Group Inc	$5.5M	3.84%	0.00%	-11.5%	Q3 2015
JNJJohnson & Johnson	$4.63M	3.23%	0.00%	Not reported	Q1 2017
ORKAOruka Therapeutics, Inc.	$4M	2.79%	0.07%	New	Q2 2026
BNTXBioNTech SE	$3.9M	2.72%	0.02%	+88.9%	Q3 2021
DFTXDefinium Therapeutics, Inc.	$3.68M	2.57%	0.06%	New	Q2 2026
DXCMDexcom Inc	$3.42M	2.39%	0.01%	+118.5%	Q2 2013
RCUSArcus Biosciences, Inc.	$3.42M	2.39%	0.09%	+146.0%	Q1 2020
AMGNAmgen Inc	$3.34M	2.33%	0.00%	Not reported	Q2 2013
SMMTSummit Therapeutics Inc.	$3.21M	2.24%	0.03%	+216.3%	Q1 2023
IRTCiRhythm Holdings, Inc.	$3.1M	2.16%	0.08%	Not reported	Q2 2017
ABBVAbbVie Inc.	$3.07M	2.14%	0.00%	Not reported	Q4 2013
MRKMerck & Co., Inc.	$2.77M	1.94%	0.00%	Not reported	Q2 2013
AVBPArriVent BioPharma, Inc.	$2.75M	1.92%	0.16%	+163.4%	Q1 2025
VRTXVertex Pharmaceuticals Inc / Ma	$2.7M	1.88%	0.00%	-22.5%	Q2 2013
ARGXArgenx SE	$2.63M	1.83%	0.00%	-20.6%	Q2 2020
GILDGilead Sciences, Inc.	$2.61M	1.82%	0.00%	-25.0%	Q2 2013
INSMINSMED Inc	$2.48M	1.73%	0.01%	+18.0%	Q3 2013
TECXTectonic Therapeutic, Inc.	$2.44M	1.70%	0.37%	+272.6%	Q2 2025
ISRGIntuitive Surgical Inc	$2.33M	1.62%	0.00%	+11.4%	Q4 2013
IMTXImmatics N.V.	$2.28M	1.59%	0.17%	+236.6%	Q2 2025
SYKStryker Corp	$2.25M	1.57%	0.00%	+21.4%	Q2 2015
AVTXAvalo Therapeutics, Inc.	$2.22M	1.55%	0.23%	New	Q2 2026
CBIOCrescent Biopharma, Inc.	$2.18M	1.52%	0.44%	New	Q2 2026
ROIVRoivant Sciences Ltd.	$2.16M	1.51%	0.01%	+88.0%	Q4 2022
IQVIqvia Holdings Inc.	$2.1M	1.46%	0.01%	+30.6%	Q2 2021
PLSEPulse Biosciences, Inc.	$1.88M	1.31%	0.10%	New	Q2 2026
DHRDanaher Corp	$1.83M	1.28%	0.00%	Not reported	Q3 2018
TMOThermo Fisher Scientific Inc.	$1.76M	1.23%	0.00%	Not reported	Q2 2013
ABTAbbott Laboratories	$1.64M	1.14%	0.00%	-29.3%	Q4 2014
ATECAlphatec Holdings, Inc.	$1.61M	1.12%	0.12%	Not reported	Q3 2023
BSXBoston Scientific Corp	$1.55M	1.08%	0.00%	+4.5%	Q2 2013
TMDXTransMedics Group, Inc.	$1.46M	1.02%	0.06%	New	Q2 2026
CYTKCytokinetics Inc	$1.39M	0.97%	0.01%	+123.7%	Q3 2018
REGNRegeneron Pharmaceuticals, Inc.	$1.35M	0.94%	0.00%	-25.7%	Q2 2013
CVSCVS HEALTH Corp	$1.34M	0.94%	0.00%	Not reported	Q2 2024
EWEdwards Lifesciences Corp	$1.34M	0.94%	0.00%	-14.5%	Q2 2013
TRVITrevi Therapeutics, Inc.	$1.22M	0.85%	0.05%	-11.9%	Q1 2025
BMYBristol Myers Squibb Co	$1.22M	0.85%	0.00%	Not reported	Q1 2018
VERAVera Therapeutics, Inc.	$1.1M	0.77%	0.04%	Not reported	Q1 2023
COGTCogent Biosciences, Inc.	$1.03M	0.72%	0.02%	+20.8%	Q1 2021
MDTMedtronic plc	$876K	0.61%	0.00%	Not reported	Q4 2014
TARSTarsus Pharmaceuticals, Inc.	$836K	0.58%	0.03%	+17.9%	Q3 2024
KURAKura Oncology, Inc.	$784K	0.55%	0.08%	Not reported	Q3 2018
CNCCentene Corp	$770K	0.54%	0.00%	Not reported	Q3 2018
UTHRUNITED THERAPEUTICS Corp	$742K	0.52%	0.00%	-19.9%	Q2 2013
HNGEHinge Health, Inc.	$726K	0.51%	0.05%	-28.6%	Q2 2025
NKTRNektar Therapeutics	$706K	0.49%	0.05%	-6.8%	Q1 2015

Q1 2026Reported May 15, 202677 positions
EVMNEvommune, Inc.	$13.5M	11.22%	1.64%	Not reported	Q4 2025
CTNMContineum Therapeutics, Inc.	$9.5M	7.87%	3.15%	-9.1%	Q2 2024
SIShoulder Innovations, Inc.	$6.25M	5.18%	2.08%	-12.6%	Q3 2025
LLYELI LILLY & Co	$5.84M	4.84%	0.00%	-12.7%	Q2 2013
JNJJohnson & Johnson	$4.45M	3.69%	0.00%	-10.3%	Q1 2017
GILDGilead Sciences, Inc.	$4.13M	3.42%	0.00%	+53.7%	Q2 2013
UNHUnitedhealth Group Inc	$4.05M	3.35%	0.00%	+10.0%	Q3 2015
AMGNAmgen Inc	$3.51M	2.91%	0.00%	-29.5%	Q2 2013
VRTXVertex Pharmaceuticals Inc / Ma	$3.46M	2.86%	0.00%	-12.5%	Q2 2013
INSMINSMED Inc	$3.38M	2.80%	0.01%	+75.9%	Q3 2013
ARGXArgenx SE	$2.74M	2.27%	0.01%	+23.2%	Q2 2020
ABBVAbbVie Inc.	$2.65M	2.20%	0.00%	-27.4%	Q4 2013
ABTAbbott Laboratories	$2.63M	2.18%	0.00%	+8.9%	Q4 2014
MRKMerck & Co., Inc.	$2.58M	2.14%	0.00%	+0.4%	Q2 2013
REGNRegeneron Pharmaceuticals, Inc.	$2.48M	2.06%	0.00%	-21.4%	Q2 2013
ISRGIntuitive Surgical Inc	$2.42M	2.00%	0.00%	+8.3%	Q4 2013
BSXBoston Scientific Corp	$2.18M	1.81%	0.00%	+25.9%	Q2 2013
BNTXBioNTech SE	$2.05M	1.69%	0.01%	+28.7%	Q3 2021
SYKStryker Corp	$1.93M	1.60%	0.00%	-10.3%	Q2 2015
DHRDanaher Corp	$1.82M	1.51%	0.00%	-9.3%	Q3 2018
TMOThermo Fisher Scientific Inc.	$1.72M	1.43%	0.00%	-10.1%	Q2 2013
DXCMDexcom Inc	$1.46M	1.21%	0.01%	-19.1%	Q2 2013
IQVIqvia Holdings Inc.	$1.42M	1.17%	0.01%	Not reported	Q2 2021
SMMTSummit Therapeutics Inc.	$1.4M	1.16%	0.01%	-12.6%	Q1 2023
EWEdwards Lifesciences Corp	$1.39M	1.15%	0.00%	+0.5%	Q2 2013
BMYBristol Myers Squibb Co	$1.28M	1.06%	0.00%	Not reported	Q1 2018
UTHRUNITED THERAPEUTICS Corp	$1.15M	0.95%	0.00%	-0.8%	Q2 2013
VERAVera Therapeutics, Inc.	$1.08M	0.90%	0.04%	-30.6%	Q1 2023
RCUSArcus Biosciences, Inc.	$1.04M	0.86%	0.04%	-20.9%	Q1 2020
ROIVRoivant Sciences Ltd.	$1.02M	0.84%	0.00%	-28.3%	Q4 2022
MDTMedtronic plc	$962K	0.80%	0.00%	Not reported	Q4 2014
TRVITrevi Therapeutics, Inc.	$939K	0.78%	0.06%	-11.6%	Q1 2025
COGTCogent Biosciences, Inc.	$902K	0.75%	0.01%	-32.3%	Q1 2021
MLYSMineralys Therapeutics, Inc.	$895K	0.74%	0.04%	0.0%	Q1 2023
ALNYAlnylam Pharmaceuticals, Inc.	$864K	0.72%	0.00%	-22.7%	Q2 2016
TARSTarsus Pharmaceuticals, Inc.	$852K	0.71%	0.03%	-23.5%	Q3 2024
RAPPRapport Therapeutics, Inc.	$835K	0.69%	0.05%	-34.7%	Q2 2025
NKTRNektar Therapeutics	$821K	0.68%	0.05%	-19.5%	Q1 2015
SNDXSyndax Pharmaceuticals Inc	$787K	0.65%	0.04%	-48.2%	Q4 2023
ARDXArdelyx, Inc.	$781K	0.65%	0.05%	New	Q1 2026
PFEPfizer Inc	$772K	0.64%	0.00%	+1.3%	Q3 2013
BOLDBoundless Bio, Inc.	$746K	0.62%	3.03%	Not reported	Q1 2024
ASNDAscendis Pharma A/S	$728K	0.60%	0.00%	-14.0%	Q1 2015
AVBPArriVent BioPharma, Inc.	$720K	0.60%	0.07%	-21.5%	Q1 2025
GPCRStructure Therapeutics Inc.	$711K	0.59%	0.01%	-40.9%	Q4 2023
IMTXImmatics N.V.	$693K	0.57%	0.05%	+6.1%	Q2 2025
BBIOBridgeBio Pharma, Inc.	$687K	0.57%	0.00%	-27.5%	Q4 2020
SPRYARS Pharmaceuticals, Inc.	$677K	0.56%	0.08%	+165.6%	Q3 2022
ONCBeOne Medicines Ltd.	$631K	0.52%	0.00%	-29.8%	Q3 2018
TECXTectonic Therapeutic, Inc.	$628K	0.52%	0.10%	-54.9%	Q2 2025

Q4 2025Reported Feb 9, 202674 positions
EVMNEvommune, Inc.	$10.1M	8.08%	1.87%	New	Q4 2025
CTNMContineum Therapeutics, Inc.	$9.15M	7.34%	3.47%	Not reported	Q2 2024
LLYELI LILLY & Co	$7.82M	6.27%	0.00%	-22.4%	Q2 2013
SIShoulder Innovations, Inc.	$7.04M	5.64%	2.39%	+14.4%	Q3 2025
UNHUnitedhealth Group Inc	$4.49M	3.60%	0.00%	+0.4%	Q3 2015
AMGNAmgen Inc	$4.28M	3.43%	0.00%	+26.4%	Q2 2013
JNJJohnson & Johnson	$4.2M	3.37%	0.00%	+32.7%	Q1 2017
ABBVAbbVie Inc.	$3.84M	3.08%	0.00%	+13.5%	Q4 2013
VRTXVertex Pharmaceuticals Inc / Ma	$3.63M	2.91%	0.00%	+3.8%	Q2 2013
ABTAbbott Laboratories	$2.94M	2.36%	0.00%	+36.6%	Q4 2014
REGNRegeneron Pharmaceuticals, Inc.	$2.87M	2.30%	0.00%	-6.4%	Q2 2013
ISRGIntuitive Surgical Inc	$2.75M	2.20%	0.00%	-15.7%	Q4 2013
BSXBoston Scientific Corp	$2.63M	2.11%	0.00%	+24.9%	Q2 2013
ARGXArgenx SE	$2.43M	1.95%	0.00%	-25.6%	Q2 2020
DHRDanaher Corp	$2.42M	1.94%	0.00%	Not reported	Q3 2018
SYKStryker Corp	$2.3M	1.85%	0.00%	+52.3%	Q2 2015
TMOThermo Fisher Scientific Inc.	$2.26M	1.81%	0.00%	Not reported	Q2 2013
MRKMerck & Co., Inc.	$2.25M	1.81%	0.00%	+30.5%	Q2 2013
GILDGilead Sciences, Inc.	$2.2M	1.76%	0.00%	-8.5%	Q2 2013
INSMINSMED Inc	$1.95M	1.56%	0.01%	-16.7%	Q3 2013
DXCMDexcom Inc	$1.9M	1.53%	0.01%	+38.7%	Q2 2013
VERAVera Therapeutics, Inc.	$1.87M	1.50%	0.06%	+22.1%	Q1 2023
GPCRStructure Therapeutics Inc.	$1.66M	1.33%	0.01%	-89.2%	Q4 2023
BNTXBioNTech SE	$1.64M	1.31%	0.01%	-2.5%	Q3 2021
EWEdwards Lifesciences Corp	$1.47M	1.18%	0.00%	+15.0%	Q2 2013
AZNAstrazeneca PLC	$1.4M	1.12%	Not reported	-18.8%	Q3 2018
SMMTSummit Therapeutics Inc.	$1.39M	1.12%	0.01%	+7.5%	Q1 2023
RCUSArcus Biosciences, Inc.	$1.36M	1.09%	0.05%	-84.5%	Q1 2020
SNDXSyndax Pharmaceuticals Inc	$1.29M	1.03%	0.07%	-23.0%	Q4 2023
TARSTarsus Pharmaceuticals, Inc.	$1.21M	0.97%	0.03%	-19.9%	Q3 2024
ALNYAlnylam Pharmaceuticals, Inc.	$1.19M	0.95%	0.00%	-8.7%	Q2 2016
RAPPRapport Therapeutics, Inc.	$1.18M	0.95%	0.08%	-10.5%	Q2 2025
COGTCogent Biosciences, Inc.	$1.16M	0.93%	0.02%	Not reported	Q1 2021
MLYSMineralys Therapeutics, Inc.	$1.15M	0.92%	0.04%	-6.7%	Q1 2023
TRVITrevi Therapeutics, Inc.	$1.05M	0.85%	0.07%	-20.5%	Q1 2025
ROIVRoivant Sciences Ltd.	$984K	0.79%	0.01%	-9.3%	Q4 2022
TECXTectonic Therapeutic, Inc.	$881K	0.71%	0.23%	-78.1%	Q2 2025
VTYXVentyx Biosciences, Inc.	$875K	0.70%	0.14%	-91.2%	Q3 2023
BBIOBridgeBio Pharma, Inc.	$854K	0.68%	0.01%	-18.2%	Q4 2020
UTHRUNITED THERAPEUTICS Corp	$840K	0.67%	0.00%	+125.2%	Q2 2013
BOLDBoundless Bio, Inc.	$814K	0.65%	3.03%	Not reported	Q1 2024
ONCBeOne Medicines Ltd.	$810K	0.65%	0.00%	-63.0%	Q3 2018
RDNTRadNet, Inc.	$785K	0.63%	0.01%	+10.0%	Q4 2022
AVBPArriVent BioPharma, Inc.	$770K	0.62%	0.09%	-2.5%	Q1 2025
QUREuniQure N.V.	$732K	0.59%	0.05%	-0.5%	Q4 2014
ASNDAscendis Pharma A/S	$694K	0.56%	0.01%	-9.6%	Q1 2015
LENZLENZ Therapeutics, Inc.	$680K	0.55%	0.14%	Not reported	Q1 2024
PFEPfizer Inc	$676K	0.54%	0.00%	-64.8%	Q3 2013
INSPInspire Medical Systems, Inc.	$664K	0.53%	0.03%	Not reported	Q1 2019
IONSIonis Pharmaceuticals Inc	$662K	0.53%	0.01%	-9.1%	Q4 2015

Q3 2025Reported Nov 14, 202581 positions
CTNMContineum Therapeutics, Inc.	$9.41M	5.81%	2.86%	Not reported	Q2 2024
LLYELI LILLY & Co	$7.15M	4.42%	0.00%	+4.5%	Q2 2013
GPCRStructure Therapeutics Inc.	$6.21M	3.83%	0.12%	+331.9%	Q4 2023
ANABAnaptysbio, Inc	$5.96M	3.68%	0.71%	+131.8%	Q2 2018
SIShoulder Innovations, Inc.	$5.4M	3.33%	2.09%	New	Q3 2025
RCUSArcus Biosciences, Inc.	$5.01M	3.09%	0.34%	+43.1%	Q1 2020
IMTXImmatics N.V.	$4.78M	2.95%	0.46%	+68.7%	Q2 2025
UNHUnitedhealth Group Inc	$4.68M	2.89%	0.00%	-19.1%	Q3 2015
BCAXBicara Therapeutics Inc.	$4.21M	2.60%	0.49%	+32.3%	Q2 2025
ORICOric Pharmaceuticals, Inc.	$3.94M	2.43%	0.34%	+42.0%	Q1 2025
SLDBSolid Biosciences Inc.	$3.91M	2.41%	0.81%	+50.2%	Q2 2025
KURAKura Oncology, Inc.	$3.5M	2.16%	0.45%	+22.3%	Q3 2018
VTYXVentyx Biosciences, Inc.	$3.44M	2.13%	1.55%	+18.9%	Q3 2023
ABBVAbbVie Inc.	$3.43M	2.12%	0.00%	Not reported	Q4 2013
MBXMBX Biosciences, Inc.	$3.41M	2.11%	0.44%	+1.6%	Q2 2025
ZBIOZenas BioPharma, Inc.	$3.37M	2.08%	0.36%	-27.8%	Q2 2025
PVLAPalvella Therapeutics, Inc.	$3.08M	1.90%	0.44%	-48.6%	Q2 2025
TECXTectonic Therapeutic, Inc.	$3.02M	1.87%	1.03%	+94.8%	Q2 2025
VRTXVertex Pharmaceuticals Inc / Ma	$3.02M	1.86%	0.00%	+11.1%	Q2 2013
AMGNAmgen Inc	$2.92M	1.80%	0.00%	-8.3%	Q2 2013
TILInstil Bio, Inc.	$2.88M	1.78%	2.38%	+87.2%	Q1 2021
ARGXArgenx SE	$2.87M	1.77%	0.01%	-4.8%	Q2 2020
JNJJohnson & Johnson	$2.84M	1.75%	0.00%	-20.7%	Q1 2017
ISRGIntuitive Surgical Inc	$2.57M	1.59%	0.00%	+9.5%	Q4 2013
ONCBeOne Medicines Ltd.	$2.45M	1.51%	0.00%	-6.7%	Q3 2018
ABTAbbott Laboratories	$2.3M	1.42%	0.00%	+13.2%	Q4 2014
REGNRegeneron Pharmaceuticals, Inc.	$2.23M	1.38%	0.00%	+43.1%	Q2 2013
GILDGilead Sciences, Inc.	$2.17M	1.34%	0.00%	-0.7%	Q2 2013
BSXBoston Scientific Corp	$2.16M	1.33%	0.00%	+4.7%	Q2 2013
DHRDanaher Corp	$2.1M	1.30%	0.00%	Not reported	Q3 2018
PFEPfizer Inc	$1.97M	1.21%	0.00%	Not reported	Q3 2013
INSMINSMED Inc	$1.93M	1.19%	0.01%	-9.8%	Q3 2013
TMOThermo Fisher Scientific Inc.	$1.89M	1.17%	0.00%	Not reported	Q2 2013
QUREuniQure N.V.	$1.79M	1.11%	0.05%	-44.6%	Q4 2014
BNTXBioNTech SE	$1.74M	1.07%	0.01%	+9.3%	Q3 2021
SYKStryker Corp	$1.59M	0.98%	0.00%	+10.3%	Q2 2015
SMMTSummit Therapeutics Inc.	$1.53M	0.94%	0.01%	+13.6%	Q1 2023
ALNYAlnylam Pharmaceuticals, Inc.	$1.49M	0.92%	0.00%	-1.5%	Q2 2016
AZNAstrazeneca PLC	$1.44M	0.89%	Not reported	+0.6%	Q3 2018
DXCMDexcom Inc	$1.39M	0.86%	0.01%	+56.8%	Q2 2013
MRKMerck & Co., Inc.	$1.39M	0.86%	0.00%	-21.5%	Q2 2013
BMRNBiomarin Pharmaceutical Inc	$1.36M	0.84%	0.01%	+6.4%	Q2 2013
RAPPRapport Therapeutics, Inc.	$1.29M	0.80%	0.09%	-75.8%	Q2 2025
MLYSMineralys Therapeutics, Inc.	$1.28M	0.79%	0.04%	-91.1%	Q1 2023
SNDXSyndax Pharmaceuticals Inc	$1.22M	0.75%	0.09%	+25.5%	Q4 2023
EWEdwards Lifesciences Corp	$1.17M	0.72%	0.00%	Not reported	Q2 2013
TARSTarsus Pharmaceuticals, Inc.	$1.09M	0.68%	0.04%	-0.7%	Q3 2024
MRUSMerus N.V.	$1.09M	0.67%	0.02%	-26.4%	Q2 2025
TRVITrevi Therapeutics, Inc.	$969K	0.60%	0.08%	-21.0%	Q1 2025
ALHCAlignment Healthcare, Inc.	$951K	0.59%	0.03%	Not reported	Q1 2021

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