Sectoral Asset Management Inc Top Holdings and 13F Report (2025)

About Sectoral Asset Management Inc

Investment Activity

Sectoral Asset Management Inc has $149.82 million in total holdings as of December 31, 2024.
Sectoral Asset Management Inc owns shares of 86 different stocks, but just 31 companies or ETFs make up 80% of its holdings.
Approximately 8.60% of the portfolio was purchased this quarter.
About 16.69% of the portfolio was sold this quarter.
This quarter, Sectoral Asset Management Inc has purchased 90 new stocks and bought additional shares in 16 stocks.
Sectoral Asset Management Inc sold shares of 55 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

LENZ THERAPEUTICS: $28,213,063
CONTINEUM THERAPEUTI: $11,731,530
Eli Lilly and Company: $9,685,512
UnitedHealth Group: $7,398,203
Gilead Sciences: $4,739,505

Largest New Holdings this Quarter

Health Catalyst: $1,131,200 Holding
Privia Health Group: $1,016,600 Holding
Clover Health Investments: $866,250 Holding
The Cigna Group: $621,315 Holding
Iovance Biotherapeutics: $603,100 Holding

Largest Purchases this Quarter

Amgen: 5,460 shares (about $1.42M)
Eli Lilly and Company: 1,550 shares (about $1.20M)
Health Catalyst: 160,000 shares (about $1.13M)
Privia Health Group: 52,000 shares (about $1.02M)
Clover Health Investments: 275,000 shares (about $866.25K)

Largest Sales this Quarter

uniQure: 81,500 shares (about $1.44M)
Edwards Lifesciences: 18,000 shares (about $1.33M)
Pfizer: 37,000 shares (about $981.61K)
Gilead Sciences: 9,755 shares (about $901.07K)
Zai Lab: 28,070 shares (about $735.15K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
LENZ THERAPEUTICS	$28,213,063		0.0%	977,245	18.8%	COM
CONTINEUM THERAPEUTI	$11,731,530	$1,465 ▼	0.0%	800,787	7.8%	CL A
LLY Eli Lilly and Company	$9,685,512	$1,196,600 ▲	14.1%	12,546	6.5%	Medical
UNH UnitedHealth Group	$7,398,203	$758,790 ▲	11.4%	14,625	4.9%	Medical
GILD Gilead Sciences	$4,739,505	$901,069 ▼	-16.0%	51,310	3.2%	Medical
MLYS Mineralys Therapeutics	$4,688,670	$632,365 ▲	15.6%	380,883	3.1%	Medical
ABBV AbbVie	$3,340,760	$533,100 ▲	19.0%	18,800	2.2%	Medical
JNJ Johnson & Johnson	$3,311,798	$433,860 ▼	-11.6%	22,900	2.2%	Medical
AMGN Amgen	$3,271,032	$1,423,094 ▲	77.0%	12,550	2.2%	Medical
BSX Boston Scientific	$2,905,222	$44,660 ▼	-1.5%	32,526	1.9%	Medical
ABT Abbott Laboratories	$2,759,658	$565,550 ▲	25.8%	24,398	1.8%	Medical
BMY Bristol-Myers Squibb	$2,488,640	$339,360 ▼	-12.0%	44,000	1.7%	Medical
TMO Thermo Fisher Scientific	$2,472,389	$260,251 ▼	-9.5%	4,750	1.7%	Medical
MRK Merck & Co., Inc.	$2,437,260	$49,740 ▲	2.1%	24,500	1.6%	Medical
REGN Regeneron Pharmaceuticals	$2,421,922		0.0%	3,400	1.6%	Medical
SYK Stryker	$2,308,083	$378,670 ▼	-14.1%	6,400	1.5%	Medical
BNTX BioNTech	$2,159,353	$660,340 ▲	44.1%	18,950	1.4%	Medical
MDT Medtronic	$2,117,750	$241,110 ▼	-10.2%	26,350	1.4%	Medical
ARGX argenx	$2,109,450	$348,705 ▼	-14.2%	3,430	1.4%	Medical
PFE Pfizer	$2,060,055	$981,610 ▼	-32.3%	77,650	1.4%	Medical
BOUNDLESS BIO INC	$1,967,865		0.0%	678,574	1.3%	COM
ALNY Alnylam Pharmaceuticals	$1,953,073	$327,081 ▼	-14.3%	8,300	1.3%	Medical
BMRN BioMarin Pharmaceutical	$1,932,462	$491,003 ▼	-20.3%	29,400	1.3%	Medical
DHR Danaher	$1,671,351	$574,347 ▲	52.4%	7,275	1.1%	Medical
NBIX Neurocrine Biosciences	$1,610,700	$97,598 ▼	-5.7%	11,800	1.1%	Medical
ISRG Intuitive Surgical	$1,591,978		0.0%	3,050	1.1%	Medical
PCVX Vaxcyte	$1,551,247	$361,003 ▲	30.3%	18,950	1.0%	Medical
VRTX Vertex Pharmaceuticals	$1,477,909	$471,159 ▼	-24.2%	3,670	1.0%	Medical
SRPT Sarepta Therapeutics	$1,339,922	$157,581 ▼	-10.5%	11,020	0.9%	Medical
GPCR Structure Therapeutics	$1,335,660	$674,068 ▲	101.9%	49,250	0.9%	Medical
MLTX MoonLake Immunotherapeutics	$1,282,651	$193,370 ▼	-13.1%	23,687	0.9%	Medical
FOLD Amicus Therapeutics	$1,277,540	$53,835 ▼	-4.0%	135,620	0.9%	Medical
QURE uniQure	$1,262,690	$1,439,290 ▼	-53.3%	71,500	0.8%	Medical
ZLAB Zai Lab	$1,173,312	$735,153 ▼	-38.5%	44,800	0.8%	Medical
CYTK Cytokinetics	$1,152,480	$192,535 ▼	-14.3%	24,500	0.8%	Medical
HCAT Health Catalyst	$1,131,200	$1,131,200 ▲	New Holding	160,000	0.8%	Medical
TARS Tarsus Pharmaceuticals	$1,124,011	$498,330 ▲	79.6%	20,300	0.8%	Medical
SPRY ARS Pharmaceuticals	$1,118,374	$77,722 ▲	7.5%	106,007	0.7%	Medical
BPMC Blueprint Medicines	$1,095,483	$205,839 ▼	-15.8%	12,560	0.7%	Medical
RCUS Arcus Biosciences	$1,035,629	$88,893 ▼	-7.9%	69,552	0.7%	Medical
PRVA Privia Health Group	$1,016,600	$1,016,600 ▲	New Holding	52,000	0.7%	Medical
CVS CVS Health	$987,580	$157,115 ▼	-13.7%	22,000	0.7%	Medical
LEGN Legend Biotech	$969,692	$84,604 ▲	9.6%	29,800	0.6%	Medical
AZN AstraZeneca	$959,868	$438,329 ▼	-31.3%	14,650	0.6%	Medical
CLOV Clover Health Investments	$866,250	$866,250 ▲	New Holding	275,000	0.6%	Medical
SGOV iShares 0-3 Month Treasury Bond ETF	$802,640	$722,376 ▼	-47.4%	8,000	0.5%	ETF
NARI Inari Medical	$773,561	$502,690 ▼	-39.4%	15,153	0.5%	Medical
CI The Cigna Group	$621,315	$621,315 ▲	New Holding	2,250	0.4%	Medical
IOVA Iovance Biotherapeutics	$603,100	$603,100 ▲	New Holding	81,500	0.4%	Medical
BIIB Biogen	$589,048	$332,601 ▼	-36.1%	3,852	0.4%	Medical
ILMN Illumina	$583,963	$183,741 ▼	-23.9%	4,370	0.4%	Medical
EW Edwards Lifesciences	$581,136	$1,332,541 ▼	-69.6%	7,850	0.4%	Medical
ARVN Arvinas	$577,976	$300,586 ▼	-34.2%	30,150	0.4%	Medical
COGT Cogent Biosciences	$575,640	$82,680 ▼	-12.6%	73,800	0.4%	Medical
SMMT Summit Therapeutics	$535,350	$58,889 ▲	12.4%	30,000	0.4%	Medical
ENGENE HOLDINGS INC	$524,811	$101,745 ▼	-16.2%	78,919	0.4%	COM
INSM Insmed	$508,894	$159,482 ▼	-23.9%	7,371	0.3%	Medical
RCKT Rocket Pharmaceuticals	$505,100	$40,224 ▼	-7.4%	40,183	0.3%	Medical
ITCI Intra-Cellular Therapies	$409,248	$127,786 ▼	-23.8%	4,900	0.3%	Medical
ROIV Roivant Sciences	$408,135	$125,717 ▼	-23.5%	34,500	0.3%	Medical
HUM Humana	$401,116	$152,226 ▼	-27.5%	1,581	0.3%	Medical
BGNE BeiGene	$371,267	$115,813 ▼	-23.8%	2,010	0.2%	Medical
OLMA Olema Pharmaceuticals	$359,420	$25,244 ▼	-6.6%	61,650	0.2%	Medical
BBIO BridgeBio Pharma	$315,560	$98,372 ▼	-23.8%	11,500	0.2%	Medical
MEDP Medpace	$275,751	$85,051 ▼	-23.6%	830	0.2%	Medical
PTCT PTC Therapeutics	$261,812	$81,252 ▼	-23.7%	5,800	0.2%	Medical
TURNSTONE BIOLOGICS	$257,219		0.0%	517,648	0.2%	COM
IONS Ionis Pharmaceuticals	$251,712	$78,310 ▼	-23.7%	7,200	0.2%	Medical
VERA Vera Therapeutics	$241,053	$73,077 ▼	-23.3%	5,700	0.2%	Medical
CRNX Crinetics Pharmaceuticals	$224,972	$71,582 ▼	-24.1%	4,400	0.2%	Medical
GERN Geron	$224,790	$61,950 ▲	38.0%	63,500	0.2%	Medical
ASND Ascendis Pharma A/S	$220,272	$74,479 ▼	-25.3%	1,600	0.1%	Medical
JAZZ Jazz Pharmaceuticals	$215,513	$64,531 ▼	-23.0%	1,750	0.1%	Medical
RVMD Revolution Medicines	$214,326	$66,922 ▼	-23.8%	4,900	0.1%	Medical
UTHR United Therapeutics	$209,940	$164,071 ▼	-43.9%	595	0.1%	Medical
SWTX SpringWorks Therapeutics	$198,715	$162,946 ▼	-45.1%	5,500	0.1%	Medical
VTRS Viatris	$194,220	$124,998 ▼	-39.2%	15,600	0.1%	Medical
NVO Novo Nordisk A/S	$189,244		0.0%	2,200	0.1%	Medical
RPRX Royalty Pharma	$183,672	$235,457 ▼	-56.2%	7,200	0.1%	Finance
MRNA Moderna	$180,873	$399,584 ▼	-68.8%	4,350	0.1%	Medical
MDGL Madrigal Pharmaceuticals	$175,885	$146,571 ▼	-45.5%	570	0.1%	Medical
INCY Incyte	$172,675	$172,675 ▲	New Holding	2,500	0.1%	Medical
CARGO THERAPEUTICS	$122,570	$122,570 ▲	New Holding	8,500	0.1%	COM
EXEL Exelixis	$116,550	$250,083 ▼	-68.2%	3,500	0.1%	Medical
AXSM Axsome Therapeutics	$69,380	$69,380 ▲	New Holding	820	0.0%	Medical
IOBT IO Biotech	$69,000	$69,000 ▲	New Holding	75,000	0.0%	Medical
IQV IQVIA	$0	$1,800,972 ▼	-100.0%	0	0.0%	Medical
ZBH Zimmer Biomet	$0	$1,457,325 ▼	-100.0%	0	0.0%	Medical
ICLR ICON Public	$0	$1,323,924 ▼	-100.0%	0	0.0%	Medical
OPCH Option Care Health	$0	$1,252,000 ▼	-100.0%	0	0.0%	Medical
EVH Evolent Health	$0	$1,102,920 ▼	-100.0%	0	0.0%	Computer and Technology
GDRX GoodRx	$0	$805,040 ▼	-100.0%	0	0.0%	Medical
DXCM DexCom	$0	$717,328 ▼	-100.0%	0	0.0%	Medical
APLS Apellis Pharmaceuticals	$0	$297,052 ▼	-100.0%	0	0.0%	Medical
PERSPECTIVE THERAPEU	$0	$272,340 ▼	-100.0%	0	0.0%	COM
ITOS iTeos Therapeutics	$0	$159,787 ▼	-100.0%	0	0.0%	Medical
JPST JPMorgan Ultra-Short Income ETF	$0	$126,850 ▼	-100.0%	0	0.0%	ETF
ADCT ADC Therapeutics	$0	$114,074 ▼	-100.0%	0	0.0%	Medical
KYVERNA THERAPEUTICS	$0	$111,981 ▼	-100.0%	0	0.0%	COM

Showing largest 100 holdings. View all holdings.

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Sectoral Asset Management Inc Top Holdings and 13F Report (2025)

About Sectoral Asset Management Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

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Sectoral Asset Management Inc Top Holdings and 13F Report (2025)

About Sectoral Asset Management Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSectoral Asset Management Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools