Sectoral Asset Management Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Sectoral Asset Management Inc. reported 82 stock positions worth $143.3 million. Its top holding was Contineum Therapeutics Class A (CTNM) at 8.3% of the portfolio, followed by Shoulder Innovations (SI, 6.1%) and Eli Lilly (LLY, 5.3%). Compared with Q1 2026, it opened 14 new positions, sold out of 9, added to 17 and reduced 18. The biggest buy was a new position in Oruka Therapeutics (ORKA) and the biggest sale an exit from Evommune (EVMN).

Most Recent 13F
Q2 2026
Location
MONTREAL, A8
CIK
0001274413
Portfolio Value
$143.3M (Q2 2026)
SEC Filing
0001104659-26-096554 ↗ filed Aug 14, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $254.4M Q1 2024 Q2 2024: $246.1M Q2 2024 Q3 2024: $169.3M Q3 2024 Q4 2024: $149.8M Q4 2024 Q1 2025: $128.5M Q1 2025 Q2 2025: $151.5M Q2 2025 Q3 2025: $162.0M Q3 2025 Q4 2025: $124.8M Q4 2025 Q1 2026: $120.7M Q1 2026 Q2 2026: $143.3M $143.3M Q2 2026

Holdings 82 stocks · $143.3M
CTNM Contineum Therapeutics Inc. Class A 8.32% 727,587 $11.9M No change
SI Shoulder Innovations Inc. 6.09% 430,407 $8.7M No change
LLY Eli Lilly & Co. 5.32% 6,354 $7.6M No change
UNH Unitedhealth Group Inc. 3.84% 13,235 $5.5M Reduce -11.5%
JNJ Johnson & Johnson 3.23% 18,218 $4.6M No change
ORKA Oruka Therapeutics Inc. 2.79% 41,987 $4.0M New
BNTX Biontech SE-ADR 2.72% 41,869 $3.9M Add +88.9%
DFTX Definium Therapeutics Inc. 2.57% 78,310 $3.7M New
DXCM Dexcom Inc. 2.39% 50,756 $3.4M Add +118.5%
RCUS Arcus Biosciences Inc. 2.39% 110,870 $3.4M Add +146.0%
AMGN Amgen Inc. 2.33% 9,210 $3.3M No change
SMMT Summit Therapeutics Inc. 2.24% 220,180 $3.2M Add +216.3%
IRTC Irhythm Holdings Inc. 2.16% 26,070 $3.1M New
ABBV Abbvie Inc. 2.14% 12,200 $3.1M No change
MRK Merck & Co. Inc. 1.94% 21,480 $2.8M No change
AVBP Arrivent Biopharma Inc. 1.92% 79,043 $2.7M Add +163.4%
VRTX Vertex Pharmaceuticals Inc. 1.88% 5,432 $2.7M Reduce -22.5%
ARGX Argenx SE - ADR 1.83% 2,831 $2.6M Reduce -20.6%
GILD Gilead Sciences Inc. 1.82% 20,620 $2.6M Reduce -25.0%
INSM Insmed Inc. 1.73% 23,216 $2.5M Add +18.0%
TECX Tectonic Therapeutic Inc. 1.70% 71,009 $2.4M Add +272.6%
ISRG Intuitive Surgical Inc. 1.62% 5,850 $2.3M Add +11.4%
IMTX Immatics NV 1.59% 224,928 $2.3M Add +236.6%
SYK Stryker Corp. 1.57% 7,129 $2.2M Add +21.4%
AVTX Avalo Therapeutics Inc. 1.55% 119,923 $2.2M New
CBIO Crescent Biopharma Inc. 1.52% 121,300 $2.2M New
ROIV Roivant Sciences Ltd. 1.51% 61,100 $2.2M Add +88.0%
IQV Iqvia Holdings Inc. 1.46% 10,848 $2.1M Add +30.6%
PLSE Pulse Biosciences Inc. 1.31% 67,895 $1.9M New
DHR Danaher Corp. 1.28% 9,597 $1.8M No change
TMO Thermo Fisher Scientific Inc. 1.23% 3,508 $1.8M No change
ABT Abbott Laboratories 1.14% 18,080 $1.6M Reduce -29.3%
ATEC Alphatec Holdings Inc. 1.12% 185,900 $1.6M New
BSX Boston Scientific Corp. 1.08% 36,330 $1.6M Add +4.5%
TMDX Transmedics Group Inc. 1.02% 21,950 $1.5M New
CYTK Cytokinetics Inc. 0.97% 16,330 $1.4M Add +123.7%
REGN Regeneron Pharmaceuticals 0.94% 2,169 $1.4M Reduce -25.7%
CVS CVS Health Corp. 0.94% 13,000 $1.3M New
EW Edwards Lifesciences Corp. 0.94% 14,826 $1.3M Reduce -14.5%
TRVI Trevi Therapeutics Inc. 0.85% 65,596 $1.2M Reduce -11.9%
BMY Bristol-Myers Squibb Co. 0.85% 21,150 $1.2M No change
VERA Vera Therapeutics Inc. 0.77% 25,573 $1.1M No change
COGT Cogent Biosciences Inc. 0.72% 26,740 $1.0M Add +20.8%
MDT Medtronic PLC 0.61% 11,100 $876K No change
TARS Tarsus Pharmaceuticals Inc. 0.58% 13,285 $836K Add +17.9%
KURA Kura Oncology Inc. 0.55% 71,480 $784K No change
CNC Centene Corp. 0.54% 12,000 $770K New
UTHR United Therapeutics Corp. 0.52% 1,370 $742K Reduce -19.9%
HNGE Hinge Health Inc. Class A 0.51% 8,744 $726K Reduce -28.6%
NKTR Nektar Therapeutics 0.49% 10,111 $706K Reduce -6.8%
ALNY Alnylam Pharmaceuticals Inc. 0.49% 2,310 $695K No change
ASND Ascendis Pharma A/S 0.48% 2,570 $685K Reduce -8.2%
PFE Pfizer Inc. 0.46% 27,500 $662K No change
ARDX Ardelyx Inc. 0.44% 122,394 $624K No change
PRVA Privia Health Group Inc. 0.43% 24,136 $621K Reduce -11.1%
PTCT PTC Therapeutics Inc. 0.43% 7,470 $609K Add +12.3%
IONS Ionis Pharmaceuticals Inc. 0.40% 7,200 $571K No change
AGMB Agomab Therapeutics NV 0.39% 43,500 $565K No change
BMRN Biomarin Pharmaceutical Inc. 0.38% 9,450 $541K No change
ONC Beone Medicines Ltd.-ADR 0.37% 1,870 $533K No change
HUM Humana Inc. 0.35% 1,250 $497K New
JAZZ Jazz Pharmaceuticals PLC 0.29% 1,750 $422K No change
RPRX Royalty Pharma PLC Class A 0.28% 7,200 $404K No change
BIIB Biogen Inc. 0.28% 1,850 $400K No change
MLYS Mineralys Therapeutics Inc. 0.27% 14,565 $393K Reduce -53.9%
ILMN Illumina Inc. 0.26% 2,132 $375K No change
AXSM Axsome Therapeutics Inc. 0.26% 1,500 $367K No change
SNDX Syndax Pharmaceuticals Inc. 0.24% 15,680 $343K Reduce -50.5%
RVMD Revolution Medicines Inc. 0.24% 1,830 $343K No change
ABVX Abivax SA-ADR 0.22% 2,340 $312K No change
BBIO Bridgebio Pharma Inc. 0.21% 4,100 $305K Reduce -49.4%
MRNA Moderna Inc. 0.21% 4,350 $305K No change
GH Guardant Health Inc. 0.21% 1,980 $297K No change
INCY Incyte Corp. 0.19% 2,350 $266K No change
ORIC Oric Pharmaceuticals Inc. 0.18% 23,500 $255K No change
SPRY Ars Pharmaceuticals Inc. 0.17% 29,900 $239K Reduce -62.2%
GPCR Structure Therapeutics Inc. 0.16% 4,325 $232K Reduce -69.3%
MEDP Medpace Holdings Inc. 0.16% 430 $228K No change
TEM Tempus AI Inc. Class A 0.16% 3,880 $225K New
CRBP Corbus Pharmaceuticals Holdi 0.13% 20,000 $188K New
PALI Palisade Bio Inc. 0.13% 88,000 $184K No change
ENGN Engene Therapeutics Inc. 0.03% 21,700 $38K New

Portfolio Sells Q1 2026 → Q2 2026
EVMN Evommune Inc. Sold out 0.00% −11.22
GILD Gilead Sciences Inc. Reduce -25.0% 1.82% −1.60
REGN Regeneron Pharmaceuticals Reduce -25.7% 0.94% −1.11
ABT Abbott Laboratories Reduce -29.3% 1.14% −1.03
VRTX Vertex Pharmaceuticals Inc. Reduce -22.5% 1.88% −0.98
RAPP Rapport Therapeutics Inc. Sold out 0.00% −0.69
BOLD Boundless Bio Inc. Sold out 0.00% −0.62
MLYS Mineralys Therapeutics Inc. Reduce -53.9% 0.27% −0.47
ARGX Argenx SE - ADR Reduce -20.6% 1.83% −0.43
UTHR United Therapeutics Corp. Reduce -19.9% 0.52% −0.43
GPCR Structure Therapeutics Inc. Reduce -69.3% 0.16% −0.43
QURE Uniqure NV Sold out 0.00% −0.41
SNDX Syndax Pharmaceuticals Inc. Reduce -50.5% 0.24% −0.41
SPRY Ars Pharmaceuticals Inc. Reduce -62.2% 0.17% −0.39
ALHC Alignment Healthcare Inc. Sold out 0.00% −0.39
RDNT Radnet Inc. Sold out 0.00% −0.37
BBIO Bridgebio Pharma Inc. Reduce -49.4% 0.21% −0.36
INSP Inspire Medical Systems Inc. Sold out 0.00% −0.31
NBIX Neurocrine Biosciences Inc. Sold out 0.00% −0.28
OMDA Omada Health Inc. Sold out 0.00% −0.27
EW Edwards Lifesciences Corp. Reduce -14.5% 0.94% −0.21
NKTR Nektar Therapeutics Reduce -6.8% 0.49% −0.19
ASND Ascendis Pharma A/S Reduce -8.2% 0.48% −0.12
PRVA Privia Health Group Inc. Reduce -11.1% 0.43% −0.03
TRVI Trevi Therapeutics Inc. Reduce -11.9% 0.85% +0.08
HNGE Hinge Health Inc. Class A Reduce -28.6% 0.51% +0.12
UNH Unitedhealth Group Inc. Reduce -11.5% 3.84% +0.49

Portfolio Buys Q1 2026 → Q2 2026
ORKA Oruka Therapeutics Inc. New 2.79% +2.79
DFTX Definium Therapeutics Inc. New 2.57% +2.57
IRTC Irhythm Holdings Inc. New 2.16% +2.16
AVTX Avalo Therapeutics Inc. New 1.55% +1.55
RCUS Arcus Biosciences Inc. Add +146.0% 2.39% +1.53
CBIO Crescent Biopharma Inc. New 1.52% +1.52
AVBP Arrivent Biopharma Inc. Add +163.4% 1.92% +1.32
PLSE Pulse Biosciences Inc. New 1.31% +1.31
TECX Tectonic Therapeutic Inc. Add +272.6% 1.70% +1.18
DXCM Dexcom Inc. Add +118.5% 2.39% +1.18
ATEC Alphatec Holdings Inc. New 1.12% +1.12
SMMT Summit Therapeutics Inc. Add +216.3% 2.24% +1.08
BNTX Biontech SE-ADR Add +88.9% 2.72% +1.02
TMDX Transmedics Group Inc. New 1.02% +1.02
IMTX Immatics NV Add +236.6% 1.59% +1.02
CVS CVS Health Corp. New 0.94% +0.94
ROIV Roivant Sciences Ltd. Add +88.0% 1.51% +0.67
CNC Centene Corp. New 0.54% +0.54
CYTK Cytokinetics Inc. Add +123.7% 0.97% +0.52
HUM Humana Inc. New 0.35% +0.35
IQV Iqvia Holdings Inc. Add +30.6% 1.46% +0.29
TEM Tempus AI Inc. Class A New 0.16% +0.16
CRBP Corbus Pharmaceuticals Holdi New 0.13% +0.13
ENGN Engene Therapeutics Inc. New 0.03% +0.03
PTCT PTC Therapeutics Inc. Add +12.3% 0.43% −0.00
COGT Cogent Biosciences Inc. Add +20.8% 0.72% −0.03
SYK Stryker Corp. Add +21.4% 1.57% −0.03
TARS Tarsus Pharmaceuticals Inc. Add +17.9% 0.58% −0.12
ISRG Intuitive Surgical Inc. Add +11.4% 1.62% −0.38
BSX Boston Scientific Corp. Add +4.5% 1.08% −0.73
INSM Insmed Inc. Add +18.0% 1.73% −1.07

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 82$143.3MCTNM, SI, LLY, UNH, JNJ
Q1 2026 77$120.7MEVMN, CTNM, SI, LLY, JNJ
Q4 2025 74$124.8MEVMN, CTNM, LLY, SI, UNH
Q3 2025 82$162.0MCTNM, LLY, GPCR, ANAB, SI
Q2 2025 94$151.5MLENZ, LLY, UNH, MLYS, CTNM
Q1 2025 84$128.5MLENZ, LLY, UNH, MLYS, CTNM
Q4 2024 86$149.8MLENZ, CTNM, LLY, UNH, GILD
Q3 2024 90$169.3MLENZ, CTNM, LLY, UNH, GILD
Q2 2024 97$246.1MLLY, LENZ, CTNM, UNH, MRK
Q1 2024 92$254.4MLENZ, LLY, BOLD, UNH, MRK