Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SECTORAL ASSET MANAGEMENT INC (CIK 1274413) reported $120.7M across 74 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ($13.5M, 11.22%), CTNM ($9.5M, 7.87%), ($6.3M, 5.18%), LLY ($5.8M, 4.84%), JNJ ($4.5M, 3.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EVOMMUNE INC | $13.5M | 11.22% | 589,005 | Hold | |
| 2 | CTNM | CONTINEUM THERAPEUTICS | $9.5M | 7.87% | 727,587 | Trimmed |
| 3 | SHOULDER INNOVATIONS | $6.3M | 5.18% | 430,407 | Trimmed | |
| 4 | LLY | ELI LILLY & CO | $5.8M | 4.84% | 6,354 | Trimmed |
| 5 | JNJ | JOHNSON & JOHNSON | $4.5M | 3.69% | 18,218 | Trimmed |
| 6 | GILD | GILEAD SCIENCES INC | $4.1M | 3.42% | 27,490 | Added |
| 7 | UNH | UNITEDHEALTH GRP INC | $4.0M | 3.35% | 14,957 | Added |
| 8 | AMGN | AMGEN INC | $3.5M | 2.91% | 9,210 | Trimmed |
| 9 | VRTX | VERTEX PHARMA | $3.5M | 2.86% | 7,007 | Trimmed |
| 10 | INSM | INSMED INC | $3.4M | 2.80% | 19,668 | Added |
| 11 | ARGX | ARGENX SE | $2.7M | 2.27% | 3,564 | Added |
| 12 | ABBV | ABBVIE INC | $2.7M | 2.20% | 12,200 | Trimmed |
| 13 | ABT | ABBOTT LABS | $2.6M | 2.18% | 25,578 | Added |
| 14 | MRK | MERCK & CO INC | $2.6M | 2.14% | 21,480 | Added |
| 15 | REGN | REGENERON PHARMCTCLS | $2.5M | 2.06% | 2,919 | Trimmed |
| 16 | ISRG | INTUITIVE SURGIC INC | $2.4M | 2.00% | 5,250 | Added |
| 17 | BSX | BOSTON SCIENTIFIC | $2.2M | 1.81% | 34,780 | Added |
| 18 | BNTX | BIONTECH SE | $2.0M | 1.69% | 22,164 | Added |
| 19 | SYK | STRYKER CORP | $1.9M | 1.60% | 5,874 | Trimmed |
| 20 | DHR | DANAHER CORP | $1.8M | 1.51% | 9,597 | Trimmed |
| 21 | TMO | THERMO FISHER SCIENTIFIC | $1.7M | 1.43% | 3,508 | Trimmed |
| 22 | DXCM | DEXCOM INC | $1.5M | 1.21% | 23,231 | Trimmed |
| 23 | IQV | IQVIA HOLDINGS INC | $1.4M | 1.17% | 8,307 | New |
| 24 | SMMT | SUMMIT THERAPEUTICS | $1.4M | 1.16% | 69,615 | Trimmed |
| 25 | EW | EDWARDS LIFESCIENCES | $1.4M | 1.15% | 17,338 | Added |
Source: SEC Form 13F filings · as of 2026-03-31