account_balance
Investment manager · 13F filer · SEC CIK 1274413
Sectoral Asset Management Inc
Reported value$143Mas of Jun 30, 2026
Positions82 15 new, 10 sold out
Top 10 weight39.6%CTNM alone is 8%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
CTNMContineum Therapeutics
8.3%
SIShoulder Innovations
6.1%
LLYEli Lilly & Co
5.3%
UNHUnitedhealth GRP Inc
3.8%Trimmed −12%
JNJJohnson & Johnson
3.2%
ORKAOruka Therapeutics Inc
2.8%New
BNTXBiontech Se
2.7%Added +89%
DFTXDefinium Therapeutics Inc
2.6%New
DXCMDexcom Inc
2.4%Added +118%
RCUSArcus Biosciences
2.4%Added +146%
AMGNAmgen Inc
2.3%
SMMTSummit Therapeutics
2.2%Added +216%
CTNMContineum Therapeutics
8.3%
SIShoulder Innovations
6.1%
LLY5.3%UNH3.8%JNJJohnson & Johnson
3.2%
ORKA2.8%BNTX2.7%DFTX2.6%DXCM2.4%RCUS2.4%AMGN2.3%SMMT2.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CTNM Contineum Therapeutics 8.3% HeldSI Shoulder Innovations 6.1% HeldLLY Eli Lilly & Co 5.3% HeldUNH Unitedhealth GRP Inc 3.8% Trimmed −12%JNJ Johnson & Johnson 3.2% HeldORKA Oruka Therapeutics Inc 2.8% NewBNTX Biontech Se 2.7% Added +89%DFTX Definium Therapeutics Inc 2.6% NewDXCM Dexcom Inc 2.4% Added +118%RCUS Arcus Biosciences 2.4% Added +146%AMGN Amgen Inc 2.3% HeldSMMT Summit Therapeutics 2.2% Added +216%
What changed