SECTORAL ASSET MANAGEMENT INC
CIK 1274413 · Holdings on Jun 30, 2025 · First reported Aug 14, 2025
Top ten holdings
Q2 2025- LENZ18.91%
- LLY4.62%
- UNH3.45%
- MLYS3.42%
- CTNM2.10%
- AMGN2.08%
- VRTX2.04%
- JNJ1.95%
- ISRG1.88%
- ABBV1.81%
Share classes counted separately42.26%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CTNMWeight decreased · -2.25 pp4.35% → 2.10%Shares 0 (0.00%)
- UNHWeight decreased · -1.81 pp5.26% → 3.45%Shares +3.85K (+29.86%)
- ORICWeight increased · +1.46 pp0.09% → 1.55%Shares +211.49K (+1057.42%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | LENZLENZ THERAPEUTICS INC View history and evidence | $28.64M | 18.91% | 977.25K shares | 19.56% → 18.91%-0.65 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | LLYELI LILLY & CO View history and evidence | $7.00M | 4.62% | 8.98K shares | 6.05% → 4.62%-1.43 pp -440 (-4.67%) | Reduced | ↗▾ |
| 03 | UNHUNITEDHEALTH GROUP INC View history and evidence | $5.22M | 3.45% | 16.75K shares | 5.26% → 3.45%-1.81 pp +3.85K (+29.86%) | Added | ↗▾ |
| 04 | MLYSMINERALYS THERAPEUTICS INC View history and evidence | $5.17M | 3.42% | 382.42K shares | 4.58% → 3.42%-1.16 pp +11.90K (+3.21%) | Added | ↗▾ |
| 05 | CTNMCONTINEUM THERAPEUTICS INC-ACL A View history and evidence | $3.18M | 2.10% | 800.79K shares | 4.35% → 2.10%-2.25 pp 0 (0.00%) | Unchanged | ↗▾ |
| 06 | AMGNAMGEN INC View history and evidence | $3.15M | 2.08% | 11.27K shares | 2.52% → 2.08%-0.44 pp +885 (+8.52%) | Added | ↗▾ |
| 07 | VRTXVERTEX PHARMACEUTICALS INC View history and evidence | $3.09M | 2.04% | 6.95K shares | 1.78% → 2.04%+0.26 pp +2.22K (+46.98%) | Added | ↗▾ |
| 08 | JNJJOHNSON & JOHNSON View history and evidence | $2.95M | 1.95% | 19.30K shares | 2.81% → 1.95%-0.86 pp -2.50K (-11.47%) | Reduced | ↗▾ |
| 09 | ISRGINTUITIVE SURGICAL INCCOM NEW View history and evidence | $2.85M | 1.88% | 5.25K shares | 2.02% → 1.88%-0.14 pp 0 (0.00%) | Unchanged | ↗▾ |
| 10 | ABBVABBVIE INC View history and evidence | $2.75M | 1.81% | 14.80K shares | 2.41% → 1.81%-0.60 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 15
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MDT MEDTRONIC PLC | Non-derivative | -23,850 | -$2.14M | SEC filing ↗ | SEC filing ↗ |
| THC TENET HEALTHCARE CORP | Non-derivative | -9,000 | -$1.21M | SEC filing ↗ | SEC filing ↗ |
| SWTX SPRINGWORKS THERAPEUTICS INC | Non-derivative | -25,325 | -$1.12M | SEC filing ↗ | SEC filing ↗ |
3 / 15 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1274413 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 151461491
}Research all 94 reported holdings.
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