SECTORAL ASSET MANAGEMENT INC

CIK 0001274413 · MONTREAL, A8 · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

SECTORAL ASSET MANAGEMENT INC reported 82 positions worth $143.3M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: CTNM (8.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$143.3M
2026 Q2
Positions
82
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
39.6%
Est. Net Flow (Q)
2026 Q2
10 / 82 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1CTNMCONTINEUM THERAPEUTICSSH$11.9M8.32%727,587
2SISHOULDER INNOVATIONSSH$8.7M6.09%430,407
3LLYELI LILLY & COSH$7.6M5.32%6,354
4UNHUNITEDHEALTH GRP INCSH$5.5M3.84%13,235
5JNJJOHNSON & JOHNSONSH$4.6M3.23%18,218
6ORKAORUKA THERAPEUTICS INCSH$4.0M2.79%41,987
7BNTXBIONTECH SESH$3.9M2.72%41,869
8DFTXDEFINIUM THERAPEUTICS INCSH$3.7M2.57%78,310
9DXCMDEXCOM INCSH$3.4M2.39%50,756
10RCUSARCUS BIOSCIENCESSH$3.4M2.39%110,870

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does SECTORAL ASSET MANAGEMENT INC hold as of Q2 2026?

SECTORAL ASSET MANAGEMENT INC reported 82 positions worth $143.3M in its Q2 2026 13F filing. Largest positions: CTNM (8.3%), SI (6.1%), LLY (5.3%), UNH (3.8%) and JNJ (3.2%).

What did SECTORAL ASSET MANAGEMENT INC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did SECTORAL ASSET MANAGEMENT INC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.