SECTORAL ASSET MANAGEMENT INC
Top Portfolio Positions
77 positions ·
$117,070,256 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| EVMN |
Evommune, Inc.
Healthcare
|
589,005 | $13,541,224 | 11.57% |
| CTNM |
Contineum Therapeutics, Inc.
Healthcare
|
727,587 | $9,502,286 | 8.12% |
| SI |
Shoulder Innovations, Inc.
|
430,407 | $6,253,813 | 5.34% |
| LLY |
ELI LILLY & Co
Healthcare
|
6,354 | $5,844,218 | 4.99% |
| JNJ |
Johnson & Johnson
Healthcare
|
18,218 | $4,453,207 | 3.80% |
| UNH |
Unitedhealth Group Inc
Healthcare
|
14,957 | $4,047,214 | 3.46% |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
27,490 | $3,831,281 | 3.27% |
| AMGN |
Amgen Inc
Healthcare
|
9,210 | $3,240,538 | 2.77% |
| INSM |
INSMED Inc
Healthcare
|
19,668 | $3,216,111 | 2.75% |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
7,007 | $3,128,905 | 2.67% |
Holdings in OMDA
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $322,043 | 25,620 | Shares | Sole | 2026-05-15 | |
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