SECTORAL ASSET MANAGEMENT INC

CIK

1274413

City

MONTREAL

State / Country

A8

Stock

SPRY — ARS Pharmaceuticals, Inc.

Top Portfolio Positions

77 positions · $117,070,256 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
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%

Portfolio Trend

25 quarters · across all stocks

Holdings in SPRY

Compact Export CSV

Shares Held

Position Value (USD)

15 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$635,574	79,150	+165.6%	Shares	Sole	2026-05-15
2025-12-31	$347,204	29,803	-63.6%	Shares	Sole	2026-02-09
2025-09-30	$821,939	81,785	+24.3%	Shares	Sole	2025-11-14
2025-06-30	$1,147,948	65,785	-34.3%	Shares	Sole	2025-08-14
2025-03-31	$1,260,578	100,205	-5.5%	Shares	Sole	2025-05-15
2024-12-31	$1,118,373	106,007	+7.5%	Shares	Sole	2025-02-14
2024-09-30	$1,430,280	98,640	-58.4%	Shares	Sole	2024-11-14
2024-06-30	$2,016,333	236,937	+15.9%	Shares	Sole	2024-08-13
2024-03-31	$2,089,346	204,437	-42.4%	Shares	Sole	2024-05-14
2023-12-31	$1,943,432	354,641	-66.2%	Shares	Sole	2024-02-14
2023-09-30	$3,965,941	1,049,191	-16.4%	Shares	Sole	2023-11-14
2023-06-30	$8,412,788	1,255,640	+58.2%	Shares	Sole	2023-08-11
2023-03-31	$5,166,251	793,587	+1.4%	Shares	Sole	2023-05-12
2022-12-31	$6,673,957	782,410	-25.1%	Shares	Sole	2023-02-10
2022-09-30	$5,518,835	1,045,234	—	Shares	Sole	2022-11-10
No 13F history on record for this holder in this stock.