Institutional Manager · CIK 0001274413
SECTORAL ASSET MANAGEMENT INC
Montreal, A8 · File #028-10653
Latest AUM
$124.8M
Positions
74
Top-10 Concentration
50.3%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202574 pos · $124.8M
- 13F HOLDINGS REPORTQ/E Sep 202582 pos · $162.0M
- 13F HOLDINGS REPORTQ/E Jun 202594 pos · $151.5M
- 13F HOLDINGS REPORTQ/E Mar 202584 pos · $128.5M
- 13F HOLDINGS REPORTQ/E Dec 202486 pos · $149.8M
- 13F HOLDINGS REPORTQ/E Sep 202490 pos · $169.3M
- 13F HOLDINGS REPORTQ/E Jun 202497 pos · $246.1M
- 13F HOLDINGS REPORTQ/E Mar 202492 pos · $254.4M
- 13F HOLDINGS REPORTQ/E Dec 2023123 pos · $513.5M
- 13F HOLDINGS REPORTQ/E Sep 2023121 pos · $599.8M
- 13F HOLDINGS REPORTQ/E Jun 2023118 pos · $520.3M
- 13F HOLDINGS REPORTQ/E Mar 2023120 pos · $516.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | EVOMMUNE INC | EVMN | 589,005 | $10.1M | 8.83% |
| 2 | CONTINEUM THERAPEUTICS | CTNM | 800,787 | $9.2M | 8.02% |
| 3 | ELI LILLY & CO | LLY | 7,276 | $7.8M | 6.85% |
| 4 | SHOULDER INNOVATIONS | SI | 492,435 | $7.0M | 6.17% |
| 5 | UNITEDHEALTH GRP INC | UNH | 13,595 | $4.5M | 3.93% |
| 6 | AMGEN INC | AMGN | 13,070 | $4.3M | 3.75% |
| 7 | JOHNSON & JOHNSON | JNJ | 20,300 | $4.2M | 3.68% |
| 8 | ABBVIE INC | ABBV | 16,800 | $3.8M | 3.36% |
| 9 | VERTEX PHARMA | VRTX | 8,005 | $3.6M | 3.18% |
| 10 | ABBOTT LABS | ABLZF | 23,498 | $2.9M | 2.58% |
| 11 | REGENERON PHARMCTCLS | REGN | 3,715 | $2.9M | 2.51% |
| 12 | INTUITIVE SURGIC INC | ISRG | 4,850 | $2.7M | 2.41% |
| 13 | BOSTON SCIENTIFIC | BSX | 27,626 | $2.6M | 2.31% |
| 14 | ARGENX SE SPN ADR | ARGX | 2,894 | $2.4M | 2.13% |
| 15 | DANAHER CORP | 235851102 | 10,575 | $2.4M | 2.12% |
| 16 | STRYKER CORP | SYK | 6,550 | $2.3M | 2.02% |
| 17 | THERMO FISHER SCIENTIFIC | TMO | 3,900 | $2.3M | 1.98% |
| 18 | MERCK & CO INC | MRK | 21,400 | $2.3M | 1.97% |
| 19 | GILEAD SCIENCES INC | GILD | 17,885 | $2.2M | 1.92% |
| 20 | INSMED INC | INSM | 11,182 | $1.9M | 1.70% |