Institutional Fund
Sectoral Asset Management Inc
Montreal, QuebecCIK 12744135 filings on record
Portfolio Value
$120.73M
Q1 2026
Holdings
77
Reported positions
New Buys
10
Opened this quarter
QoQ Change
-3.2%
from $124.75M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Evommune Inc11.2%
- Contineum Therapeutics Inc7.9%
- Shoulder Innovations Inc5.2%
- Eli Lilly & Co4.8%
- Johnson & Johnson3.7%
- Gilead Sciences Inc3.4%
- Other63.8%
Portfolio Holdings
77 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Evommune Inc | 589.0K | $13.54M | 11.2% | 0 | Held |
| 2 | Contineum Therapeutics Inc | 727.6K | $9.50M | 7.9% | −73.2K | Reduced |
| 3 | Shoulder Innovations Inc | 430.4K | $6.25M | 5.2% | −62.0K | Reduced |
| 4 | Eli Lilly & Co | 6.4K | $5.84M | 4.8% | −922 | Reduced |
| 5 | Johnson & Johnson | 18.2K | $4.45M | 3.7% | −2.1K | Reduced |
| 6 | Gilead Sciences Inc | 27.5K | $4.13M | 3.4% | +9.6K | Added |
| 7 | Unitedhealth Group Inc | 15.0K | $4.05M | 3.4% | +1.4K | Added |
| 8 | Amgen Inc | 9.2K | $3.51M | 2.9% | −3.9K | Reduced |
| 9 | Vertex Pharmaceuticals Inc | 7.0K | $3.46M | 2.9% | −998 | Reduced |
| 10 | Insmed Inc | 19.7K | $3.38M | 2.8% | +8.5K | Added |
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