13F Insight
DOSSIER · 13F-HR · Q1 2026

SECTORAL ASSET MANAGEMENT INC

SECTORAL ASSET's holding co. based in Omaha, NE — $121M in tracked AUM across 77 positions as of Q1 2026.

SA
SECTORAL ASSET·Omaha, NE·Holding Co.
CIK 0001274413 · last filed Mar 31, 2026
Total AUM
$121M
▼ 5.9%
vs prior
Holdings
77
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Health Care
22% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

SECTORAL ASSET MANAGEMENT INC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
EVMN
EVOMMUNE INC
$14M589K11.2%
02
CTNM
CONTINEUM THERAPEUTICS
$10M728K7.9%
03
SI
SHOULDER INNOVATIONS
$6M430K5.2%
04
LLY
ELI LILLY & CO
$6M6K4.8%
05
JNJ
JOHNSON & JOHNSON
$4M18K3.7%
06
GILD
GILEAD SCIENCES INC
$4M27K3.4%
07
UNH
UNITEDHEALTH GRP INC
$4M15K3.4%
08
AMGN
AMGEN INC
$4M9K2.9%
09
VRTX
VERTEX PHARMA
$3M7K2.9%
10
INSM
INSMED INC
$3M20K2.8%

Filing history

Filing history loading…