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

SECTORAL ASSET MANAGEMENT INC

$121M in tracked AUM across 77 positions as of Q1 2026.

SA
CIK 0001274413 · last filed Mar 31, 2026
Total AUM
$121M
as of Q1 2026
Holdings
77
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$121M▼ 3.2%
77 positionsView →2025Q4Dec 31
$125M▲ 31.0%
74 positionsView →2025Q3Sep 30
$95M▼ 0.7%
53 positionsView →2025Q2Jun 30
$96M▲ 19.9%
61 positionsLocked2025Q1Mar 31
$80M▼ 46.6%
58 positionsLocked2024Q4Dec 31
$150M▼ 11.5%
86 positionsLocked2024Q3Sep 30
$169M▼ 31.2%
90 positionsLocked2024Q2Jun 30
$246M▼ 3.3%
97 positionsLocked2024Q1Mar 31
$254M▲ 9.5%
92 positionsLocked2023Q4Dec 31
$232M▼ 54.8%
104 positionsLocked2023Q3Sep 30
$514M▼ 14.4%
123 positionsLocked2023Q2Jun 30
$600M▲ 15.3%
121 positionsLocked
Showing 12 of 49