Integral Health Asset Management, LLC
Q2 2026 13F filing
Updated 27 days ago92 disclosed positions worth $2.5B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | R RVMDW REVOLUTION MEDICINES INC | $280.9M | 1.50M | 11.10% | — |
| 2 | I INSM INSMED INC | $170.6M | 1.60M | 6.74% | — |
| 3 | C CYTK CYTOKINETICS INC | $136.3M | 1.60M | 5.38% | — |
| 4 | C CVS CVS HEALTH CORP | $113.8M | 1.10M | 4.49% | — |
| 5 | E EWTX EDGEWISE THERAPEUTICS INC | $81.3M | 2.00M | 3.21% | — |
| 6 | V VERA VERA THERAPEUTICS INC | $75.1M | 1.75M | 2.97% | — |
| 7 | A AXSM AXSOME THERAPEUTICS INC. | $73.4M | 300.0K | 2.90% | — |
| 8 | C CAH CARDINAL HEALTH INC | $71.3M | 300.0K | 2.81% | — |
| 9 | R ROIV ROIVANT SCIENCES LTD | $70.8M | 2.00M | 2.80% | — |
| 10 | R RYTM RHYTHM PHARMACEUTICALS INC | $61.1M | 550.0K | 2.41% | — |
| 11 | E EW EDWARDS LIFESCIENCES CORP | $56.5M | 625.0K | 2.23% | — |
| 12 | R RVMDW REVOLUTION MEDICINES INC | $56.2M | 300.0K | 2.22% | — |
| 13 | A ALHC ALIGNMENT HEALTHCARE INC | $47.6M | 2.00M | 1.88% | — |
| 14 | M MRK MERCK & CO INC | $45M | 350.0K | 1.78% | — |
| 15 | D DGX QUEST DIAGNOSTICS INC | $42.4M | 200.0K | 1.67% | — |
| 16 | Q QURE UNIQURE NV | $41.5M | 900.0K | 1.64% | — |
| 17 | S SRRK SCHOLAR ROCK HLDG CORP | $41.3M | 750.0K | 1.63% | — |
| 18 | B BSX BOSTON SCIENTIFIC CORP | $38.4M | 900.0K | 1.52% | — |
| 19 | B BTSGU BRIGHTSPRING HEALTH SVCS INC | $38.4M | 550.0K | 1.52% | — |
| 20 | A ABT ABBOTT LABORATORIES | $36.3M | 400.0K | 1.43% | — |
| 21 | U UNH UNITEDHEALTH GROUP INC | $35.3M | 85.0K | 1.40% | — |
| 22 | L LFST LIFESTANCE HEALTH GROUP INC | $32.1M | 3.00M | 1.27% | — |
| 23 | N NVSEF NOVARTIS AG | $31.3M | 200.0K | 1.24% | — |
| 24 | T TNGX TANGO THERAPEUTICS INC | $31.3M | 1.00M | 1.23% | — |
| 25 | T THC TENET HEALTHCARE CORP | $30.9M | 165.0K | 1.22% | — |
| 26 | S SYRE SPYRE THERAPEUTICS INC | $28.9M | 325.0K | 1.14% | — |
| 27 | N NONOF NOVO-NORDISK A S | $28.8M | 600.0K | 1.14% | — |
| 28 | D DFTX DEFINIUM THERAPEUTICS INC | $25.9M | 550.0K | 1.02% | — |
| 29 | N NBIX NEUROCRINE BIOSCIENCES INC | $25.3M | 150.0K | 1.00% | — |
| 30 | R REGN REGENERON PHARMACEUTICALS | $24.9M | 40.0K | 0.99% | — |
| 31 | I IONS IONIS PHARMACEUTICALS INC | $23.8M | 300.0K | 0.94% | — |
| 32 | B BIIB BIOGEN INC | $21.6M | 100.0K | 0.85% | — |
| 33 | T TVTX TRAVERE THERAPEUTICS INC | $21.3M | 375.0K | 0.84% | — |
| 34 | L LNTH LANTHEUS HLDGS INC | $21.1M | 190.0K | 0.83% | — |
| 35 | G GKOS GLAUKOS CORP | $21M | 150.0K | 0.83% | — |
| 36 | O ORIC ORIC PHARMACEUTICALS INC | $20.6M | 1.90M | 0.81% | — |
| 37 | B BBIO BRIDGEBIO PHARMA INC | $20.5M | 275.0K | 0.81% | — |
| 38 | V VRTX VERTEX PHARMACEUTICALS INC | $19.9M | 40.0K | 0.78% | — |
| 39 | A ALMS ALUMIS INC | $19.7M | 700.0K | 0.78% | — |
| 40 | E ELV ELEVANCE HEALTH INC FORMERLY | $19.3M | 50.0K | 0.76% | — |
| 41 | C CNC CENTENE CORP DEL | $19.3M | 300.0K | 0.76% | — |
| 42 | E EQR ERASCA INC | $18.3M | 1.00M | 0.72% | — |
| 43 | L LLY ELI LILLY & CO | $18M | 15.0K | 0.71% | — |
| 44 | A ARWR ARROWHEAD PHARMACEUTICALS IN | $16.3M | 200.0K | 0.64% | — |
| 45 | N NVST ENVISTA HOLDINGS CORPORATION | $15.8M | 600.0K | 0.62% | — |
| 46 | M MDT MEDTRONIC PLC | $15.6M | 200.0K | 0.62% | — |
| 47 | W WAT WATERS CORP | $15M | 40.0K | 0.59% | — |
| 48 | L LIVN LIVANOVA PLC | $14.8M | 180.0K | 0.58% | — |
| 49 | N NONOF NOVO-NORDISK A S | $14.4M | 300.0K | 0.57% | — |
| 50 | F FBRX FORTE BIOSCIENCES INC | $14.3M | 675.0K | 0.57% | — |