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HealthInvest Partners Portfolio holdings
AUM
$372M
1-Year Est. Return
59.89%
This Fund
S&P 500
1 Year Est. Return
+59.89%
AUM
$372M
AUM Growth
+$62M
(+20%)
Holding
42
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 | +$18.2M | |
| 2 | +$12M | |
| 3 | +$10.9M | |
| 4 |
Ionis Pharmaceuticals
IONS
|
+$8.22M |
| 5 |
Boston Scientific
BSX
|
+$5.75M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 | +$79.5M | |
| 2 | +$34.1M | |
| 3 | +$22.9M | |
| 4 |
Intuitive Surgical
ISRG
|
+$20.2M |
| 5 |
Cardinal Health
CAH
|
+$17.7M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Eli Lilly
LLY
$1.09T
| $35.8M | 9.62% |
29,821
-9,901
|
|
||
2
Merck
MRK
$334B
| $24.3M | 6.55% |
189,357
+155,504
|
|
||
3
Johnson & Johnson
JNJ
$653B
| $21.7M | 5.84% |
85,425
-6,952
|
|
||
4
AbbVie
ABBV
$456B
| $16.2M | 4.35% |
64,325
-43,856
|
|
||
5
CVS Health
CVS
$121B
| $15.1M | 4.07% |
146,102
+122,329
|
|
||
6
Thermo Fisher Scientific
TMO
$217B
| $14M | 3.76% |
27,859
+4,873
|
|
||
7
Revolution Medicines
RVMD
$45.8B
| $13.7M | 3.68% |
73,077
-544,168
|
|
||
8
Biogen
BIIB
$31.5B
| $13.6M | 3.65% |
+62,781
|
|
||
9
Neurocrine Biosciences
NBIX
$15.7B
| $12.3M | 3.31% |
72,898
-16,787
|
|
||
10
Mirum Pharmaceuticals
MIRM
$6.12B
| $11.8M | 3.18% |
100,807
-94,961
|
|
||
11
Alkermes
ALKS
$8.34B
| $11.2M | 3.01% |
213,329
-29,144
|
|
||
|
12
Ionis Pharmaceuticals
IONS
$9.89B
| $10.9M | 2.93% |
137,131
+109,258
|
|
||
|
ONC
13
BeOne Medicines Ltd
ONC
$41.6B
| $10M | 2.7% |
35,180
-6,537
|
|
||
|
14
Intuitive Surgical
ISRG
$141B
| $9.81M | 2.64% |
24,656
-46,195
|
|
||
15
Stryker
SYK
$129B
| $9.53M | 2.57% |
30,283
+3,448
|
|
||
16
Vertex Pharmaceuticals
VRTX
$134B
| $9.5M | 2.56% |
19,131
-3,853
|
|
||
17
Edwards Lifesciences
EW
$52.6B
| $9.34M | 2.51% |
103,230
-3,288
|
|
||
18
BridgeBio Pharma
BBIO
$16.2B
| $9.29M | 2.5% |
124,707
+13,344
|
|
||
19
Krystal Biotech
KRYS
$9.88B
| $8.93M | 2.4% |
24,019
-13,560
|
|
||
20
Cencora
COR
$60.9B
| $8.81M | 2.37% |
31,126
+7,656
|
|
||
21
NewAmsterdam Pharma
NAMS
$3.26B
| $8.43M | 2.27% |
248,848
+154,052
|
|
||
|
ABVX
22
Abivax
ABVX
$10.4B
| $7.75M | 2.09% |
58,170
+26,580
|
|
||
23
Incyte
INCY
$25B
| $6.46M | 1.74% |
56,953
+6,157
|
|
||
24
iRhythm Holdings
IRTC
$3.86B
| $6.44M | 1.73% |
54,102
+31,780
|
|
||
|
25
Boston Scientific
BSX
$74B
| $6.25M | 1.68% |
146,381
+105,949
|
|
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HealthInvest Partners's Q2 2026 Portfolio in Review
As of Q2 2026, HealthInvest Partners held 42 positions worth $372M, up 20% from $310M the previous quarter. Its ten largest holdings account for 48% of the portfolio.
HealthInvest Partners withdrew a net $162M in Q2 2026, closing 3 positions and reducing 20 holdings. Its most notable exit was Amgen, an estimated $8.72M position sold in full.
By sector, the portfolio is most concentrated in Healthcare at 100% of assets, unchanged from a quarter earlier.
Against the trend, HealthInvest Partners opened a new position in Biogen worth $13.6M.
- HealthInvest Partners's largest Q2 2026 buy was Biogen: 62,781 shares worth $13.6M.
- HealthInvest Partners added most to Merck in Q2 2026, an estimated $18.2M increase.
- HealthInvest Partners's biggest Q2 2026 reduction was Revolution Medicines, cutting an estimated $79.5M.
- HealthInvest Partners fully exited Amgen in Q2 2026, selling an estimated $8.72M.
- HealthInvest Partners's ten largest holdings make up 48% of its $372M portfolio in Q2 2026.
- HealthInvest Partners opened 3 new positions and closed 3 in Q2 2026.
- HealthInvest Partners's portfolio value rose 20% quarter-over-quarter to $372M.
Based on HealthInvest Partners's 13F filing for Q2 2026, filed 24 Jul 2026.