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HealthInvest Partners Portfolio holdings

AUM $372M
1-Year Est. Return 59.89%
This Fund
S&P 500
This Quarter Est. Return
+19.07%
1 Year Est. Return
+59.89%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$372M
AUM Growth
+$62M
Cap. Flow
-$162M
Cap. Flow %
-43.7%
Top 10 Hldgs %
48%
Holding
42
New
3
Increased
16
Reduced
20
Closed
3

Top Buys

Rank Stock Value
1
MRK icon
Merck
MRK
+$18.2M
2
BIIB icon
Biogen
BIIB
+$12M
3
CVS icon
CVS Health
CVS
+$10.9M
4
IONS icon
Ionis Pharmaceuticals
IONS
+$8.22M
5
BSX icon
Boston Scientific
BSX
+$5.75M

Top Sells

Rank Stock Value
1
RVMD icon
Revolution Medicines
RVMD
+$79.5M
2
DXCM icon
DexCom
DXCM
+$34.1M
3
BCAX
Bicara Therapeutics
BCAX
+$22.9M
4
ISRG icon
Intuitive Surgical
ISRG
+$20.2M
5
CAH icon
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
LLY icon
1
Eli Lilly
LLY
$1.09T
$35.8M 9.62%
29,821
-9,901
-25% -$10.1M
MRK icon
2
Merck
MRK
$326B
$24.3M 6.55%
189,357
+155,504
+459% +$18.2M
JNJ icon
3
Johnson & Johnson
JNJ
$643B
$21.7M 5.84%
85,425
-6,952
-8% -$1.62M
ABBV icon
4
AbbVie
ABBV
$465B
$16.2M 4.35%
64,325
-43,856
-41% -$9.44M
CVS icon
5
CVS Health
CVS
$140B
$15.1M 4.07%
146,102
+122,329
+515% +$10.9M
TMO icon
6
Thermo Fisher Scientific
TMO
$214B
$14M 3.76%
27,859
+4,873
+21% +$2.34M
RVMD icon
7
Revolution Medicines
RVMD
$39.1B
$13.7M 3.68%
73,077
-544,168
-88% -$79.5M
BIIB icon
8
Biogen
BIIB
$30.4B
$13.6M 3.65%
+62,781
New +$12M
NBIX icon
9
Neurocrine Biosciences
NBIX
$18.4B
$12.3M 3.31%
72,898
-16,787
-19% -$2.49M
MIRM icon
10
Mirum Pharmaceuticals
MIRM
$6.84B
$11.8M 3.18%
100,807
-94,961
-49% -$9.53M
ALKS icon
11
Alkermes
ALKS
$8.42B
$11.2M 3.01%
213,329
-29,144
-12% -$1.14M
IONS icon
12
Ionis Pharmaceuticals
IONS
$9.14B
$10.9M 2.93%
137,131
+109,258
+392% +$8.22M
ONC
13
BeOne Medicines Ltd
ONC
$34.3B
$10M 2.7%
35,180
-6,537
-16% -$1.93M
ISRG icon
14
Intuitive Surgical
ISRG
$130B
$9.81M 2.64%
24,656
-46,195
-65% -$20.2M
SYK icon
15
Stryker
SYK
$133B
$9.53M 2.57%
30,283
+3,448
+13% +$1.09M
VRTX icon
16
Vertex Pharmaceuticals
VRTX
$124B
$9.5M 2.56%
19,131
-3,853
-17% -$1.71M
EW icon
17
Edwards Lifesciences
EW
$48.2B
$9.34M 2.51%
103,230
-3,288
-3% -$275K
BBIO icon
18
BridgeBio Pharma
BBIO
$16.8B
$9.29M 2.5%
124,707
+13,344
+12% +$935K
KRYS icon
19
Krystal Biotech
KRYS
$10.7B
$8.93M 2.4%
24,019
-13,560
-36% -$4.05M
COR icon
20
Cencora
COR
$62.2B
$8.81M 2.37%
31,126
+7,656
+33% +$2.21M
NAMS icon
21
NewAmsterdam Pharma
NAMS
$3.27B
$8.43M 2.27%
248,848
+154,052
+163% +$5.08M
ABVX
22
Abivax
ABVX
$10.8B
$7.75M 2.09%
58,170
+26,580
+84% +$3.01M
INCY icon
23
Incyte
INCY
$26B
$6.46M 1.74%
56,953
+6,157
+12% +$611K
IRTC icon
24
iRhythm Holdings
IRTC
$3.86B
$6.44M 1.73%
54,102
+31,780
+142% +$3.69M
BSX icon
25
Boston Scientific
BSX
$68.5B
$6.25M 1.68%
146,381
+105,949
+262% +$5.75M
1
2

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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.