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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%

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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.