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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
+2.67%
1 Year Est. Return
+59.89%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$234M
AUM Growth
+$7.15M
Cap. Flow
+$12.2M
Cap. Flow %
5.23%
Top 10 Hldgs %
56.95%
Holding
38
New
1
Increased
23
Reduced
13
Closed
1

Top Buys

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$3.2M
2
ISRG icon
Intuitive Surgical
ISRG
+$1.68M
3
SYK icon
Stryker
SYK
+$1.67M
4
NBIX icon
Neurocrine Biosciences
NBIX
+$1.43M
5
MIRM icon
Mirum Pharmaceuticals
MIRM
+$1.32M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$4.61M
2
ACLX
Arcellx
ACLX
+$1.15M
3
AMGN icon
Amgen
AMGN
+$760K
4
BSX icon
Boston Scientific
BSX
+$616K
5
KRYS icon
Krystal Biotech
KRYS
+$490K

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
$995B
$30.2M 12.92%
38,721
+4,119
+12% +$3.2M
ABBV icon
2
AbbVie
ABBV
$431B
$16.1M 6.91%
86,933
-2,294
-3% -$426K
BSX icon
3
Boston Scientific
BSX
$71.1B
$13.6M 5.8%
126,185
-6,088
-5% -$616K
NBIX icon
4
Neurocrine Biosciences
NBIX
$16.9B
$11.1M 4.75%
88,392
+12,511
+16% +$1.43M
MRK icon
5
Merck
MRK
$316B
$11M 4.72%
139,172
+11,493
+9% +$914K
SYK icon
6
Stryker
SYK
$129B
$10.9M 4.65%
27,466
+4,468
+19% +$1.67M
VRTX icon
7
Vertex Pharmaceuticals
VRTX
$121B
$10.8M 4.64%
24,328
+1,520
+7% +$700K
ISRG icon
8
Intuitive Surgical
ISRG
$130B
$10.1M 4.32%
18,559
+3,214
+21% +$1.68M
TMO icon
9
Thermo Fisher Scientific
TMO
$209B
$9.84M 4.21%
24,266
+1,409
+6% +$589K
COR icon
10
Cencora
COR
$59.6B
$9.44M 4.04%
31,466
-87
-0.3% -$25.1K
GILD icon
11
Gilead Sciences
GILD
$168B
$8.11M 3.47%
73,165
-3,833
-5% -$408K
BBIO icon
12
BridgeBio Pharma
BBIO
$16.1B
$7.15M 3.06%
165,480
+14,132
+9% +$514K
AMGN icon
13
Amgen
AMGN
$210B
$6.67M 2.86%
23,894
-2,683
-10% -$760K
ALKS icon
14
Alkermes
ALKS
$8.33B
$6.5M 2.78%
227,224
+12,446
+6% +$370K
ONC
15
BeOne Medicines Ltd
ONC
$33.5B
$5.9M 2.53%
24,386
-755
-3% -$185K
MIRM icon
16
Mirum Pharmaceuticals
MIRM
$6.36B
$5.44M 2.33%
106,912
+29,649
+38% +$1.32M
UFPT icon
17
UFP Technologies
UFPT
$2.59B
$5.34M 2.29%
21,886
+627
+3% +$141K
CAH icon
18
Cardinal Health
CAH
$54.7B
$4.5M 1.93%
26,797
-891
-3% -$132K
EW icon
19
Edwards Lifesciences
EW
$51.6B
$4.49M 1.92%
57,360
-2,336
-4% -$174K
VRNA
20
DELISTED
Verona Pharma
VRNA
$4.45M 1.91%
47,100
+12,410
+36% +$919K
DXCM icon
21
DexCom
DXCM
$32.8B
$4.44M 1.9%
50,872
+5,031
+11% +$394K
IRTC icon
22
iRhythm Holdings
IRTC
$4.18B
$3.9M 1.67%
25,302
+4,755
+23% +$614K
SLNO
23
DELISTED
Soleno Therapeutics
SLNO
$3.4M 1.45%
40,532
+3,434
+9% +$257K
MRUS
24
DELISTED
Merus
MRUS
$3.15M 1.35%
59,889
+24,597
+70% +$1.16M
RVMD icon
25
Revolution Medicines
RVMD
$41.1B
$3.03M 1.3%
82,275
+27,314
+50% +$1.05M
1
2

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SAAM
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PAA
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HealthInvest Partners's Q2 2025 Portfolio in Review

As of Q2 2025, HealthInvest Partners held 38 positions worth $234M, up 3.2% from $227M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

HealthInvest Partners deployed $12.2M of net new capital in Q2 2025, opening 1 new position and adding to 23 existing holdings. Its largest new stake was Disc Medicine: 24,652 shares worth $1.31M.

By sector, the portfolio is most concentrated in Healthcare at 100% of assets, unchanged from a quarter earlier.

On the sell side, the largest reduction was UnitedHealth, an estimated $4.61M trimmed.

  • HealthInvest Partners's largest Q2 2025 buy was Disc Medicine: 24,652 shares worth $1.31M.
  • HealthInvest Partners added most to Eli Lilly in Q2 2025, an estimated $3.2M increase.
  • HealthInvest Partners's biggest Q2 2025 reduction was UnitedHealth, cutting an estimated $4.61M.
  • HealthInvest Partners fully exited Cabaletta Bio in Q2 2025, selling an estimated $253K.
  • HealthInvest Partners's ten largest holdings make up 57% of its $234M portfolio in Q2 2025.
  • HealthInvest Partners opened 1 new position and closed 1 in Q2 2025.
  • HealthInvest Partners's portfolio value rose 3.2% quarter-over-quarter to $234M.

Based on HealthInvest Partners's 13F filing for Q2 2025, filed 14 Jul 2025.