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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
+13.49%
1 Year Est. Return
+59.89%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$27M
AUM Growth
-$207M
Cap. Flow
+$4.34M
Cap. Flow %
16.1%
Top 10 Hldgs %
53.8%
Holding
39
New
2
Increased
21
Reduced
8
Closed
1

Top Buys

Rank Stock Value
1
KRYS icon
Krystal Biotech
KRYS
+$3.3M
2
RNAM
Avidity Biosciences
RNAM
+$2.1M
3
NBIX icon
Neurocrine Biosciences
NBIX
+$1.93M
4
ONC
BeOne Medicines Ltd
ONC
+$1.81M
5
MRK icon
Merck
MRK
+$1.79M

Top Sells

Rank Stock Value
1
VRNA
Verona Pharma
VRNA
+$4.45M
2
BSX icon
Boston Scientific
BSX
+$4.09M
3
AMGN icon
Amgen
AMGN
+$2.93M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$2.74M
5
SYK icon
Stryker
SYK
+$1.81M

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
$1.06T
$3.02M 11.19%
37,244
-1,477
-4% -$1.1M
ABBV icon
2
AbbVie
ABBV
$431B
$2.26M 8.4%
92,105
+5,172
+6% +$1.05M
NBIX icon
3
Neurocrine Biosciences
NBIX
$16.2B
$1.53M 5.67%
102,625
+14,233
+16% +$1.93M
MRK icon
4
Merck
MRK
$317B
$1.43M 5.32%
160,913
+21,741
+16% +$1.79M
TMO icon
5
Thermo Fisher Scientific
TMO
$214B
$1.4M 5.18%
27,147
+2,881
+12% +$1.34M
ONC
6
BeOne Medicines Ltd
ONC
$36.7B
$1.1M 4.07%
30,333
+5,947
+24% +$1.81M
BBIO icon
7
BridgeBio Pharma
BBIO
$16.2B
$963K 3.57%
174,722
+9,242
+6% +$451K
COR icon
8
Cencora
COR
$63.2B
$949K 3.52%
28,608
-2,858
-9% -$841K
ISRG icon
9
Intuitive Surgical
ISRG
$132B
$936K 3.47%
19,707
+1,148
+6% +$551K
GILD icon
10
Gilead Sciences
GILD
$162B
$921K 3.42%
78,169
+5,004
+7% +$569K
BSX icon
11
Boston Scientific
BSX
$71.4B
$898K 3.33%
86,680
-39,505
-31% -$4.09M
SYK icon
12
Stryker
SYK
$129B
$894K 3.31%
22,769
-4,697
-17% -$1.81M
ALKS icon
13
Alkermes
ALKS
$8.11B
$805K 2.99%
252,875
+25,651
+11% +$723K
KRYS icon
14
Krystal Biotech
KRYS
$9.55B
$791K 2.93%
42,191
+22,033
+109% +$3.3M
VRTX icon
15
Vertex Pharmaceuticals
VRTX
$123B
$739K 2.74%
17,766
-6,562
-27% -$2.74M
MIRM icon
16
Mirum Pharmaceuticals
MIRM
$5.74B
$729K 2.7%
93,605
-13,307
-12% -$846K
NAMS icon
17
NewAmsterdam Pharma
NAMS
$3.23B
$585K 2.17%
193,625
+36,402
+23% +$873K
IRTC icon
18
iRhythm Holdings
IRTC
$4.21B
$548K 2.03%
29,991
+4,689
+19% +$745K
EW icon
19
Edwards Lifesciences
EW
$51.5B
$542K 2.01%
65,659
+8,299
+14% +$648K
CAH icon
20
Cardinal Health
CAH
$55.7B
$505K 1.87%
30,297
+3,500
+13% +$541K
UFPT icon
21
UFP Technologies
UFPT
$2.41B
$487K 1.81%
22,986
+1,100
+5% +$242K
MRUS
22
DELISTED
Merus
MRUS
$480K 1.78%
47,999
-11,890
-20% -$775K
SLNO
23
DELISTED
Soleno Therapeutics
SLNO
$432K 1.6%
60,156
+19,624
+48% +$1.45M
RVMD icon
24
Revolution Medicines
RVMD
$42.1B
$423K 1.57%
85,355
+3,080
+4% +$121K
AMGN icon
25
Amgen
AMGN
$219B
$414K 1.53%
13,806
-10,088
-42% -$2.93M
1
2

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SAAM
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HealthInvest Partners's Q3 2025 Portfolio in Review

As of Q3 2025, HealthInvest Partners held 39 positions worth $27M, down 88% from $234M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

HealthInvest Partners deployed $4.34M of net new capital in Q3 2025, opening 2 new positions and adding to 21 existing holdings. Its largest new stake was Avidity Biosciences: 51,978 shares worth $240K.

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 Boston Scientific, an estimated $4.09M trimmed.

  • HealthInvest Partners's largest Q3 2025 buy was Avidity Biosciences: 51,978 shares worth $240K.
  • HealthInvest Partners added most to Krystal Biotech in Q3 2025, an estimated $3.3M increase.
  • HealthInvest Partners's biggest Q3 2025 reduction was Boston Scientific, cutting an estimated $4.09M.
  • HealthInvest Partners fully exited Verona Pharma in Q3 2025, selling an estimated $4.45M.
  • HealthInvest Partners's ten largest holdings make up 54% of its $27M portfolio in Q3 2025.
  • HealthInvest Partners opened 2 new positions and closed 1 in Q3 2025.
  • HealthInvest Partners's portfolio value fell 88% quarter-over-quarter to $27M.

Based on HealthInvest Partners's 13F filing for Q3 2025, filed 4 Nov 2025.