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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
+18.37%
1 Year Est. Return
+59.89%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$313M
AUM Growth
+$286M
Cap. Flow
+$41.5M
Cap. Flow %
13.24%
Top 10 Hldgs %
52.99%
Holding
46
New
8
Increased
17
Reduced
12
Closed
7

Top Buys

Rank Stock Value
1
CVS icon
CVS Health
CVS
+$8.4M
2
IONS icon
Ionis Pharmaceuticals
IONS
+$6.96M
3
INCY icon
Incyte
INCY
+$6.86M
4
INSM icon
Insmed
INSM
+$5.09M
5
ABBV icon
AbbVie
ABBV
+$3.66M

Top Sells

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$5.84M
2
GILD icon
Gilead Sciences
GILD
+$3.33M
3
BBIO icon
BridgeBio Pharma
BBIO
+$2.19M
4
KRYS icon
Krystal Biotech
KRYS
+$1.75M
5
COR icon
Cencora
COR
+$1.65M

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
$1.05T
$33.5M 10.67%
31,133
-6,111
-16% -$5.84M
ABBV icon
2
AbbVie
ABBV
$429B
$24.7M 7.89%
108,181
+16,076
+17% +$3.66M
MRK icon
3
Merck
MRK
$316B
$20.6M 6.57%
195,768
+34,855
+22% +$3.27M
TMO icon
4
Thermo Fisher Scientific
TMO
$212B
$17.3M 5.53%
29,915
+2,768
+10% +$1.57M
NBIX icon
5
Neurocrine Biosciences
NBIX
$16.4B
$13.4M 4.29%
94,796
-7,829
-8% -$1.13M
ISRG icon
6
Intuitive Surgical
ISRG
$132B
$12.6M 4.03%
22,322
+2,615
+13% +$1.39M
ONC
7
BeOne Medicines Ltd
ONC
$36.3B
$12.3M 3.92%
40,432
+10,099
+33% +$3.31M
BBIO icon
8
BridgeBio Pharma
BBIO
$16.1B
$10.8M 3.45%
141,296
-33,426
-19% -$2.19M
VRTX icon
9
Vertex Pharmaceuticals
VRTX
$123B
$10.4M 3.32%
22,984
+5,218
+29% +$2.25M
BSX icon
10
Boston Scientific
BSX
$71.8B
$10.4M 3.31%
108,682
+22,002
+25% +$2.16M
SYK icon
11
Stryker
SYK
$128B
$9.43M 3.01%
26,835
+4,066
+18% +$1.48M
CVS icon
12
CVS Health
CVS
$123B
$8.45M 2.7%
+106,518
New +$8.4M
KRYS icon
13
Krystal Biotech
KRYS
$9.57B
$8.35M 2.66%
33,853
-8,338
-20% -$1.75M
COR icon
14
Cencora
COR
$61.5B
$8.03M 2.56%
23,773
-4,835
-17% -$1.65M
IONS icon
15
Ionis Pharmaceuticals
IONS
$9.07B
$7.31M 2.33%
+92,377
New +$6.96M
RVMD icon
16
Revolution Medicines
RVMD
$41.8B
$7.18M 2.29%
90,184
+4,829
+6% +$317K
AMGN icon
17
Amgen
AMGN
$217B
$7.17M 2.29%
21,903
+8,097
+59% +$2.57M
MIRM icon
18
Mirum Pharmaceuticals
MIRM
$5.77B
$7.08M 2.26%
89,685
-3,920
-4% -$281K
INCY icon
19
Incyte
INCY
$23.7B
$7M 2.23%
+70,851
New +$6.86M
NAMS icon
20
NewAmsterdam Pharma
NAMS
$3.23B
$6.91M 2.21%
197,036
+3,411
+2% +$124K
ALKS icon
21
Alkermes
ALKS
$8.15B
$6.78M 2.16%
242,473
-10,402
-4% -$312K
IRTC icon
22
iRhythm Holdings
IRTC
$4.09B
$6.67M 2.13%
37,579
+7,588
+25% +$1.34M
GILD icon
23
Gilead Sciences
GILD
$160B
$6.23M 1.99%
50,796
-27,373
-35% -$3.33M
UFPT icon
24
UFP Technologies
UFPT
$2.44B
$5.1M 1.63%
22,986
– –
INSM icon
25
Insmed
INSM
$28.5B
$4.85M 1.55%
+27,873
New +$5.09M
1
2

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HealthInvest Partners's Q4 2025 Portfolio in Review

As of Q4 2025, HealthInvest Partners held 46 positions worth $313M, up 1,062% from $27M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

HealthInvest Partners deployed $41.5M of net new capital in Q4 2025, opening 8 new positions and adding to 17 existing holdings. Its largest new stake was CVS Health: 106,518 shares worth $8.45M.

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 Eli Lilly, an estimated $5.84M trimmed.

  • HealthInvest Partners's largest Q4 2025 buy was CVS Health: 106,518 shares worth $8.45M.
  • HealthInvest Partners added most to AbbVie in Q4 2025, an estimated $3.66M increase.
  • HealthInvest Partners's biggest Q4 2025 reduction was Eli Lilly, cutting an estimated $5.84M.
  • HealthInvest Partners fully exited Edwards Lifesciences in Q4 2025, selling an estimated $542K.
  • HealthInvest Partners's ten largest holdings make up 53% of its $313M portfolio in Q4 2025.
  • HealthInvest Partners opened 8 new positions and closed 7 in Q4 2025.
  • HealthInvest Partners's portfolio value rose 1,062% quarter-over-quarter to $313M.

Based on HealthInvest Partners's 13F filing for Q4 2025, filed 6 Feb 2026.