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SGH

Sivik Global Healthcare Portfolio holdings

AUM $132M
1-Year Est. Return 24.1%
This Fund
S&P 500
This Quarter Est. Return
+10.1%
1 Year Est. Return
+24.1%
3 Year Est. Return
+53.78%
5 Year Est. Return
+97.1%
10 Year Est. Return
+690.63%
AUM
$132M
AUM Growth
$0
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
46.58%
Holding
34
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Healthcare 81.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNH icon
26
UnitedHealth
UNH
$382B
$2.71M 2.05%
10,000
– –
GMED icon
27
Globus Medical
GMED
$10.4B
$2.58M 1.96%
30,000
– –
ABT icon
28
Abbott
ABT
$180B
$2.57M 1.95%
25,000
– –
EW icon
29
Edwards Lifesciences
EW
$47.6B
$1.6M 1.22%
20,000
– –
SNN icon
30
Smith & Nephew
SNN
$12.9B
$1.59M 1.21%
50,000
– –
ELV icon
31
Elevance Health
ELV
$81.9B
$1.46M 1.11%
5,000
– –
EHC icon
32
Encompass Health
EHC
$11.2B
$1.45M 1.1%
15,000
– –
CVS icon
33
CVS Health
CVS
$137B
$1.44M 1.09%
20,000
– –
1
2

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Sivik Global Healthcare's Q2 2026 Portfolio in Review

As of Q2 2026, Sivik Global Healthcare held 34 positions worth $132M, unchanged from the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Trading was light in Q2 2026: portfolio turnover was 0%. Sivik Global Healthcare opened no new positions and made no exits, leaving the 34-position portfolio largely intact.

By sector, the portfolio is most concentrated in Healthcare at 82% of assets, unchanged from a quarter earlier.

  • Sivik Global Healthcare's ten largest holdings make up 47% of its $132M portfolio in Q2 2026.
  • Sivik Global Healthcare opened 0 new positions and closed 0 in Q2 2026.
  • Sivik Global Healthcare's portfolio value was unchanged quarter-over-quarter at $132M.

Based on Sivik Global Healthcare's 13F filing for Q2 2026, filed 20 Jul 2026.