1y return+59.9%S&P 500 +20.9%
3y return+68.0%S&P 500 +68.5%
5y return+47.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $217 against $232 in the S&P 500.2
Integral Health Asset Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| RVMDRevolution Medicines Inc | $280.9M | 11.5% | |
| INSMInsmed Inc | $170.6M | 7.0% | +6.7% |
| CYTKCytokinetics Inc | $136.3M | 5.6% | |
| CVSCvs Health Corp | $113.8M | 4.7% | +633.3% |
| EWTXEdgewise Therapeutics Inc | $81.3M | 3.3% | +25.0% |
| VERAVera Therapeutics Inc | $75.1M | 3.1% | +9.4% |
| AXSMAxsome Therapeutics Inc. | $73.4M | 3.0% | +757.1% |
| CAHCardinal Health Inc | $71.3M | 2.9% | +11.1% |
| Roivant Sciences LtdCUSIP G76279101 | $70.8M | 2.9% | |
| RYTMRhythm Pharmaceuticals Inc | $61.1M | 2.5% | −8.3% |
| EWEdwards Lifesciences Corp | $56.5M | 2.3% | +267.6% |
| ALHCAlignment Healthcare Inc | $47.6M | 2.0% | −22.3% |
| MRKMerck & Co Inc | $45.0M | 1.8% | −17.6% |
| DGXQuest Diagnostics Inc | $42.4M | 1.7% | +233.3% |
| Uniqure NvCUSIP N90064101 | $41.5M | 1.7% | |
| SRRKScholar Rock Hldg Corp | $41.2M | 1.7% | +50.0% |
| BSXBoston Scientific Corp | $38.4M | 1.6% | +63.6% |
| BTSGBrightspring Health Svcs Inc | $38.4M | 1.6% | −56.0% |
| ABTAbbott Laboratories | $36.3M | 1.5% | New |
| UNHUnitedhealth Group Inc | $35.3M | 1.4% | New |
| LFSTLifestance Health Group Inc | $32.1M | 1.3% | −30.2% |
| NVSNovartis Ag | $31.3M | 1.3% | −20.0% |
| TNGXTango Therapeutics Inc | $31.3M | 1.3% | +122.2% |
| THCTenet Healthcare Corp | $30.9M | 1.3% | New |
| SYRESpyre Therapeutics Inc | $28.9M | 1.2% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| RVMDRevolution Medicines Inc | March 31, 2023 | +764.6% | $280.9M |
| BTSGBrightspring Health Svcs Inc | September 30, 2024 | +375.1% | $38.4M |
| CYTKCytokinetics Inc | June 30, 2020 | +261.4% | $136.3M |
| TNGXTango Therapeutics Inc | December 31, 2025 | +252.8% | $31.3M |
| Roivant Sciences LtdCUSIP G76279101 | March 31, 2025 | +250.7% | $70.8M |
| INSMInsmed Inc | December 31, 2023 | +244.0% | $170.6M |
| DFTXDefinium Therapeutics Inc | March 31, 2026 | +148.9% | $25.9M |
| CVSCvs Health Corp | December 31, 2024 | +130.5% | $113.8M |
| ALHCAlignment Healthcare Inc | December 31, 2024 | +111.6% | $47.6M |
| LFSTLifestance Health Group Inc | September 30, 2025 | +94.7% | $32.1M |
Sold off last quarter
- Astrazeneca PLCCUSIP G0593M107 was $49.3M
- Ascendis Pharma A/sCUSIP 04351P101 was $26.3M
- FMSFresenius Medical Care Ag was $17.5M
- ISRGIntuitive Surgical Inc was $16.1M
- TARSTarsus Pharmaceuticals Inc was $14.0M
- GILDGilead Sciences Inc was $13.9M
- ELANElanco Animal Health Inc was $13.2M
- DNTHDianthus Therapeutics Inc was $12.6M
- DXCMDexcom Inc was $11.0M
- Soleno Therapeutics IncCUSIP 834203309 was $10.9M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +17.9% | +14.8% |
| March 31, 2026 | −3.7% | −4.6% |
| December 31, 2025 | +14.6% | +2.4% |
| September 30, 2025 | +22.8% | +7.8% |
| June 30, 2025 | +7.2% | +10.5% |
| March 31, 2025 | −4.0% | −4.6% |
| December 31, 2024 | −8.3% | +2.1% |
| September 30, 2024 | +6.1% | +5.4% |
| June 30, 2024 | −2.7% | +4.0% |
| March 31, 2024 | +7.8% | +10.0% |
| December 31, 2023 | +13.7% | +11.2% |
| September 30, 2023 | −12.1% | −3.6% |
| June 30, 2023 | +6.1% | +8.3% |
| March 31, 2023 | −1.2% | +7.0% |
| December 31, 2022 | −0.1% | +7.1% |
| September 30, 2022 | +6.4% | −5.3% |
| June 30, 2022 | −13.6% | −16.5% |
| March 31, 2022 | −10.1% | −4.9% |
| December 31, 2021 | +5.3% | +10.7% |
| September 30, 2021 | −3.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Integral Health Asset Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1773206&type=13F-HR&dateb=&owner=include&count=40CIK 1773206
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1773206/000117266126003449/Filed August 14, 2026 · accession 0001172661-26-003449