Integral Health Asset Management, LLC Portfolio Holdings

Integral Health Asset Management, LLC

  • $987 Million
  • Q2 2025

Integral Health Asset Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $987 Million distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Insmed Inc with a value of $161M, Boston Scientific Corp with a value of $59.1M, Tenet Healthcare Corp with a value of $48.4M, Encompass Health Corp with a value of $39.2M, and Cytokinetics Inc with a value of $33M.

Examining the 13F form we can see an increase of $128M in the current position value, from $859M to 987M.

Below you can find more details about Integral Health Asset Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $987 Million
Healthcare: $987 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$16.5B
$161 Million 16.31% of portfolio
1,600,000
Q2 2025 Added 3.23%
$147B
$59.1 Million 5.98% of portfolio
550,000
Q2 2025 Reduced 15.38%
$18.4B
$48.4 Million 4.9% of portfolio
275,000
Q1 2025 Reduced 31.25%
$11.8B
$39.2 Million 3.97% of portfolio
320,000
Q2 2025 Added 18.52%
$3.23B
$33 Million 3.35% of portfolio
1,000,000
Q2 2025 Reduced 9.09%
$572M
$27.1 Million 2.74% of portfolio
1,150,000
Q4 2024 Added 130.0%
$59.7B
$26.3 Million 2.66% of portfolio
50,000
Q2 2025 New
$257B
$24.2 Million 2.45% of portfolio
200,000
Q2 2025 Reduced 20.0%
$38.3B
$23.5 Million 2.38% of portfolio
140,000
Q2 2025 New
$70.7B
$23.3 Million 2.36% of portfolio
60,000
Q2 2025 Reduced 7.69%
$3.64B
$22.8 Million 2.31% of portfolio
400,000
Q2 2025 Added 60.0%
$14.2B
$21.4 Million 2.17% of portfolio
750,000
Q2 2025 Added 10.29%
$15.6B
$20.6 Million 2.08% of portfolio
150,000
Q2 2025 New
$608B
$19.5 Million 1.97% of portfolio
25,000
Q2 2025 New
$12.3B
$18.9 Million 1.91% of portfolio
150,000
Q1 2025 Reduced 6.25%
$668M
$18.8 Million 1.91% of portfolio
1,350,000
Q2 2025 Added 8.0%
$122B
$17.4 Million 1.77% of portfolio
200,000
Q2 2025 Reduced 33.33%
$7.77B
$17.4 Million 1.77% of portfolio
115,000
Q2 2025 New
$31B
$17.5 Million 1.77% of portfolio
200,000
Q2 2025 Added 100.0%
$86B
$17.2 Million 1.75% of portfolio
250,000
Q2 2025 Added 25.0%
$138B
$17 Million 1.72% of portfolio
700,000
Q2 2025 Added 133.33%
$47.6B
$15.6 Million 1.58% of portfolio
200,000
Q2 2025 Added 60.0%
$233B
$14 Million 1.42% of portfolio
200,000
Q2 2025 New
$846M
$13.1 Million 1.33% of portfolio
1,000,000
Q2 2025 Added 48.15%
$377M
$12.7 Million 1.28% of portfolio
1,250,000
Q2 2025 New
$3.09B
$12 Million 1.21% of portfolio
325,000
Q2 2025 Added 30.0%
$9.42B
$10.3 Million 1.04% of portfolio
40,000
Q2 2025 Added 14.29%
$420M
$10.3 Million 1.04% of portfolio
1,050,000
Q1 2025 Added 5.0%
$2.04B
$9.44 Million 0.96% of portfolio
200,000
Q4 2024 Reduced 9.09%
$2.39B
$9.08 Million 0.92% of portfolio
70,000
Q2 2025 Added 7.69%
$1.83B
$9.08 Million 0.92% of portfolio
400,000
Q2 2025 Added 60.0%
$1.19B
$8.51 Million 0.86% of portfolio
500,000
Q2 2025 New
$17B
$8.15 Million 0.82% of portfolio
125,000
Q2 2025 New
$1.37B
$8.1 Million 0.82% of portfolio
200,000
Q1 2025 Reduced 42.86%
$241M
$8.03 Million 0.81% of portfolio
1,800,000
Q2 2025 Added 260.0%
$12.1B
$7.57 Million 0.77% of portfolio
250,000
Q2 2025 Reduced 50.0%
$5.51B
$7.58 Million 0.77% of portfolio
120,000
Q2 2025 New
$351B
$7.42 Million 0.75% of portfolio
40,000
Q2 2025 Reduced 33.33%
$94.7B
$7.33 Million 0.74% of portfolio
10,000
Q2 2025 Reduced 16.67%
$8.15B
$6.76 Million 0.68% of portfolio
600,000
Q1 2025 New
$4.87B
$6.16 Million 0.62% of portfolio
40,000
Q2 2025 New
$34.7B
$5.9 Million 0.6% of portfolio
50,000
Q2 2025 New
$350M
$5.75 Million 0.58% of portfolio
700,000
Q2 2025 Reduced 24.32%
$6.41B
$5.67 Million 0.57% of portfolio
60,000
Q2 2025 Reduced 47.83%
$2.74B
$5.6 Million 0.57% of portfolio
400,000
Q2 2025 Added 100.0%
$7.33B
$5.31 Million 0.54% of portfolio
100,000
Q2 2025 New
$17.1B
$5.24 Million 0.53% of portfolio
15,000
Q2 2025 Reduced 25.0%
$4.25B
$5.16 Million 0.52% of portfolio
50,000
Q2 2025 New
$8.26B
$5 Million 0.51% of portfolio
350,000
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $987 Million
  • Prior Value $859 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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