Integral Health Asset Management, LLC
Annual return '25
-7.9%
SPY '25
+17.7%
Alpha
-25.6ptsvs SPY
Invested
$2.1B
Holdings
86
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$RVMD
REVOLUTION MEDICINES INC
Q3 2025: Increased +23.1% (325.0k → 400.0k shares)
12.8%
02
$INSM
INSMED INC
Q3 2025: Sold 87.5% (1.60M → 200.0k shares)
11.7%
03
$CYTK
CYTOKINETICS INC
Q3 2025: Increased +40.0% (2.00M → 2.80M shares)
8.2%
04
$REGN
REGENERON PHARMACEUTICALS
Q2 2025: New position (50.0k shares)
3.1%
05
$VERA
VERA THERAPEUTICS INC
Q3 2025: Increased +47.8% (1.15M → 1.70M shares)
3.1%
06
$CAH
CARDINAL HEALTH INC
Q3 2025: Sold 7.1% (140.0k → 130.0k shares)
2.7%
07
$ROIV
ROIVANT SCIENCES LTD
Q3 2025: Increased +25.0% (600.0k → 750.0k shares)
2.6%
08
$BTSG
BRIGHTSPRING HEALTH SVCS INC
Q3 2025: Sold 8.0% (1.25M → 1.15M shares)
2.5%
09
$RYTM
RHYTHM PHARMACEUTICALS INC
Q3 2025: Increased +83.3% (120.0k → 220.0k shares)
2.5%
10
$MRK
MERCK & CO INC
Q1 2025: Exited (was 200.0k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:29 UTC.