13F
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Integral Health Asset Management, LLC

13F equity value
$1.9B
Positions
86
Top 10 concentration
47.4%
Quarters / total new picks
24 / 425
13F equity value over time
$0M$987M$2B20192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Negative Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it. Buying this fund's new positions the day each filing went public, over 24 quarters, returned +0.0% per quarter versus +3.9% from simply owning every 13F stock — it beat that baseline in only 29.2% of quarters (excess t = -2.90). Copying it would have systematically underperformed the simplest possible strategy.

Avg 2Q excess
-7.1%
t-stat
-2.90
Quarterly win rate
29%
Annualized excess
-16.5%
$1 → follow vs universe
$0.90 vs $2.29
Cumulative return: $1 invested in new picks vs universe
1.00 20200331: universe 1.20620200630: universe 1.33220200930: universe 1.63320201231: universe 1.70820210331: universe 1.72320210630: universe 1.86120210930: universe 1.67020211231: universe 1.42120220331: universe 1.52620220630: universe 1.41420220930: universe 1.51920221231: universe 1.41120230331: universe 1.48620230630: universe 1.43320230930: universe 1.62620231231: universe 1.69920240331: universe 1.73820240630: universe 1.89520240930: universe 1.87920241231: universe 1.75420250331: universe 1.91220250630: universe 1.97220250930: universe 2.21720251231: universe 2.294 20200331: follow 1.08620200630: follow 1.09520200930: follow 1.30220201231: follow 1.33220210331: follow 1.25820210630: follow 1.32620210930: follow 1.11020211231: follow 1.01720220331: follow 1.12020220630: follow 1.07420220930: follow 0.97120221231: follow 1.03420230331: follow 1.00320230630: follow 0.92720230930: follow 1.06420231231: follow 0.92520240331: follow 0.86920240630: follow 0.83120240930: follow 0.73820241231: follow 0.69020250331: follow 0.73020250630: follow 0.88820250930: follow 0.92020251231: follow 0.903 0.63 1.56 2.48 202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 86 · 2026 Q1

Ticker Value Weight QoQ
INSM $245M
13.0%
ADD
RVMD $146M
7.7%
ADD
CYTK $105M
5.6%
ADD
REGN $66M
3.5%
TRIM
VERA $64M
3.4%
TRIM
CAH $57M
3.0%
ADD
ROIV $55M
2.9%
ADD
BTSG $53M
2.8%
ADD
RYTM $52M
2.8%
ADD
MRK $51M
2.7%
ADD
EWTX $50M
2.7%
ADD
AZN $49M
2.6%
NEW
ALHC $45M
2.4%
ADD
NVS $38M
2.0%
HOLD
BSX $35M
1.8%
ADD
LFST $27M
1.5%
ADD
ASND $26M
1.4%
ADD
SRRK $25M
1.3%
ADD
ELV $22M
1.2%
ADD
CNC $21M
1.1%
HOLD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.