Sivik Global Healthcare LLC — 13F holdings

Sivik Global Healthcare LLC reported 35 holdings worth $175M in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

1. XBI SPDR SERIES TRUST — $28.4M (16.2%)
2. HUM Humana Inc — $6.75M (3.9%)
3. JNJ JOHNSON & JOHNSON — $6.35M (3.6%)
4. MRK MERCK & CO INC — $5.81M (3.3%)
5. ABBV ABBVIE INC — $5.75M (3.3%)
6. TMO THERMO FISHER SCIENTIFIC INC — $5.74M (3.3%)
7. CAH CARDINAL HEALTH INC — $5.56M (3.2%)
8. MCK MCKESSON CORP — $5.55M (3.2%)
9. DHR DANAHER CORPORATION — $5.54M (3.2%)
10. UNH UNITEDHEALTH GROUP INC — $5.51M (3.1%)