PJHRX Holdings List

No.	Symbol	Name	% Weight	Shares
1	LLY	Eli Lilly and Company	14.19%	238,385
2	TMO	Thermo Fisher Scientific Inc.	5.56%	141,931
3	DHR	Danaher Corporation	4.51%	303,624
4	ARGX	argenx SE	4.45%	78,802
5	EBR: UCB	UCB SA	3.10%	174,878
6	VRTX	Vertex Pharmaceuticals Incorporated	3.07%	104,411
7	UNH	UnitedHealth Group Incorporated	2.98%	126,565
8	NBIX	Neurocrine Biosciences, Inc.	2.93%	296,237
9	ARQT	Arcutis Biotherapeutics, Inc.	2.77%	1,584,324
10	CVS	CVS Health Corporation	2.71%	502,332
11	AZN	AstraZeneca PLC	2.67%	469,600
12	ALNY	Alnylam Pharmaceuticals, Inc.	2.62%	83,185
13	SWX: LONN	Lonza Group AG	2.54%	53,362
14	CRNX	Crinetics Pharmaceuticals, Inc.	2.24%	746,617
15	KYMR	Kymera Therapeutics, Inc.	2.23%	523,510
16	NVO	Novo Nordisk A/S	2.23%	654,251
17	ISRG	Intuitive Surgical, Inc.	2.14%	58,096
18	A	Agilent Technologies, Inc.	2.05%	202,903
19	NAMS	NewAmsterdam Pharma Company N.V.	2.04%	777,280
20	n/a	Prudential Govt Money Mkt Fd	1.89%	27,330,876
21	GEHC	GE HealthCare Technologies Inc.	1.85%	358,242
22	PCVX	Vaxcyte, Inc.	1.83%	585,342
23	APLS	Apellis Pharmaceuticals, Inc.	1.75%	1,178,963
24	INSM	Insmed Incorporated	1.74%	133,269
25	TARS	Tarsus Pharmaceuticals, Inc.	1.63%	343,579

Showing 25 of 55 holdings

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As of Oct 31, 2025

Asset Allocation

Asset Class	% Weight
Stocks	97.26%
Cash	2.74%