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CNO Financial Group, Inc.

Location
CARMEL, IN
Portfolio Value
Micro $71,205
Diversification
Highly concentrated
Reports for
40|86 Advisors, Inc.
Filing Date
Global Rank
#8,740 / 8,755 ▼ 719 · as of Dec 2025
Top Industry
Insurance Brokers 100.0%
3Y Alpha vs SPY
-34.5%
Period ended 8 months ago
Filed Feb 12, 2026 · 7mo
16 quarters · since Dec 2020

Clone Performance

Sep 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio
-36.6%
SPY
+67.4%
Annualised alpha
-34.5%
Max drawdown
−90.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 6 quarters.CNO Financial Group, Inc. has stopped filing, so the simulation ends in Jul 2026 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.

Portfolio Concentration

2 tracked positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025
Top Position
100.0%
0.0 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Dec 2021 → Dec 2025 · range 2,523 – 10,000
Highly concentrated0

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025
Sector % Portfolio Value
Financial Services 100.0% $71,205

Last Quarter's Activity

Export CSV
Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased
No qualifying positions this quarter.

Trimmed

Positions the filer reduced
No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter
No qualifying positions this quarter.

Sold Out

Positions the filer fully exited
No qualifying positions this quarter.

Portfolio Positions

Export CSV View 13F filing
2 tracked positions · $71,205 total · filing declares 19 positions · $176,492,399 · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio History

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.