Coign Capital Advisors LLC

CIK

2056441

Location

Draper, UT

Portfolio Value

Micro $44,158,609

Diversification

Diversified

Filing Date

Global Rank

#6,637 / 8,232 ▲ 173

Top Industry

Semiconductors 10.8%

3Y Alpha vs SPY

-5.7%

Period ended 2 months ago

Filed May 15, 2026 · 29d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+15.5%

SPY

+23.4%

Annualised alpha

-5.7%

Max drawdown

−17.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

56 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.1%

+0.0 pts

Top 5

21.8%

−0.4 pts

Top 10

33.0%

−0.1 pts

HHI

245

Diversified+1

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.4%	$12,520,268	14
Financial Services	21.9%	$9,673,072	15
Healthcare	15.1%	$6,683,436	10
Unclassified	8.1%	$3,559,961	1
Consumer Cyclical	6.1%	$2,700,384	3
Communication Services	5.8%	$2,570,128	3
Consumer Defensive	5.6%	$2,492,693	3
Industrials	5.0%	$2,195,588	4
Energy	3.6%	$1,570,620	2
Real Estate	0.4%	$192,459	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FSK	FS KKR Capital Corp	+9,054	49,005	$498,870
NOW	ServiceNow, Inc.	+2,240	5,693	$595,203
MSFT	Microsoft Corp	+714	4,241	$1,569,890
ADBE	Adobe Inc.	+664	2,547	$619,124
CRM	Salesforce, Inc.	+613	3,258	$608,170
NFLX	Netflix Inc	+589	10,793	$1,037,746
UBER	Uber Technologies, Inc	+556	9,392	$675,566
INTU	Intuit Inc.	+439	1,367	$591,063
ABT	Abbott Laboratories	+419	5,970	$612,939
C	Citigroup Inc	+418	7,045	$798,973
SCHW	Schwab Charles Corp	+418	7,238	$680,227
QCOM	Qualcomm Inc/De	+393	4,810	$619,431
UNH	Unitedhealth Group Inc	+348	2,448	$662,404
MRSH	Marsh & Mclennan Companies, Inc.	+249	3,450	$598,402
PGR	Progressive Corp/Oh/	+216	3,019	$598,486
PM	Philip Morris International Inc.	+207	4,359	$720,717
BAC	Bank Of America Corp /De/	+203	15,832	$771,810
CI	Cigna Group	+119	2,270	$605,522
META	Meta Platforms, Inc.	+110	2,124	$1,215,204
ORLY	O Reilly Automotive Inc	+103	7,316	$675,339
HON	Honeywell International Inc	+102	3,281	$741,604
V	Visa Inc.	+64	2,854	$862,592
MS	Morgan Stanley	+60	4,866	$800,797
MA	Mastercard Inc	+46	1,333	$666,046
BRK-B	Berkshire Hathaway Inc	+44	1,688	$808,889
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
MPT	Medical Properties Trust Inc	−7,625	41,568	$192,459
XOM	Exxon Mobil Corp	−1,537	4,699	$797,232
COP	Conocophillips	−1,083	5,859	$773,388
JNJ	Johnson & Johnson	−776	3,398	$830,607
WMT	Walmart Inc.	−742	7,633	$948,629
GOOGL	Alphabet Inc.	−627	1,103	$317,178
NVDA	Nvidia Corp	−411	8,398	$1,464,611
AMD	Advanced Micro Devices Inc	−331	3,987	$811,075
ADI	Analog Devices Inc	−318	2,537	$807,121
APH	Amphenol Corp /De/	−142	6,917	$873,962
MCK	Mckesson Corp	−119	908	$785,746
NOC	Northrop Grumman Corp /De/	−107	1,280	$873,267
CSCO	Cisco Systems, Inc.	−82	10,491	$813,996
CB	Chubb Ltd	−82	2,409	$785,165
SPY	Spdr S&P 500 ETF Trust	−70	5,474	$3,559,961
RTX	RTX Corp	−53	1,916	$369,596
LLY	ELI LILLY & Co	−34	832	$765,248
PEP	Pepsico Inc	−13	5,302	$823,347
AXP	American Express Co	−7	2,401	$726,254
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
CAT	Caterpillar Inc	298	$211,121
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
ADP	Automatic Data Processing Inc	882	$226,876
QQQ	Invesco Qqq Trust, Series 1	344	$211,322
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

56 positions · $44,158,609 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 56 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	5,474	-70	$3,559,961	−5.8%	8.06%
AAPL	Apple Inc. Technology	Added	7,078	+1	$1,796,325	−6.6%	4.07%
MSFT	Microsoft Corp Technology	Added	4,241	+714	$1,569,890	−8.0%	3.56%
NVDA	Nvidia Corp Technology	Reduced	8,398	-411	$1,464,611	−10.9%	3.32%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,998	+38	$1,249,203	−9.2%	2.83%
META	Meta Platforms, Inc. Communication Services	Added	2,124	+110	$1,215,204	−8.6%	2.75%
NFLX	Netflix Inc Communication Services	Added	10,793	+589	$1,037,746	+8.5%	2.35%
WMT	Walmart Inc. Consumer Defensive	Reduced	7,633	-742	$948,629	+1.7%	2.15%
APH	Amphenol Corp /De/ Technology	Reduced	6,917	-142	$873,962	−8.4%	1.98%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	1,280	-107	$873,267	+10.4%	1.98%
V	Visa Inc. Financial Services	Added	2,854	+64	$862,592	−11.8%	1.95%
JNJ	Johnson & Johnson Healthcare	Reduced	3,398	-776	$830,607	−3.8%	1.88%
PEP	Pepsico Inc Consumer Defensive	Reduced	5,302	-13	$823,347	+7.9%	1.86%
CSCO	Cisco Systems, Inc. Technology	Reduced	10,491	-82	$813,996	−0.1%	1.84%
AMD	Advanced Micro Devices Inc Technology	Reduced	3,987	-331	$811,075	−12.3%	1.84%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,688	+44	$808,889	−2.1%	1.83%
ADI	Analog Devices Inc Technology	Reduced	2,537	-318	$807,121	+4.2%	1.83%
MS	Morgan Stanley Financial Services	Added	4,866	+60	$800,797	−6.1%	1.81%
C	Citigroup Inc Financial Services	Added	7,045	+418	$798,973	+3.3%	1.81%
XOM	Exxon Mobil Corp Energy	Reduced	4,699	-1,537	$797,232	+6.2%	1.81%
MCK	Mckesson Corp Healthcare	Reduced	908	-119	$785,746	−6.7%	1.78%
CB	Chubb Ltd Financial Services	Reduced	2,409	-82	$785,165	+1.0%	1.78%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,654	+1	$780,700	−8.7%	1.77%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,087	+20	$775,842	−16.5%	1.76%
COP	Conocophillips Energy	Reduced	5,859	-1,083	$773,388	+19.0%	1.75%
BAC	Bank Of America Corp /De/ Financial Services	Added	15,832	+203	$771,810	−10.2%	1.75%
LLY	ELI LILLY & Co Healthcare	Reduced	832	-34	$765,248	−17.8%	1.73%
ABBV	AbbVie Inc. Healthcare	Added	3,517	+41	$764,912	−3.7%	1.73%
HON	Honeywell International Inc Industrials	Added	3,281	+102	$741,604	+19.6%	1.68%
AXP	American Express Co Financial Services	Reduced	2,401	-7	$726,254	−18.5%	1.64%
PM	Philip Morris International Inc. Consumer Defensive	Added	4,359	+207	$720,717	+8.2%	1.63%
SCHW	Schwab Charles Corp Financial Services	Added	7,238	+418	$680,227	−0.2%	1.54%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	1,376	+4	$676,345	−14.9%	1.53%
UBER	Uber Technologies, Inc Technology	Added	9,392	+556	$675,566	−6.4%	1.53%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Added	7,316	+103	$675,339	+2.7%	1.53%
AVGO	Broadcom Inc. Technology	Added	2,180	+42	$674,731	−8.8%	1.53%
ISRG	Intuitive Surgical Inc Healthcare	Added	1,456	+20	$671,201	−17.5%	1.52%
MA	Mastercard Inc Financial Services	Added	1,333	+46	$666,046	−9.3%	1.51%
UNH	Unitedhealth Group Inc Healthcare	Added	2,448	+348	$662,404	−4.4%	1.50%
QCOM	Qualcomm Inc/De Technology	Added	4,810	+393	$619,431	−18.0%	1.40%
ADBE	Adobe Inc. Technology	Added	2,547	+664	$619,124	−6.1%	1.40%
ABT	Abbott Laboratories Healthcare	Added	5,970	+419	$612,939	−11.9%	1.39%
CRM	Salesforce, Inc. Technology	Added	3,258	+613	$608,170	−13.2%	1.38%
CI	Cigna Group Healthcare	Added	2,270	+119	$605,522	+2.3%	1.37%
PGR	Progressive Corp/Oh/ Financial Services	Added	3,019	+216	$598,486	−6.2%	1.36%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Added	3,450	+249	$598,402	+0.8%	1.36%
NOW	ServiceNow, Inc. Technology	Added	5,693	+2,240	$595,203	+12.5%	1.35%
INTU	Intuit Inc. Technology	Added	1,367	+439	$591,063	−3.8%	1.34%
FSK	FS KKR Capital Corp Financial Services	Added	49,005	+9,054	$498,870	−15.7%	1.13%
RTX	RTX Corp Industrials	Reduced	1,916	-53	$369,596	+2.3%	0.84%