Coign Capital Advisors LLC

Registered adviser

CIK

2056441

Location

Draper, UT

Portfolio Value

Small $207,386,794

Diversification

Diversified

Filing Date

Global Rank

#6,431 / 8,827 ▲ 55

Top Industry

Semiconductors 13.5%

Period ended 4 months ago

Filed Jul 29, 2026 · 3mo

7 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 171306

Roster of Nov 1, 2026

Regulatory AUM

$472,945,488

Main clients

Individuals and high net worth (77% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Nov 2026	$472,945,488	Individuals and high net worth (77%)
Apr 2025 to Feb 2026	$321,005,590	Individuals and high net worth (97%)
Apr 2024 to Mar 2025	$287,876,151	Individuals and high net worth (98%)
May 2023 to Mar 2024	$278,904,679	Individuals and high net worth (98%)
Apr 2023	$278,904,679	Individuals and high net worth (98%)
Mar 2022 to Mar 2023	$316,334,125	Individuals and high net worth (98%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 74.9% of the book (60%+)

Turnover

Low turnover

13.4% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 5.8 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 76.0%; sector active share 64.5% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

87 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

24.3%

−0.8 pts

Top 5

54.3%

−2.9 pts

Top 10

74.9%

−1.0 pts

HHI

940

Diversified−73

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	77.4%	$160,558,219	30
Technology	7.0%	$14,470,348	13
Financial Services	4.8%	$9,998,150	14
Healthcare	3.2%	$6,722,757	9
Communication Services	2.3%	$4,848,399	4
Industrials	1.9%	$3,848,296	8
Consumer Cyclical	1.5%	$3,013,326	3
Consumer Defensive	1.1%	$2,236,026	3
Energy	0.7%	$1,534,859	2
Real Estate	0.1%	$156,414	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
JHCP	John Hancock Core Plus Bond ETF	+13,683	549,891	$13,787,417
EVTR	Eaton Vance Total Return Bond ETF	+11,888	355,309	$18,017,719
CGMM	Capital Group U.S. Small and Mid Cap ETF	+8,629	286,923	$9,459,851
GOVT	iShares U.S. Treasury Bond ETF	+6,627	340,171	$7,749,095
CGGR	Capital Group Growth ETF	+5,390	252,969	$11,940,136
IJH	iShares Core S&P Mid-Cap ETF	+4,101	112,008	$8,636,936
AGG	iShares Core U.S. Aggregate Bond ETF	+3,565	57,088	$5,650,570
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	+2,198	23,456	$1,875,776
EVIM	Eaton Vance Intermediate Municipal Income ETF	+2,154	95,445	$5,083,877
XOM	ExxonMobil Holdings Corp	+2,003	6,702	$916,297
PAB	PGIM Active Aggregate Bond ETF	+1,521	182,203	$7,676,212
FSK	FS KKR Capital Corp	+1,120	50,125	$526,312
IVE	iShares S&P 500 Value ETF	+894	15,549	$3,530,555
IVW	iShares S&P 500 Growth ETF	+799	27,806	$3,824,159
IEFA	iShares Core MSCI EAFE ETF	+774	17,601	$1,699,904
GOOG	Alphabet Inc.	+492	7,094	$2,506,523
EEM	iShares MSCI Emerging Markets ETF	+473	20,368	$1,393,374
IVV	iShares Core S&P 500 ETF	+285	14,094	$10,554,855
BAC	Bank Of America Corp	+148	15,980	$910,540
SCHW	Schwab Charles Corp	+147	7,385	$681,413
UBER	Uber Technologies, Inc	+124	9,516	$686,674
ORLY	O Reilly Automotive Inc	+112	7,428	$684,044
COP	Conocophillips	+91	5,950	$618,562
WMT	Walmart Inc.	+80	7,713	$873,574
C	Citigroup Inc	+48	7,093	$992,736
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
PJIO	PGIM Jennison Focused International Equity ETF	−33,585	5,347	$372,429
TBIL	F/m US Treasury 3 Month Bill Fund	−13,513	171,315	$8,541,765
MPT	Medical Properties Trust Inc	−7,712	33,856	$156,414
HON	Honeywell International Inc	−1,694	1,587	$355,329
IJR	iShares Core S&P Small-Cap ETF	−1,216	44,791	$6,642,953
IVOO	VANGUARD S&P MID-CAP 400 INDEX FUND	−838	90,278	$11,772,251
PTRB	PGIM Total Return Bond ETF	−809	18,232	$755,898
NVDA	Nvidia Corp	−469	7,929	$1,586,513
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	−293	14,083	$729,217
NFLX	Netflix Inc	−129	10,664	$761,409
AMD	Advanced Micro Devices Inc	−120	3,867	$2,246,378
UNH	Unitedhealth Group Inc	−79	2,369	$984,627
AAPL	Apple Inc.	−77	7,001	$2,025,809
SPY	Spdr S&P 500 ETF Trust	−50	5,424	$4,050,480
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−32	1,741	$644,239
CSCO	Cisco Systems, Inc.	−21	10,470	$1,229,806
META	Meta Platforms, Inc.	−18	2,106	$1,186,288
MSFT	Microsoft Corp	−16	4,225	$1,576,009
RTX	RTX Corp	−12	1,904	$361,245
ADI	Analog Devices Inc	−11	2,526	$1,003,251
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
AVDE	Avantis International Equity ETF	85,690	$7,643,548
AVEM	Avantis Emerging Markets Equity ETF	57,362	$5,534,859
FDT	First Trust Developed Markets ex-US AlphaDEX Fund	22,114	$2,093,753
GE	General Electric Co	1,782	$665,986
TSM	Taiwan Semiconductor Manufacturing Co Ltd	1,344	$641,854
GEV	GE Vernova Inc.	486	$570,981
KO	Coca Cola Co	6,990	$568,077
SNPS	Synopsys Inc	1,271	$566,954
GD	General Dynamics Corp	1,592	$563,950
ASML	Asml Holding NV	264	$525,212
WFC	Wells Fargo & Company	5,754	$475,510
HONA	Honeywell Aerospace Inc.	1,587	$350,853
PANW	Palo Alto Networks Inc	960	$327,379
EVSM	Eaton Vance Short Duration Municipal Income ETF	5,319	$267,598
QQQ	Invesco Qqq Trust, Series 1	298	$219,447
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	3,371	$204,923
ESGU	iShares ESG Aware MSCI USA ETF	1,249	$204,423
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
PEP	Pepsico Inc	5,302	$823,347
QCOM	Qualcomm Inc	4,810	$619,431
ADBE	Adobe Inc.	2,547	$619,124
ABT	Abbott Laboratories	5,970	$612,939
CRM	Salesforce, Inc.	3,258	$608,170
PGR	Progressive Corp	3,019	$598,486
MRSH	Marsh & Mclennan Companies, Inc.	3,450	$598,402
NOW	ServiceNow, Inc.	5,693	$595,203
INTU	Intuit Inc.	1,367	$591,063
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

87 tracked positions · $207,386,794 total · filing declares 88 positions · $222,182,626 · as of Jun 30, 2026

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

Showing 1–50 of 87 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
EVTR	Eaton Vance Total Return Bond ETF	Added	355,309	+11,888	$18,017,719	+3.4%	6	$50.70	8.69%
JHCP	John Hancock Core Plus Bond ETF	Added	549,891	+13,683	$13,787,417	+2.3%	6	$25.02	6.65%
CGGR	Capital Group Growth ETF	Added	252,969	+5,390	$11,940,136	+20.0%	5	$37.30	5.76%
IVOO	VANGUARD S&P MID-CAP 400 INDEX FUND	Reduced	90,278	-838	$11,772,251	+13.0%	7	before history	5.68%
IVV	iShares Core S&P 500 ETF	Added	14,094	+285	$10,554,855	+17.0%	7	before history	5.09%
CGMM	Capital Group U.S. Small and Mid Cap ETF	Added	286,923	+8,629	$9,459,851	+15.8%	4	$28.22	4.56%
IJH	iShares Core S&P Mid-Cap ETF	Added	112,008	+4,101	$8,636,936	+18.5%	7	before history	4.16%
TBIL	F/m US Treasury 3 Month Bill Fund	Reduced	171,315	-13,513	$8,541,765	−7.3%	7	before history	4.12%
GOVT	iShares U.S. Treasury Bond ETF	Added	340,171	+6,627	$7,749,095	+1.4%	7	before history	3.74%
PAB	PGIM Active Aggregate Bond ETF	Added	182,203	+1,521	$7,676,212	+0.4%	4	$42.52	3.70%
AVDE	Avantis International Equity ETF	NEW	85,690	NEW	$7,643,548	NEW	1	$89.68	3.69%
IJR	iShares Core S&P Small-Cap ETF	Reduced	44,791	-1,216	$6,642,953	+16.2%	7	before history	3.20%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	57,088	+3,565	$5,650,570	+6.3%	7	before history	2.72%
AVEM	Avantis Emerging Markets Equity ETF	NEW	57,362	NEW	$5,534,859	NEW	1	$92.22	2.67%
EVIM	Eaton Vance Intermediate Municipal Income ETF	Added	95,445	+2,154	$5,083,877	+3.7%	6	$51.96	2.45%
SPY	Spdr S&P 500 ETF Trust	Reduced	5,424	-50	$4,050,480	+13.8%	7	before history	1.95%
IVW	iShares S&P 500 Growth ETF	Added	27,806	+799	$3,824,159	+25.2%	7	before history	1.84%
IVE	iShares S&P 500 Value ETF	Added	15,549	+894	$3,530,555	+14.1%	7	before history	1.70%
GOOG	Alphabet Inc. Communication Services	Added	7,094	+492	$2,506,523	+32.4%	7	before history	1.21%
AMD	Advanced Micro Devices Inc Technology	Reduced	3,867	-120	$2,246,378	+177.0%	7	before history	1.08%
FDT	First Trust Developed Markets ex-US AlphaDEX Fund	NEW	22,114	NEW	$2,093,753	NEW	1	$95.61	1.01%
AAPL	Apple Inc. Technology	Reduced	7,001	-77	$2,025,809	+12.8%	7	before history	0.98%
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	Added	23,456	+2,198	$1,875,776	+10.9%	7	before history	0.90%
IEFA	iShares Core MSCI EAFE ETF	Added	17,601	+774	$1,699,904	+11.6%	7	before history	0.82%
NVDA	Nvidia Corp Technology	Reduced	7,929	-469	$1,586,513	+8.3%	7	before history	0.77%
MSFT	Microsoft Corp Technology	Reduced	4,225	-16	$1,576,009	+0.4%	7	before history	0.76%
AMZN	Amazon Com Inc Consumer Cyclical	Added	6,030	+32	$1,437,190	+15.0%	7	before history	0.69%
EEM	iShares MSCI Emerging Markets ETF	Added	20,368	+473	$1,393,374	+23.3%	7	before history	0.67%
CSCO	Cisco Systems, Inc. Technology	Reduced	10,470	-21	$1,229,806	+51.1%	4	$68.33	0.59%
APH	Amphenol Corp Technology	Added	6,956	+39	$1,226,481	+40.3%	7	before history	0.59%
META	Meta Platforms, Inc. Communication Services	Reduced	2,106	-18	$1,186,288	−2.4%	7	before history	0.57%
MS	Morgan Stanley Financial Services	Added	4,894	+28	$1,023,041	+27.8%	7	before history	0.49%
ADI	Analog Devices Inc Technology	Reduced	2,526	-11	$1,003,251	+24.3%	6	$220.20	0.48%
LLY	ELI LILLY & Co Healthcare	Added	836	+4	$1,002,723	+31.0%	7	before history	0.48%
C	Citigroup Inc Financial Services	Added	7,093	+48	$992,736	+24.3%	4	$96.37	0.48%
UNH	Unitedhealth Group Inc Healthcare	Reduced	2,369	-79	$984,627	+48.6%	7	before history	0.47%
V	Visa Inc. Financial Services	Added	2,866	+12	$983,295	+14.0%	7	before history	0.47%
XOM	ExxonMobil Holdings Corp Energy	Added	6,702	+2,003	$916,297	+14.9%	7	before history	0.44%
BAC	Bank Of America Corp Financial Services	Added	15,980	+148	$910,540	+18.0%	7	before history	0.44%
ABBV	AbbVie Inc. Healthcare	Added	3,564	+47	$896,844	+17.2%	4	$205.78	0.43%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,121	+34	$892,092	+15.0%	7	before history	0.43%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,685	+31	$878,881	+12.6%	7	before history	0.42%
JNJ	Johnson & Johnson Healthcare	Added	3,440	+42	$873,656	+5.2%	7	before history	0.42%
WMT	Walmart Inc. Consumer Defensive	Added	7,713	+80	$873,574	−7.9%	7	before history	0.42%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,715	+27	$858,168	+6.1%	7	before history	0.41%
AVGO	Broadcom Inc. Technology	Added	2,192	+12	$828,028	+22.7%	7	before history	0.40%
CB	Chubb Ltd Financial Services	Added	2,425	+16	$826,294	+5.2%	7	before history	0.40%
AXP	American Express Co Financial Services	Added	2,431	+30	$822,285	+13.2%	7	before history	0.40%
PM	Philip Morris International Inc. Consumer Defensive	Added	4,391	+32	$794,375	+10.2%	4	$167.36	0.38%
NFLX	Netflix Inc Communication Services	Reduced	10,664	-129	$761,409	−26.6%	7	before history	0.37%

Showing the top 50 of 87 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.