Coign Capital Advisors LLC
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 · 30d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Technology | 28.4% | $12,520,268 |
| Financial Services | 21.9% | $9,673,072 |
| Healthcare | 15.1% | $6,683,436 |
| Unclassified | 8.1% | $3,559,961 |
| Consumer Cyclical | 6.1% | $2,700,384 |
| Communication Services | 5.8% | $2,570,128 |
| Consumer Defensive | 5.6% | $2,492,693 |
| Industrials | 5.0% | $2,195,588 |
| Energy | 3.6% | $1,570,620 |
| Real Estate | 0.4% | $192,459 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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. | ||||
14 positions ·
$12,520,268 total
· Technology only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 7,078 | $1,796,325 | 14.35% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 4,241 | $1,569,890 | 12.54% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 8,398 | $1,464,611 | 11.70% | |
| APH |
Amphenol Corp /De/
Technology
|
Reduced | 6,917 | $873,962 | 6.98% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 10,491 | $813,996 | 6.50% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 3,987 | $811,075 | 6.48% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 2,537 | $807,121 | 6.45% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 9,392 | $675,566 | 5.40% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,180 | $674,731 | 5.39% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 4,810 | $619,431 | 4.95% | |
| ADBE |
Adobe Inc.
Technology
|
Added | 2,547 | $619,124 | 4.94% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 3,258 | $608,170 | 4.86% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 5,693 | $595,203 | 4.75% | |
| INTU |
Intuit Inc.
Technology
|
Added | 1,367 | $591,063 | 4.72% |