CIGNA INVESTMENTS INC /NEW
Filing Date
Global Rank
#2,342
/ 8,591
▲ 92
Top Industry
Semiconductors
14.1%
3Y Alpha vs SPY
+34.7%
Period ended 50 days ago
Filed Jul 21, 2026 · 29d
26 quarters · since Mar 2020
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical 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
+280.1%
SPY
+77.0%
Annualised alpha
+35.1%
Max drawdown
−19.0%
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; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
473 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
10.7%
+3.6 pts
Top 5
29.3%
+0.9 pts
Top 10
39.4%
+0.8 pts
HHI
250
Diversified+41
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 33.1% | $233,950,367 |
| Healthcare | 18.7% | $132,237,375 |
| Financial Services | 12.4% | $87,508,736 |
| Consumer Cyclical | 8.3% | $58,500,061 |
| Industrials | 8.0% | $56,418,289 |
| Communication Services | 6.5% | $46,199,488 |
| Energy | 3.8% | $26,954,019 |
| Consumer Defensive | 3.8% | $26,562,978 |
| Basic Materials | 2.2% | $15,890,134 |
| Utilities | 2.0% | $13,931,805 |
| Real Estate | 1.3% | $9,356,004 |
| Unclassified | 0.0% | $247,604 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KLAC | Kla Corp | +11,096 | 12,354 | $3,727,325 | |
| AU | AngloGold Ashanti PLC | +9,170 | 13,237 | $1,070,740 | |
| NU | Nu Holdings Ltd. | +7,668 | 93,829 | $1,253,555 | |
| BKNG | Booking Holdings Inc. | +7,014 | 7,323 | $1,305,251 | |
| CVNA | Carvana Co. | +5,302 | 6,584 | $433,358 | |
| DVN | Devon Energy Corp/De | +4,843 | 10,655 | $440,264 | |
| QSR | Restaurant Brands International Inc. | +3,135 | 8,641 | $626,558 | |
| CCL | Carnival Corp Ltd. | +1,494 | 12,113 | $346,068 | |
| UBS | UBS Group AG | +1,153 | 57,440 | $2,846,726 | |
| TEVA | Teva Pharmaceutical Industries Ltd | +808 | 21,124 | $715,681 | |
| ENB | Enbridge Inc | +765 | 39,300 | $2,130,453 | |
| CNQ | CANADIAN NATURAL RESOURCES Ltd | +747 | 37,720 | $1,489,940 | |
| SOFI | SoFi Technologies, Inc. | +731 | 12,171 | $218,226 | |
| TSLA | Tesla, Inc. | +541 | 27,449 | $11,545,049 | |
| WBD | Warner Bros. Discovery, Inc. | +540 | 22,834 | $608,754 | |
| BNS | Bank Of Nova Scotia | +532 | 22,305 | $1,936,966 | |
| MFC | Manulife Financial Corp | +528 | 30,413 | $1,232,030 | |
| BE | Bloom Energy Corp | +463 | 2,558 | $774,306 | |
| PBA | Pembina Pipeline Corp | +420 | 10,739 | $496,678 | |
| RY | Royal Bank Of Canada | +413 | 25,240 | $5,223,922 | |
| RKLB | Rocket Lab Corp | +409 | 5,118 | $520,244 | |
| CM | Canadian Imperial Bank Of Commerce /Can/ | +397 | 16,707 | $1,921,305 | |
| SHOP | Shopify Inc. | +378 | 22,197 | $2,534,453 | |
| AEM | Agnico Eagle Mines Ltd | +327 | 9,241 | $1,433,556 | |
| SU | Suncor Energy Inc | +315 | 21,750 | $1,167,540 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −45,583 | 55,156 | $19,711,099 | |
| NVDA | Nvidia Corp | −4,142 | 220,305 | $44,080,827 | |
| HON | Honeywell International Inc | −3,054 | 3,007 | $673,267 | |
| T | At&T Inc. | −1,975 | 64,274 | $1,330,471 | |
| PDD | PDD Holdings Inc. | −1,502 | 10,758 | $820,620 | |
| CVE | Cenovus Energy Inc. | −1,420 | 23,995 | $595,315 | |
| CRM | Salesforce, Inc. | −1,186 | 7,524 | $1,178,709 | |
| BAM | Brookfield Asset Management Ltd. | −946 | 6,155 | $276,051 | |
| XOM | ExxonMobil Holdings Corp | −938 | 39,324 | $5,376,377 | |
| UBER | Uber Technologies, Inc | −905 | 18,288 | $1,319,662 | |
| F | Ford Motor Co | −821 | 37,013 | $514,480 | |
| VZ | Verizon Communications Inc | −794 | 39,466 | $1,670,990 | |
| INTC | Intel Corp | −788 | 41,413 | $5,782,497 | |
| AAPL | Apple Inc. | −733 | 137,044 | $39,655,051 | |
| WFC | Wells Fargo & Company/Mn | −704 | 28,834 | $2,382,841 | |
| CSCO | Cisco Systems, Inc. | −701 | 37,286 | $4,379,613 | |
| CMCSA | Comcast Corp | −679 | 33,779 | $829,274 | |
| NFLX | Netflix Inc | −673 | 39,719 | $2,835,936 | |
| CPNG | Coupang, Inc. | −670 | 10,053 | $174,620 | |
| KO | Coca Cola Co | −617 | 36,716 | $2,983,909 | |
| C | Citigroup Inc | −594 | 16,000 | $2,239,360 | |
| JPM | Jpmorgan Chase & Co | −593 | 25,303 | $8,282,430 | |
| KR | Kroger Co | −567 | 5,003 | $277,816 | |
| MSFT | Microsoft Corp | −493 | 69,700 | $25,999,494 | |
| HCAT | Health Catalyst, Inc. | −481 | 13,518 | $26,900 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SUNB | Sunbelt Rentals Holdings, Inc. | 11,013 | $823,882 | |
| ALAB | Astera Labs, Inc. | 1,431 | $691,201 | |
| CRDO | Credo Technology Group Holding Ltd | 1,572 | $427,505 | |
| ENLT | Enlight Renewable Energy Ltd. | 4,043 | $359,907 | |
| RVMD | Revolution Medicines, Inc. | 1,774 | $332,234 | |
| CRWV | CoreWeave, Inc. | 3,150 | $313,551 | |
| STX | Seagate Technology Holdings plc | 313 | $302,045 | |
| CNC | Centene Corp | 4,619 | $296,493 | |
| NTAP | NetApp, Inc. | 1,893 | $292,960 | |
| MKSI | Mks Inc | 644 | $286,451 | |
| TWLO | Twilio Inc | 1,381 | $284,941 | |
| CRS | Carpenter Technology Corp | 447 | $275,727 | |
| NVT | nVent Electric plc | 1,565 | $265,439 | |
| ENTG | Entegris Inc | 1,449 | $260,617 | |
| MTZ | Mastec Inc | 623 | $259,205 | |
| ATI | Ati Inc | 1,296 | $255,441 | |
| MRNA | Moderna, Inc. | 3,525 | $246,855 | |
| MDB | MongoDB, Inc. | 734 | $246,550 | |
| ILMN | Illumina, Inc. | 1,385 | $243,524 | |
| WST | West Pharmaceutical Services Inc | 671 | $240,889 | |
| P | Everpure, Inc. | 3,036 | $239,206 | |
| MTSI | MACOM Technology Solutions Holdings, Inc. | 624 | $237,350 | |
| FSLR | First Solar, Inc. | 996 | $235,016 | |
| FFIV | F5, Inc. | 554 | $230,441 | |
| STRL | Sterling Infrastructure, Inc. | 274 | $229,984 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
16 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CTSH | Cognizant Technology Solutions Corp | 4,593 | $281,780 | |
| DOW | Dow Inc. | 6,639 | $276,514 | |
| FIS | Fidelity National Information Services, Inc. | 5,133 | $240,789 | |
| TRI | Thomson Reuters Corp /Can/ | 2,628 | $236,467 | |
| OMC | Omnicom Group Inc. | 3,050 | $229,695 | |
| ULTA | Ulta Beauty, Inc. | 438 | $228,946 | |
| TSCO | Tractor Supply Co /De/ | 5,053 | $228,900 | |
| CHKP | Check Point Software Technologies Ltd | 1,461 | $208,703 | |
| RGLD | Royal Gold Inc | 812 | $206,645 | |
| LYB | LyondellBasell Industries N.V. | 2,544 | $204,944 | |
| ALB | Albemarle Corp | 1,136 | $203,946 | |
| EFX | Equifax Inc | 1,131 | $203,659 | |
| BURL | Burlington Stores, Inc. | 625 | $203,362 | |
| STE | STERIS plc | 919 | $203,218 | |
| VRSN | Verisign Inc/Ca | 813 | $201,916 | |
| CTRA | Coterra Energy Inc. | 7,466 | $0 | |
| No positions match the current search. | ||||
473 tracked positions ·
$707,756,860 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 473 positions by value
· page 1 of 10
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| OMDA |
Omada Health, Inc.
Healthcare
|
Held | 3,444,629 | $75,609,606 | 10.68% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 220,305 | $44,080,827 | 6.23% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 137,044 | $39,655,051 | 5.60% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 69,700 | $25,999,494 | 3.67% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 91,688 | $21,852,917 | 3.09% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 55,156 | $19,711,099 | 2.79% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 43,785 | $16,539,783 | 2.34% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 10,661 | $12,305,885 | 1.74% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 20,777 | $11,703,476 | 1.65% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 27,449 | $11,545,049 | 1.63% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 7,550 | $9,055,697 | 1.28% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 15,365 | $8,925,682 | 1.26% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 16,933 | $8,473,103 | 1.20% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 25,303 | $8,282,430 | 1.17% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 22,771 | $5,783,150 | 0.82% | |
| INTC |
Intel Corp
Technology
|
Reduced | 41,413 | $5,782,497 | 0.82% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 7,476 | $5,405,148 | 0.76% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 39,324 | $5,376,377 | 0.76% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 15,623 | $5,360,095 | 0.76% | |
| RY |
Royal Bank Of Canada
Financial Services
|
Added | 25,240 | $5,223,922 | 0.74% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 11,768 | $5,099,427 | 0.72% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 41,567 | $4,707,878 | 0.67% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 4,316 | $4,596,108 | 0.65% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 37,286 | $4,379,613 | 0.62% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 16,771 | $4,220,254 | 0.60% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 4,193 | $3,922,425 | 0.55% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 7,628 | $3,917,740 | 0.55% | |
| KLAC |
Kla Corp
Technology
|
Added | 12,354 | $3,727,325 | 0.53% | |
| GE |
General Electric Co
Industrials
|
Reduced | 9,724 | $3,634,150 | 0.51% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 62,517 | $3,562,218 | 0.50% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 8,559 | $3,557,377 | 0.50% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 9,357 | $3,300,026 | 0.47% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 22,005 | $3,226,813 | 0.46% | |
| SNDK |
Sandisk Corp
Technology
|
Added | 1,376 | $3,128,652 | 0.44% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 23,473 | $3,016,280 | 0.43% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 2,552 | $2,998,242 | 0.42% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 36,716 | $2,983,909 | 0.42% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 17,471 | $2,895,992 | 0.41% | |
| UBS |
UBS Group AG
Financial Services
|
Added | 57,440 | $2,846,726 | 0.40% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 39,719 | $2,835,936 | 0.40% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 2,738 | $2,769,131 | 0.39% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 14,735 | $2,665,708 | 0.38% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Held | 7,634 | $2,603,346 | 0.37% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 8,574 | $2,555,652 | 0.36% | |
| SHOP |
Shopify Inc.
Technology
|
Added | 22,197 | $2,534,453 | 0.36% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 8,857 | $2,490,676 | 0.35% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Added | 8,206 | $2,444,485 | 0.35% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 20,853 | $2,432,919 | 0.34% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 12,751 | $2,419,247 | 0.34% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 28,834 | $2,382,841 | 0.34% |
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.