CIGNA INVESTMENTS INC /NEW

CIK

49969

Location

BLOOMFIELD, CT

Portfolio Value

Small $585,463,361

Diversification

Diversified

Filing Date

Global Rank

#2,393 / 8,603 ▼ 49 · as of Mar 2026

Top Industry

Semiconductors 11.6%

3Y Alpha vs SPY

-2.2%

Period ended 3 months ago

Filed May 11, 2026 · 59d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio

+68.0%

SPY

+76.0%

Annualised alpha

-1.8%

Max drawdown

−18.9%

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

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

Top Position

7.4%

−1.2 pts

Top 5

27.7%

−2.5 pts

Top 10

37.9%

−3.1 pts

HHI

207

Diversified−33

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.0%	$175,824,062	73
Healthcare	16.3%	$95,218,404	52
Financial Services	13.5%	$78,811,211	70
Consumer Cyclical	9.0%	$52,796,106	42
Industrials	8.2%	$47,732,648	68
Communication Services	7.6%	$44,612,309	17
Consumer Defensive	4.6%	$26,652,598	22
Energy	4.1%	$24,192,666	30
Basic Materials	2.9%	$16,850,833	27
Utilities	2.3%	$13,722,681	29
Real Estate	1.5%	$8,768,165	17
Unclassified	0.0%	$281,678	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
HBAN	Huntington Bancshares Inc /Md/	+4,019	18,961	$296,739
FITB	Fifth Third Bancorp	+2,103	8,457	$392,912
PANW	Palo Alto Networks Inc	+1,143	7,634	$1,223,882
RKLB	Rocket Lab Corp	+639	4,709	$302,411
WAT	Waters Corp /De/	+375	964	$287,079
MSTR	Strategy Inc	+361	2,907	$362,793
CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	+195	3,724	$337,655
COHR	Coherent Corp.	+151	1,637	$389,949
HOOD	Robinhood Markets, Inc.	+139	7,243	$501,939
WPM	Wheaton Precious Metals Corp.	+106	8,038	$1,053,058
NRG	Nrg Energy, Inc.	+102	1,951	$285,119
SNDK	Sandisk Corp	+33	1,363	$865,968
SNPS	Synopsys Inc	+28	1,818	$720,800
SYK	Stryker Corp	+19	3,266	$1,073,174
ITW	Illinois Tool Works Inc	+17	2,681	$697,837
DE	Deere & Co	+15	2,347	$1,322,065
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AU	AngloGold Ashanti PLC	−9,170	4,067	$395,963
AAPL	Apple Inc.	−3,392	137,777	$34,966,424
NVDA	Nvidia Corp	−2,885	224,447	$39,143,556
BAC	Bank Of America Corp /De/	−1,678	62,904	$3,066,570
AMZN	Amazon Com Inc	−1,159	91,482	$19,052,956
T	At&T Inc.	−920	66,249	$1,920,558
MFC	Manulife Financial Corp	−916	29,885	$1,029,239
MSFT	Microsoft Corp	−908	70,193	$25,983,342
PFE	Pfizer Inc	−767	54,038	$1,517,387
WFC	Wells Fargo & Company/Mn	−739	29,538	$2,351,520
GOOGL	Alphabet Inc.	−731	55,380	$15,925,072
KMI	Kinder Morgan, Inc.	−681	18,418	$617,555
VTRS	Viatris Inc	−680	10,693	$144,462
C	Citigroup Inc	−657	16,594	$1,881,925
MRK	Merck & Co., Inc.	−648	23,676	$2,847,986
INTC	Intel Corp	−646	42,201	$1,862,330
CMG	Chipotle Mexican Grill Inc	−602	12,495	$399,964
PCG	PG&E Corp	−594	20,832	$366,018
SCHW	Schwab Charles Corp	−568	15,914	$1,495,597
DIS	Walt Disney Co	−567	16,881	$1,626,990
TFC	Truist Financial Corp	−565	11,879	$546,077
AVGO	Broadcom Inc.	−543	43,866	$13,576,965
VZ	Verizon Communications Inc	−528	40,260	$2,021,052
CVE	Cenovus Energy Inc.	−523	25,415	$674,259
NFLX	Netflix Inc	−522	40,392	$3,883,690
No positions match the current search.

New Positions

Positions the filer opened this quarter

20 positions

Ticker	Company	Shares	Value
TSEM	Tower Semiconductor Ltd	2,023	$354,996
BE	Bloom Energy Corp	2,095	$283,851
DOW	Dow Inc.	6,639	$276,514
TPL	Texas Pacific Land Corp	567	$269,075
FTI	TechnipFMC plc	3,831	$264,837
CTRA	Coterra Energy Inc.	7,466	$262,355
CASY	Caseys General Stores Inc	346	$251,839
FTAI	FTAI Aviation Ltd.	973	$238,385
NVMI	Nova Ltd.	541	$234,945
Q	Qnity Electronics, Inc.	2,027	$233,875
XPO	XPO, Inc.	1,118	$217,506
DGX	Quest Diagnostics Inc	1,105	$216,557
NI	Nisource Inc.	4,626	$215,849
CMS	Cms Energy Corp	2,759	$214,043
RGLD	Royal Gold Inc	812	$206,645
LYB	LyondellBasell Industries N.V.	2,544	$204,944
WWD	Woodward, Inc.	572	$204,730
ALB	Albemarle Corp	1,136	$203,946
BURL	Burlington Stores, Inc.	625	$203,362
VRSN	Verisign Inc/Ca	813	$201,916
No positions match the current search.

Sold Out

Positions the filer fully exited

23 positions

Ticker	Company	Shares	Value
FLUT	Flutter Entertainment plc	1,531	$329,226
MDB	MongoDB, Inc.	765	$321,062
CSGP	Costar Group, Inc.	4,135	$278,037
RDDT	Reddit, Inc.	1,161	$266,879
TEAM	Atlassian Corp	1,617	$262,180
FSLR	First Solar, Inc.	996	$260,185
BR	Broadridge Financial Solutions, Inc.	1,154	$257,538
GIS	General Mills Inc	5,297	$246,310
EL	Estee Lauder Companies Inc	2,350	$246,092
LDOS	Leidos Holdings, Inc.	1,240	$223,696
BRO	Brown & Brown, Inc.	2,799	$223,080
ZS	Zscaler, Inc.	973	$218,847
LULU	lululemon athletica inc.	1,012	$210,303
TROW	Price T Rowe Group Inc	2,052	$210,083
LEN	Lennar Corp /New/	2,030	$208,684
CRDO	Credo Technology Group Holding Ltd	1,432	$206,050
CPAY	Corpay, Inc.	678	$204,030
P	Everpure, Inc.	3,036	$203,442
PTC	Ptc Inc.	1,167	$203,303
ILMN	Illumina, Inc.	1,548	$203,035
NTAP	NetApp, Inc.	1,893	$202,721
ALAB	Astera Labs, Inc.	1,212	$201,628
WRB	Berkley W R Corp	2,847	$199,631
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

448 positions · $585,463,361 total · as of Mar 31, 2026

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

Showing 1–50 of 448 positions by value · page 1 of 9

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
OMDA	Omada Health, Inc. Healthcare	Reduced	3,444,629	-1	$43,298,986	−20.3%	7.40%
NVDA	Nvidia Corp Technology	Reduced	224,447	-2,885	$39,143,556	−7.7%	6.69%
AAPL	Apple Inc. Technology	Reduced	137,777	-3,392	$34,966,424	−8.9%	5.97%
MSFT	Microsoft Corp Technology	Reduced	70,193	-908	$25,983,342	−24.4%	4.44%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	91,482	-1,159	$19,052,956	−10.9%	3.25%
GOOGL	Alphabet Inc. Communication Services	Reduced	55,380	-731	$15,925,072	−9.3%	2.72%
AVGO	Broadcom Inc. Technology	Reduced	43,866	-543	$13,576,965	−11.7%	2.32%
META	Meta Platforms, Inc. Communication Services	Reduced	20,807	-242	$11,904,308	−14.3%	2.03%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	26,908	-348	$10,003,049	−18.4%	1.71%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	16,918	-192	$8,107,105	−5.7%	1.38%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	25,896	-384	$7,617,567	−10.0%	1.30%
LLY	ELI LILLY & Co Healthcare	Reduced	7,641	-95	$7,027,962	−15.5%	1.20%
JNJ	Johnson & Johnson Healthcare	Reduced	22,946	-285	$5,608,920	+16.7%	0.96%
WMT	Walmart Inc. Consumer Defensive	Reduced	41,530	-481	$5,161,348	+10.3%	0.88%
V	Visa Inc. Financial Services	Reduced	16,039	-235	$4,847,627	−15.1%	0.83%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	4,232	-42	$4,216,891	+14.4%	0.72%
RY	Royal Bank Of Canada Financial Services	Reduced	24,827	-406	$4,016,512	−6.6%	0.69%
NFLX	Netflix Inc Communication Services	Reduced	40,392	-522	$3,883,690	+1.2%	0.66%
MA	Mastercard Inc Financial Services	Reduced	7,725	-117	$3,859,873	−13.8%	0.66%
CVX	Chevron Corp Energy	Reduced	17,908	-268	$3,705,165	+33.8%	0.63%
ABBV	AbbVie Inc. Healthcare	Reduced	16,876	-216	$3,670,361	−6.0%	0.63%
MU	Micron Technology Inc Technology	Reduced	10,662	-109	$3,602,050	+17.2%	0.62%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	22,337	-298	$3,226,356	−0.5%	0.55%
CAT	Caterpillar Inc Industrials	Reduced	4,419	-74	$3,130,684	+21.6%	0.53%
AMD	Advanced Micro Devices Inc Technology	Reduced	15,375	-163	$3,127,736	−6.0%	0.53%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	9,476	-143	$3,116,561	−5.8%	0.53%
PLTR	Palantir Technologies Inc. Technology	Reduced	20,968	-255	$3,067,199	−18.7%	0.52%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	62,904	-1,678	$3,066,570	−13.7%	0.52%
CSCO	Cisco Systems, Inc. Technology	Reduced	37,987	-379	$2,947,411	−0.3%	0.50%
MRK	Merck & Co., Inc. Healthcare	Reduced	23,676	-648	$2,847,986	+11.2%	0.49%
KO	Coca Cola Co Consumer Defensive	Reduced	37,333	-445	$2,839,174	+7.5%	0.48%
GE	General Electric Co Industrials	Reduced	9,932	-146	$2,818,403	−9.2%	0.48%
SHOP	Shopify Inc. Technology	Reduced	21,819	-101	$2,588,169	−26.6%	0.44%
AMAT	Applied Materials Inc /De Technology	Reduced	7,560	-205	$2,583,932	+29.5%	0.44%
LRCX	Lam Research Corp Technology	Reduced	11,961	-195	$2,555,587	+22.8%	0.44%
RTX	RTX Corp Industrials	Reduced	12,752	-182	$2,459,860	+3.7%	0.42%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	14,856	-158	$2,456,291	+2.0%	0.42%
GS	Goldman Sachs Group Inc Financial Services	Reduced	2,807	-40	$2,374,693	−5.1%	0.41%
ORCL	Oracle Corp Technology	Reduced	16,136	-161	$2,373,766	−25.3%	0.41%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	29,538	-739	$2,351,520	−16.7%	0.40%
UNH	Unitedhealth Group Inc Healthcare	Reduced	8,665	-115	$2,344,662	−19.1%	0.40%
GEV	GE Vernova Inc. Industrials	Reduced	2,579	-62	$2,251,209	+30.4%	0.38%
LIN	Linde PLC Basic Materials	Reduced	4,472	-28	$2,217,038	+15.5%	0.38%
UBS	UBS Group AG Financial Services	Reduced	56,287	-164	$2,199,133	−15.9%	0.38%
IBM	International Business Machines Corp Technology	Reduced	8,868	-111	$2,149,514	−19.2%	0.37%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	6,803	-75	$2,114,304	+0.6%	0.36%
ENB	Enbridge Inc Energy	Held	38,535	0	$2,086,284	+13.2%	0.36%
PEP	Pepsico Inc Consumer Defensive	Reduced	13,074	-173	$2,030,261	+6.8%	0.35%
VZ	Verizon Communications Inc Communication Services	Reduced	40,260	-528	$2,021,052	+21.7%	0.35%
SPOT	Spotify Technology S.A. Communication Services	Reduced	4,035	-51	$1,956,611	−17.5%	0.33%