CIGNA INVESTMENTS INC /NEW
Filing Date
Global Rank
#2,092
/ 8,232
▲ 47
Top Industry
Semiconductors
11.4%
3Y Alpha vs SPY
-3.4%
Period ended 2 months ago
Filed May 11, 2026 · 33d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+62.2%
SPY
+76.5%
Annualised alpha
-3.4%
Max drawdown
−18.8%
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
449 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
7.3%
−1.2 pts
Top 5
27.2%
−2.6 pts
Top 10
37.2%
−3.2 pts
HHI
201
Diversified−33
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 29.9% | $178,185,371 |
| Healthcare | 16.0% | $95,218,404 |
| Financial Services | 13.2% | $78,877,568 |
| Consumer Cyclical | 9.1% | $54,367,483 |
| Industrials | 8.0% | $47,806,874 |
| Communication Services | 7.5% | $44,612,309 |
| Energy | 5.2% | $31,023,516 |
| Consumer Defensive | 4.5% | $26,652,598 |
| Basic Materials | 2.8% | $16,853,543 |
| Utilities | 2.3% | $13,722,681 |
| Real Estate | 1.5% | $8,768,165 |
| Unclassified | 0.0% | $281,678 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
16 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | |
| XOM | Exxon Mobil Corp | −583 | 40,262 | $6,830,850 | |
| 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 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
20 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
22 positions ·
$26,652,598 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 41,530 | $5,161,348 | 19.37% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 4,232 | $4,216,891 | 15.82% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 22,337 | $3,226,356 | 12.11% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 37,333 | $2,839,174 | 10.65% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 14,856 | $2,456,291 | 9.22% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 13,074 | $2,030,261 | 7.62% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 16,103 | $1,062,636 | 3.99% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Held | 12,397 | $714,563 | 2.68% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Reduced | 7,585 | $646,469 | 2.43% | |
| TGT |
Target Corp
Consumer Defensive
|
Held | 4,392 | $532,310 | 2.00% | |
| MNST |
Monster Beverage Corp
Consumer Defensive
|
Reduced | 6,659 | $482,511 | 1.81% | |
| KR |
Kroger Co
Consumer Defensive
|
Reduced | 5,570 | $403,045 | 1.51% | |
| CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
Consumer Defensive
|
Added | 3,724 | $337,655 | 1.27% | |
| ADM |
Archer-Daniels-Midland Co
Consumer Defensive
|
Reduced | 4,554 | $331,030 | 1.24% | |
| KDP |
Keurig Dr Pepper Inc.
Consumer Defensive
|
Held | 12,269 | $323,042 | 1.21% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Reduced | 4,526 | $322,839 | 1.21% | |
| KVUE |
Kenvue Inc.
Consumer Defensive
|
Held | 18,468 | $318,388 | 1.19% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Reduced | 3,095 | $298,574 | 1.12% | |
| HSY |
Hershey Co
Consumer Defensive
|
Reduced | 1,398 | $290,630 | 1.09% | |
| DG |
Dollar General Corp
Consumer Defensive
|
Held | 2,109 | $250,401 | 0.94% | |
| CHD |
Church & Dwight Co Inc /De/
Consumer Defensive
|
Reduced | 2,189 | $204,277 | 0.77% | |
| DLTR |
Dollar Tree, Inc.
Consumer Defensive
|
Held | 1,862 | $203,907 | 0.77% |