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. | ||||
52 positions ·
$95,218,404 total
· Healthcare 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
Showing 1–50
of 52 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| OMDA |
Omada Health, Inc.
Healthcare
|
Reduced | 3,444,629 | $43,298,986 | 45.47% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 7,641 | $7,027,962 | 7.38% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 22,946 | $5,608,920 | 5.89% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 16,876 | $3,670,361 | 3.85% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 23,676 | $2,847,986 | 2.99% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 8,665 | $2,344,662 | 2.46% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 5,141 | $1,808,860 | 1.90% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 3,593 | $1,766,067 | 1.85% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 16,531 | $1,697,237 | 1.78% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Reduced | 11,851 | $1,651,673 | 1.73% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Reduced | 3,363 | $1,550,309 | 1.63% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 54,038 | $1,517,387 | 1.59% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Held | 19,520 | $1,183,888 | 1.24% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Reduced | 5,978 | $1,133,428 | 1.19% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Reduced | 2,434 | $1,086,878 | 1.14% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 3,266 | $1,073,174 | 1.13% | |
| MDT |
Medtronic plc
Healthcare
|
Held | 12,213 | $1,058,256 | 1.11% | |
| MCK |
Mckesson Corp
Healthcare
|
Reduced | 1,179 | $1,020,259 | 1.07% | |
| BSX |
Boston Scientific Corp
Healthcare
|
Reduced | 14,027 | $880,194 | 0.92% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Reduced | 11,965 | $859,326 | 0.90% | |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
Reduced | 968 | $747,915 | 0.79% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
Reduced | 1,543 | $730,209 | 0.77% | |
| ALC |
Alcon Inc
Healthcare
|
Held | 8,833 | $665,566 | 0.70% | |
| CI |
Cigna Group
Healthcare
|
Reduced | 2,472 | $659,406 | 0.69% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
Reduced | 2,106 | $616,531 | 0.65% | |
| TEVA |
Teva Pharmaceutical Industries Ltd
Healthcare
|
Held | 20,316 | $611,917 | 0.64% | |
| TDOC |
Teladoc Health, Inc.
Healthcare
|
Held | 107,851 | $587,787 | 0.62% | |
| COR |
Cencora, Inc.
Healthcare
|
Reduced | 1,750 | $549,745 | 0.58% | |
| ZTS |
Zoetis Inc.
Healthcare
|
Reduced | 4,175 | $493,526 | 0.52% | |
| CAH |
Cardinal Health Inc
Healthcare
|
Held | 2,301 | $486,224 | 0.51% | |
| EW |
Edwards Lifesciences Corp
Healthcare
|
Reduced | 5,554 | $444,764 | 0.47% | |
| IDXX |
Idexx Laboratories Inc /De
Healthcare
|
Reduced | 767 | $430,969 | 0.45% | |
| BDX |
Becton Dickinson & Co
Healthcare
|
Reduced | 2,670 | $419,804 | 0.44% | |
| ALNY |
Alnylam Pharmaceuticals, Inc.
Healthcare
|
Held | 1,230 | $406,970 | 0.43% | |
| INSM |
INSMED Inc
Healthcare
|
Held | 2,031 | $332,109 | 0.35% | |
| RMD |
Resmed Inc
Healthcare
|
Held | 1,407 | $315,843 | 0.33% | |
| A |
Agilent Technologies, Inc.
Healthcare
|
Reduced | 2,687 | $306,264 | 0.32% | |
| GEHC |
GE HealthCare Technologies Inc.
Healthcare
|
Reduced | 4,290 | $305,362 | 0.32% | |
| WAT |
Waters Corp /De/
Healthcare
|
Added | 964 | $287,079 | 0.30% | |
| IQV |
Iqvia Holdings Inc.
Healthcare
|
Held | 1,609 | $274,398 | 0.29% | |
| BIIB |
Biogen Inc.
Healthcare
|
Held | 1,395 | $255,745 | 0.27% | |
| VEEV |
Veeva Systems Inc
Healthcare
|
Held | 1,450 | $254,707 | 0.27% | |
| NTRA |
Natera, Inc.
Healthcare
|
Held | 1,231 | $246,187 | 0.26% | |
| MTD |
Mettler Toledo International Inc/
Healthcare
|
Reduced | 192 | $242,150 | 0.25% | |
| DXCM |
Dexcom Inc
Healthcare
|
Reduced | 3,709 | $232,925 | 0.24% | |
| UTHR |
UNITED THERAPEUTICS Corp
Healthcare
|
Reduced | 391 | $231,855 | 0.24% | |
| DGX |
Quest Diagnostics Inc
Healthcare
|
NEW | 1,105 | $216,557 | 0.23% | |
| LH |
Labcorp Holdings Inc.
Healthcare
|
Reduced | 793 | $211,580 | 0.22% | |
| STE |
STERIS plc
Healthcare
|
Held | 919 | $203,218 | 0.21% | |
| HUM |
Humana Inc
Healthcare
|
Held | 1,171 | $203,039 | 0.21% |