Position in CI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,868,675
+$673,452 QoQ
Shares Held
21,288
+9.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#381
of 1,679 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026&PARTNERS holds $84,363,067 across 7 Healthcare Plans names. CI ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
123,068 | $51,150,752 | |
| 2 | CVS |
CVS HEALTH Corp
|
170,584 | $17,646,914 | |
| 3 | ELV |
Elevance Health, Inc.
|
17,308 | $6,693,522 | |
| 4 | CI |
Cigna Group
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|
21,288 | $5,868,675 | |
| 5 | CNC |
Centene Corp
|
22,705 | $1,457,433 | |
| 6 | HUM |
Humana Inc
|
2,510 | $997,022 | |
| 7 | ALHC |
Alignment Healthcare, Inc.
|
23,047 | $548,749 |
All Filings in CI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,868,675 | 21,288 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,195,223 | 19,476 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,729,001 | 17,182 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,971,220 | 13,777 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,748,446 | 11,339 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,093,916 | 9,404 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,217,128 | 8,029 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,560,884 | 7,392 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,292,198 | 3,909 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $328,323 | 904 | Shares | Sole | 2024-04-11 | |
| 2020-12-31 | $321,013 | 1,542 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $261,230 | 1,542 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $289,356 | 1,542 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $284,196 | 1,604 | Shares | Sole | 2020-04-03 | |
| No filing history on record for this holder in this stock. | ||||||