Position in CI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,113,195
+$139,291 QoQ
Shares Held
4,038
+10.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#733
of 1,682 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026LYNCH & ASSOCIATES/IN holds $4,004,519 across 2 Healthcare Plans names. CI ranks #2 (27.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
27,949 | $2,891,324 | |
| 2 | CI |
Cigna Group
This page
|
4,038 | $1,113,195 |
All Filings in CI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,113,195 | 4,038 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $973,904 | 3,651 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $836,974 | 3,041 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,102,556 | 3,825 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,445,626 | 4,373 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,439,375 | 4,375 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,199,828 | 4,345 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $1,560,365 | 4,504 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,437,979 | 4,350 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,367,410 | 3,765 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $1,004,055 | 3,353 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $597,886 | 2,090 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||