Position in CI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$226,608
+$7,340 QoQ
Shares Held
822
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,298
of 1,682 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026MARATHON CAPITAL MANAGEMENT holds $766,869 across 2 Healthcare Plans names. CI ranks #2 (29.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
1,397 | $540,261 | |
| 2 | CI |
Cigna Group
This page
|
822 | $226,608 |
All Filings in CI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,608 | 822 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $219,268 | 822 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $226,239 | 822 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $236,941 | 822 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $271,736 | 822 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $270,438 | 822 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $230,300 | 834 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $288,930 | 834 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $275,695 | 834 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $306,532 | 844 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $252,735 | 844 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $241,443 | 844 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $234,020 | 834 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $210,045 | 822 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||