Position in CI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,813,973
+$776,050 QoQ
Shares Held
6,580
+69.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#613
of 1,682 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 10%
Shared 90%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $17,672,280 across 8 Healthcare Plans names. CI ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
21,037 | $8,743,607 | |
| 2 | CVS |
CVS HEALTH Corp
|
21,647 | $2,239,381 | |
| 3 | CI |
Cigna Group
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|
6,580 | $1,813,973 | |
| 4 | MOH |
Molina Healthcare, Inc.
|
6,914 | $1,581,231 | |
| 5 | HUM |
Humana Inc
|
2,867 | $1,138,828 | |
| 6 | ELV |
Elevance Health, Inc.
|
2,426 | $938,206 | |
| 7 | CLOV |
Clover Health Investments, Corp. /De
|
142,078 | $744,488 | |
| 8 | CNC |
Centene Corp
|
7,362 | $472,566 |
All Filings in CI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,813,973 | 6,580 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,037,923 | 3,891 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $650,642 | 2,364 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $971,402 | 3,370 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,335,873 | 4,041 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,333,766 | 4,054 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $948,540 | 3,435 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,281,134 | 3,698 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,222,116 | 3,697 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,312,931 | 3,615 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,015,135 | 3,390 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,030,137 | 3,601 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $980,977 | 3,496 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $496,238 | 1,942 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $916,486 | 2,766 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $531,909 | 1,917 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $456,153 | 1,731 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $437,288 | 1,825 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $381,645 | 1,662 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $409,327 | 2,045 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $401,833 | 1,695 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $391,618 | 1,620 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $286,663 | 1,377 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $210,915 | 1,245 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $225,195 | 1,271 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||