Position in CI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$309,312
-$27,059 QoQ
Shares Held
1,122
-11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,171
of 1,682 holders
Holding Since
Mar 2023
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, 2026Hamilton Point Investment Advisors, LLC holds $914,884 across 2 Healthcare Plans names. CI ranks #2 (33.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,457 | $605,572 | |
| 2 | CI |
Cigna Group
This page
|
1,122 | $309,312 |
All Filings in CI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,312 | 1,122 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $336,371 | 1,261 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $347,065 | 1,261 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $363,483 | 1,261 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $416,861 | 1,261 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $414,869 | 1,261 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $349,869 | 1,267 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $438,939 | 1,267 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $418,832 | 1,267 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $460,161 | 1,267 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $379,403 | 1,267 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $362,450 | 1,267 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $355,520 | 1,267 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $323,756 | 1,267 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||