Position in CI
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$121,371
-$6,886 QoQ
Shares Held
455
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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 Mar 31, 2026Sunbelt Securities, Inc. holds $3,312,402 across 7 Healthcare Plans names. CI ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
5,429 | $1,469,033 | |
| 2 | ELV |
Elevance Health, Inc.
|
3,817 | $1,117,426 | |
| 3 | CVS |
CVS HEALTH Corp
|
6,664 | $478,608 | |
| 4 | CI |
Cigna Group
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|
455 | $121,371 | |
| 5 | HUM |
Humana Inc
|
602 | $104,380 | |
| 6 | CNC |
Centene Corp
|
358 | $11,720 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
74 | $9,864 |
All Filings in CI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $121,371 | 455 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $128,257 | 466 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $140,666 | 488 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $57,520 | 174 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $73,038 | 222 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $48,048 | 174 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $74,831 | 216 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $57,188 | 173 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $69,732 | 192 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $57,494 | 192 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $54,925 | 192 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $53,875 | 192 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $49,061 | 192 | Shares | Sole | 2023-05-17 | |
| No filing history on record for this holder in this stock. | ||||||