Position in CI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,766,557
+$397,063 QoQ
Shares Held
6,408
+24.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#623
of 1,682 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Mutual Advisors, LLC holds $16,277,538 across 8 Healthcare Plans names. CI ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
16,829 | $6,994,637 | |
| 2 | OSCR |
Oscar Health, Inc.
|
76,870 | $2,192,332 | |
| 3 | CI |
Cigna Group
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|
6,408 | $1,766,557 | |
| 4 | MOH |
Molina Healthcare, Inc.
|
7,559 | $1,728,743 | |
| 5 | PGNY |
Progyny, Inc.
|
46,979 | $1,354,404 | |
| 6 | CVS |
CVS HEALTH Corp
|
10,161 | $1,051,155 | |
| 7 | ELV |
Elevance Health, Inc.
|
2,382 | $921,190 | |
| 8 | HUM |
Humana Inc
|
676 | $268,520 |
All Filings in CI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,766,557 | 6,408 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,369,494 | 5,134 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,429,544 | 5,194 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,605,552 | 5,570 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,956,703 | 5,919 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,790,089 | 5,441 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,401,410 | 5,075 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,638,314 | 4,729 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,290,545 | 3,904 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,579,513 | 4,349 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,322,371 | 4,416 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,328,795 | 4,645 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,298,336 | 4,627 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,091,368 | 4,271 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,313,763 | 3,965 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,124,030 | 4,051 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,002,693 | 3,805 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $933,999 | 3,898 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,015,653 | 4,423 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $756,004 | 3,777 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $663,321 | 2,798 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $684,365 | 2,831 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $627,454 | 3,014 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $564,982 | 3,335 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $664,468 | 3,541 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $586,465 | 3,310 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||