Position in CI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,249,657
-$35,811 QoQ
Shares Held
4,533
-5.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#706
of 1,682 holders
Holding Since
Mar 2020
26 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, 2026Belpointe Asset Management LLC holds $10,929,305 across 7 Healthcare Plans names. CI ranks #4 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
11,412 | $4,743,169 | |
| 2 | HUM |
Humana Inc
|
3,940 | $1,565,046 | |
| 3 | CNC |
Centene Corp
|
20,690 | $1,328,091 | |
| 4 | CI |
Cigna Group
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|
4,533 | $1,249,657 | |
| 5 | OSCR |
Oscar Health, Inc.
|
42,487 | $1,211,729 | |
| 6 | CVS |
CVS HEALTH Corp
|
5,493 | $568,250 | |
| 7 | ELV |
Elevance Health, Inc.
|
681 | $263,363 |
All Filings in CI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,249,657 | 4,533 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,285,468 | 4,819 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $543,854 | 1,976 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $514,526 | 1,785 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $576,862 | 1,745 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $635,628 | 1,932 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $617,725 | 2,237 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $592,758 | 1,711 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $677,999 | 2,051 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $741,270 | 2,041 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $507,268 | 1,694 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $484,888 | 1,695 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $395,926 | 1,411 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $807,730 | 3,161 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,398,254 | 4,220 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $759,157 | 2,736 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,196,117 | 4,539 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $567,875 | 2,370 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $553,637 | 2,411 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $387,109 | 1,934 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $428,148 | 1,806 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $190,007 | 786 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $166,127 | 798 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $115,537 | 682 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $169,635 | 904 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $168,498 | 951 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||