Valeo Financial Advisors, LLC

Position in CI — Cigna Group

CIK 1722641 CARMEL, IN

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Position in CI

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$913,603

+$134,960 QoQ

Shares Held

3,314

+13.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#795

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)

Derivatives in CI

reported options exposure · as of Jun 30, 2021

CallValue

$47,414

CallShares

200

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $12,710,978 across 6 Healthcare Plans names. CI ranks #4 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	16,110	$6,695,799
2	CVS	CVS HEALTH Corp	24,477	$2,532,145
3	ELV	Elevance Health, Inc.	4,670	$1,806,029
4	CI	Cigna Group This page	3,314	$913,603
5	CNC	Centene Corp	7,524	$482,965
6	HUM	Humana Inc	706	$280,437

All Filings in CI

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$913,603	3,314	+13.5%	Shares	Sole	2026-07-08
2026-03-31	$778,643	2,919	-23.4%	Shares	Sole	2026-05-08
2025-12-31	$1,048,351	3,809	-11.6%	Shares	Sole	2026-02-04
2025-09-30	$1,241,492	4,307	-0.3%	Shares	Sole	2025-11-03
2025-06-30	$1,427,775	4,319	+7.1%	Shares	Sole	2025-09-12
2025-03-31	$1,326,857	4,033	+0.2%	Shares	Sole	2025-04-30
2024-12-31	$1,110,911	4,023	-1.4%	Shares	Sole	2025-01-30
2024-09-30	$1,413,475	4,080	-2.4%	Shares	Sole	2024-10-10
2024-06-30	$1,381,782	4,180	-3.3%	Shares	Sole	2024-07-10
2024-03-31	$1,570,070	4,323	+0.6%	Shares	Sole	2024-04-25
2023-12-31	$1,287,335	4,299	-14.3%	Shares	Sole	2024-01-29
2023-09-30	$1,434,641	5,015	-4.6%	Shares	Sole	2023-10-20
2023-06-30	$1,475,114	5,257	-0.1%	Shares	Sole	2023-07-14
2023-03-31	$1,344,343	5,261	-31.3%	Shares	Sole	2023-04-17
2022-12-31	$2,537,070	7,657	+64.5%	Shares	Sole	2023-02-09
2022-09-30	$1,291,345	4,654	-3.6%	Shares	Sole	2022-10-31
2022-06-30	$1,272,274	4,828	-74.0%	Shares	Sole	2022-08-03
2022-03-31	$4,445,723	18,554	+269.8%	Shares	Sole	2022-04-28
2021-12-31	$1,152,053	5,017	-2.1%	Shares	Sole	2022-01-07
2021-09-30	$1,025,419	5,123	+130.6%	Shares	Sole	2021-11-02
2021-06-30	$47,414	200	—	Call	Sole	2021-07-22
2021-06-30	$526,769	2,222	+0.3%	Shares	Sole	2021-07-22
2021-03-31	$535,695	2,216	-2.2%	Shares	Sole	2021-04-12
2020-12-31	$471,527	2,265	-13.1%	Shares	Sole	2021-02-11
2020-09-30	$441,313	2,605	-54.5%	Shares	Sole	2020-10-28
2020-06-30	$1,075,046	5,729	-5.3%	Shares	Sole	2020-07-20
2020-03-31	$1,072,293	6,052	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.