Position in CI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,903,294
+$679,179 QoQ
Shares Held
6,904
+50.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#595
of 1,682 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Larson Financial Group LLC holds $6,870,050 across 10 Healthcare Plans names. CI ranks #2 (27.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
6,606 | $2,745,651 | |
| 2 | CI |
Cigna Group
This page
|
6,904 | $1,903,294 | |
| 3 | CVS |
CVS HEALTH Corp
|
8,700 | $900,015 | |
| 4 | ELV |
Elevance Health, Inc.
|
1,765 | $682,578 | |
| 5 | CNC |
Centene Corp
|
5,603 | $359,656 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
662 | $151,399 | |
| 7 | ALHC |
Alignment Healthcare, Inc.
|
1,899 | $45,215 | |
| 8 | OSCR |
Oscar Health, Inc.
|
1,456 | $41,525 |
All Filings in CI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,903,294 | 6,904 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,224,115 | 4,589 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,119,635 | 4,068 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $839,095 | 2,911 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,008,599 | 3,051 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $918,568 | 2,792 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $925,345 | 3,351 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $90,420 | 261 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $55,205 | 167 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $88,981 | 245 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $24,554 | 82 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $22,885 | 80 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $10,101 | 36 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $8,176 | 32 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $73,226 | 221 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $61,320 | 221 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $16,074 | 61 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $14,616 | 61 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $14,007 | 61 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $12,209 | 61 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $14,461 | 61 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $14,746 | 61 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $12,698 | 61 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $10,334 | 61 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $11,446 | 61 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $10,807 | 61 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||