Position in CI
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$11,015,345
+$238,645 QoQ
Shares Held
39,957
-1.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#293
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, 2026Beacon Pointe Advisors, LLC holds $65,784,275 across 8 Healthcare Plans names. CI ranks #2 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
115,374 | $47,952,895 | |
| 2 | CI |
Cigna Group
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|
39,957 | $11,015,345 | |
| 3 | ELV |
Elevance Health, Inc.
|
7,555 | $2,921,745 | |
| 4 | CVS |
CVS HEALTH Corp
|
22,276 | $2,304,452 | |
| 5 | HUM |
Humana Inc
|
2,175 | $863,953 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
1,787 | $408,686 | |
| 7 | CNC |
Centene Corp
|
3,247 | $208,424 | |
| 8 | OSCR |
Oscar Health, Inc.
|
3,814 | $108,775 |
All Filings in CI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,015,345 | 39,957 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $10,776,700 | 40,400 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,939,656 | 36,114 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $10,340,680 | 35,874 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,144,186 | 36,736 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $12,907,657 | 39,233 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $10,268,542 | 37,186 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $14,818,971 | 42,775 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,612,872 | 41,180 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $13,855,335 | 38,149 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $14,336,468 | 47,876 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $13,636,098 | 47,667 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $12,551,799 | 44,732 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,971,324 | 46,849 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $14,358,287 | 43,334 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $9,195,355 | 33,140 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $8,718,032 | 33,083 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $8,111,517 | 33,853 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $6,872,137 | 29,927 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,948,755 | 29,720 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,756,572 | 20,064 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $2,487,746 | 10,291 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $2,480,464 | 11,915 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,911,622 | 11,284 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,207,326 | 11,763 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,799,794 | 10,158 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||