Position in CI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$817,391
+$111,304 QoQ
Shares Held
2,965
+12.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#824
of 1,682 holders
Holding Since
Jun 2025
3 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, 2026Clear Creek Financial Management, LLC holds $2,416,319 across 2 Healthcare Plans names. CI ranks #2 (33.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
3,847 | $1,598,928 | |
| 2 | CI |
Cigna Group
This page
|
2,965 | $817,391 |
All Filings in CI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $817,391 | 2,965 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $706,087 | 2,647 | Shares | Sole | 2026-04-23 | |
| 2025-06-30 | $250,249 | 757 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||