Position in CI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$285,053
+$10,034 QoQ
Shares Held
1,034
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,201
of 1,689 holders
Holding Since
Dec 2022
14 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, 2026Cornerstone Planning Group LLC holds $679,543 across 8 Healthcare Plans names. CI ranks #1 (41.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
This page
|
1,034 | $285,053 | |
| 2 | UNH |
Unitedhealth Group Inc
|
663 | $275,562 | |
| 3 | CVS |
CVS HEALTH Corp
|
499 | $51,621 | |
| 4 | ELV |
Elevance Health, Inc.
|
63 | $24,363 | |
| 5 | CNC |
Centene Corp
|
335 | $21,503 | |
| 6 | HUM |
Humana Inc
|
32 | $12,711 | |
| 7 | OSCR |
Oscar Health, Inc.
|
250 | $7,130 | |
| 8 | MOH |
Molina Healthcare, Inc.
|
7 | $1,600 |
All Filings in CI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,053 | 1,034 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $275,019 | 1,031 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $275,230 | 1,000 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $353,106 | 1,225 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $318,679 | 964 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $13,818 | 42 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,209 | 8 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $4,503 | 13 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,636 | 11 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,179 | 6 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,796 | 6 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,149 | 18 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,086 | 11 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $9,277 | 28 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||