Position in CI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,412,425
+$193,462 QoQ
Shares Held
19,633
+0.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#397
of 1,682 holders
Holding Since
Jun 2022
16 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, 2026Continuum Advisory, LLC holds $7,315,324 across 8 Healthcare Plans names. CI ranks #1 (74.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
This page
|
19,633 | $5,412,425 | |
| 2 | UNH |
Unitedhealth Group Inc
|
2,489 | $1,034,503 | |
| 3 | ELV |
Elevance Health, Inc.
|
1,018 | $393,691 | |
| 4 | MOH |
Molina Healthcare, Inc.
|
1,187 | $271,466 | |
| 5 | CVS |
CVS HEALTH Corp
|
991 | $102,518 | |
| 6 | HUM |
Humana Inc
|
233 | $92,552 | |
| 7 | ALHC |
Alignment Healthcare, Inc.
|
176 | $4,190 | |
| 8 | CNC |
Centene Corp
|
62 | $3,979 |
All Filings in CI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,412,425 | 19,633 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,218,963 | 19,565 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $5,087,076 | 18,483 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $3,953,736 | 11,960 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $109,886 | 334 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $74,557 | 270 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $107,742 | 311 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $100,823 | 305 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $110,409 | 304 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $465,644 | 1,555 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $496,045 | 1,734 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $490,208 | 1,747 | Shares | Sole | 2023-12-13 | |
| 2023-03-31 | $448,710 | 1,756 | Shares | Sole | 2023-12-13 | |
| 2022-12-31 | $656,053 | 1,980 | Shares | Sole | 2023-12-13 | |
| 2022-09-30 | $470,034 | 1,694 | Shares | Sole | 2023-12-13 | |
| 2022-06-30 | $410,300 | 1,557 | Shares | Sole | 2023-12-13 | |
| No filing history on record for this holder in this stock. | ||||||