Cape Investment Advisory, Inc.

Position in CI — Cigna Group

CIK 1944437 MCDONOUGH, GA

Position in CI

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$76,914

+$10,034 QoQ

Shares Held

279

+14.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,419

of 1,682 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $2,145,509 across 6 Healthcare Plans names. CI ranks #4 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc.	3,955	$1,529,516
2	CVS	CVS HEALTH Corp	2,895	$299,487
3	UNH	Unitedhealth Group Inc	557	$231,505
4	CI	Cigna Group This page	279	$76,914
5	MOH	Molina Healthcare, Inc.	18	$4,116
6	HUM	Humana Inc	10	$3,971

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$76,914	279	+14.8%	Shares	Defined	2026-07-23
2025-12-31	$66,880	243	+42.1%	Shares	Defined	2026-02-17
2025-09-30	$49,290	171	-24.0%	Shares	Defined	2025-12-29
2025-06-30	$74,380	225	+4.2%	Shares	Defined	2025-08-19
2025-03-31	$71,064	216	+13.1%	Shares	Defined	2025-05-16
2024-12-31	$52,742	191	+16.5%	Shares	Defined	2025-02-05
2024-09-30	$56,816	164	0.0%	Shares	Defined	2024-11-14
2024-06-30	$54,213	164	+13.9%	Shares	Defined	2024-08-15
2024-03-31	$52,299	144	-30.1%	Shares	Defined	2024-06-21
2023-12-31	$61,686	206	+24.1%	Shares	Defined	2024-02-12
2023-09-30	$47,487	166	+50.9%	Shares	Defined	2023-11-07
2023-06-30	$30,866	110	-4.3%	Shares	Defined	2023-10-12
2023-03-31	$29,385	115	—	Shares	Defined	2023-10-12
No filing history on record for this holder in this stock.