Position in CI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$250,317
-$76,185 QoQ
Shares Held
908
-25.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,248
of 1,682 holders
Holding Since
Sep 2024
6 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, 2026Applied Finance Capital Management, LLC holds $14,126,893 across 2 Healthcare Plans names. CI ranks #2 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
134,138 | $13,876,576 | |
| 2 | CI |
Cigna Group
This page
|
908 | $250,317 |
All Filings in CI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,317 | 908 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $326,502 | 1,224 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $302,477 | 1,099 | Shares | Sole | 2026-02-05 | |
| 2025-03-31 | $1,413,055 | 4,295 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $957,653 | 3,468 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,201,453 | 3,468 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||