Position in CI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,398,139
-$2,350,543 QoQ
Shares Held
8,699
-51.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#547
of 1,679 holders
Holding Since
Dec 2023
11 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, 2026Concurrent Investment Advisors, LLC holds $29,882,627 across 7 Healthcare Plans names. CI ranks #3 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
30,010 | $12,473,055 | |
| 2 | CVS |
CVS HEALTH Corp
|
113,425 | $11,733,815 | |
| 3 | CI |
Cigna Group
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|
8,699 | $2,398,139 | |
| 4 | ELV |
Elevance Health, Inc.
|
3,725 | $1,440,568 | |
| 5 | ALHC |
Alignment Healthcare, Inc.
|
35,087 | $835,420 | |
| 6 | CNC |
Centene Corp
|
7,937 | $509,475 | |
| 7 | HUM |
Humana Inc
|
1,239 | $492,155 |
All Filings in CI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,398,139 | 8,699 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,748,682 | 17,802 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,904,047 | 17,818 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,388,788 | 4,818 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,675,379 | 5,068 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,640,723 | 4,987 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,066,452 | 3,862 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,407,932 | 4,064 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,326,577 | 4,013 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,101,054 | 5,785 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,735,612 | 5,796 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||