Position in HUM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,565,046
+$1,363,216 QoQ
Shares Held
3,940
+400.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#376
of 919 holders
Holding Since
Jun 2021
8 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in HUM Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Belpointe Asset Management LLC holds $10,929,305 across 7 Healthcare Plans names. HUM ranks #2 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
11,412 | $4,743,169 | |
| 2 | HUM |
Humana Inc
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|
3,940 | $1,565,046 | |
| 3 | CNC |
Centene Corp
|
20,690 | $1,328,091 | |
| 4 | CI |
Cigna Group
|
4,533 | $1,249,657 | |
| 5 | OSCR |
Oscar Health, Inc.
|
42,487 | $1,211,729 | |
| 6 | CVS |
CVS HEALTH Corp
|
5,493 | $568,250 | |
| 7 | ELV |
Elevance Health, Inc.
|
681 | $263,363 |
All Filings in HUM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,565,046 | 3,940 | Shares | Other | 2026-07-31 | |
| 2025-12-31 | $201,830 | 788 | Shares | Sole | 2026-01-27 | |
| 2023-03-31 | $310,694 | 640 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $199,241 | 389 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $164,964 | 340 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $123,102 | 263 | Shares | Sole | 2022-08-02 | |
| 2021-12-31 | $102,049 | 220 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $220,917 | 499 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||