Coign-Capital-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABT",
  "ADBE",
  "GOOGL",
  "AXP",
  "AVGO",
  null,
  null,
  "HON",
  "QCOM",
  "ISRG",
  "META",
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  "MMC",
  "MA",
  "MSFT",
  "MS",
  "ORLY",
  "AMP",
  "IJR",
  "NOC",
  null,
  "EEM",
  "PEP",
  "PGR",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "MPW",
  null,
  "REGN",
  "IEFA",
  "RTX",
  null,
  "CI",
  "TMO",
  "UBER",
  "UPS",
  "IVOO",
  "FSK",
  "APH",
  "AMD",
  "CAH",
  "AMZN",
  "IVE",
  null,
  "V",
  "WMT",
  "CRM",
  null,
  "MCK",
  "ADP",
  "BAC",
  "BRK-B",
  "BDX",
  "CVX",
  "CB",
  "CMCSA",
  "COP",
  "ADI",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "MCHP",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 76
Total Value: 130007667
Accession Number: 0001172661-25-001638
Form Type: 13F-HR
CIK: coign-capital-advisors
Manager Name: Coign-Capital-Advisors

Data Enrichment

84% identified

64 identified12 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

76 positions • $130.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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78463X509

Shares:16.5K

Value:$651.4K

% of Portfolio:0.5% ($651.4K/$130.0M)

Cigna Group

CI|125523100

Shares:2.0K

Value:$641.9K

% of Portfolio:0.5% ($641.9K/$130.0M)

CHEVRON CORP

CVX|166764100

Shares:3.8K

Value:$639.7K

% of Portfolio:0.5% ($639.7K/$130.0M)

ELI LILLY & Co

LLY|532457108

Shares:771

Value:$636.8K

% of Portfolio:0.5% ($636.8K/$130.0M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.2K

Value:$635.3K

% of Portfolio:0.5% ($635.3K/$130.0M)

Walmart Inc.

WMT|931142103

Shares:7.2K

Value:$629.6K

% of Portfolio:0.5% ($629.6K/$130.0M)

MCKESSON CORP

MCK|58155Q103

Shares:925

Value:$622.6K

% of Portfolio:0.5% ($622.6K/$130.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.2K

Value:$621.0K

% of Portfolio:0.5% ($621.0K/$130.0M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:1.2K

Value:$615.6K

% of Portfolio:0.5% ($615.6K/$130.0M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:14.5K

Value:$605.7K

% of Portfolio:0.5% ($605.7K/$130.0M)

CONOCOPHILLIPS

COP|20825C104

Shares:5.7K

Value:$598.4K

% of Portfolio:0.5% ($598.4K/$130.0M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:1.2K

Value:$598.4K

% of Portfolio:0.5% ($598.4K/$130.0M)

BECTON DICKINSON & CO

BDX|075887109

Shares:2.6K

Value:$598.3K

% of Portfolio:0.5% ($598.3K/$130.0M)

Salesforce, Inc.

CRM|79466L302

Shares:2.2K

Value:$585.8K

% of Portfolio:0.5% ($585.8K/$130.0M)

QUALCOMM INC/DE

QCOM|747525103

Shares:3.8K

Value:$581.6K

% of Portfolio:0.4% ($581.6K/$130.0M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:2.2K

Value:$579.3K

% of Portfolio:0.4% ($579.3K/$130.0M)

Uber Technologies, Inc

UBER|90353T100

Shares:7.9K

Value:$576.8K

% of Portfolio:0.4% ($576.8K/$130.0M)

COMCAST CORP

CMCSA|20030N101

Shares:15.6K

Value:$575.5K

% of Portfolio:0.4% ($575.5K/$130.0M)

ADOBE INC.

ADBE|00724F101

Shares:1.5K

Value:$574.9K

% of Portfolio:0.4% ($574.9K/$130.0M)

Tesla, Inc.

TSLA|88160R101

Shares:2.2K

Value:$566.8K

% of Portfolio:0.4% ($566.8K/$130.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78463X509)✕	16.5K	QoQ -0.07% (-12) YoY-	All Managers (Combined)	$651.4K	0.5% ($651.4K/$130.0M)	QoQ +2.53% (-$16.1K) YoY-
Cigna Group(CIcusip125523100)	2.0K	QoQ +2.30% (+44) YoY-	All Managers (Combined)	$641.9K	0.5% ($641.9K/$130.0M)	QoQ +21.89% (+$115.3K) YoY-
CHEVRON CORP(CVXcusip166764100)	3.8K	QoQ -4.23% (-169) YoY-	All Managers (Combined)	$639.7K	0.5% ($639.7K/$130.0M)	QoQ +10.61% (-$61.4K) YoY-
ELI LILLY & Co(LLYcusip532457108)	771	QoQ -0.77% (-6) YoY-	All Managers (Combined)	$636.8K	0.5% ($636.8K/$130.0M)	QoQ +6.15% (-$36.9K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.2K	QoQ -12.92% (-180) YoY-	All Managers (Combined)	$635.3K	0.5% ($635.3K/$130.0M)	QoQ -9.84% (-$69.4K) YoY-
Walmart Inc.(WMTcusip931142103)	7.2K	QoQ -3.73% (-278) YoY-	All Managers (Combined)	$629.6K	0.5% ($629.6K/$130.0M)	QoQ -6.45% (-$43.5K) YoY-
MCKESSON CORP(MCKcusip58155Q103)	925	QoQ -5.99% (-59) YoY-	All Managers (Combined)	$622.6K	0.5% ($622.6K/$130.0M)	QoQ +11.00% (-$61.7K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.2K	QoQ -57.90% (-1.6K) YoY-	All Managers (Combined)	$621.0K	0.5% ($621.0K/$130.0M)	QoQ -50.54% (-$634.6K) YoY-
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	1.2K	QoQ -0.40% (-5) YoY-	All Managers (Combined)	$615.6K	0.5% ($615.6K/$130.0M)	QoQ -5.49% (-$35.8K) YoY-
BANK OF AMERICA CORP /DE/(BACcusip060505104)	14.5K	QoQ +1.10% (-158) YoY-	All Managers (Combined)	$605.7K	0.5% ($605.7K/$130.0M)	QoQ -4.00% (-$25.3K) YoY-
CONOCOPHILLIPS(COPcusip20825C104)	5.7K	QoQ +3.67% (+202) YoY-	All Managers (Combined)	$598.4K	0.5% ($598.4K/$130.0M)	QoQ +9.79% (+$53.4K) YoY-
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	1.2K	QoQ +1.09% (-13) YoY-	All Managers (Combined)	$598.4K	0.5% ($598.4K/$130.0M)	QoQ -3.30% (-$20.4K) YoY-
BECTON DICKINSON & CO(BDXcusip075887109)	2.6K	QoQ -0.94% (-25) YoY-	All Managers (Combined)	$598.3K	0.5% ($598.3K/$130.0M)	QoQ 0.00% (-$49) YoY-
Salesforce, Inc.(CRMcusip79466L302)	2.2K	QoQ +1.72% (-37) YoY-	All Managers (Combined)	$585.8K	0.5% ($585.8K/$130.0M)	QoQ -18.35% (-$131.7K) YoY-
QUALCOMM INC/DE(QCOMcusip747525103)	3.8K	QoQ +1.77% (+66) YoY-	All Managers (Combined)	$581.6K	0.4% ($581.6K/$130.0M)	QoQ +1.76% (+$10.1K) YoY-
AMERICAN EXPRESS CO(AXPcusip025816109)	2.2K	QoQ -0.82% (-18) YoY-	All Managers (Combined)	$579.3K	0.4% ($579.3K/$130.0M)	QoQ -10.09% (-$65.1K) YoY-
Uber Technologies, Inc(UBERcusip90353T100)	7.9K	QoQ +14.19% (+984) YoY-	All Managers (Combined)	$576.8K	0.4% ($576.8K/$130.0M)	QoQ +37.93% (+$158.6K) YoY-
COMCAST CORP(CMCSAcusip20030N101)	15.6K	QoQ +4.44% (+663) YoY-	All Managers (Combined)	$575.5K	0.4% ($575.5K/$130.0M)	QoQ +2.68% (+$15.1K) YoY-
ADOBE INC.(ADBEcusip00724F101)	1.5K	QoQ +12.36% (-165) YoY-	All Managers (Combined)	$574.9K	0.4% ($574.9K/$130.0M)	QoQ -3.08% (-$18.3K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	2.2K	QoQ +8.53% (-172) YoY-	All Managers (Combined)	$566.8K	0.4% ($566.8K/$130.0M)	QoQ -30.34% (-$247.0K) YoY-