Coign Capital Advisors
Latest statistics and disclosures from Coign Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are EVTR, JHCP, PVAL, IVOO, CGGR, and represent 33.98% of Coign Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: CGMM, CGGR, IJH, EVTR, IVV, JHCP, PVAL, PAB, MSFT, NOW.
- Started 1 new stock position in CAT.
- Reduced shares in these 10 stocks: XOM, ADP, QQQ, GOOG, JNJ, GOOGL, TBIL, IVOO, COP, MCK.
- Sold out of its positions in ADP, QQQ.
- Coign Capital Advisors was a net buyer of stock by $4.0M.
- Coign Capital Advisors has $190M in assets under management (AUM), dropping by -0.36%.
- Central Index Key (CIK): 0002056441
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Portfolio Holdings for Coign Capital Advisors
Coign Capital Advisors holds 80 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) | 9.2 | $17M | +2% | 343k | 50.75 |
|
| John Hancock Exchange Traded Core Plus Bond (JHCP) | 7.1 | $14M | +2% | 536k | 25.15 |
|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 7.0 | $13M | +2% | 289k | 46.40 |
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 5.5 | $10M | 91k | 114.32 |
|
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 5.2 | $10M | +5% | 248k | 40.19 |
|
| RBB F/m Us Treasury (TBIL) | 4.8 | $9.2M | 185k | 49.86 |
|
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| Ishares Tr Core S&p500 Etf (IVV) | 4.7 | $9.0M | +4% | 14k | 653.22 |
|
| Capital Group Equity Etf Tr Us Small And Mid (CGMM) | 4.3 | $8.2M | +9% | 278k | 29.36 |
|
| Pgim Etf Tr Active Aggregate (PAB) | 4.0 | $7.6M | +3% | 181k | 42.33 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 4.0 | $7.6M | +2% | 334k | 22.91 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 3.8 | $7.3M | +7% | 108k | 67.53 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 3.0 | $5.7M | 46k | 124.31 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 2.8 | $5.3M | +4% | 54k | 99.27 |
|
| Morgan Stanley Etf Trust Eaton Vance Inte (EVIM) | 2.6 | $4.9M | 93k | 52.55 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.9 | $3.6M | 5.5k | 650.49 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 1.6 | $3.1M | +4% | 15k | 211.15 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.6 | $3.1M | +4% | 27k | 113.11 |
|
| Pgim Etf Tr Jennison Int Opp (PJIO) | 1.1 | $2.2M | +4% | 39k | 55.35 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $1.9M | -9% | 6.6k | 286.86 |
|
| Apple (AAPL) | 0.9 | $1.8M | 7.1k | 253.80 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.9 | $1.7M | +3% | 21k | 79.56 |
|
| Microsoft Corporation (MSFT) | 0.8 | $1.6M | +20% | 4.2k | 370.16 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.8 | $1.5M | +3% | 17k | 90.53 |
|
| NVIDIA Corporation (NVDA) | 0.8 | $1.5M | -4% | 8.4k | 174.40 |
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| Amazon (AMZN) | 0.7 | $1.2M | 6.0k | 208.27 |
|
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| Meta Platforms Cl A (META) | 0.6 | $1.2M | +5% | 2.1k | 572.13 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.6 | $1.1M | +7% | 20k | 56.79 |
|
| Netflix (NFLX) | 0.5 | $1.0M | +5% | 11k | 96.15 |
|
| Wal-Mart Stores (WMT) | 0.5 | $949k | -8% | 7.6k | 124.29 |
|
| Amphenol Corp Cl A (APH) | 0.5 | $874k | -2% | 6.9k | 126.36 |
|
| Northrop Grumman Corporation (NOC) | 0.5 | $873k | -7% | 1.3k | 682.24 |
|
| Visa Com Cl A (V) | 0.5 | $863k | +2% | 2.9k | 302.24 |
|
| Johnson & Johnson (JNJ) | 0.4 | $831k | -18% | 3.4k | 244.46 |
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| Pepsi (PEP) | 0.4 | $823k | 5.3k | 155.30 |
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| Cisco Systems (CSCO) | 0.4 | $814k | 11k | 77.59 |
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| Advanced Micro Devices (AMD) | 0.4 | $811k | -7% | 4.0k | 203.43 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $809k | +2% | 1.7k | 479.20 |
|
| Analog Devices (ADI) | 0.4 | $807k | -11% | 2.5k | 318.14 |
|
| Morgan Stanley Com New (MS) | 0.4 | $801k | 4.9k | 164.57 |
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| Citigroup Com New (C) | 0.4 | $799k | +6% | 7.0k | 113.41 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $797k | -24% | 4.7k | 169.65 |
|
| Pgim Etf Tr Total Return Bon (PTRB) | 0.4 | $791k | -4% | 19k | 41.54 |
|
| McKesson Corporation (MCK) | 0.4 | $786k | -11% | 908.00 | 865.41 |
|
| Chubb (CB) | 0.4 | $785k | -3% | 2.4k | 325.97 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $781k | 2.7k | 294.11 |
|
|
| Tesla Motors (TSLA) | 0.4 | $776k | 2.1k | 371.75 |
|
|
| ConocoPhillips (COP) | 0.4 | $773k | -15% | 5.9k | 132.00 |
|
| Bank of America Corporation (BAC) | 0.4 | $772k | 16k | 48.75 |
|
|
| Eli Lilly & Co. (LLY) | 0.4 | $765k | -3% | 832.00 | 919.77 |
|
| Abbvie (ABBV) | 0.4 | $765k | 3.5k | 217.49 |
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| Honeywell International | 0.4 | $742k | +3% | 3.3k | 226.03 |
|
| American Express Company (AXP) | 0.4 | $726k | 2.4k | 302.48 |
|
|
| Philip Morris International (PM) | 0.4 | $721k | +4% | 4.4k | 165.35 |
|
| Charles Schwab Corporation (SCHW) | 0.4 | $680k | +6% | 7.2k | 93.98 |
|
| Thermo Fisher Scientific (TMO) | 0.4 | $676k | 1.4k | 491.37 |
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| Uber Technologies (UBER) | 0.4 | $676k | +6% | 9.4k | 71.93 |
|
| O'reilly Automotive (ORLY) | 0.4 | $675k | 7.3k | 92.31 |
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| Broadcom (AVGO) | 0.4 | $675k | 2.2k | 309.51 |
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| Spdr Index Shs Fds State Street Spd (SPEM) | 0.4 | $674k | -2% | 14k | 46.91 |
|
| Intuitive Surgical Com New (ISRG) | 0.4 | $671k | 1.5k | 460.99 |
|
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| Mastercard Incorporated Cl A (MA) | 0.3 | $666k | +3% | 1.3k | 499.66 |
|
| UnitedHealth (UNH) | 0.3 | $662k | +16% | 2.4k | 270.59 |
|
| Qualcomm (QCOM) | 0.3 | $619k | +8% | 4.8k | 128.78 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $619k | +35% | 2.5k | 243.08 |
|
| Abbott Laboratories (ABT) | 0.3 | $613k | +7% | 6.0k | 102.67 |
|
| salesforce (CRM) | 0.3 | $608k | +23% | 3.3k | 186.67 |
|
| Cigna Corp (CI) | 0.3 | $606k | +5% | 2.3k | 266.75 |
|
| Progressive Corporation (PGR) | 0.3 | $599k | +7% | 3.0k | 198.24 |
|
| Marsh & McLennan Companies (MRSH) | 0.3 | $598k | +7% | 3.5k | 173.45 |
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| Servicenow (NOW) | 0.3 | $595k | +64% | 5.7k | 104.55 |
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| Intuit (INTU) | 0.3 | $591k | +47% | 1.4k | 432.38 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $569k | 1.8k | 320.79 |
|
|
| Fs Kkr Capital Corp (FSK) | 0.3 | $507k | +22% | 49k | 10.35 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $370k | -2% | 1.9k | 192.90 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $317k | -36% | 1.1k | 287.64 |
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| Cardinal Health (CAH) | 0.2 | $309k | 1.5k | 211.31 |
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| Ameriprise Financial (AMP) | 0.1 | $277k | 623.00 | 444.40 |
|
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| Caterpillar (CAT) | 0.1 | $211k | NEW | 298.00 | 709.18 |
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| Medical Properties Trust (MPT) | 0.1 | $193k | -15% | 42k | 4.63 |
|
| Hive Digital Technologies Lt Com New (HIVE) | 0.0 | $19k | 10k | 1.90 |
|
Past Filings by Coign Capital Advisors
SEC 13F filings are viewable for Coign Capital Advisors going back to 2025
- Coign Capital Advisors 2026 Q1 filed May 15, 2026
- Coign Capital Advisors 2025 Q4 filed Jan. 20, 2026
- Coign Capital Advisors 2025 Q3 filed Oct. 30, 2025
- Coign Capital Advisors 2025 Q2 filed Aug. 4, 2025
- Coign Capital Advisors 2025 Q1 filed May 9, 2025