Coign Capital Advisors

Coign Capital Advisors as of Dec. 31, 2025

Portfolio Holdings for Coign Capital Advisors

Coign Capital Advisors holds 81 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) 9.1 $17M 336k 51.50
John Hancock Exchange Traded Core Plus Bond (JHCP) 6.9 $13M 523k 25.34
Putnam Etf Trust Focused Lar Cap (PVAL) 6.7 $13M 282k 45.57
Capital Group Growth Etf Shs Creation Uni (CGGR) 5.5 $10M 235k 44.47
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 5.4 $10M 93k 111.80
RBB Us Treas 3 Mnth (TBIL) 4.9 $9.4M 188k 49.88
Ishares Tr Core S&p500 Etf (IVV) 4.8 $9.1M 13k 684.95
Ishares Tr Us Treas Bd Etf (GOVT) 3.9 $7.5M 326k 23.02
Pgim Etf Tr Active Aggregate (PAB) 3.9 $7.4M 174k 42.75
Capital Group Equity Etf Tr Us Small And Mid (CGMM) 3.8 $7.4M 255k 28.84
Ishares Tr Core S&p Mcp Etf (IJH) 3.5 $6.6M 100k 66.00
Ishares Tr Core S&p Scp Etf (IJR) 2.9 $5.5M 46k 120.18
Ishares Tr Core Us Aggbd Et (AGG) 2.7 $5.1M 51k 99.88
Morgan Stanley Etf Trust Eaton Vance Inte (EVIM) 2.5 $4.9M 92k 53.07
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.0 $3.8M 5.5k 682.08
Ishares Tr S&p 500 Grwt Etf (IVW) 1.7 $3.2M 26k 123.26
Ishares Tr S&p 500 Val Etf (IVE) 1.6 $3.0M 14k 212.07
Alphabet Cap Stk Cl C (GOOG) 1.2 $2.3M 7.3k 313.80
Pgim Etf Tr Jennison Int Opp (PJIO) 1.2 $2.3M 37k 61.29
Apple (AAPL) 1.0 $1.9M 7.1k 271.87
Microsoft Corporation (MSFT) 0.9 $1.7M 3.5k 483.59
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.9 $1.7M 21k 80.63
NVIDIA Corporation (NVDA) 0.9 $1.6M 8.8k 186.50
Ishares Tr Core Msci Eafe (IEFA) 0.8 $1.5M 16k 89.46
Amazon (AMZN) 0.7 $1.4M 6.0k 230.82
Meta Platforms Cl A (META) 0.7 $1.3M 2.0k 660.09
Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $1.0M 19k 54.71
Visa Com Cl A (V) 0.5 $979k 2.8k 350.71
Netflix (NFLX) 0.5 $957k 10k 93.76
Amphenol Corp Cl A (APH) 0.5 $954k 7.1k 135.15
Wal-Mart Stores (WMT) 0.5 $933k 8.4k 111.41
Eli Lilly & Co. (LLY) 0.5 $931k 866.00 1074.68
Tesla Motors (TSLA) 0.5 $930k 2.1k 449.72
Advanced Micro Devices (AMD) 0.5 $925k 4.3k 214.16
American Express Company (AXP) 0.5 $891k 2.4k 369.95
Johnson & Johnson (JNJ) 0.5 $864k 4.2k 206.96
Bank of America Corporation (BAC) 0.5 $860k 16k 55.00
JPMorgan Chase & Co. (JPM) 0.4 $855k 2.7k 322.16
Morgan Stanley Com New (MS) 0.4 $853k 4.8k 177.53
McKesson Corporation (MCK) 0.4 $843k 1.0k 820.33
Pgim Etf Tr Total Return Bon (PTRB) 0.4 $839k 20k 42.07
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $826k 1.6k 502.65
Cisco Systems (CSCO) 0.4 $814k 11k 77.03
Intuitive Surgical Com New (ISRG) 0.4 $813k 1.4k 566.36
Thermo Fisher Scientific (TMO) 0.4 $795k 1.4k 579.25
Abbvie (ABBV) 0.4 $794k 3.5k 228.49
Northrop Grumman Corporation (NOC) 0.4 $791k 1.4k 570.21
Chubb (CB) 0.4 $778k 2.5k 312.16
Analog Devices (ADI) 0.4 $774k 2.9k 271.20
Citigroup Com New (C) 0.4 $773k 6.6k 116.69
Pepsi (PEP) 0.4 $763k 5.3k 143.56
Qualcomm (QCOM) 0.4 $756k 4.4k 171.05
Exxon Mobil Corporation (XOM) 0.4 $750k 6.2k 120.33
Broadcom (AVGO) 0.4 $740k 2.1k 346.10
Mastercard Incorporated Cl A (MA) 0.4 $735k 1.3k 570.88
Uber Technologies (UBER) 0.4 $722k 8.8k 81.71
salesforce (CRM) 0.4 $701k 2.6k 264.93
Abbott Laboratories (ABT) 0.4 $696k 5.6k 125.29
UnitedHealth (UNH) 0.4 $693k 2.1k 330.11
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $691k 15k 46.81
Charles Schwab Corporation (SCHW) 0.4 $681k 6.8k 99.91
Philip Morris International (PM) 0.3 $666k 4.2k 160.41
Adobe Systems Incorporated (ADBE) 0.3 $659k 1.9k 349.99
O'reilly Automotive (ORLY) 0.3 $658k 7.2k 91.21
ConocoPhillips (COP) 0.3 $650k 6.9k 93.61
Progressive Corporation (PGR) 0.3 $638k 2.8k 227.72
Honeywell International (HON) 0.3 $620k 3.2k 195.09
Intuit (INTU) 0.3 $615k 928.00 662.42
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $594k 1.8k 335.23
Marsh & McLennan Companies 0.3 $594k 3.2k 185.52
Cigna Corp (CI) 0.3 $592k 2.2k 275.23
Fs Kkr Capital Corp (FSK) 0.3 $592k 40k 14.81
Alphabet Cap Stk Cl A (GOOGL) 0.3 $542k 1.7k 313.05
Servicenow (NOW) 0.3 $529k 3.5k 153.19
Raytheon Technologies Corp (RTX) 0.2 $361k 2.0k 183.40
Ameriprise Financial (AMP) 0.2 $306k 623.00 490.34
Cardinal Health (CAH) 0.2 $299k 1.5k 205.50
Medical Properties Trust (MPT) 0.1 $246k 49k 5.00
Automatic Data Processing (ADP) 0.1 $227k 882.00 257.23
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $211k 344.00 614.31
Hive Digital Technologies Lt Com New (HIVE) 0.0 $26k 10k 2.58