Coign Capital Advisors as of March 31, 2026
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 | 343k | 50.75 | |
| John Hancock Exchange Traded Core Plus Bond (JHCP) | 7.1 | $14M | 536k | 25.15 | |
| Putnam Etf Trust Focused Lar Cap (PVAL) | 7.0 | $13M | 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 | 248k | 40.19 | |
| RBB F/m Us Treasury (TBIL) | 4.8 | $9.2M | 185k | 49.86 | |
| Ishares Tr Core S&p500 Etf (IVV) | 4.7 | $9.0M | 14k | 653.22 | |
| Capital Group Equity Etf Tr Us Small And Mid (CGMM) | 4.3 | $8.2M | 278k | 29.36 | |
| Pgim Etf Tr Active Aggregate (PAB) | 4.0 | $7.6M | 181k | 42.33 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 4.0 | $7.6M | 334k | 22.91 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 3.8 | $7.3M | 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 | 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 | 15k | 211.15 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.6 | $3.1M | 27k | 113.11 | |
| Pgim Etf Tr Jennison Int Opp (PJIO) | 1.1 | $2.2M | 39k | 55.35 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $1.9M | 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 | 21k | 79.56 | |
| Microsoft Corporation (MSFT) | 0.8 | $1.6M | 4.2k | 370.16 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.8 | $1.5M | 17k | 90.53 | |
| NVIDIA Corporation (NVDA) | 0.8 | $1.5M | 8.4k | 174.40 | |
| Amazon (AMZN) | 0.7 | $1.2M | 6.0k | 208.27 | |
| Meta Platforms Cl A (META) | 0.6 | $1.2M | 2.1k | 572.13 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.6 | $1.1M | 20k | 56.79 | |
| Netflix (NFLX) | 0.5 | $1.0M | 11k | 96.15 | |
| Wal-Mart Stores (WMT) | 0.5 | $949k | 7.6k | 124.29 | |
| Amphenol Corp Cl A (APH) | 0.5 | $874k | 6.9k | 126.36 | |
| Northrop Grumman Corporation (NOC) | 0.5 | $873k | 1.3k | 682.24 | |
| Visa Com Cl A (V) | 0.5 | $863k | 2.9k | 302.24 | |
| Johnson & Johnson (JNJ) | 0.4 | $831k | 3.4k | 244.46 | |
| Pepsi (PEP) | 0.4 | $823k | 5.3k | 155.30 | |
| Cisco Systems (CSCO) | 0.4 | $814k | 11k | 77.59 | |
| Advanced Micro Devices (AMD) | 0.4 | $811k | 4.0k | 203.43 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $809k | 1.7k | 479.20 | |
| Analog Devices (ADI) | 0.4 | $807k | 2.5k | 318.14 | |
| Morgan Stanley Com New (MS) | 0.4 | $801k | 4.9k | 164.57 | |
| Citigroup Com New (C) | 0.4 | $799k | 7.0k | 113.41 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $797k | 4.7k | 169.65 | |
| Pgim Etf Tr Total Return Bon (PTRB) | 0.4 | $791k | 19k | 41.54 | |
| McKesson Corporation (MCK) | 0.4 | $786k | 908.00 | 865.41 | |
| Chubb (CB) | 0.4 | $785k | 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 | 5.9k | 132.00 | |
| Bank of America Corporation (BAC) | 0.4 | $772k | 16k | 48.75 | |
| Eli Lilly & Co. (LLY) | 0.4 | $765k | 832.00 | 919.77 | |
| Abbvie (ABBV) | 0.4 | $765k | 3.5k | 217.49 | |
| Honeywell International | 0.4 | $742k | 3.3k | 226.03 | |
| American Express Company (AXP) | 0.4 | $726k | 2.4k | 302.48 | |
| Philip Morris International (PM) | 0.4 | $721k | 4.4k | 165.35 | |
| Charles Schwab Corporation (SCHW) | 0.4 | $680k | 7.2k | 93.98 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $676k | 1.4k | 491.37 | |
| Uber Technologies (UBER) | 0.4 | $676k | 9.4k | 71.93 | |
| O'reilly Automotive (ORLY) | 0.4 | $675k | 7.3k | 92.31 | |
| Broadcom (AVGO) | 0.4 | $675k | 2.2k | 309.51 | |
| Spdr Index Shs Fds State Street Spd (SPEM) | 0.4 | $674k | 14k | 46.91 | |
| Intuitive Surgical Com New (ISRG) | 0.4 | $671k | 1.5k | 460.99 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $666k | 1.3k | 499.66 | |
| UnitedHealth (UNH) | 0.3 | $662k | 2.4k | 270.59 | |
| Qualcomm (QCOM) | 0.3 | $619k | 4.8k | 128.78 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $619k | 2.5k | 243.08 | |
| Abbott Laboratories (ABT) | 0.3 | $613k | 6.0k | 102.67 | |
| salesforce (CRM) | 0.3 | $608k | 3.3k | 186.67 | |
| Cigna Corp (CI) | 0.3 | $606k | 2.3k | 266.75 | |
| Progressive Corporation (PGR) | 0.3 | $599k | 3.0k | 198.24 | |
| Marsh & McLennan Companies (MRSH) | 0.3 | $598k | 3.5k | 173.45 | |
| Servicenow (NOW) | 0.3 | $595k | 5.7k | 104.55 | |
| Intuit (INTU) | 0.3 | $591k | 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 | 49k | 10.35 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $370k | 1.9k | 192.90 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $317k | 1.1k | 287.64 | |
| Cardinal Health (CAH) | 0.2 | $309k | 1.5k | 211.31 | |
| Ameriprise Financial (AMP) | 0.1 | $277k | 623.00 | 444.40 | |
| Caterpillar (CAT) | 0.1 | $211k | 298.00 | 709.18 | |
| Medical Properties Trust (MPT) | 0.1 | $193k | 42k | 4.63 | |
| Hive Digital Technologies Lt Com New (HIVE) | 0.0 | $19k | 10k | 1.90 |
