CIGNA INVESTMENTS INC /NEW

CIK 0000049969 · Q1 2026

13F Equity AUM

$650K

-100.0% QoQ

Positions

455

-5 QoQ

AUM Rank

#12,059

Top 97%

Skill Alpha (FF)

-0.1%/yr^ns

No Clear Edge

Rank #2,500 · Top 30%

vs S&P -2.6%/yr (unadj.)

Quarters Tracked

~9 years

Portfolio Concentration

Top 5: 26.7%Top 10: 38.0%Top 20: 48.1%

OMDA6.7%

NVDA6.0%

AAPL5.4%

ITOT4.6%

MSFT4.0%

AMZN2.9%

GOOGL2.5%

AVGO2.1%

GOOG2.0%

META1.8%

Others (445)62.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology27.4%

Financial Services16.4%

Healthcare14.6%

Communication Services8.8%

Consumer Cyclical8.2%

Industrials6.9%

Energy4.8%

Consumer Defensive3.7%

Other9.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 455Median: 0.08%Avg: 0.22%

0–0.5%

428(47.9%)

0.5–1%

12(8.0%)

1–3%

10(17.4%)

3–5%

2(8.6%)

5%+

3(18.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 451Unique: 4vs 20 funds

6.2%Low

455

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BlackRock, Inc.

11.4%

JPMORGAN CHASE & CO

9.3%

MORGAN STANLEY

8.6%

BANK OF AMERICA CORP /DE/

9.5%

VANGUARD CAPITAL MANAGEMENT LLC

13.2%

FMR LLC

15.4%

GEODE CAPITAL MANAGEMENT, LLC

12.9%

STATE STREET CORP

12.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

14.3%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New21Increased17Decreased276Exited26

New Positions

TOTAL ENERGIES SE0.5%

+35K

TSEM0.1%

+2K

NVMI0.0%

+541

DOW0.0%

+7K

BE0.0%

+2K

FTI0.0%

+4K

Q0.0%

+2K

CASY0.0%

+346

TPL0.0%

+567

CTRA0.0%

+7K

Increased

ITOT4.6%

+7K(+4%)

HBAN0.1%

+4K(+27%)

FITB0.1%

+2K(+33%)

PANW0.2%

+1K(+18%)

6RJ00.1%

+639(+16%)

WAT0.0%

+375(+64%)

MIGA0.1%

+361(+14%)

CCEP0.1%

+195(+6%)

COHR0.1%

+151(+10%)

HOOD0.1%

+139(+2%)

Decreased

AU0.1%

-9,170(-69%)

AAPL5.4%

-3,392(-2%)

NVDA6.0%

-2,885(-1%)

BAC0.5%

-1,678(-3%)

AMZN2.9%

-1,159(-1%)

T0.3%

-920(-1%)

MFC0.2%

-916(-3%)

MSFT4.0%

-908(-1%)

DEUTSCHE BANK AG0.1%

-878(-3%)

PFE0.2%

-767(-1%)

Exited

CYBR

-922

MDB

-765

FLUTTER ENTERTAINMEN…

-1,531

-4,135

-1,161

-996

-1,617

-1,154

-2,350

GIS

-5,297

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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