13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002056441
Total reported value
$222.2M
$222.2M
81 檔
28.9%
The Q4 2025 SEC filing reveals that Coign Capital Advisors LLC held a total portfolio value of $222.2M, covering 81 public equity positions.
In Q4 2025, Coign Capital Advisors LLC displayed an active expansion posture, initiating 0 new positions and adding to 45 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EVTR | Eaton Vance Total Return | ETF-Other | 9.06% | -1.05% | +12.41% | |
| 2 | JHCP | Jhancock Core Plus Bond ETF | ETF-Other | 6.94% | -0.87% | +6.66% | |
| 3 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 6.73% | -0.38% | +3.46% | |
| 4 | CGGR | Cap Group Growth Equity | ETF-Other | 5.46% | +0.14% | +4.07% | |
| 5 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 5.42% | -0.17% | -2.26% | |
| 6 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 4.92% | -1.00% | -13.72% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.76% | +0.01% | +3.77% | |
| 8 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.93% | -0.52% | +4.06% | |
| 9 | PAB | Pgim Act Aggrg Bond ETF | ETF-Other | 3.89% | -0.56% | +7.36% | |
| 10 | CGMM | Cap Group Small And Mid Cap | ETF-Other | 3.85% | -0.03% | +9.71% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.46% | +0.06% | +11.22% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.87% | -0.01% | -0.16% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.68% | -0.25% | +3.94% | |
| 14 | EVIM | Eaton Vance Int Muni Income | ETF-Other | 2.54% | -0.29% | +21.82% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.98% | -0.05% | -2.43% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.67% | +0.12% | +2.15% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.56% | -0.04% | +2.35% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.20% | +0.13% | +0.01% | |
| 19 | PJIO | Pgim Jennison Intl Opp ETF | ETF-Other | 1.20% | -0.96% | +6.37% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.01% | -0.03% | +0.43% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.89% | -0.11% | +12.58% | |
| 22 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.87% | -0.05% | +1.16% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.86% | -0.06% | +0.79% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.76% | -0.03% | +1.30% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.72% | -0.01% | +0.08% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.70% | -0.11% | +1.46% | |
| 27 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.53% | +0.04% | +3.54% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | -0.01% | +1.90% | |
| 29 | NFLX | Netflix Inc | Stock-Comm Services | 0.50% | -0.21% | +916.33% | |
| 30 | APH | Amphenol Corp-cl A | Stock-Tech | 0.50% | +0.09% | +0.54% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.49% | -0.11% | +1.70% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | +0.05% | +1.29% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | -0.01% | -0.29% | |
| 34 | AMD | Advanced Micro Devices | Stock-Tech | 0.48% | +0.58% | +0.42% | |
| 35 | AXP | American Express Co | Stock-Financials | 0.47% | -0.01% | +1.26% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | -0.05% | +1.53% | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.45% | — | +1.80% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | -0.01% | +2.04% | |
| 39 | MS | Morgan Stanley | Stock-Financials | 0.45% | +0.04% | +1.71% | |
| 40 | MCK | Mckesson CORP | Stock-Healthcare | 0.44% | -0.10% | +1.38% | |
| 41 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 0.44% | -0.08% | -4.78% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.43% | -0.03% | +1.86% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.43% | +0.12% | +2.79% | |
| 44 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.43% | -0.08% | +1.84% | |
| 45 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.42% | -0.05% | +0.73% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.42% | — | +8.19% | |
| 47 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.41% | -0.16% | +1.76% | |
| 48 | CB | Chubb Limited | Stock-Financials | 0.41% | -0.04% | +2.51% | |
| 49 | ADI | Analog Devices Inc | Stock-Tech | 0.41% | +0.03% | +3.14% | |
| 50 | C | Citigroup Inc | Stock-Financials | 0.40% | +0.03% | +1.50% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EVTR | Eaton Vance Total Return | +0.6% | +12.41% | Add |
| 2 | EVIM | Eaton Vance Int Muni Income | +0.4% | +21.82% | Add |
| 3 | PVAL | Putnam Focused Lrg Cap Value | +0.3% | +3.46% | Add |
| 4 | CGMM | Cap Group Small And Mid Cap | +0.2% | +9.71% | Add |
| 5 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +11.22% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | +0.01% | Add |
| 7 | LLY | Eli Lilly & Co | +0.1% | +1.29% | Add |
| 8 | AMD | Advanced Micro Devices | +0.1% | +0.42% | Add |
| 9 | ISRG | Intuitive Surgical Inc | +0.1% | +1.84% | Add |
| 10 | JHCP | Jhancock Core Plus Bond ETF | +0.1% | +6.66% | Add |
| 11 | PAB | Pgim Act Aggrg Bond ETF | +0.1% | +7.36% | Add |
| 12 | TMO | Thermo Fisher Scientific Inc | +0.1% | +0.73% | Add |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.1% | +3.77% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.06% | Add |
| 15 | CSCO | Cisco Systems Inc | 0% | +2.79% | Add |
| 16 | C | Citigroup Inc | 0% | +1.50% | Add |
| 17 | MS | Morgan Stanley | 0% | +1.71% | Add |
| 18 | AXP | American Express Co | 0% | +1.26% | Add |
| 19 | ADI | Analog Devices Inc | 0% | +3.14% | Add |
| 20 | JNJ | Johnson & Johnson | 0% | +1.53% | Add |
| 21 | CB | Chubb Limited | 0% | +2.51% | Add |
| 22 | CRM | Salesforce Inc | 0% | +1.69% | Add |
| 23 | CAH | Cardinal Health Inc | 0% | — | Unchanged |
| 24 | MPT | Medical Properties Trust Inc | 0% | +31.60% | Add |
| 25 | AAPL | Apple Inc | 0% | +0.43% | Add |
| 26 | APH | Amphenol Corp-cl A | 0% | +0.54% | Add |
| 27 | WMT | Walmart Inc | 0% | +1.70% | Add |
| 28 | CGGR | Cap Group Growth Equity | 0% | +4.07% | Add |
| 29 | BAC | Bank Of America CORP | 0% | +1.80% | Add |
| 30 | XOM | Exxon Mobil CORP | 0% | +2.38% | Add |
| 31 | MCK | Mckesson CORP | 0% | +1.38% | Add |
| 32 | PM | Philip Morris International | 0% | +10.43% | Add |
| 33 | SCHW | Schwab (charles) CORP | 0% | +3.63% | Add |
| 34 | IVE | Ishares S&p 500 Value ETF | — | +2.35% | Add |
| 35 | MSFT | Microsoft CORP | — | +12.58% | Add |
| 36 | AMZN | Amazon.com Inc | — | +0.08% | Add |
| 37 | EEM | Ishares Msci Emerging Market | — | +3.54% | Add |
| 38 | IVW | Ishares S&p 500 Growth ETF | 0% | +2.15% | Add |
| 39 | IEFA | Ishares Core Msci Eafe ETF | 0% | +1.30% | Add |
| 40 | AGG | Ishares Core U.s. Aggregate | 0% | +3.94% | Add |
| 41 | NOW | Servicenow Inc | -0.1% | +422.39% | Add |
| 42 | GOVT | Ishares US Treasury Bond ETF | -0.1% | +4.06% | Add |
| 43 | UBER | Uber Technologies Inc | -0.1% | +8.03% | Add |
| 44 | ORLY | O'reilly Automotive Inc | -0.1% | +2.94% | Add |
| 45 | META | Meta Platforms Inc-class A | -0.1% | +1.46% | Add |
| 46 | IJR | Ishares Core S&p Small-cap E | -0.1% | -0.16% | Trim |
| 47 | NFLX | Netflix Inc | -0.2% | +916.33% | Add |
| 48 | IVOO | Vanguard S&p Mid-cap 400 ETF | -0.3% | -2.26% | Trim |
| 49 | TBIL | F/m US Treasury 3 Month Bill | -1.1% | -13.72% | Trim |
| 50 | JEPI | Jpmorgan Equity Premium Inco | — | EXIT | Sold out |
According to official SEC Form 13F filings, Coign Capital Advisors LLC reported a total U.S. public equity portfolio value of $222.2M across 81 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including EVTR, JHCP, PVAL) accounted for 28.9% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
JEPI
前期市值: $214.6K
During Q4 2025, Coign Capital Advisors LLC's top holdings by market value included EVTR (9.1%)、JHCP (6.9%)、PVAL (6.7%). The largest single position, EVTR, represented 9.1% of total portfolio value.
In Q4 2025, Coign Capital Advisors LLC made 49 total portfolio adjustments, initiating 0 new buys, adding to 45 positions, trimming 3 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.