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CIK: 0002056441
Total reported value
$222.2M
$222.2M
80 檔
29.1%
In Q1 2026, Coign Capital Advisors LLC's U.S. equity holdings reached a combined market value of $222.2M, distributed across 80 disclosed stock positions.
In Q1 2026, Coign Capital Advisors LLC displayed an active expansion posture, initiating 1 new positions and adding to 52 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EVTR | Eaton Vance Total Return | ETF-Other | 9.16% | -1.05% | +2.24% | |
| 2 | JHCP | Jhancock Core Plus Bond ETF | ETF-Other | 7.08% | -0.87% | +2.47% | |
| 3 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 7.03% | -0.38% | +2.24% | |
| 4 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 5.47% | -0.17% | -1.60% | |
| 5 | CGGR | Cap Group Growth Equity | ETF-Other | 5.23% | +0.14% | +5.58% | |
| 6 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 4.84% | -1.00% | -1.88% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.74% | +0.01% | +4.07% | |
| 8 | CGMM | Cap Group Small And Mid Cap | ETF-Other | 4.29% | -0.03% | +9.16% | |
| 9 | PAB | Pgim Act Aggrg Bond ETF | ETF-Other | 4.02% | -0.56% | +3.98% | |
| 10 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 4.01% | -0.52% | +2.18% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.83% | +0.06% | +7.66% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.00% | -0.01% | +0.78% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.79% | -0.25% | +4.33% | |
| 14 | EVIM | Eaton Vance Int Muni Income | ETF-Other | 2.58% | -0.29% | +1.95% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.87% | -0.05% | -1.26% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.63% | -0.04% | +4.49% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.60% | +0.12% | +4.56% | |
| 18 | PJIO | Pgim Jennison Intl Opp ETF | ETF-Other | 1.13% | -0.96% | +4.23% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.00% | +0.13% | -9.51% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.94% | -0.03% | +0.01% | |
| 21 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.89% | -0.05% | +3.31% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.82% | -0.11% | +20.24% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.80% | -0.03% | +3.63% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.77% | -0.06% | -4.67% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | -0.01% | +0.64% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.64% | -0.11% | +5.46% | |
| 27 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.59% | +0.04% | +7.20% | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 0.55% | -0.21% | +5.77% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.50% | -0.11% | -8.86% | |
| 30 | APH | Amphenol Corp-cl A | Stock-Tech | 0.46% | +0.09% | -2.01% | |
| 31 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.46% | -0.16% | -7.71% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | -0.01% | +2.29% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | -0.05% | -18.59% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.43% | -0.43% | EXIT | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.43% | +0.12% | -0.78% | |
| 36 | AMD | Advanced Micro Devices | Stock-Tech | 0.43% | +0.58% | -7.67% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.03% | +2.68% | |
| 38 | ADI | Analog Devices Inc | Stock-Tech | 0.42% | +0.03% | -11.14% | |
| 39 | MS | Morgan Stanley | Stock-Financials | 0.42% | +0.04% | +1.25% | |
| 40 | C | Citigroup Inc | Stock-Financials | 0.42% | +0.03% | +6.31% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.42% | -0.01% | -24.65% | |
| 42 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 0.42% | -0.08% | -4.52% | |
| 43 | MCK | Mckesson CORP | Stock-Healthcare | 0.41% | -0.10% | -11.59% | |
| 44 | CB | Chubb Limited | Stock-Financials | 0.41% | -0.04% | -3.29% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.41% | -0.01% | +0.04% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.41% | -0.01% | +0.97% | |
| 47 | COP | Conocophillips | Stock-Energy | 0.41% | -0.13% | -15.60% | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.41% | — | +1.30% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.40% | +0.05% | -3.93% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.40% | — | +1.18% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGMM | Cap Group Small And Mid Cap | +0.4% | +9.16% | Add |
| 2 | IJH | Ishares Core S&p Midcap ETF | +0.4% | +7.66% | Add |
| 3 | PVAL | Putnam Focused Lrg Cap Value | +0.3% | +2.24% | Add |
| 4 | JHCP | Jhancock Core Plus Bond ETF | +0.1% | +2.47% | Add |
| 5 | IJR | Ishares Core S&p Small-cap E | +0.1% | +0.78% | Add |
| 6 | PAB | Pgim Act Aggrg Bond ETF | +0.1% | +3.98% | Add |
| 7 | AGG | Ishares Core U.s. Aggregate | +0.1% | +4.33% | Add |
| 8 | EVTR | Eaton Vance Total Return | +0.1% | +2.24% | Add |
| 9 | GOVT | Ishares US Treasury Bond ETF | +0.1% | +2.18% | Add |
| 10 | COP | Conocophillips | +0.1% | -15.60% | Trim |
| 11 | HON | Honeywell International Inc | +0.1% | +3.21% | Add |
| 12 | IVE | Ishares S&p 500 Value ETF | +0.1% | +4.49% | Add |
| 13 | EEM | Ishares Msci Emerging Market | +0.1% | +7.20% | Add |
| 14 | NOC | Northrop Grumman CORP | +0.1% | -7.71% | Trim |
| 15 | NFLX | Netflix Inc | +0.1% | +5.77% | Add |
| 16 | IVOO | Vanguard S&p Mid-cap 400 ETF | +0.1% | -1.60% | Trim |
| 17 | IEFA | Ishares Core Msci Eafe ETF | 0% | +3.63% | Add |
| 18 | EVIM | Eaton Vance Int Muni Income | 0% | +1.95% | Add |
| 19 | NOW | Servicenow Inc | 0% | +64.87% | Add |
| 20 | PEP | Pepsico Inc | 0% | -0.24% | Trim |
| 21 | PM | Philip Morris International | 0% | +4.99% | Add |
| 22 | XOM | Exxon Mobil CORP | 0% | -24.65% | Trim |
| 23 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | +3.31% | Add |
| 24 | C | Citigroup Inc | 0% | +6.31% | Add |
| 25 | ADI | Analog Devices Inc | 0% | -11.14% | Trim |
| 26 | ORLY | O'reilly Automotive Inc | 0% | +1.43% | Add |
| 27 | WMT | Walmart Inc | 0% | -8.86% | Trim |
| 28 | CI | THE Cigna Group | 0% | +5.53% | Add |
| 29 | CAH | Cardinal Health Inc | — | +0.34% | Add |
| 30 | RTX | Rtx CORP | — | -2.69% | Trim |
| 31 | CB | Chubb Limited | — | -3.29% | Trim |
| 32 | HIVE | Hive Digital Technologies Lt | — | — | Unchanged |
| 33 | MRSH | Marsh & Mclennan Cos | — | +7.78% | Add |
| 34 | SCHW | Schwab (charles) CORP | — | +6.13% | Add |
| 35 | CSCO | Cisco Systems Inc | — | -0.78% | Trim |
| 36 | ADBE | Adobe Inc | 0% | +35.26% | Add |
| 37 | JNJ | Johnson & Johnson | 0% | -18.59% | Trim |
| 38 | UNH | Unitedhealth Group Inc | 0% | +16.57% | Add |
| 39 | AMP | Ameriprise Financial Inc | 0% | — | Unchanged |
| 40 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 41 | INTU | Intuit Inc | 0% | +47.31% | Add |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +2.68% | Add |
| 43 | SPEM | State Street Sp Ptf Em ETF | 0% | -2.56% | Trim |
| 44 | IVV | Ishares Core S&p 500 ETF | 0% | +4.07% | Add |
| 45 | PTRB | Pgim Total Return Bond ETF | 0% | -4.52% | Trim |
| 46 | PGR | Progressive CORP | 0% | +7.71% | Add |
| 47 | ABBV | Abbvie Inc | 0% | +1.18% | Add |
| 48 | MA | Mastercard Inc - A | 0% | +3.57% | Add |
| 49 | MCK | Mckesson CORP | 0% | -11.59% | Trim |
| 50 | MPT | Medical Properties Trust Inc | 0% | -15.50% | Trim |
According to official SEC Form 13F filings, Coign Capital Advisors LLC reported a total U.S. public equity portfolio value of $222.2M across 80 disclosed positions in Q1 2026.
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 29.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
CAT
市值: $211.3K
Top Position Liquidated / Trimmed
ADP
前期市值: $226.9K
During Q1 2026, Coign Capital Advisors LLC's top holdings by market value included EVTR (9.2%)、JHCP (7.1%)、PVAL (7.0%). The largest single position, EVTR, represented 9.2% of total portfolio value.
In Q1 2026, Coign Capital Advisors LLC made 79 total portfolio adjustments, initiating 1 new buys, adding to 52 positions, trimming 24 holdings, and fully liquidating 2 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.
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