Filed: 1/29/2025ACC: 0000049969-25-000001
📋 What this filing means
CIGNA INVESTMENTS INC /NEW filed this quarterly 13F‑HR report disclosing 457 equity positions with a total reported market value of $572.5K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
457
Positions
$572.5K
Total AUM (reported)
10.29M
Total Shares
Allocation by class
COMMON STOCK$567.8K99.2%
BOND$4.7K0.8%
Portfolio Concentration
Top 3$101.4K17.7%
4–10$107.1K18.7%
11–25$72.3K12.6%
Rest$291.7K50.9%
Top 3 weight
17.7%
Top 10 weight
36.4%
Voting Authority Distribution
Total shares with voting rights: 10.29M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
10.29M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other457
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings457
Rows:
APPLE INC
DFNDShares148.15K
TypeSH
Market value$37.1K
6.48%
Sole
0.00
Shared
148.15K
None
0.00
NVIDIA CORP
DFNDShares241.75K
TypeSH
Market value$32.5K
5.67%
Sole
0.00
Shared
241.75K
None
0.00
MICROSOFT CORP
DFNDShares75.60K
TypeSH
Market value$31.9K
5.57%
Sole
0.00
Shared
75.60K
None
0.00
ISHARES CORE S P TOTAL US STOC
DFNDShares229.81K
TypeSH
Market value$29.6K
5.16%
Sole
0.00
Shared
229.81K
None
0.00
AMAZON.COM INC
DFNDShares96.30K
TypeSH
Market value$21.1K
3.69%
Sole
0.00
Shared
96.30K
None
0.00
META PLATFORMS INC
DFNDShares22.48K
TypeSH
Market value$13.2K
2.30%
Sole
0.00
Shared
22.48K
None
0.00
TESLA INC
DFNDShares28.65K
TypeSH
Market value$11.6K
2.02%
Sole
0.00
Shared
28.65K
None
0.00
ALPHABET INC
DFNDShares60.19K
TypeSH
Market value$11.4K
1.99%
Sole
0.00
Shared
60.19K
None
0.00
BROADCOM INC
DFNDShares46.45K
TypeSH
Market value$10.8K
1.88%
Sole
0.00
Shared
46.45K
None
0.00
ALPHABET INC
DFNDShares50.04K
TypeSH
Market value$9.5K
1.66%
Sole
0.00
Shared
50.04K
None
0.00
BERKSHIRE HATHAWAY INC.
DFNDShares17.95K
TypeSH
Market value$8.1K
1.42%
Sole
0.00
Shared
17.95K
None
0.00
JP MORGAN CHASE CO
DFNDShares28.88K
TypeSH
Market value$6.9K
1.21%
Sole
0.00
Shared
28.88K
None
0.00
ELI LILLY CO
DFNDShares8.23K
TypeSH
Market value$6.4K
1.11%
Sole
0.00
Shared
8.23K
None
0.00
VISA INC - CLASS A SHARES
DFNDShares16.29K
TypeSH
Market value$5.2K
0.90%
Sole
0.00
Shared
16.29K
None
0.00
EXXON MOBIL CORP
DFNDShares45.90K
TypeSH
Market value$4.9K
0.86%
Sole
0.00
Shared
45.90K
None
0.00
UNITEDHEALTH GROUP INC
DFNDShares9.43K
TypeSH
Market value$4.8K
0.83%
Sole
0.00
Shared
9.43K
None
0.00
FIVE CORNERS FND TR II SERIES 144A
DFNDShares5.28M
TypePRN
Market value$4.7K
0.82%
Sole
0.00
Shared
5.28M
None
0.00
MASTERCARD INC
DFNDShares8.39K
TypeSH
Market value$4.4K
0.77%
Sole
0.00
Shared
8.39K
None
0.00
COSTCO WHOLESALE CORP
DFNDShares4.54K
TypeSH
Market value$4.2K
0.73%
Sole
0.00
Shared
4.54K
None
0.00
PROCTER GAMBLE CO
DFNDShares24.09K
TypeSH
Market value$4.0K
0.71%
Sole
0.00
Shared
24.09K
None
0.00
WALMART INC
DFNDShares44.52K
TypeSH
Market value$4.0K
0.70%
Sole
0.00
Shared
44.52K
None
0.00
HOME DEPOT INC
DFNDShares10.15K
TypeSH
Market value$3.9K
0.69%
Sole
0.00
Shared
10.15K
None
0.00
NETFLIX INC
DFNDShares4.40K
TypeSH
Market value$3.9K
0.69%
Sole
0.00
Shared
4.40K
None
0.00
JOHNSON JOHNSON
DFNDShares24.73K
TypeSH
Market value$3.6K
0.62%
Sole
0.00
Shared
24.73K
None
0.00
ABBVIE INC
DFNDShares18.19K
TypeSH
Market value$3.2K
0.56%
Sole
0.00
Shared
18.19K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCDFND | Common Stock | 148.15K | SH | $37.1K 6.48% | 0.00 | 148.15K | 0.00 |
NVIDIA CORPDFND | Common Stock | 241.75K | SH | $32.5K 5.67% | 0.00 | 241.75K | 0.00 |
MICROSOFT CORPDFND | Common Stock | 75.60K | SH | $31.9K 5.57% | 0.00 | 75.60K | 0.00 |
ISHARES CORE S P TOTAL US STOCDFND | Common Stock | 229.81K | SH | $29.6K 5.16% | 0.00 | 229.81K | 0.00 |
AMAZON.COM INCDFND | Common Stock | 96.30K | SH | $21.1K 3.69% | 0.00 | 96.30K | 0.00 |
META PLATFORMS INCDFND | Common Stock | 22.48K | SH | $13.2K 2.30% | 0.00 | 22.48K | 0.00 |
TESLA INCDFND | Common Stock | 28.65K | SH | $11.6K 2.02% | 0.00 | 28.65K | 0.00 |
ALPHABET INCDFND | Common Stock | 60.19K | SH | $11.4K 1.99% | 0.00 | 60.19K | 0.00 |
BROADCOM INCDFND | Common Stock | 46.45K | SH | $10.8K 1.88% | 0.00 | 46.45K | 0.00 |
ALPHABET INCDFND | Common Stock | 50.04K | SH | $9.5K 1.66% | 0.00 | 50.04K | 0.00 |
BERKSHIRE HATHAWAY INC.DFND | Common Stock | 17.95K | SH | $8.1K 1.42% | 0.00 | 17.95K | 0.00 |
JP MORGAN CHASE CODFND | Common Stock | 28.88K | SH | $6.9K 1.21% | 0.00 | 28.88K | 0.00 |
ELI LILLY CODFND | Common Stock | 8.23K | SH | $6.4K 1.11% | 0.00 | 8.23K | 0.00 |
VISA INC - CLASS A SHARESDFND | Common Stock | 16.29K | SH | $5.2K 0.90% | 0.00 | 16.29K | 0.00 |
EXXON MOBIL CORPDFND | Common Stock | 45.90K | SH | $4.9K 0.86% | 0.00 | 45.90K | 0.00 |
UNITEDHEALTH GROUP INCDFND | Common Stock | 9.43K | SH | $4.8K 0.83% | 0.00 | 9.43K | 0.00 |
FIVE CORNERS FND TR II SERIES 144ADFND | Bond | 5.28M | PRN | $4.7K 0.82% | 0.00 | 5.28M | 0.00 |
MASTERCARD INCDFND | Common Stock | 8.39K | SH | $4.4K 0.77% | 0.00 | 8.39K | 0.00 |
COSTCO WHOLESALE CORPDFND | Common Stock | 4.54K | SH | $4.2K 0.73% | 0.00 | 4.54K | 0.00 |
PROCTER GAMBLE CODFND | Common Stock | 24.09K | SH | $4.0K 0.71% | 0.00 | 24.09K | 0.00 |
WALMART INCDFND | Common Stock | 44.52K | SH | $4.0K 0.70% | 0.00 | 44.52K | 0.00 |
HOME DEPOT INCDFND | Common Stock | 10.15K | SH | $3.9K 0.69% | 0.00 | 10.15K | 0.00 |
NETFLIX INCDFND | Common Stock | 4.40K | SH | $3.9K 0.69% | 0.00 | 4.40K | 0.00 |
JOHNSON JOHNSONDFND | Common Stock | 24.73K | SH | $3.6K 0.62% | 0.00 | 24.73K | 0.00 |
ABBVIE INCDFND | Common Stock | 18.19K | SH | $3.2K 0.56% | 0.00 | 18.19K | 0.00 |
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