Filed: 5/15/2025ACC: 0000049969-25-000006
📋 What this filing means
CIGNA INVESTMENTS INC /NEW filed this quarterly 13F‑HR report disclosing 442 equity positions with a total reported market value of $538.3K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
442
Positions
$538.3K
Total AUM (reported)
9.23M
Total Shares
Allocation by class
COMMON STOCK$538.3K100.0%
Portfolio Concentration
Top 3$90.4K16.8%
4–10$90.3K16.8%
11–25$73.0K13.6%
Rest$284.6K52.9%
Top 3 weight
16.8%
Top 10 weight
33.6%
Voting Authority Distribution
Total shares with voting rights: 9.23M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
9.23M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other442
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings442
Rows:
APPLE INC
DFNDShares148.66K
TypeSH
Market value$33.0K
6.13%
Sole
0.00
Shared
148.66K
None
0.00
ISHARES CORE S P TOTAL US STOC
DFNDShares242.24K
TypeSH
Market value$29.6K
5.49%
Sole
0.00
Shared
242.24K
None
0.00
MICROSOFT CORP
DFNDShares74.23K
TypeSH
Market value$27.9K
5.18%
Sole
0.00
Shared
74.23K
None
0.00
NVIDIA CORP
DFNDShares237.23K
TypeSH
Market value$25.7K
4.78%
Sole
0.00
Shared
237.23K
None
0.00
AMAZON.COM INC
DFNDShares94.52K
TypeSH
Market value$18.0K
3.34%
Sole
0.00
Shared
94.52K
None
0.00
META PLATFORMS INC
DFNDShares22.02K
TypeSH
Market value$12.7K
2.36%
Sole
0.00
Shared
22.02K
None
0.00
BERKSHIRE HATHAWAY INC.
DFNDShares17.60K
TypeSH
Market value$9.4K
1.74%
Sole
0.00
Shared
17.60K
None
0.00
ALPHABET INC
DFNDShares59.02K
TypeSH
Market value$9.1K
1.70%
Sole
0.00
Shared
59.02K
None
0.00
BROADCOM INC
DFNDShares46.02K
TypeSH
Market value$7.7K
1.43%
Sole
0.00
Shared
46.02K
None
0.00
ALPHABET INC
DFNDShares49.04K
TypeSH
Market value$7.7K
1.42%
Sole
0.00
Shared
49.04K
None
0.00
TESLA INC
DFNDShares28.13K
TypeSH
Market value$7.3K
1.35%
Sole
0.00
Shared
28.13K
None
0.00
JP MORGAN CHASE CO
DFNDShares28.28K
TypeSH
Market value$6.9K
1.29%
Sole
0.00
Shared
28.28K
None
0.00
ELI LILLY CO
DFNDShares8.06K
TypeSH
Market value$6.7K
1.24%
Sole
0.00
Shared
8.06K
None
0.00
VISA INC - CLASS A SHARES
DFNDShares17.36K
TypeSH
Market value$6.1K
1.13%
Sole
0.00
Shared
17.36K
None
0.00
EXXON MOBIL CORP
DFNDShares44.16K
TypeSH
Market value$5.3K
0.98%
Sole
0.00
Shared
44.16K
None
0.00
UNITEDHEALTH GROUP INC
DFNDShares9.25K
TypeSH
Market value$4.8K
0.90%
Sole
0.00
Shared
9.25K
None
0.00
MASTERCARD INC
DFNDShares8.22K
TypeSH
Market value$4.5K
0.84%
Sole
0.00
Shared
8.22K
None
0.00
COSTCO WHOLESALE CORP
DFNDShares4.46K
TypeSH
Market value$4.2K
0.78%
Sole
0.00
Shared
4.46K
None
0.00
PROCTER GAMBLE CO
DFNDShares23.69K
TypeSH
Market value$4.0K
0.75%
Sole
0.00
Shared
23.69K
None
0.00
JOHNSON JOHNSON
DFNDShares24.28K
TypeSH
Market value$4.0K
0.75%
Sole
0.00
Shared
24.28K
None
0.00
NETFLIX INC
DFNDShares4.30K
TypeSH
Market value$4.0K
0.75%
Sole
0.00
Shared
4.30K
None
0.00
FIVE CORNERS FND TR II SERIES 144A
DFNDShares4.28M
TypePRN
Market value$3.9K
0.72%
Sole
0.00
Shared
4.28M
None
0.00
WALMART INC
DFNDShares43.82K
TypeSH
Market value$3.8K
0.71%
Sole
0.00
Shared
43.82K
None
0.00
ABBVIE INC
DFNDShares17.82K
TypeSH
Market value$3.7K
0.69%
Sole
0.00
Shared
17.82K
None
0.00
HOME DEPOT INC
DFNDShares9.97K
TypeSH
Market value$3.7K
0.68%
Sole
0.00
Shared
9.97K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCDFND | Common Stock | 148.66K | SH | $33.0K 6.13% | 0.00 | 148.66K | 0.00 |
ISHARES CORE S P TOTAL US STOCDFND | Common Stock | 242.24K | SH | $29.6K 5.49% | 0.00 | 242.24K | 0.00 |
MICROSOFT CORPDFND | Common Stock | 74.23K | SH | $27.9K 5.18% | 0.00 | 74.23K | 0.00 |
NVIDIA CORPDFND | Common Stock | 237.23K | SH | $25.7K 4.78% | 0.00 | 237.23K | 0.00 |
AMAZON.COM INCDFND | Common Stock | 94.52K | SH | $18.0K 3.34% | 0.00 | 94.52K | 0.00 |
META PLATFORMS INCDFND | Common Stock | 22.02K | SH | $12.7K 2.36% | 0.00 | 22.02K | 0.00 |
BERKSHIRE HATHAWAY INC.DFND | Common Stock | 17.60K | SH | $9.4K 1.74% | 0.00 | 17.60K | 0.00 |
ALPHABET INCDFND | Common Stock | 59.02K | SH | $9.1K 1.70% | 0.00 | 59.02K | 0.00 |
BROADCOM INCDFND | Common Stock | 46.02K | SH | $7.7K 1.43% | 0.00 | 46.02K | 0.00 |
ALPHABET INCDFND | Common Stock | 49.04K | SH | $7.7K 1.42% | 0.00 | 49.04K | 0.00 |
TESLA INCDFND | Common Stock | 28.13K | SH | $7.3K 1.35% | 0.00 | 28.13K | 0.00 |
JP MORGAN CHASE CODFND | Common Stock | 28.28K | SH | $6.9K 1.29% | 0.00 | 28.28K | 0.00 |
ELI LILLY CODFND | Common Stock | 8.06K | SH | $6.7K 1.24% | 0.00 | 8.06K | 0.00 |
VISA INC - CLASS A SHARESDFND | Common Stock | 17.36K | SH | $6.1K 1.13% | 0.00 | 17.36K | 0.00 |
EXXON MOBIL CORPDFND | Common Stock | 44.16K | SH | $5.3K 0.98% | 0.00 | 44.16K | 0.00 |
UNITEDHEALTH GROUP INCDFND | Common Stock | 9.25K | SH | $4.8K 0.90% | 0.00 | 9.25K | 0.00 |
MASTERCARD INCDFND | Common Stock | 8.22K | SH | $4.5K 0.84% | 0.00 | 8.22K | 0.00 |
COSTCO WHOLESALE CORPDFND | Common Stock | 4.46K | SH | $4.2K 0.78% | 0.00 | 4.46K | 0.00 |
PROCTER GAMBLE CODFND | Common Stock | 23.69K | SH | $4.0K 0.75% | 0.00 | 23.69K | 0.00 |
JOHNSON JOHNSONDFND | Common Stock | 24.28K | SH | $4.0K 0.75% | 0.00 | 24.28K | 0.00 |
NETFLIX INCDFND | Common Stock | 4.30K | SH | $4.0K 0.75% | 0.00 | 4.30K | 0.00 |
FIVE CORNERS FND TR II SERIES 144ADFND | Common Stock | 4.28M | PRN | $3.9K 0.72% | 0.00 | 4.28M | 0.00 |
WALMART INCDFND | Common Stock | 43.82K | SH | $3.8K 0.71% | 0.00 | 43.82K | 0.00 |
ABBVIE INCDFND | Common Stock | 17.82K | SH | $3.7K 0.69% | 0.00 | 17.82K | 0.00 |
HOME DEPOT INCDFND | Common Stock | 9.97K | SH | $3.7K 0.68% | 0.00 | 9.97K | 0.00 |
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