Filed: 7/15/2025ACC: 0000049969-25-000008
📋 What this filing means
CIGNA INVESTMENTS INC /NEW filed this quarterly 13F‑HR report disclosing 454 equity positions with a total reported market value of $587.7K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
454
Positions
$587.7K
Total AUM (reported)
9.16M
Total Shares
Allocation by class
COMMON STOCK$583.7K99.3%
BOND$4.0K0.7%
Portfolio Concentration
Top 3$103.8K17.7%
4–10$106.1K18.1%
11–25$73.3K12.5%
Rest$304.4K51.8%
Top 3 weight
17.7%
Top 10 weight
35.7%
Voting Authority Distribution
Total shares with voting rights: 9.16M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
9.16M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other454
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings454
Rows:
NVIDIA CORP
DFNDShares231.75K
TypeSH
Market value$36.6K
6.23%
Sole
0.00
Shared
231.75K
None
0.00
MICROSOFT CORP
DFNDShares72.39K
TypeSH
Market value$36.0K
6.13%
Sole
0.00
Shared
72.39K
None
0.00
ISHARES CORE S P TOTAL US STOC
DFNDShares231.07K
TypeSH
Market value$31.2K
5.31%
Sole
0.00
Shared
231.07K
None
0.00
APPLE INC
DFNDShares145.41K
TypeSH
Market value$29.8K
5.08%
Sole
0.00
Shared
145.41K
None
0.00
AMAZON.COM INC
DFNDShares94.25K
TypeSH
Market value$20.7K
3.52%
Sole
0.00
Shared
94.25K
None
0.00
META PLATFORMS INC
DFNDShares21.48K
TypeSH
Market value$15.9K
2.70%
Sole
0.00
Shared
21.48K
None
0.00
BROADCOM INC
DFNDShares45.19K
TypeSH
Market value$12.5K
2.12%
Sole
0.00
Shared
45.19K
None
0.00
ALPHABET INC
DFNDShares57.03K
TypeSH
Market value$10.1K
1.71%
Sole
0.00
Shared
57.03K
None
0.00
TESLA INC
DFNDShares27.79K
TypeSH
Market value$8.8K
1.50%
Sole
0.00
Shared
27.79K
None
0.00
BERKSHIRE HATHAWAY INC.
DFNDShares17.34K
TypeSH
Market value$8.4K
1.43%
Sole
0.00
Shared
17.34K
None
0.00
ALPHABET INC
DFNDShares47.07K
TypeSH
Market value$8.3K
1.42%
Sole
0.00
Shared
47.07K
None
0.00
JP MORGAN CHASE CO
DFNDShares27.36K
TypeSH
Market value$7.9K
1.35%
Sole
0.00
Shared
27.36K
None
0.00
ELI LILLY CO
DFNDShares7.89K
TypeSH
Market value$6.1K
1.05%
Sole
0.00
Shared
7.89K
None
0.00
VISA INC - CLASS A SHARES
DFNDShares16.76K
TypeSH
Market value$6.0K
1.01%
Sole
0.00
Shared
16.76K
None
0.00
NETFLIX INC
DFNDShares4.18K
TypeSH
Market value$5.6K
0.95%
Sole
0.00
Shared
4.18K
None
0.00
EXXON MOBIL CORP
DFNDShares42.56K
TypeSH
Market value$4.6K
0.78%
Sole
0.00
Shared
42.56K
None
0.00
MASTERCARD INC
DFNDShares7.99K
TypeSH
Market value$4.5K
0.76%
Sole
0.00
Shared
7.99K
None
0.00
COSTCO WHOLESALE CORP
DFNDShares4.37K
TypeSH
Market value$4.3K
0.74%
Sole
0.00
Shared
4.37K
None
0.00
WALMART INC
DFNDShares42.87K
TypeSH
Market value$4.2K
0.71%
Sole
0.00
Shared
42.87K
None
0.00
FIVE CORNERS FND TR II SERIES 144A
DFNDShares4.28M
TypePRN
Market value$4.0K
0.67%
Sole
0.00
Shared
4.28M
None
0.00
PROCTER GAMBLE CO
DFNDShares23.08K
TypeSH
Market value$3.7K
0.63%
Sole
0.00
Shared
23.08K
None
0.00
JOHNSON JOHNSON
DFNDShares23.70K
TypeSH
Market value$3.6K
0.62%
Sole
0.00
Shared
23.70K
None
0.00
HOME DEPOT INC
DFNDShares9.78K
TypeSH
Market value$3.6K
0.61%
Sole
0.00
Shared
9.78K
None
0.00
ORACLE CORP
DFNDShares16.31K
TypeSH
Market value$3.6K
0.61%
Sole
0.00
Shared
16.31K
None
0.00
ROYAL BANK OF CANADA
DFNDShares25.60K
TypeSH
Market value$3.4K
0.57%
Sole
0.00
Shared
25.60K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPDFND | Common Stock | 231.75K | SH | $36.6K 6.23% | 0.00 | 231.75K | 0.00 |
MICROSOFT CORPDFND | Common Stock | 72.39K | SH | $36.0K 6.13% | 0.00 | 72.39K | 0.00 |
ISHARES CORE S P TOTAL US STOCDFND | Common Stock | 231.07K | SH | $31.2K 5.31% | 0.00 | 231.07K | 0.00 |
APPLE INCDFND | Common Stock | 145.41K | SH | $29.8K 5.08% | 0.00 | 145.41K | 0.00 |
AMAZON.COM INCDFND | Common Stock | 94.25K | SH | $20.7K 3.52% | 0.00 | 94.25K | 0.00 |
META PLATFORMS INCDFND | Common Stock | 21.48K | SH | $15.9K 2.70% | 0.00 | 21.48K | 0.00 |
BROADCOM INCDFND | Common Stock | 45.19K | SH | $12.5K 2.12% | 0.00 | 45.19K | 0.00 |
ALPHABET INCDFND | Common Stock | 57.03K | SH | $10.1K 1.71% | 0.00 | 57.03K | 0.00 |
TESLA INCDFND | Common Stock | 27.79K | SH | $8.8K 1.50% | 0.00 | 27.79K | 0.00 |
BERKSHIRE HATHAWAY INC.DFND | Common Stock | 17.34K | SH | $8.4K 1.43% | 0.00 | 17.34K | 0.00 |
ALPHABET INCDFND | Common Stock | 47.07K | SH | $8.3K 1.42% | 0.00 | 47.07K | 0.00 |
JP MORGAN CHASE CODFND | Common Stock | 27.36K | SH | $7.9K 1.35% | 0.00 | 27.36K | 0.00 |
ELI LILLY CODFND | Common Stock | 7.89K | SH | $6.1K 1.05% | 0.00 | 7.89K | 0.00 |
VISA INC - CLASS A SHARESDFND | Common Stock | 16.76K | SH | $6.0K 1.01% | 0.00 | 16.76K | 0.00 |
NETFLIX INCDFND | Common Stock | 4.18K | SH | $5.6K 0.95% | 0.00 | 4.18K | 0.00 |
EXXON MOBIL CORPDFND | Common Stock | 42.56K | SH | $4.6K 0.78% | 0.00 | 42.56K | 0.00 |
MASTERCARD INCDFND | Common Stock | 7.99K | SH | $4.5K 0.76% | 0.00 | 7.99K | 0.00 |
COSTCO WHOLESALE CORPDFND | Common Stock | 4.37K | SH | $4.3K 0.74% | 0.00 | 4.37K | 0.00 |
WALMART INCDFND | Common Stock | 42.87K | SH | $4.2K 0.71% | 0.00 | 42.87K | 0.00 |
FIVE CORNERS FND TR II SERIES 144ADFND | Bond | 4.28M | PRN | $4.0K 0.67% | 0.00 | 4.28M | 0.00 |
PROCTER GAMBLE CODFND | Common Stock | 23.08K | SH | $3.7K 0.63% | 0.00 | 23.08K | 0.00 |
JOHNSON JOHNSONDFND | Common Stock | 23.70K | SH | $3.6K 0.62% | 0.00 | 23.70K | 0.00 |
HOME DEPOT INCDFND | Common Stock | 9.78K | SH | $3.6K 0.61% | 0.00 | 9.78K | 0.00 |
ORACLE CORPDFND | Common Stock | 16.31K | SH | $3.6K 0.61% | 0.00 | 16.31K | 0.00 |
ROYAL BANK OF CANADADFND | Common Stock | 25.60K | SH | $3.4K 0.57% | 0.00 | 25.60K | 0.00 |
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