Filed: 10/22/2025ACC: 0000049969-25-000016
📋 What this filing means
CIGNA INVESTMENTS INC /NEW filed this quarterly 13F‑HR report disclosing 471 equity positions with a total reported market value of $709.8K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
471
Positions
$709.8K
Total AUM (reported)
12.61M
Total Shares
Allocation by class
COMMON STOCK$705.8K99.4%
BOND$4.0K0.6%
Portfolio Concentration
Top 3$156.3K22.0%
4–10$144.9K20.4%
11–25$83.7K11.8%
Rest$324.9K45.8%
Top 3 weight
22.0%
Top 10 weight
42.4%
Voting Authority Distribution
Total shares with voting rights: 12.61M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
12.61M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other471
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings471
Rows:
OMADA HEALTH, INC. COMMON STOCK
DFNDShares3.44M
TypeSH
Market value$76.2K
10.73%
Sole
0.00
Shared
3.44M
None
0.00
NVIDIA CORP
DFNDShares230.12K
TypeSH
Market value$42.9K
6.05%
Sole
0.00
Shared
230.12K
None
0.00
MICROSOFT CORP
DFNDShares71.91K
TypeSH
Market value$37.2K
5.25%
Sole
0.00
Shared
71.91K
None
0.00
APPLE INC
DFNDShares142.91K
TypeSH
Market value$36.4K
5.13%
Sole
0.00
Shared
142.91K
None
0.00
ISHARES CORE S P TOTAL US STOC
DFNDShares215.74K
TypeSH
Market value$31.4K
4.43%
Sole
0.00
Shared
215.74K
None
0.00
AMAZON.COM INC
DFNDShares93.61K
TypeSH
Market value$20.6K
2.90%
Sole
0.00
Shared
93.61K
None
0.00
META PLATFORMS INC
DFNDShares21.31K
TypeSH
Market value$15.7K
2.20%
Sole
0.00
Shared
21.31K
None
0.00
BROADCOM INC
DFNDShares44.88K
TypeSH
Market value$14.8K
2.09%
Sole
0.00
Shared
44.88K
None
0.00
ALPHABET INC
DFNDShares56.70K
TypeSH
Market value$13.8K
1.94%
Sole
0.00
Shared
56.70K
None
0.00
TESLA INC
DFNDShares27.58K
TypeSH
Market value$12.3K
1.73%
Sole
0.00
Shared
27.58K
None
0.00
ALPHABET INC
DFNDShares46.57K
TypeSH
Market value$11.3K
1.60%
Sole
0.00
Shared
46.57K
None
0.00
BERKSHIRE HATHAWAY INC.
DFNDShares17.26K
TypeSH
Market value$8.7K
1.22%
Sole
0.00
Shared
17.26K
None
0.00
JP MORGAN CHASE CO
DFNDShares27.12K
TypeSH
Market value$8.6K
1.21%
Sole
0.00
Shared
27.12K
None
0.00
ELI LILLY CO
DFNDShares7.82K
TypeSH
Market value$6.0K
0.84%
Sole
0.00
Shared
7.82K
None
0.00
VISA INC - CLASS A SHARES
DFNDShares16.63K
TypeSH
Market value$5.7K
0.80%
Sole
0.00
Shared
16.63K
None
0.00
NETFLIX INC
DFNDShares4.14K
TypeSH
Market value$5.0K
0.70%
Sole
0.00
Shared
4.14K
None
0.00
EXXON MOBIL CORP
DFNDShares42.27K
TypeSH
Market value$4.8K
0.67%
Sole
0.00
Shared
42.27K
None
0.00
ORACLE CORP
DFNDShares16.22K
TypeSH
Market value$4.6K
0.64%
Sole
0.00
Shared
16.22K
None
0.00
MASTERCARD INC
DFNDShares8.02K
TypeSH
Market value$4.6K
0.64%
Sole
0.00
Shared
8.02K
None
0.00
WALMART INC
DFNDShares42.58K
TypeSH
Market value$4.4K
0.62%
Sole
0.00
Shared
42.58K
None
0.00
JOHNSON JOHNSON
DFNDShares23.48K
TypeSH
Market value$4.4K
0.61%
Sole
0.00
Shared
23.48K
None
0.00
COSTCO WHOLESALE CORP
DFNDShares4.33K
TypeSH
Market value$4.0K
0.57%
Sole
0.00
Shared
4.33K
None
0.00
FIVE CORNERS FND TR II SERIES 144A
DFNDShares4.28M
TypePRN
Market value$4.0K
0.56%
Sole
0.00
Shared
4.28M
None
0.00
ABBVIE INC
DFNDShares17.26K
TypeSH
Market value$4.0K
0.56%
Sole
0.00
Shared
17.26K
None
0.00
HOME DEPOT INC
DFNDShares9.66K
TypeSH
Market value$3.9K
0.55%
Sole
0.00
Shared
9.66K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
OMADA HEALTH, INC. COMMON STOCKDFND | Common Stock | 3.44M | SH | $76.2K 10.73% | 0.00 | 3.44M | 0.00 |
NVIDIA CORPDFND | Common Stock | 230.12K | SH | $42.9K 6.05% | 0.00 | 230.12K | 0.00 |
MICROSOFT CORPDFND | Common Stock | 71.91K | SH | $37.2K 5.25% | 0.00 | 71.91K | 0.00 |
APPLE INCDFND | Common Stock | 142.91K | SH | $36.4K 5.13% | 0.00 | 142.91K | 0.00 |
ISHARES CORE S P TOTAL US STOCDFND | Common Stock | 215.74K | SH | $31.4K 4.43% | 0.00 | 215.74K | 0.00 |
AMAZON.COM INCDFND | Common Stock | 93.61K | SH | $20.6K 2.90% | 0.00 | 93.61K | 0.00 |
META PLATFORMS INCDFND | Common Stock | 21.31K | SH | $15.7K 2.20% | 0.00 | 21.31K | 0.00 |
BROADCOM INCDFND | Common Stock | 44.88K | SH | $14.8K 2.09% | 0.00 | 44.88K | 0.00 |
ALPHABET INCDFND | Common Stock | 56.70K | SH | $13.8K 1.94% | 0.00 | 56.70K | 0.00 |
TESLA INCDFND | Common Stock | 27.58K | SH | $12.3K 1.73% | 0.00 | 27.58K | 0.00 |
ALPHABET INCDFND | Common Stock | 46.57K | SH | $11.3K 1.60% | 0.00 | 46.57K | 0.00 |
BERKSHIRE HATHAWAY INC.DFND | Common Stock | 17.26K | SH | $8.7K 1.22% | 0.00 | 17.26K | 0.00 |
JP MORGAN CHASE CODFND | Common Stock | 27.12K | SH | $8.6K 1.21% | 0.00 | 27.12K | 0.00 |
ELI LILLY CODFND | Common Stock | 7.82K | SH | $6.0K 0.84% | 0.00 | 7.82K | 0.00 |
VISA INC - CLASS A SHARESDFND | Common Stock | 16.63K | SH | $5.7K 0.80% | 0.00 | 16.63K | 0.00 |
NETFLIX INCDFND | Common Stock | 4.14K | SH | $5.0K 0.70% | 0.00 | 4.14K | 0.00 |
EXXON MOBIL CORPDFND | Common Stock | 42.27K | SH | $4.8K 0.67% | 0.00 | 42.27K | 0.00 |
ORACLE CORPDFND | Common Stock | 16.22K | SH | $4.6K 0.64% | 0.00 | 16.22K | 0.00 |
MASTERCARD INCDFND | Common Stock | 8.02K | SH | $4.6K 0.64% | 0.00 | 8.02K | 0.00 |
WALMART INCDFND | Common Stock | 42.58K | SH | $4.4K 0.62% | 0.00 | 42.58K | 0.00 |
JOHNSON JOHNSONDFND | Common Stock | 23.48K | SH | $4.4K 0.61% | 0.00 | 23.48K | 0.00 |
COSTCO WHOLESALE CORPDFND | Common Stock | 4.33K | SH | $4.0K 0.57% | 0.00 | 4.33K | 0.00 |
FIVE CORNERS FND TR II SERIES 144ADFND | Bond | 4.28M | PRN | $4.0K 0.56% | 0.00 | 4.28M | 0.00 |
ABBVIE INCDFND | Common Stock | 17.26K | SH | $4.0K 0.56% | 0.00 | 17.26K | 0.00 |
HOME DEPOT INCDFND | Common Stock | 9.66K | SH | $3.9K 0.55% | 0.00 | 9.66K | 0.00 |
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