CIGNA INVESTMENTS INC /NEW
Long book
$643.3M
Q1 2026
Positions
455
Top-10 weight
38%
concentration
Last quarter
+18.8%
SPY +14.8%
Turnover
10%
of book per quarter
Strategy in plain words
auto-generated from filingsCIGNA INVESTMENTS INC /NEW is an institutional manager, running a $643.3M US long book across 455 positions.
The portfolio is moderately concentrated (top 10 ≈ 38% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: OMADA HEALTH INC, NVIDIA CORP, APPLE INC, ISHARES CORE S&P TOTAL U.S., MICROSOFT CORP.
Over the last 9 quarters its long book ran on average 0.1pp per quarter ahead of the S&P 500, beating the index in 6 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+3.8%
Q2 2024
+6.0%
Q3 2024
+2.6%
Q4 2024
-4.1%
Q1 2025
+11.6%
Q2 2025
+8.5%
Q3 2025
-0.8%
Q4 2025
-5.3%
Q1 2026
+18.8%
Sector allocation
Technology 36%
Healthcare 14%
Financials 12%
Industrials 10%
Consumer discretionary 8%
Services media 4%
Energy 4%
Utilities 3%
Long book by quarter
What does CIGNA INVESTMENTS own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| OMDA OMADA HEALTH INC | Healthcare | 3.4M | $43.3M | 6.7% | 0.0% |
| NVDA NVIDIA CORP | Technology | 224.4K | $39.1M | 6.1% | -1.3% |
| AAPL APPLE INC | Technology | 137.8K | $35.0M | 5.4% | -2.4% |
| MSFT MICROSOFT CORP | Technology | 70.2K | $26.0M | 4.0% | -1.3% |
| AMZN AMAZON.COM INC | Consumer discretionary | 91.5K | $19.1M | 3.0% | -1.3% |
| GOOGL ALPHABET INC-CL A | Technology | 55.4K | $15.9M | 2.5% | -1.3% |
| AVGO BROADCOM INC | Technology | 43.9K | $13.6M | 2.1% | -1.2% |
| GOOG ALPHABET INC-CL C | Technology | 45.4K | $13.0M | 2.0% | -1.3% |
| META META PLATFORMS INC-CLASS A | Technology | 20.8K | $11.9M | 1.9% | -1.1% |
| TSLA TESLA INC | Industrials | 26.9K | $10.0M | 1.6% | -1.3% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 16.9K | $8.1M | 1.3% | -1.1% |
| JPM JPMORGAN CHASE & CO | Financials | 25.9K | $7.6M | 1.2% | -1.5% |
| LLY ELI LILLY & CO | Healthcare | 7.6K | $7.0M | 1.1% | -1.2% |
| XOM EXXON MOBIL CORP | Energy | 40.3K | $6.8M | 1.1% | -1.4% |
| JNJ JOHNSON & JOHNSON | Healthcare | 22.9K | $5.6M | 0.9% | -1.2% |
| WMT WALMART INC | Consumer discretionary | 41.5K | $5.2M | 0.8% | -1.1% |
| V VISA INC-CLASS A SHARES | Services media | 16.0K | $4.8M | 0.8% | -1.4% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 4.2K | $4.2M | 0.7% | -1.0% |
| RY ROYAL BANK OF CANADA | Financials | 24.8K | $4.0M | 0.6% | -1.6% |
| NFLX NETFLIX INC | Services media | 40.4K | $3.9M | 0.6% | -1.3% |
| MA MASTERCARD INC - A | Services media | 7.7K | $3.9M | 0.6% | -1.5% |
| CVX CHEVRON CORP | Energy | 17.9K | $3.7M | 0.6% | -1.5% |
| ABBV ABBVIE INC | Healthcare | 16.9K | $3.7M | 0.6% | -1.3% |
| MU MICRON TECHNOLOGY INC | Technology | 10.7K | $3.6M | 0.6% | -1.0% |
| PG PROCTER & GAMBLE CO/THE | Other | 22.3K | $3.2M | 0.5% | -1.3% |
| CAT CATERPILLAR INC | Industrials | 4.4K | $3.1M | 0.5% | -1.6% |
| AMD ADVANCED MICRO DEVICES | Technology | 15.4K | $3.1M | 0.5% | -1.0% |
| HD HOME DEPOT INC | Consumer discretionary | 9.5K | $3.1M | 0.5% | -1.5% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 21.0K | $3.1M | 0.5% | -1.2% |
| BAC BANK OF AMERICA CORP | Financials | 62.9K | $3.1M | 0.5% | -2.6% |
| CSCO CISCO SYSTEMS INC | Technology | 38.0K | $2.9M | 0.5% | -1.0% |
| MRK MERCK & CO. INC. | Healthcare | 23.7K | $2.8M | 0.4% | -2.7% |
| KO COCA-COLA CO/THE | Consumer staples | 37.3K | $2.8M | 0.4% | -1.2% |
| GE GENERAL ELECTRIC | Industrials | 9.9K | $2.8M | 0.4% | -1.4% |
| AMAT APPLIED MATERIALS INC | Technology | 7.6K | $2.6M | 0.4% | -2.6% |
| SHOP SHOPIFY INC - CLASS A | Technology | 21.8K | $2.6M | 0.4% | -0.5% |
| LRCX LAM RESEARCH CORP | Industrials | 12.0K | $2.6M | 0.4% | -1.6% |
| RTX RTX CORP | Industrials | 12.8K | $2.5M | 0.4% | -1.4% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 14.9K | $2.5M | 0.4% | -1.1% |
| ORCL ORACLE CORP | Technology | 16.1K | $2.4M | 0.4% | -1.0% |
| GS GOLDMAN SACHS GROUP INC | Financials | 2.8K | $2.4M | 0.4% | -1.4% |
| WFC WELLS FARGO & CO | Financials | 29.5K | $2.4M | 0.4% | -2.4% |
| UNH UNITEDHEALTH GROUP INC | Financials | 8.7K | $2.3M | 0.4% | -1.3% |
| GEV GE VERNOVA INC | Industrials | 2.6K | $2.3M | 0.3% | -2.3% |
| LIN LINDE PLC | Materials | 4.5K | $2.2M | 0.3% | -0.6% |
| UBS UBS GROUP AG-REG | Financials | 56.3K | $2.2M | 0.3% | -0.3% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 8.9K | $2.1M | 0.3% | -1.2% |
| MCD MCDONALD'S CORP | Consumer discretionary | 6.8K | $2.1M | 0.3% | -1.1% |
| ENB ENBRIDGE INC | Energy | 38.5K | $2.1M | 0.3% | Held |
| PEP PEPSICO INC | Consumer staples | 13.1K | $2.0M | 0.3% | -1.3% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 11, 2026 | 457 | $649.7M | $K fixed canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 20, 2026 | 463 | $693.4M | $K fixed canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 22, 2025 | 473 | $709.8M | $K fixed canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 15, 2025 | 455 | $587.7M | $K fixed canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 443 | $538.3M | $K fixed canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 29, 2025 | 458 | $572.5M | $K fixed canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 28, 2024 | 468 | $567.9M | $K fixed canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 17, 2024 | 446 | $540.3M | $K fixed canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 23, 2024 | 463 | $531.4M | $K fixed canonical | SEC ↗ |
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