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The Analysis of Coign Capital Advisors LLC's Holdings & P&L

Currently, Coign Capital Advisors LLC holds 80 types of securities in its portfolio with a total value $190.3M. In the most recent quarter, they have increased their positions in CGMM (+23.4K shares, valued at $685.6K), CGGR (+13.1K shares, valued at $525.6K), IJH (+7.7K shares, valued at $518.6K); decreased their positions in XOM (-1.5K shares, valued at $260.7K), N/A (-694 shares, valued at $199.1K), JNJ (-776 shares, valued at $189.7K); initiated new positions in CAT (+298 shares, valued at $211.3K).

1M P&L

+3.7M+1.97%

3M P&L

+4.0M+2.14%

HY P&L

+10.4M+5.73%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A145.5M

78.7%

2Semiconductors4.1M

2.2%

3Software - Application3.5M

1.9%

Top Industries by Stock Count

1N/A24 stocks

32.4%

2Software - Application6 stocks

8.1%

3Semiconductors4 stocks

5.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

EVTR MORGAN STANLEY ETF TRUST343.4K shares2.24%2026-03-312026-05-15

JHCP JOHN HANCOCK EXCHANGE TRADED536.2K shares2.47%2026-03-312026-05-15

PVAL PUTNAM ETF TRUST288.5K shares2.24%2026-03-312026-05-15

IVOO VANGUARD ADMIRAL FDS INC91.1K shares-1.60%2026-03-312026-05-15

CGGR CAPITAL GROUP GROWTH ETF247.6K shares5.58%2026-03-312026-05-15

TBIL RBB FD INC184.8K shares-1.88%2026-03-312026-05-15

IVV ISHARES TR13.8K shares4.07%2026-03-312026-05-15

CGMM CAPITAL GROUP EQUITY ETF TR278.3K shares9.16%2026-03-312026-05-15

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PAB PGIM ETF TR180.7K shares3.98%2026-03-312026-05-15

GOVT ISHARES TR333.5K shares2.18%2026-03-312026-05-15

IJH ISHARES TR107.9K shares7.66%2026-03-312026-05-15

IJR ISHARES TR46.0K shares0.78%2026-03-312026-05-15

AGG ISHARES TR53.5K shares4.33%2026-03-312026-05-15

EVIM MORGAN STANLEY ETF TRUST93.3K shares1.95%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T5.5K shares-1.26%2026-03-312026-05-15

IVE ISHARES TR14.7K shares4.49%2026-03-312026-05-15

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IVW ISHARES TR27.0K shares4.56%2026-03-312026-05-15

PJIO PGIM ETF TR38.9K shares4.23%2026-03-312026-05-15

ALPHABET INC ALPHABET INC6.6K shares-9.51%2026-03-312026-05-15

AAPL APPLE INC7.1K shares0.01%2026-03-312026-05-15

HYG ISHARES TR21.3K shares3.31%2026-03-312026-05-15

MSFT MICROSOFT CORP4.2K shares20.24%2026-03-312026-05-15

IEFA ISHARES TR16.8K shares3.63%2026-03-312026-05-15

NVDA NVIDIA CORPORATION8.4K shares-4.67%2026-03-312026-05-15

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AMZN AMAZON COM INC6.0K shares0.64%2026-03-312026-05-15

META META PLATFORMS INC2.1K shares5.46%2026-03-312026-05-15

EEM ISHARES TR19.9K shares7.20%2026-03-312026-05-15

NFLX NETFLIX INC.10.8K shares5.77%2026-03-312026-05-15

WMT WALMART INC7.6K shares-8.86%2026-03-312026-05-15

APH AMPHENOL CORP6.9K shares-2.01%2026-03-312026-05-15

NOC NORTHROP GRUMMAN CORP1.3K shares-7.71%2026-03-312026-05-15

V VISA INC2.9K shares2.29%2026-03-312026-05-15

Sponsored

JNJ JOHNSON & JOHNSON3.4K shares-18.59%2026-03-312026-05-15

PEP PEPSICO INC5.3K shares-0.24%2026-03-312026-05-15

CSCO CISCO SYS INC10.5K shares-0.78%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC4.0K shares-7.67%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.7K shares2.68%2026-03-312026-05-15

ADI ANALOG DEVICES INC2.5K shares-11.14%2026-03-312026-05-15

MS MORGAN STANLEY4.9K shares1.25%2026-03-312026-05-15

CITIGROUP INC CITIGROUP INC7.0K shares6.31%2026-03-312026-05-15

Sponsored

XOM EXXON MOBIL CORP4.7K shares-24.65%2026-03-312026-05-15

PTRB PGIM ETF TR19.0K shares-4.52%2026-03-312026-05-15

MCK MCKESSON CORP908 shares-11.59%2026-03-312026-05-15

CB CHUBB LTD SWITZ2.4K shares-3.29%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO2.7K shares0.04%2026-03-312026-05-15

TSLA TESLA INC2.1K shares0.97%2026-03-312026-05-15

COP CONOCOPHILLIPS5.9K shares-15.60%2026-03-312026-05-15

BAC BANK AMERICA CORP15.8K shares1.30%2026-03-312026-05-15

Sponsored

LLY ELI LILLY & CO832 shares-3.93%2026-03-312026-05-15

ABBV ABBVIE INC3.5K shares1.18%2026-03-312026-05-15

HON HONEYWELL INTL INC3.3K shares3.21%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO2.4K shares-0.29%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC4.4K shares4.99%2026-03-312026-05-15

SCHW SCHWAB CHARLES CORP7.2K shares6.13%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC1.4K shares0.29%2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC9.4K shares6.29%2026-03-312026-05-15

Sponsored

ORLY OREILLY AUTOMOTIVE INC7.3K shares1.43%2026-03-312026-05-15

BROADCOM INC BROADCOM INC2.2K shares1.96%2026-03-312026-05-15

SPEM SPDR INDEX SHS FDS14.4K shares-2.56%2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC1.5K shares1.39%2026-03-312026-05-15

MA MASTERCARD INCORPORATED1.3K shares3.57%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC2.4K shares16.57%2026-03-312026-05-15

QCOM QUALCOMM INC4.8K shares8.90%2026-03-312026-05-15

ADBE ADOBE INC2.5K shares35.26%2026-03-312026-05-15

Sponsored

ABT ABBOTT LABORATORIES6.0K shares7.55%2026-03-312026-05-15

CRM SALESFORCE INC3.3K shares23.18%2026-03-312026-05-15

THE CIGNA GROUP THE CIGNA GROUP2.3K shares5.53%2026-03-312026-05-15

PGR PROGRESSIVE CORP3.0K shares7.71%2026-03-312026-05-15

MMC MARSH & MCLENNAN COS INC3.5K shares7.78%2026-03-312026-05-15

NOW SERVICENOW INC5.7K shares64.87%2026-03-312026-05-15

INTU INTUIT1.4K shares47.31%2026-03-312026-05-15

VTI VANGUARD INDEX FDS1.8K shares0.00%2026-03-312026-05-15

Sponsored

FSK FS KKR CAP CORP49.0K shares22.66%2026-03-312026-05-15

RTX RTX CORPORATION1.9K shares-2.69%2026-03-312026-05-15

ALPHABET INC ALPHABET INC1.1K shares-36.24%2026-03-312026-05-15

CAH CARDINAL HEALTH INC1.5K shares0.34%2026-03-312026-05-15

AMP AMERIPRISE FINL INC623 shares0.00%2026-03-312026-05-15

CAT CATERPILLAR INC298 sharesnew addition2026-03-312026-05-15

MPW MEDICAL PROPERTIES TRUST INC41.6K shares-15.50%2026-03-312026-05-15

HIVE HIVE DIGITAL TECHNOLOGIES LT10.0K shares0.00%2026-03-312026-05-15

Sponsored

EVTR

MORGAN STANLEY ETF TRUST

2.24%

Shares343.4K

Event2026-03-31

Filed2026-05-15

JHCP

JOHN HANCOCK EXCHANGE TRADED

2.47%

Shares536.2K

Event2026-03-31

Filed2026-05-15

PVAL

PUTNAM ETF TRUST

2.24%

Shares288.5K

Event2026-03-31

Filed2026-05-15

IVOO

VANGUARD ADMIRAL FDS INC

-1.60%

Shares91.1K

Event2026-03-31

Filed2026-05-15

CGGR

CAPITAL GROUP GROWTH ETF

5.58%

Shares247.6K

Event2026-03-31

Filed2026-05-15

TBIL

RBB FD INC

-1.88%

Shares184.8K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

4.07%

Shares13.8K

Event2026-03-31

Filed2026-05-15

CGMM

CAPITAL GROUP EQUITY ETF TR

9.16%

Shares278.3K

Event2026-03-31

Filed2026-05-15

PAB

PGIM ETF TR

3.98%

Shares180.7K

Event2026-03-31

Filed2026-05-15

GOVT

ISHARES TR

2.18%

Shares333.5K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

7.66%

Shares107.9K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

0.78%

Shares46.0K

Event2026-03-31

Filed2026-05-15

AGG

ISHARES TR

4.33%

Shares53.5K

Event2026-03-31

Filed2026-05-15

EVIM

MORGAN STANLEY ETF TRUST

1.95%

Shares93.3K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

-1.26%

Shares5.5K

Event2026-03-31

Filed2026-05-15

IVE

ISHARES TR

4.49%

Shares14.7K

Event2026-03-31

Filed2026-05-15

IVW

ISHARES TR

4.56%

Shares27.0K

Event2026-03-31

Filed2026-05-15

PJIO

PGIM ETF TR

4.23%

Shares38.9K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-9.51%

Shares6.6K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

0.01%

Shares7.1K

Event2026-03-31

Filed2026-05-15

HYG

ISHARES TR

3.31%

Shares21.3K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

20.24%

Shares4.2K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

3.63%

Shares16.8K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

-4.67%

Shares8.4K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

0.64%

Shares6.0K

Event2026-03-31

Filed2026-05-15