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Coign Capital Advisors LLC

Q3 2025 · 13F-HR

Coign Capital Advisors LLCholdings as filed

Filed 2025-10-30 · accession 0001172661-25-004515

$181.6M
Reported value
82
Positions
2025-09-30
Period end
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The Brief · Coign Capital Advisors LLC · Q3 2025

AI · grounded in 13F

Coign Capital Advisors LLC established a new position in PAB worth $6.9M, its largest move of the period. The fund also opened a new position in CGMM for $6.6M and increased its stake in EVIM by 107.9%. On the sell side, the fund closed positions in CMCSA and CVX, while trimming its holding in RTX by 70.5%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
61774R841EVTRMORGAN STANLEY ETF TRUST$15.4M8.47%298,819CommonSOLE
47804J685JHCPJOHN HANCOCK EXCHANGE TRADED$12.5M6.87%490,608CommonSOLE
746729300PVALPUTNAM ETF TRUST$11.7M6.42%272,728CommonSOLE
74933W452TBILRBB FD INC$10.9M6.01%218,317CommonSOLE
921932885IVOOVANGUARD ADMIRAL FDS INC$10.5M5.76%94,743CommonSOLE
14020G101CGGRCAPITAL GROUP GROWTH ETF$9.9M5.45%225,321CommonSOLE
464287200IVVISHARES TR$8.6M4.71%12,787CommonSOLE
46429B267GOVTISHARES TR$7.3M3.99%313,668CommonSOLE
69344A701PABPGIM ETF TR$6.9M3.83%161,852CommonSOLE
14022A102CGMMCAPITAL GROUP EQUITY ETF TR$6.6M3.63%232,369CommonSOLE
464287507IJHISHARES TR$5.9M3.24%90,116CommonSOLE
464287804IJRISHARES TR$5.4M2.99%45,724CommonSOLE
464287226AGGISHARES TR$4.9M2.72%49,355CommonSOLE
61774R882EVIMMORGAN STANLEY ETF TRUST$3.9M2.17%75,118CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$3.8M2.08%5,682CommonSOLE
464287309IVWISHARES TR$3.1M1.68%25,286CommonSOLE
464287408IVEISHARES TR$2.8M1.56%13,703CommonSOLE
69344A818PJIOPGIM ETF TR$2.3M1.24%35,115CommonSOLE
037833100AAPLAPPLE INC$1.8M0.99%7,047CommonSOLE
02079K107GOOGALPHABET INC$1.8M0.98%7,295CommonSOLE
464288513HYGISHARES TR$1.7M0.91%20,340CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.6M0.90%8,740CommonSOLE
594918104MSFTMICROSOFT CORP$1.6M0.89%3,133CommonSOLE
30303M102METAMETA PLATFORMS INC$1.5M0.80%1,985CommonSOLE
46432F842IEFAISHARES TR$1.4M0.77%16,030CommonSOLE
023135106AMZNAMAZON COM INC$1.3M0.72%5,955CommonSOLE
64110L106NFLXNETFLIX INC$1.2M0.66%1,004CommonSOLE
464287234EEMISHARES TR$957,1350.53%17,924CommonSOLE
92826C839VVISA INC$934,6980.51%2,738CommonSOLE
88160R101TSLATESLA INC$921,9050.51%2,073CommonSOLE
69344A800PTRBPGIM ETF TR$883,8370.49%20,944CommonSOLE
032095101APHAMPHENOL CORP NEW$868,8850.48%7,021CommonSOLE
931142103WMTWALMART INC$848,6490.47%8,235CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$830,5030.46%1,363CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$820,2600.45%2,600CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$811,4220.45%1,614CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$801,2970.44%8,179CommonSOLE
060505104BACBANK AMERICA CORP$792,0610.44%15,353CommonSOLE
025816109AXPAMERICAN EXPRESS CO$789,8760.43%2,378CommonSOLE
58155Q103MCKMCKESSON CORP$782,6280.43%1,013CommonSOLE
478160104JNJJOHNSON & JOHNSON$762,2800.42%4,111CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$755,4250.42%7,007CommonSOLE
617446448MSMORGAN STANLEY$751,0860.41%4,725CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$745,5030.41%2,159CommonSOLE
00287Y109ABBVABBVIE INC$743,8930.41%3,213CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$741,3080.41%15,837CommonSOLE
713448108PEPPEPSICO INC$734,4960.40%5,230CommonSOLE
002824100ABTABBOTT LABS$723,1420.40%5,399CommonSOLE
747525103QCOMQUALCOMM INC$718,6750.40%4,320CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$716,1320.39%1,259CommonSOLE
17275R102CSCOCISCO SYS INC$703,7680.39%10,286CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$695,6970.38%4,300CommonSOLE
11135F101AVGOBROADCOM INC$694,7900.38%2,106CommonSOLE
30231G102XOMEXXON MOBIL CORP$686,8000.38%6,091CommonSOLE
H1467J104CBCHUBB LIMITED$685,9720.38%2,430CommonSOLE
032654105ADIANALOG DEVICES INC$680,0980.37%2,768CommonSOLE
743315103PGRPROGRESSIVE CORP$668,9880.37%2,709CommonSOLE
172967424CCITIGROUP INC$662,6530.36%6,529CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$660,3760.36%1,362CommonSOLE
532457108LLYELI LILLY & CO$652,3650.36%855CommonSOLE
438516106HONHONEYWELL INTL INC$647,0770.36%3,074CommonSOLE
00724F101ADBEADOBE INC$646,5910.36%1,833CommonSOLE
20825C104COPCONOCOPHILLIPS$636,1180.35%6,725CommonSOLE
125523100CITHE CIGNA GROUP$631,5560.35%2,191CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$630,5940.35%1,410CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$628,2880.35%6,581CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$625,1460.34%3,102CommonSOLE
302635206FSKFS KKR CAP CORP$617,8820.34%40,947CommonSOLE
79466L302CRMSALESFORCE INC$616,4780.34%2,601CommonSOLE
718172109PMPHILIP MORRIS INTL INC$609,8720.34%3,760CommonSOLE
461202103INTUINTUIT$609,1560.34%892CommonSOLE
81762P102NOWSERVICENOW INC$608,3050.33%661CommonSOLE
922908769VTIVANGUARD INDEX FDS$583,0250.32%1,777CommonSOLE
02079K305GOOGLALPHABET INC$420,3840.23%1,729CommonSOLE
75513E101RTXRTX CORPORATION$330,9790.18%1,978CommonSOLE
03076C106AMPAMERIPRISE FINL INC$306,0490.17%623CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$258,8670.14%882CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$228,3770.13%1,455CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$214,5820.12%3,758CommonSOLE
46090E103QQQINVESCO QQQ TR$206,5270.11%344CommonSOLE
58463J304MPTMEDICAL PPTYS TRUST INC$189,5170.10%37,380CommonSOLE
433921103HIVEHIVE DIGITAL TECHNOLOGIES LT$40,3000.02%10,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.