Coign Capital Advisors LLC Top Holdings and 13F Report (2026)

About Coign Capital Advisors LLC

Investment Activity

Coign Capital Advisors LLC has $190.33 million in total holdings as of March 31, 2026.
Coign Capital Advisors LLC owns shares of 80 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
Approximately 3.39% of the portfolio was purchased this quarter.
About 1.31% of the portfolio was sold this quarter.
This quarter, Coign Capital Advisors LLC has purchased 81 new stocks and bought additional shares in 52 stocks.
Coign Capital Advisors LLC sold shares of 24 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

MORGAN STANLEY ETF TRUST: $17,428,616
JOHN HANCOCK EXCHANGE TRADED: $13,483,379
Putnam Focused Large Cap Value ETF: $13,385,936
Vanguard S&P Mid-Cap 400 ETF: $10,416,390
Capital Group Growth ETF: $9,950,200

Largest New Holdings this Quarter

149123101 - Caterpillar: $211,337 Holding

Largest Purchases this Quarter

CAPITAL GROUP EQUITY ETF TR: 23,353 shares (about $685.64K)
Capital Group Growth ETF: 13,077 shares (about $525.56K)
iShares Core S&P Mid-Cap ETF: 7,679 shares (about $518.56K)
MORGAN STANLEY ETF TRUST: 7,521 shares (about $381.69K)
iShares Core S&P 500 ETF: 540 shares (about $352.74K)

Largest Sales this Quarter

ExxonMobil: 1,537 shares (about $260.75K)
Alphabet: 694 shares (about $199.08K)
Johnson & Johnson: 776 shares (about $189.70K)
Alphabet: 627 shares (about $180.35K)
US Treasury 3 Month Bill ETF: 3,537 shares (about $176.36K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MORGAN STANLEY ETF TRUST	$17,428,616	$381,691 â–²	2.2%	343,421	9.2%	EATON VANCE TOTA
JOHN HANCOCK EXCHANGE TRADED	$13,483,379	$325,286 â–²	2.5%	536,208	7.1%	CORE PLUS BOND
PVAL Putnam Focused Large Cap Value ETF	$13,385,936	$293,294 â–²	2.2%	288,490	7.0%	ETF
IVOO Vanguard S&P Mid-Cap 400 ETF	$10,416,390	$169,422 â–¼	-1.6%	91,116	5.5%	ETF
CGGR Capital Group Growth ETF	$9,950,200	$525,565 â–²	5.6%	247,579	5.2%	ETF
TBIL US Treasury 3 Month Bill ETF	$9,215,538	$176,355 â–¼	-1.9%	184,828	4.8%	ETF
IVV iShares Core S&P 500 ETF	$9,020,378	$352,741 â–²	4.1%	13,809	4.7%	ETF
CAPITAL GROUP EQUITY ETF TR	$8,170,712	$685,644 â–²	9.2%	278,294	4.3%	US SMALL AND MID
PAB PGIM Active Aggregate Bond ETF	$7,648,802	$292,859 â–²	4.0%	180,682	4.0%	ETF
GOVT iShares U.S. Treasury Bond ETF	$7,641,493	$163,302 â–²	2.2%	333,544	4.0%	ETF
IJH iShares Core S&P Mid-Cap ETF	$7,286,953	$518,562 â–²	7.7%	107,907	3.8%	ETF
IJR iShares Core S&P Small-Cap ETF	$5,719,186	$44,255 â–²	0.8%	46,007	3.0%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$5,313,192	$220,576 â–²	4.3%	53,523	2.8%	Finance
MORGAN STANLEY ETF TRUST	$4,902,403	$93,748 â–²	1.9%	93,291	2.6%	EATON VANCE INTE
SPY SPDR S&P 500 ETF Trust	$3,560,777	$45,534 â–¼	-1.3%	5,474	1.9%	Finance
IVE iShares S&P 500 Value ETF	$3,094,400	$133,024 â–²	4.5%	14,655	1.6%	ETF
IVW iShares S&P 500 Growth ETF	$3,054,725	$133,129 â–²	4.6%	27,007	1.6%	ETF
PGIM ETF TR	$2,155,015	$87,514 â–²	4.2%	38,932	1.1%	JENNISON INT OPP
GOOG Alphabet	$1,893,850	$199,081 â–¼	-9.5%	6,602	1.0%	Computer and Technology
AAPL Apple	$1,796,398	$254 â–²	0.0%	7,078	0.9%	Computer and Technology
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$1,691,277	$54,260 â–²	3.3%	21,258	0.9%	ETF
MSFT Microsoft	$1,569,852	$264,295 â–²	20.2%	4,241	0.8%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$1,523,341	$53,322 â–²	3.6%	16,827	0.8%	ETF
NVDA NVIDIA	$1,464,612	$71,678 â–¼	-4.7%	8,398	0.8%	Computer and Technology
AMZN Amazon.com	$1,249,203	$7,914 â–²	0.6%	5,998	0.7%	Retail/Wholesale
META Meta Platforms	$1,215,204	$62,934 â–²	5.5%	2,124	0.6%	Computer and Technology
EEM iShares MSCI Emerging Markets ETF	$1,129,824	$75,927 â–²	7.2%	19,895	0.6%	Finance
NFLX Netflix	$1,037,747	$56,632 â–²	5.8%	10,793	0.5%	Consumer Discretionary
WALMART INC	$948,708	$92,223 â–¼	-8.9%	7,633	0.5%	COM
APH Amphenol	$874,015	$17,943 â–¼	-2.0%	6,917	0.5%	Computer and Technology
NOC Northrop Grumman	$873,267	$73,000 â–¼	-7.7%	1,280	0.5%	Aerospace
V Visa	$862,593	$19,343 â–²	2.3%	2,854	0.5%	Business Services
JNJ Johnson & Johnson	$830,689	$189,704 â–¼	-18.6%	3,398	0.4%	Medical
PEP PepsiCo	$823,408	$2,019 â–¼	-0.2%	5,302	0.4%	Consumer Staples
CSCO Cisco Systems	$813,997	$6,362 â–¼	-0.8%	10,491	0.4%	Computer and Technology
AMD Advanced Micro Devices	$811,075	$67,335 â–¼	-7.7%	3,987	0.4%	Computer and Technology
BRK.B Berkshire Hathaway	$808,890	$21,085 â–²	2.7%	1,688	0.4%	Finance
ADI Analog Devices	$807,121	$101,168 â–¼	-11.1%	2,537	0.4%	Computer and Technology
MS Morgan Stanley	$800,798	$9,874 â–²	1.2%	4,866	0.4%	Finance
C Citigroup	$798,957	$47,404 â–²	6.3%	7,045	0.4%	Financial Services
XOM ExxonMobil	$797,176	$260,749 â–¼	-24.6%	4,699	0.4%	Energy
PTRB PGIM Total Return Bond ETF	$790,901	$37,425 â–¼	-4.5%	19,041	0.4%	ETF
MCK McKesson	$785,789	$102,983 â–¼	-11.6%	908	0.4%	Medical
CB Chubb	$785,270	$26,730 â–¼	-3.3%	2,409	0.4%	Finance
JPM JPMorgan Chase & Co.	$780,571	$294 â–²	0.0%	2,654	0.4%	Finance
TSLA Tesla	$775,842	$7,435 â–²	1.0%	2,087	0.4%	Auto/Tires/Trucks
COP ConocoPhillips	$773,388	$142,956 â–¼	-15.6%	5,859	0.4%	Energy
BAC Bank of America	$771,810	$9,896 â–²	1.3%	15,832	0.4%	Finance
LLY Eli Lilly and Company	$765,249	$31,272 â–¼	-3.9%	832	0.4%	Medical
ABBV AbbVie	$764,923	$8,917 â–²	1.2%	3,517	0.4%	Medical
HON Honeywell International	$741,604	$23,055 â–²	3.2%	3,281	0.4%	Multi-Sector Conglomerates
AXP American Express	$726,254	$2,117 â–¼	-0.3%	2,401	0.4%	Finance
PM Philip Morris International	$720,764	$34,228 â–²	5.0%	4,359	0.4%	Consumer Staples
SCHW Charles Schwab	$680,227	$39,284 â–²	6.1%	7,238	0.4%	Finance
TMO Thermo Fisher Scientific	$676,123	$1,965 â–²	0.3%	1,376	0.4%	Medical
UBER Uber Technologies	$675,567	$39,993 â–²	6.3%	9,392	0.4%	Computer and Technology
ORLY O'Reilly Automotive	$675,340	$9,508 â–²	1.4%	7,316	0.4%	Retail/Wholesale
AVGO Broadcom	$674,732	$12,999 â–²	2.0%	2,180	0.4%	Computer and Technology
SPEM SPDR Portfolio Emerging Markets ETF	$674,391	$17,732 â–¼	-2.6%	14,376	0.4%	ETF
ISRG Intuitive Surgical	$671,201	$9,220 â–²	1.4%	1,456	0.4%	Medical
MA Mastercard	$666,047	$22,984 â–²	3.6%	1,333	0.3%	Business Services
UNH UnitedHealth Group	$662,404	$94,165 â–²	16.6%	2,448	0.3%	Medical
QCOM Qualcomm	$619,432	$50,611 â–²	8.9%	4,810	0.3%	Computer and Technology
ADBE Adobe	$619,125	$161,405 â–²	35.3%	2,547	0.3%	Computer and Technology
ABT Abbott Laboratories	$612,940	$43,019 â–²	7.5%	5,970	0.3%	Medical
CRM Salesforce	$608,171	$114,429 â–²	23.2%	3,258	0.3%	Computer and Technology
CI Cigna Group	$605,523	$31,743 â–²	5.5%	2,270	0.3%	Medical
PGR Progressive	$598,487	$42,820 â–²	7.7%	3,019	0.3%	Finance
MARSH & MCLENNAN COS INC	$598,402	$43,189 â–²	7.8%	3,450	0.3%	COM
NOW ServiceNow	$595,203	$234,192 â–²	64.9%	5,693	0.3%	Computer and Technology
INTU Intuit	$591,063	$189,815 â–²	47.3%	1,367	0.3%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$568,769		0.0%	1,773	0.3%	ETF
FSK FS KKR Capital	$507,353	$93,737 â–²	22.7%	49,005	0.3%	Finance
RTX RTX	$369,596	$10,224 â–¼	-2.7%	1,916	0.2%	Aerospace
GOOGL Alphabet	$317,269	$180,351 â–¼	-36.2%	1,103	0.2%	Computer and Technology
CAH Cardinal Health	$308,513	$1,057 â–²	0.3%	1,460	0.2%	Medical
AMP Ameriprise Financial	$276,861		0.0%	623	0.1%	Finance
CAT Caterpillar	$211,337	$211,337 â–²	New Holding	298	0.1%	Industrials
MEDICAL PROPERTIES TRUST INC	$192,460	$35,304 â–¼	-15.5%	41,568	0.1%	COM
HIVE HIVE Digital Technologies	$19,000		0.0%	10,000	0.0%	Finance
ADP Automatic Data Processing	$0	$226,877 â–¼	-100.0%	0	0.0%	Computer and Technology
QQQ Invesco QQQ	$0	$211,323 â–¼	-100.0%	0	0.0%	Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Coign Capital Advisors LLC Top Holdings and 13F Report (2026)

About Coign Capital Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Coign Capital Advisors LLC Top Holdings and 13F Report (2026)

About Coign Capital Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCoign Capital Advisors LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools