CIGNA INVESTMENTS INC /NEW — 13F Holdings & Portfolio

CIK 49969 · latest 13F-HR filed 2026-01-20

CIGNA INVESTMENTS INC /NEW manages $693.4K in 13F-reported U.S. long-equity assets across 463 reported positions as of its 2025-12-31 13F-HR filing. Its largest disclosed positions are OMDA (7.84%), NVDA (6.11%), AAPL (5.53%). Quarter over quarter (versus its 2025-09-30 filing) the fund opened 14 new positions, exited 24, added to 143, and trimmed 162.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$693.4K

Long-equity book

Holdings

463

Distinct positions

Period

2025-12-31

Filed 2026-01-20

Q/Q Activity

+14 / −24 / ↑143 / ↓162

vs 2025-09-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ALPHABET INC$3.8K +27.4%
  • ALPHABET INC$3.1K +27.2%
  • ELI LILLY CO$2.3K +39.4%
  • APPLE INC$2.0K +5.5%
  • MICRON TECHNOLOGY INC$1.3K +68.7%
Show all 143

Top Trims

  • OMADA HEALTH, INC. COMMON STOCK-$21.8K -28.6%
  • MICROSOFT CORP-$2.9K -7.7%
  • META PLATFORMS INC-$1.8K -11.2%
  • ORACLE CORP-$1.4K -30.4%
  • NETFLIX INC-$1.1K -22.7%
Show all 162

New Positions

  • CIENA CORP$316
  • SANDISK CORP$315
  • ROCKET LAB CORP$284
  • COHERENT CORP$274
  • LUMENTUM HOLDINGS INC$250
Show all 14

Exited Positions

  • AMRIZE LTD$450
  • DUPONT DE NEMOURS INC$316
  • HEWLETT-PACKARD CO$249
  • CHARTER COMMUNICATIONS INC$245
  • INTERNATIONAL PAPER CO$241
Show all 24
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 OMADA HEALTH, INC. COMMON STOCK OMDA 68170A108 $54.4K 7.84% 3,444,630 SH
2 NVIDIA CORP NVDA 67066G104 $42.4K 6.11% 227,332 SH
3 APPLE INC AAPL 037833100 $38.4K 5.53% 141,169 SH
4 MICROSOFT CORP MSFT 594918104 $34.4K 4.96% 71,101 SH
5 ISHARES CORE S P TOTAL US STOC ITOT 464287150 $30.1K 4.34% 202,412 SH
6 AMAZON.COM INC AMZN 023135106 $21.4K 3.08% 92,641 SH
7 ALPHABET INC GOOGL 02079K305 $17.6K 2.53% 56,111 SH
8 BROADCOM INC AVGO 11135F101 $15.4K 2.22% 44,409 SH
9 ALPHABET INC GOOG 02079K107 $14.4K 2.08% 45,962 SH
10 META PLATFORMS INC META 30303M102 $13.9K 2.00% 21,049 SH
11 TESLA INC TSLA 88160R101 $12.3K 1.77% 27,256 SH
12 BERKSHIRE HATHAWAY INC. BRK.B 084670702 $8.6K 1.24% 17,110 SH
13 JP MORGAN CHASE CO JPM 46625H100 $8.5K 1.22% 26,280 SH
14 ELI LILLY CO LLY 532457108 $8.3K 1.20% 7,736 SH
15 FIVE CORNERS FND TR II SERIES 144A Call 33834DAA2 $6.4K 0.92% 6,775,000 PRN
16 VISA INC - CLASS A SHARES V 92826C839 $5.7K 0.82% 16,274 SH
17 EXXON MOBIL CORP XOM 30231G102 $4.9K 0.71% 40,845 SH
18 JOHNSON JOHNSON JNJ 478160104 $4.8K 0.69% 23,231 SH
19 WALMART INC WMT 931142103 $4.7K 0.67% 42,011 SH
20 MASTERCARD INC MA 57636Q104 $4.5K 0.65% 7,842 SH
21 ROYAL BANK OF CANADA RY 780087102 $4.3K 0.62% 25,233 SH
22 ABBVIE INC ABBV 00287Y109 $3.9K 0.56% 17,092 SH
23 NETFLIX INC NFLX 64110L106 $3.8K 0.55% 40,914 SH
24 PALANTIR TECHNOLOGIES INC A PLTR 69608A108 $3.8K 0.54% 21,223 SH
25 COSTCO WHOLESALE CORP COST 22160K105 $3.7K 0.53% 4,274 SH
26 BANK OF AMERICA CORP BAC 060505104 $3.6K 0.51% 64,582 SH
27 SHOPIFY INC SHOP 82509L107 $3.5K 0.51% 21,920 SH
28 ADVANCED MICRO DEVICES INC AMD 007903107 $3.3K 0.48% 15,538 SH
29 HOME DEPOT INC HD 437076102 $3.3K 0.48% 9,619 SH
30 PROCTER GAMBLE CO PG 742718109 $3.2K 0.47% 22,635 SH
31 ORACLE CORP ORCL 68389X105 $3.2K 0.46% 16,297 SH
32 GENERAL ELECTRIC CO GE 369604301 $3.1K 0.45% 10,078 SH
33 MICRON TECHNOLOGY INC MU 595112103 $3.1K 0.44% 10,771 SH
34 CISCO SYSTEMS INC CSCO 17275R102 $3.0K 0.43% 38,366 SH
35 UNITEDHEALTH GROUP INC UNH 91324P102 $2.9K 0.42% 8,780 SH
36 WELLS FARGO COMPANY WFC 949746101 $2.8K 0.41% 30,277 SH
37 CHEVRON CORP CVX 166764100 $2.8K 0.40% 18,176 SH
38 IBM CORP IBM 459200101 $2.7K 0.38% 8,979 SH
39 COCA-COLA CO/THE KO 191216100 $2.6K 0.38% 37,778 SH
40 UBS GROUP AG UBS H42097107 $2.6K 0.38% 56,451 SH
41 CATERPILLER INC CAT 149123101 $2.6K 0.37% 4,493 SH
42 MERCK CO INC MRK 58933Y105 $2.6K 0.37% 24,324 SH
43 GOLDMAN SACHS GROUP INC GS 38141G104 $2.5K 0.36% 2,847 SH
44 PHILIP MORRIS INTL INC PM 718172109 $2.4K 0.35% 15,014 SH
45 SALESFORCE INC COM CRM 79466L302 $2.4K 0.35% 9,045 SH
46 SPOTIFY TECHNOLOGY SA SPOT L8681T102 $2.4K 0.34% 4,086 SH
47 RTX CORP RTX 75513E101 $2.4K 0.34% 12,934 SH
48 THERMO FISHER SCIENTIFIC INC TMO 883556102 $2.1K 0.31% 3,650 SH
49 MCDONALD'S CORP MCD 580135101 $2.1K 0.30% 6,878 SH
50 ABBOTT LABORATORIES ABT 002824100 $2.1K 0.30% 16,709 SH
Filing History
Period Filed AUM Holdings Accession
2025-12-31 2026-01-20 $693.4K 463 0000049969-26-000003
2025-09-30 2025-10-22 $709.8K 473 0000049969-25-000016