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Coign Capital Advisors LLC 13F Filings, Portfolio & Analysis

CIK: 0002056441
Draper 12012 S 700 E, #100
Zip Code: 84020
Latest Portfolio Value
$222.18 M
+16.74%
Total Holdings
88
8
Latest Report Date
Q2 2026
Top 10 Concentration
51.87%

Coign Capital Advisors LLC — Portfolio Overview & Company Profile

Coign Capital Advisors LLC (CIK: 0002056441) is a financial institution headquartered at 12012 S 700 E, #100, , Draper, Utah 84020. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $222.18 M, comprising 88 distinct securities. Over its filing history, it has submitted 7 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 51.9%. Quarterly turnover: 4.5%. ▲ 17 new, +46 added, −20 reduced, ×9 exited.

Portfolio Summary (Q2 2026)

Asset Allocation

Stocks/ETFs
+16.74%
$222.18 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Name Shares Market Value Weight Change Activity
355,309 $18.02 M 8.11% ▲ 11,888 Add 3.5%
290,191 $14.79 M 6.65% ▲ 1,701 Add 0.6%
549,891 $13.79 M 6.21% ▲ 13,683 Add 2.6%
252,969 $11.94 M 5.37% ▲ 5,390 Add 2.2%
90,278 $11.77 M 5.30% ▼ 838 Reduce -0.9%
14,094 $10.56 M 4.75% ▲ 285 Add 2.1%
286,923 $9.46 M 4.26% ▲ 8,629 Add 3.1%
112,008 $8.64 M 3.89% ▲ 4,101 Add 3.8%
171,315 $8.54 M 3.84% ▼ 13,513 Reduce -7.3%
340,171 $7.75 M 3.49% ▲ 6,627 Add 2.0%

Historical Portfolio Charts