Coign Capital Advisors LLC holds a focused book of 88 stocks worth $222.2M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Avantis International Equity and trimmed Vanguard S&P Mid-Cap 400 ETF. Their largest long position is Eaton Vance Total Return at 8% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
21% mapped to company sectors
+2 sectors below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Coign Capital Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Prospect Hill Management, LLC | 13 / 80 | $256.3M |
| Donor Advised Charitable Giving, Inc. | 9 / 80 | $4.5B |
| Swiss Re Ltd | 46 / 80 | $1.0B |
| CIBC Capital Markets (Europe) S.A. | 8 / 80 | $700.5M |
| Draper Asset Management, LLC | 12 / 80 | $183.7M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $420.3M |
| Ketron Financial | 17 / 80 | $281.0M |
| Planning Project LLC | 8 / 80 | $436.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Coign Capital Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ETF Trust EATO VANC BD ETF | $18.0M | 355.3K | 8.1% | ▲+3.5% Added · +12K sh | |
| 2 | Putnam ETF Trust FOCUSED LAR CAP | $14.8M | 290.2K | 6.7% | ▲+0.6% Added · +2K sh | |
| 3 | John Hancock Exchange Traded CORE PLUS BOND | $13.8M | 549.9K | 6.2% | ▲+2.5% Added · +14K sh | |
| 4 | Capital Group Growth ETF SHS CREAT UNIT | $11.9M | 253.0K | 5.4% | ▲+2.2% Added · +5K sh | |
| 5 | Vanguard Admiral FDS Inc MIDCP 400 IDX | $11.8M | 90.3K | 5.3% | ▼−0.9% Reduced · −838 sh | |
| 6 | Ishares TR CORE S&P500 ETF | $10.6M | 14.1K | 4.8% | ▲+2.1% Added · +285 sh | |
| 7 | Capital Group Equity ETF TR US SM MI CA ETF | $9.5M | 286.9K | 4.3% | ▲+3.1% Added · +9K sh | |
| 8 | Ishares TR CORE S&P MCP ETF | $8.6M | 112.0K | 3.9% | ▲+3.8% Added · +4K sh | |
| 9 | RBB FD Inc F/M US TREASURY | $8.5M | 171.3K | 3.8% | ▼−7.3% Reduced · −14K sh | |
| 10 | Ishares TR US TREAS BD ETF | $7.7M | 340.2K | 3.5% | ▲+2.0% Added · +7K sh | |
| 11 | Pgim ETF TR ACTI AGGR BD ETF | $7.7M | 182.2K | 3.5% | ▲+0.8% Added · +2K sh | |
| 12 | American Centy ETF TR INTL EQT ETF | $7.6M | 85.7K | 3.4% | ▲New New position | |
| 13 | Ishares TR CORE S&P SCP ETF | $6.6M | 44.8K | 3.0% | ▼−2.6% Reduced · −1K sh | |
| 14 | Ishares TR CORE US AGGBD ET | $5.7M | 57.1K | 2.5% | ▲+6.7% Added · +4K sh | |
| 15 | American Centy ETF TR AVANTIS EMGMKT | $5.5M | 57.4K | 2.5% | ▲New New position | |
| 16 | Morgan Stanley ETF Trust EATO VAN MU ETF | $5.1M | 95.4K | 2.3% | ▲+2.3% Added · +2K sh | |
| 17 | State STR SPDR S&P 500 ETF T TR UNIT | $4.1M | 5.4K | 1.8% | ▼−0.9% Reduced · −50 sh | |
| 18 | Ishares TR S&P 500 GRWT ETF | $3.8M | 27.8K | 1.7% | ▲+3.0% Added · +799 sh | |
| 19 | Ishares TR S&P 500 VAL ETF | $3.5M | 15.5K | 1.6% | ▲+6.1% Added · +894 sh | |
| 20 | Alphabet Inc CAP STK CL C | $2.5M | 7.1K | 1.1% | ▲+7.5% Added · +492 sh | |
| 21 | Advanced Micro Devices Inc COM | $2.2M | 3.9K | 1.0% | ▼−3.0% Reduced · −120 sh | |
| 22 | First TR Exch TRD Alphdx FD DEV MRK EX US | $2.1M | 22.1K | 0.9% | ▲New New position | |
| 23 | Apple Inc COM | $2.0M | 7.0K | 0.9% | ▼−1.1% Reduced · −77 sh | |
| 24 | Ishares TR IBOXX HI YD ETF | $1.9M | 23.5K | 0.8% | ▲+10% Added · +2K sh | |
| 25 | Ishares TR CORE MSCI EAFE | $1.7M | 17.6K | 0.8% | ▲+4.6% Added · +774 sh | |
| 26 | Nvidia Corporation COM | $1.6M | 7.9K | 0.7% | ▼−5.6% Reduced · −469 sh | |
| 27 | Microsoft Corp COM | $1.6M | 4.2K | 0.7% | ▼−0.4% Reduced · −16 sh | |
| 28 | Amazon Com Inc COM | $1.4M | 6.0K | 0.6% | ▲+0.5% Added · +32 sh | |
| 29 | Ishares TR MSCI EMG MKT ETF | $1.4M | 20.4K | 0.6% | ▲+2.4% Added · +473 sh | |
| 30 | Cisco Sys Inc COM | $1.2M | 10.5K | 0.6% | ▼−0.2% Reduced · −21 sh | |
| 31 | Amphenol Corp CL A | $1.2M | 7.0K | 0.6% | ▲+0.6% Added · +39 sh | |
| 32 | Meta Platforms Inc CL A | $1.2M | 2.1K | 0.5% | ▼−0.8% Reduced · −18 sh | |
| 33 | Morgan Stanley COM NEW | $1.0M | 4.9K | 0.5% | ▲+0.6% Added · +28 sh | |
| 34 | Analog Devices Inc COM | $1.0M | 2.5K | 0.5% | ▼−0.4% Reduced · −11 sh | |
| 35 | Eli Lilly & Co COM | $1.0M | 836 | 0.5% | ▲+0.5% Added · +4 sh | |
| 36 | Citigroup Inc COM NEW | $993K | 7.1K | 0.4% | ▲+0.7% Added · +48 sh | |
| 37 | Unitedhealth Group Inc COM | $985K | 2.4K | 0.4% | ▼−3.2% Reduced · −79 sh | |
| 38 | Visa Inc COM CL A | $983K | 2.9K | 0.4% | ▲+0.4% Added · +12 sh | |
| 39 | Exxon Mobil Corp COM | $916K | 6.7K | 0.4% | ▲+43% Added · +2K sh | |
| 40 | Bank Of Amer Corp COM | $911K | 16.0K | 0.4% | ▲+0.9% Added · +148 sh | |
| 41 | Abbvie Inc COM | $897K | 3.6K | 0.4% | ▲+1.3% Added · +47 sh | |
| 42 | Tesla Inc COM | $892K | 2.1K | 0.4% | ▲+1.6% Added · +34 sh | |
| 43 | JPMorgan Chase & Co COM | $879K | 2.7K | 0.4% | ▲+1.2% Added · +31 sh | |
| 44 | Johnson & Johnson COM | $874K | 3.4K | 0.4% | ▲+1.2% Added · +42 sh | |
| 45 | Walmart Inc COM | $874K | 7.7K | 0.4% | ▲+1.0% Added · +80 sh | |
| 46 | Berkshire Hathaway Inc Del CL B NEW | $858K | 1.7K | 0.4% | ▲+1.6% Added · +27 sh | |
| 47 | Broadcom Inc COM | $828K | 2.2K | 0.4% | ▲+0.6% Added · +12 sh | |
| 48 | Chubb Limited COM | $826K | 2.4K | 0.4% | ▲+0.7% Added · +16 sh | |
| 49 | American Express Co COM | $822K | 2.4K | 0.4% | ▲+1.2% Added · +30 sh | |
| 50 | Philip Morris Intl Inc COM | $794K | 4.4K | 0.4% | ▲+0.7% Added · +32 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2056441/holdings"
Use Arkolith to show Coign Capital Advisors LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.