Coign Capital Advisors LLC holds a focused book of 80 stocks worth $190.3M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Caterpillar Inc and trimmed Vanguard S&P Mid-Cap 400 ETF. Their largest long position is Eaton Vance Total Return at 9% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
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.
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.
22% mapped to company sectors
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, no cost basis
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 EATON VANCE TOTA | $17.4M | 343.4K | 9.2% | ▲+2.2% Added · +8K sh | |
| 2 | John Hancock Exchange Traded CORE PLUS BOND | $13.5M | 536.2K | 7.1% | ▲+2.5% Added · +13K sh | |
| 3 | Putnam ETF Trust FOCUSED LAR CAP | $13.4M | 288.5K | 7.0% | ▲+2.2% Added · +6K sh | |
| 4 | Vanguard Admiral FDS Inc MIDCP 400 IDX | $10.4M | 91.1K | 5.5% | ▼−1.6% Reduced · −1K sh | |
| 5 | Capital Group Growth ETF SHS CREATION UNI | $10.0M | 247.6K | 5.2% | ▲+5.6% Added · +13K sh | |
| 6 | RBB FD Inc F/M US TREASURY | $9.2M | 184.8K | 4.8% | ▼−1.9% Reduced · −4K sh | |
| 7 | Ishares TR CORE S&P500 ETF | $9.0M | 13.8K | 4.7% | ▲+4.1% Added · +540 sh | |
| 8 | Capital Group Equity ETF TR US SMALL AND MID | $8.2M | 278.3K | 4.3% | ▲+9.2% Added · +23K sh | |
| 9 | Pgim ETF TR ACTIVE AGGREGATE | $7.6M | 180.7K | 4.0% | ▲+4.0% Added · +7K sh | |
| 10 | Ishares TR US TREAS BD ETF | $7.6M | 333.5K | 4.0% | ▲+2.2% Added · +7K sh | |
| 11 | Ishares TR CORE S&P MCP ETF | $7.3M | 107.9K | 3.8% | ▲+7.7% Added · +8K sh | |
| 12 | Ishares TR CORE S&P SCP ETF | $5.7M | 46.0K | 3.0% | ▲+0.8% Added · +356 sh | |
| 13 | Ishares TR CORE US AGGBD ET | $5.3M | 53.5K | 2.8% | ▲+4.3% Added · +2K sh | |
| 14 | Morgan Stanley ETF Trust EATON VANCE INTE | $4.9M | 93.3K | 2.6% | ▲+1.9% Added · +2K sh | |
| 15 | State STR SPDR S&P 500 ETF T TR UNIT | $3.6M | 5.5K | 1.9% | ▼−1.3% Reduced · −70 sh | |
| 16 | Ishares TR S&P 500 VAL ETF | $3.1M | 14.7K | 1.6% | ▲+4.5% Added · +630 sh | |
| 17 | Ishares TR S&P 500 GRWT ETF | $3.1M | 27.0K | 1.6% | ▲+4.5% Added · +1K sh | |
| 18 | Pgim ETF TR JENNISON INT OPP | $2.2M | 38.9K | 1.1% | ▲+4.2% Added · +2K sh | |
| 19 | Alphabet Inc CAP STK CL C | $1.9M | 6.6K | 1.0% | ▼−9.5% Reduced · −694 sh | |
| 20 | Apple Inc COM | $1.8M | 7.1K | 0.9% | ▲~0% Added · +1 sh | |
| 21 | Ishares TR IBOXX HI YD ETF | $1.7M | 21.3K | 0.9% | ▲+3.3% Added · +682 sh | |
| 22 | Microsoft Corp COM | $1.6M | 4.2K | 0.8% | ▲+20% Added · +714 sh | |
| 23 | Ishares TR CORE MSCI EAFE | $1.5M | 16.8K | 0.8% | ▲+3.6% Added · +589 sh | |
| 24 | Nvidia Corporation COM | $1.5M | 8.4K | 0.8% | ▼−4.7% Reduced · −411 sh | |
| 25 | Amazon Com Inc COM | $1.2M | 6.0K | 0.7% | ▲+0.6% Added · +38 sh | |
| 26 | Meta Platforms Inc CL A | $1.2M | 2.1K | 0.6% | ▲+5.5% Added · +110 sh | |
| 27 | Ishares TR MSCI EMG MKT ETF | $1.1M | 19.9K | 0.6% | ▲+7.2% Added · +1K sh | |
| 28 | Netflix Inc. COM | $1.0M | 10.8K | 0.5% | ▲+5.8% Added · +589 sh | |
| 29 | Walmart Inc COM | $949K | 7.6K | 0.5% | ▼−8.8% Reduced · −742 sh | |
| 30 | Amphenol Corp CL A | $874K | 6.9K | 0.5% | ▼−2.0% Reduced · −142 sh | |
| 31 | Northrop Grumman Corp COM | $873K | 1.3K | 0.5% | ▼−7.7% Reduced · −107 sh | |
| 32 | Visa Inc COM CL A | $863K | 2.9K | 0.5% | ▲+2.3% Added · +64 sh | |
| 33 | Johnson & Johnson COM | $831K | 3.4K | 0.4% | ▼−19% Reduced · −776 sh | |
| 34 | Pepsico Inc COM | $823K | 5.3K | 0.4% | ▼−0.2% Reduced · −13 sh | |
| 35 | Cisco Sys Inc COM | $814K | 10.5K | 0.4% | ▼−0.8% Reduced · −82 sh | |
| 36 | Advanced Micro Devices Inc COM | $811K | 4.0K | 0.4% | ▼−7.7% Reduced · −331 sh | |
| 37 | Berkshire Hathaway Inc Del CL B NEW | $809K | 1.7K | 0.4% | ▲+2.7% Added · +44 sh | |
| 38 | Analog Devices Inc COM | $807K | 2.5K | 0.4% | ▼−11% Reduced · −318 sh | |
| 39 | Morgan Stanley COM NEW | $801K | 4.9K | 0.4% | ▲+1.2% Added · +60 sh | |
| 40 | Citigroup Inc COM NEW | $799K | 7.0K | 0.4% | ▲+6.3% Added · +418 sh | |
| 41 | Exxon Mobil Corp COM | $797K | 4.7K | 0.4% | ▼−25% Reduced · −2K sh | |
| 42 | Pgim ETF TR TOTAL RETURN BON | $791K | 19.0K | 0.4% | ▼−4.5% Reduced · −901 sh | |
| 43 | McKesson Corp COM | $786K | 908 | 0.4% | ▼−12% Reduced · −119 sh | |
| 44 | Chubb Ltd Switz COM | $785K | 2.4K | 0.4% | ▼−3.3% Reduced · −82 sh | |
| 45 | JPMorgan Chase & Co COM | $781K | 2.7K | 0.4% | ▲~0% Added · +1 sh | |
| 46 | Tesla Inc COM | $776K | 2.1K | 0.4% | ▲+1.0% Added · +20 sh | |
| 47 | ConocoPhillips COM | $773K | 5.9K | 0.4% | ▼−16% Reduced · −1K sh | |
| 48 | Bank America Corp COM | $772K | 15.8K | 0.4% | ▲+1.3% Added · +203 sh | |
| 49 | Eli Lilly & Co COM | $765K | 832 | 0.4% | ▼−3.9% Reduced · −34 sh | |
| 50 | Abbvie Inc COM | $765K | 3.5K | 0.4% | ▲+1.2% Added · +41 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.