Coign Capital Advisors LLC

Q2 2026 13F-HR Holdings

Location
Draper, UT
Holdings as of
6/30/2026
Date filed
7/29/2026
Form type
13F-HR
Num holdings
88
Total value ($000)
$222,183
Net value change ($000)
+31,855 (16.7%)
New positions
18
Sold out positions
10
Turnover %
13.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVDE 7,644 NEW
AVEM 5,535 NEW
FDT 2,094 NEW
CGGR 1,990 20.0%
IVV 1,535 17.0%
AMD 1,435 176.9%
PVAL 1,399 10.5%
IVOO 1,356 13.0%
IJH 1,350 18.5%
CGMM 1,289 15.8%
Top Reduces (Value $000, Stocks/ETFs)
PJIO -1,783 -82.7%
PEP -823 -100.0%
HON -742 -100.0%
TBIL -674 -7.3%
QCOM -619 -100.0%
ADBE -619 -100.0%
ABT -613 -100.0%
CRM -608 -100.0%
MRSH -598 -100.0%
PGR -598 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type