CCA
Coign Capital Advisors LLC Portfolio
Invests via Coign Capital Advisors LLC | Managed by J. Matthew Zundel, Adam G. Lefler, Courtland M. Adams, Daniel Zundel
Invests via Coign Capital Advisors LLC
Managed by J. Matthew Zundel, Adam G. Lefler, Courtland M. Adams, Daniel Zundel
Automatically Tracked
Company Profile
Boutique investment adviser specializing in multi-asset portfolio construction and advisory solutions for institutional and high-net-worth clients. Coign Capital Advisors LLC offers discretionary and model-based strategies, risk-managed asset allocation, and customized reporting; positions emphasize diversification, tactical tilts and low-cost implementation. Relevant to allocators seeking experienced overlay managers and advisory platforms with a client-centric, fee-based business model.
Boutique investment adviser specializing in multi-asset portfolio construction and advisory solutions for institutional and high-net-worth clients. Coign Capital Advisors LLC offers discretionary and model-based strategies, risk-managed asset allocation, and customized reporting; positions emphasize diversification, tactical tilts and low-cost implementation. Relevant to allocators seeking experienced overlay managers and advisory platforms with a client-centric, fee-based business model.
Investment Philosophy & Strategy
Positions portfolios across liquid multi-asset exposures using disciplined, risk-managed asset allocation that prioritizes diversification, downside protection and low-cost implementation. Strategies blend discretionary and model-driven overlays with tactical tilts to capture cyclic opportunities while preserving capital for institutional and high-net-worth clients. Capital is allocated predominantly to ETFs, liquid fixed income and select equities with a medium-term horizon, transparent fee-based alignment, customized reporting and a quantitative risk framework guiding allocation and rebalancing.
Positions portfolios across liquid multi-asset exposures using disciplined, risk-managed asset allocation that prioritizes diversification, downside protection and low-cost implementation. Strategies blend discretionary and model-driven overlays with tactical tilts to capture cyclic opportunities while preserving capital for institutional and high-net-worth clients. Capital is allocated predominantly to ETFs, liquid fixed income and select equities with a medium-term horizon, transparent fee-based alignment, customized reporting and a quantitative risk framework guiding allocation and rebalancing.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
1.01%
Gain
Monthly
0.05%
Yearly
0.65%
Drawdown
17.27%
$204.71M
Equity
Holdings
$204.71M
Investment
$182.04M
$23.78M
Profit -$1.05M
Realized
$1.12M
Unrealized
$22.67M
Dividends
$4.91M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.05M
Win %
66%
This Week
Compared To Last Week
Gain
-0.85%
Profit
-$1.76M
Win %
66%
This Month
Compared to last month
Gain
-0.45%
Profit
-$920,293.41
Win %
66%
This Year
Compared to last year
Gain
7.56%
Profit
$14.38M
Win %
68%
CB Chubb Limited
+3.03%
+$25,101.54 
NOC Northrop Grumman Corporation
+2.85%
+$18,937.61 
ABT Abbott Laboratories
+2.63%
+$15,492.15 
JNJ Johnson & Johnson
+1.98%
+$16,854.05 
CSCO Cisco Systems, Inc.
+1.93%
+$22,240.92 
ABBV AbbVie Inc.
+1.87%
+$16,740.92 
CI The Cigna Group
+1.73%
+$11,123 
PGR Progressive Corporation
+1.61%
+$9,992.89 
CAH Cardinal Health Inc.
+1.57%
+$5,241.4 
MCK McKesson Corporation
+1.52%
+$11,604.27 
PM Philip Morris International Inc.
+1.42%
+$11,769.3 
RTX RTX Corporation
+1.28%
+$4,780.42 
XOM Exxon Mobil Corporation
+1.28%
+$8,787.13 
UNH UnitedHealth Group Incorporated
+1.28%
+$13,231.44 
COP ConocoPhillips
+1.07%
+$7,089.39 
LLY Eli Lilly and Company
+1.02%
+$9,934.07 
WMT Walmart Inc.
+1.01%
+$8,854.28 
HON Honeywell International Inc.
+0.73%
+$2,706.82 
BRK-B Berkshire Hathaway Inc.
+0.65%
+$5,384.72 
ORLY O'Reilly Automotive Inc.
+0.58%
+$3,658 
JPM JPMorgan Chase & Co.
+0.57%
+$5,228.38 
BAC Bank of America Corporation
+0.5%
+$4,828.76 
PAB PGIM Active Aggregate Bond ETF
+0.39%
+$29,794.46 
GOVT iShares U.S. Treasury Bond ETF
+0.22%
+$16,710.55 
AGG iShares Core U.S. Aggregate Bond ETF
+0.2%
+$10,436.99 
PTRB PGIM Total Return Bond ETF
+0.18%
+$1,428.08 
EVTR Eaton Vance Total Return Fund
+0.17%
+$29,190.78 
AAPL Apple Inc.
+0.15%
+$3,609.71 
MRSH Marsh & McLennan Companies, Inc.
+0.12%
+$747.99 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$3,696.56 
IVE ISHARES S&P 500 VALUE ETF
+0.01%
+$366.37 
JHCP
0%
$0 
PJIO PGIM Jennison International Opportunities Fund
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.2%
-$71,445.92 
NFLX Netflix, Inc.
-9.17%
-$73,608.26 
META Meta Platforms Inc Class A
-5.47%
-$77,271.14 
AMD Advanced Micro Devices, Inc.
-3.19%
-$63,712.26 
UBER Uber Technologies, Inc.
-3.05%
-$21,225.92 
TSLA Tesla, Inc.
-2.85%
-$23,249.18 
MSFT Microsoft Corp.
-2.73%
-$46,354.09 
QCOM QUALCOMM Incorporated
-2.56%
-$20,971.6 
GOOGL Alphabet Inc
-2.33%
-$9,121.81 
GOOG Alphabet Inc
-2.32%
-$54,136.4 
HIVE HIVE Digital Technologies Ltd.
-2.26%
-$650 
SPEM SPDR Portfolio Emerging Markets ETF
-2.03%
-$14,879.16 
ADI Analog Devices, Inc.
-1.98%
-$19,128.98 
V Visa Inc. Class A
-1.98%
-$20,620.12 
MPT Medical Properties Trust, Inc.
-1.97%
-$3,948.96 
NVDA NVIDIA Corporation
-1.96%
-$34,179.86 
EEM iShares MSCI Emerging Markets ETF
-1.92%
-$24,470.85 
CGGR Capital Group Growth ETF
-1.9%
-$216,631.62 
MA Mastercard Incorporated
-1.68%
-$12,330.25 
TMO Thermo Fisher Scientific Inc.
-1.66%
-$12,439.01 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.57%
-$57,659.94 
AVGO Broadcom Inc.
-1.54%
-$12,578.6 
AXP American Express Company
-1.39%
-$12,089.03 
FSK FS KKR Capital Corp.
-1.22%
-$6,615.68 
CRM Salesforce Inc
-1.12%
-$6,320.52 
APH Amphenol Corporation
-0.95%
-$10,029.65 
MS Morgan Stanley
-0.94%
-$9,950.97 
NOW ServiceNow, Inc.
-0.92%
-$5,465.28 
IVV iShares Core S&P 500 ETF
-0.89%
-$92,659.77 
SPY SPDR S&P 500 ETF Trust
-0.86%
-$35,307.3 
C Citigroup Inc.
-0.86%
-$7,960.85 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.83%
-$5,425.18 
IEFA iShares Core MSCI EAFE ETF
-0.82%
-$13,293.33 
SCHW Charles Schwab Corporation
-0.79%
-$5,898.97 
INTU Intuit Inc.
-0.78%
-$3,129.05 
IJR iShares Core S&P Small-Cap ETF
-0.78%
-$52,447.98 
ADBE Adobe Inc.
-0.77%
-$4,584.6 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.58%
-$68,337 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.58%
-$51,484.39 
IJH iShares Core S&P Mid-Cap ETF
-0.53%
-$43,702.33 
AMZN Amazon.com Inc
-0.46%
-$6,897.7 
PEP PepsiCo, Inc.
-0.37%
-$2,730.53 
CAT Caterpillar Inc.
-0.21%
-$563.22 
PVAL Putnam Focused Large Cap Value ETF
-0.21%
-$31,733.9 
EVIM Eaton Vance Intermediate Municipal Income ETF
-0.09%
-$4,198.1 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.07%
-$1,169.19 
AMP Ameriprise Financial, Inc.
-0.06%
-$186.92 Events
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Dividends
Dividend Analysis
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| Trades 451 | Longs Won 298/451 66% | Profit Factor 6.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $234,411.16 |
| Average Win $95,395.5 | Best Trade (Jul 17) $2.23M | Sharpe Ratio -10.62 |
| Average Loss -$30,367.95 | Worst Trade (Jul 10) -$445,853.38 | Z-Score 7.08 (100%) |
| Commissions $0 | Avg. Trade Length 10m 5d | Expectancy $52,730.74 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,757 | 6,081 | 5,405 | 4,730 | 4,054 | 3,378 | 2,703 | 2,027 | 1,351 | 676 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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