Sign In
test

Heather Syrett

Coign Capital Advisors Llc

Assets Managed
$190.328M
Holdings
80
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
-0.35%(2Q avg: 2.41%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Coign Capital Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 80 positions.

Assets under management

The assets under management (AUM) of Coign Capital Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 190.328M in assets, with a quarterly growth rate of -0.35% and a 2-quarter average growth rate of 2.41%. The portfolio is managed by Heather Syrett, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
EVTR
Eaton Vance Total Return
Recent Activity
Increased 2.24%
9.16%
$17.429M
343,421 shares@ $50.76 avg price
JHCP
Jhancock Core Plus Bond Etf
Recent Activity
Increased 2.48%
7.09%
$13.483M
536,208 shares@ $25.15 avg price
PVAL
Putnam Focused Lrg Cap Value
Recent Activity
Increased 2.25%
7.04%
$13.386M
288,490 shares@ $46.4 avg price
IVOO
Vanguard S&p Mid-cap 400 Etf
Recent Activity
Decreased -1.6%
5.48%
$10.416M
91,116 shares@ $114.33 avg price
CGGR
Cap Group Growth Equity
Recent Activity
Increased 5.58%
5.23%
$9.95M
247,579 shares@ $40.19 avg price
TBIL
Us Treasury 3 Month Bill Etf
Recent Activity
Decreased -1.87%
4.85%
$9.216M
184,828 shares@ $49.87 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 4.07%
4.74%
$9.02M
13,809 shares@ $653.23 avg price
CGMM
Cg Us Small And Mid Cap Etf
Recent Activity
Increased 9.17%
4.3%
$8.171M
278,294 shares@ $29.37 avg price
PAB
Pgim Act Aggrg Bond Etf
Recent Activity
Increased 3.99%
4.02%
$7.649M
180,682 shares@ $42.34 avg price
GOVT
Ishares Us Treasury Bond Etf
Recent Activity
Increased 2.19%
4.02%
$7.641M
333,544 shares@ $22.91 avg price

1-10 of 80