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Portfolio (Quarterly) Guide ↗

VestGen Investment Management

· CIK 0001511739
13F Portfolio $189M AUM 218 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 218 New
Page 11 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CGSM CAPITAL GRP FIXED INCM ETF T 8,709.0 $230K 0.12% NEW $26.39 -0.3%
202 CMI CUMMINS INC Industrials 319.0 $228K 0.12% NEW $713.21 -20.8%
203 IBM INTERNATIONAL BUSINESS MACHS Technology 799.0 $225K 0.12% NEW $281.21 -16.2%
204 THRO BLACKROCK ETF TRUST 5,200.0 $224K 0.12% NEW $43.11 +1.7%
205 COWZ PACER FDS TR 3,589.0 $223K 0.12% NEW $62.20 +16.4%
206 MET METLIFE INC Financial Services 2,627.0 $222K 0.12% NEW $84.61 +14.1%
207 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,078.0 $222K 0.12% NEW $206.01 +4.7%
208 TJX TJX COS INC NEW Consumer Cyclical 1,464.0 $222K 0.12% NEW $151.50 -10.8%
209 LSTR LANDSTAR SYS INC Industrials 1,069.0 $221K 0.12% NEW $206.81 -12.9%
210 TRV TRAVELERS COMPANIES INC Financial Services 666.0 $220K 0.12% NEW $330.12 +12.1%
211 MA MASTERCARD INCORPORATED Financial Services 421.0 $216K 0.12% NEW $513.60 +15.9%
212 LNT ALLIANT ENERGY CORP Utilities 2,823.0 $215K 0.11% NEW $76.29 -10.8%
213 TMUS T-MOBILE US INC Communication Services 1,254.0 $210K 0.11% NEW $167.73 +8.1%
214 VDC VANGUARD WORLD FD 932.0 $210K 0.11% NEW $225.49 +2.2%
215 GJUN FIRST TR EXCHNG TRADED FD VI 5,070.0 $209K 0.11% NEW $41.19 +1.8%
216 STIP ISHARES TR 2,035.0 $208K 0.11% NEW $102.16 -1.5%
217 MDT MEDTRONIC PLC Healthcare 2,651.0 $207K 0.11% NEW $78.23 +16.6%
218 CL COLGATE PALMOLIVE CO Consumer Defensive 2,198.0 $202K 0.11% NEW $91.68 -1.0%
Page 11 of 11  ·  218 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.7%
Industrials 15.7%
Financial Services 12.6%
Healthcare 10.0%
Consumer Cyclical 6.7%
Utilities 6.3%
Energy 5.1%
Communication Services 3.7%
Consumer Defensive 3.6%
Real Estate 2.3%