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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 5 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TPR TAPESTRY INC Consumer Cyclical 5,272.0 $772K 0.41% NEW $146.39 -15.9%
82 EZU ISHARES INC 11,041.0 $767K 0.41% NEW $69.50 +1.7%
83 SNX TD SYNNEX CORPORATION Technology 2,855.0 $763K 0.41% NEW $267.34 -5.7%
84 FN FABRINET Technology 1,350.0 $759K 0.40% NEW $562.08 -27.1%
85 VWO VANGUARD INTL EQUITY INDEX F 12,675.0 $757K 0.40% NEW $59.69 +1.7%
86 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 8,657.0 $754K 0.40% NEW $87.04 +9.6%
87 XSEP FIRST TR EXCHNG TRADED FD VI 16,767.0 $745K 0.40% NEW $44.41 +1.5%
88 FYX FIRST TR EXCHANGE-TRADED ALP 5,128.0 $740K 0.39% NEW $144.30 -2.2%
89 IVE ISHARES TR 3,222.0 $732K 0.39% NEW $227.06 +4.2%
90 NEE NEXTERA ENERGY INC Utilities 8,128.0 $713K 0.38% NEW $87.77 -6.5%
91 PM PHILIP MORRIS INTL INC Consumer Defensive 3,921.0 $709K 0.38% NEW $180.91 +4.4%
92 GOVT ISHARES TR 31,137.0 $709K 0.38% NEW $22.78 -1.5%
93 NEM NEWMONT CORP Basic Materials 7,586.0 $709K 0.38% NEW $93.40 +34.2%
94 CGDV CAPITAL GROUP DIVIDEND VALUE 14,171.0 $698K 0.37% NEW $49.28 +1.5%
95 PDBA INVESCO ACTVELY MNGD ETC FD 19,600.0 $698K 0.37% NEW $35.62 +9.5%
96 DBP INVESCO DB MULTI-SECTOR COMM Financial Services 7,542.0 $697K 0.37% NEW $92.47 +10.8%
97 BSV VANGUARD BD INDEX FDS 8,883.0 $692K 0.37% NEW $77.91 -0.5%
98 ELAN ELANCO ANIMAL HEALTH INC Healthcare 27,415.0 $675K 0.36% NEW $24.61 -2.9%
99 MU MICRON TECHNOLOGY INC Technology 583.0 $673K 0.36% NEW $1154.29 -18.2%
100 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,391.0 $664K 0.35% NEW $477.60 -12.3%
Page 5 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%