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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 9 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 RTX RTX CORPORATION Industrials 1,892.0 $359K 0.19% NEW $189.73 +9.9%
162 IALT BLACKROCK ETF TRUST 12,760.0 $358K 0.19% NEW $28.05 +3.2%
163 QQH NORTHERN LTS FD TR III 4,133.0 $354K 0.19% NEW $85.60 -2.1%
164 COP CONOCOPHILLIPS Energy 3,371.0 $350K 0.19% NEW $103.96 +27.2%
165 V VISA INC Financial Services 996.0 $342K 0.18% NEW $343.09 +11.3%
166 MRK MERCK & CO INC Healthcare 2,642.0 $339K 0.18% NEW $128.50 +14.9%
167 BIV VANGUARD BD INDEX FDS 4,385.0 $336K 0.18% NEW $76.70 -1.8%
168 LVHI LEGG MASON ETF INVT 8,270.0 $336K 0.18% NEW $40.59 +5.8%
169 T AT&T INC Communication Services 16,155.0 $334K 0.18% NEW $20.70 +26.0%
170 BLCR BLACKROCK ETF TRUST 6,512.0 $328K 0.17% NEW $50.37 -2.5%
171 BFC BANK FIRST CORP Financial Services 2,200.0 $326K 0.17% NEW $148.35 +2.2%
172 AMD ADVANCED MICRO DEVICES INC Technology 551.0 $320K 0.17% NEW $580.91 -19.3%
173 WFC WELLS FARGO & CO Financial Services 3,830.0 $317K 0.17% NEW $82.65 +4.4%
174 BLACKROCK ETF TRUST 8,626.0 $316K 0.17% NEW $36.60
175 LGH NORTHERN LTS FD TR III 4,948.0 $315K 0.17% NEW $63.76 +3.4%
176 BLV VANGUARD BD INDEX FDS 4,491.0 $310K 0.16% NEW $68.93 -4.1%
177 VIS VANGUARD WORLD FD 843.0 $304K 0.16% NEW $360.38 -6.9%
178 GGOV BLACKROCK ETF TRUST II 5,982.0 $301K 0.16% NEW $50.29 -0.3%
179 BLACKROCK ETF TRUST 9,445.0 $300K 0.16% NEW $31.78
180 BAC BANK OF AMER CORP Financial Services 5,251.0 $299K 0.16% NEW $56.98 +9.0%
Page 9 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%