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Portfolio (Quarterly) Guide ↗

CGN Advisors LLC

· CIK 0001841506
13F Portfolio $1.4B AUM 322 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 22 New 127 Added 145 Reduced 13 Exited
Page 4 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IDEV ISHARES TR 22,789.0 $2.0M 0.15% +382.0 +1.7% $89.01 +4.8%
62 EFAV ISHARES TR 23,051.0 $2.0M 0.15% +1K +4.6% $87.71 +7.9%
63 VNQ VANGUARD INDEX FDS 20,902.0 $2.0M 0.15% +527.0 +2.6% $96.43 +2.1%
64 ICSH ISHARES TR 38,269.0 $1.9M 0.14% +6K +18.2% $50.58 -0.1%
65 AOA ISHARES TR 19,466.0 $1.9M 0.14% +276.0 +1.4% $97.60 +1.4%
66 LPLA LPL FINL HLDGS INC Financial Services 6,679.0 $1.9M 0.14% +861.0 +14.8% $281.68 +28.3%
67 MET METLIFE INC Financial Services 22,020.0 $1.9M 0.14% +5K +26.5% $84.61 +11.5%
68 JAAA JANUS DETROIT STR TR 36,860.0 $1.9M 0.14% +16K +76.8% $50.49 +0.4%
69 ZM ZOOM COMMUNICATIONS INC Technology 21,297.0 $1.8M 0.13% +3K +13.5% $86.31 +24.5%
70 TMUS T-MOBILE US INC Communication Services 10,909.0 $1.8M 0.13% +426.0 +4.1% $167.73 +9.1%
71 TT TRANE TECHNOLOGIES PLC Industrials 3,671.0 $1.8M 0.13% +572.0 +18.5% $491.19 -7.7%
72 VZ VERIZON COMMUNICATIONS INC Communication Services 40,740.0 $1.7M 0.13% +3K +7.8% $42.34 +16.8%
73 USHY ISHARES TR 45,373.0 $1.7M 0.12% +5K +11.2% $37.02 -0.5%
74 DFAR DIMENSIONAL ETF TRUST 63,090.0 $1.7M 0.12% +3K +4.5% $26.16 +1.2%
75 NOW SERVICENOW INC Technology 16,255.0 $1.6M 0.12% +3K +24.8% $99.28 +29.4%
76 PYPL PAYPAL HLDGS INC Financial Services 36,773.0 $1.6M 0.12% +17K +82.3% $43.18 +42.5%
77 NFLX NETFLIX INC. Communication Services 20,930.0 $1.5M 0.11% +7K +49.7% $71.40 +11.5%
78 SPOT SPOTIFY TECHNOLOGY S A Communication Services 3,234.0 $1.5M 0.11% +1K +45.8% $459.17 +16.2%
79 CGCV CAPITAL GROUP CONSERVATIVE E 45,135.0 $1.5M 0.11% +2K +3.9% $32.82 +1.6%
80 GOLD GOLD COM INC Financial Services 35,200.0 $1.5M 0.11% +13K +60.0% $41.61 +11.1%
Page 4 of 7  ·  127 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 32.2%
Financial Services 17.8%
Healthcare 10.4%
Communication Services 9.5%
Industrials 8.7%
Consumer Cyclical 8.0%
Consumer Defensive 5.6%
Energy 3.0%
Utilities 2.4%
Basic Materials 1.4%