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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
# Ticker Company Sector Shares Value ↓ % Port Status
1 SNY SANOFI SA Healthcare 51,141 $2.5M 0.20% SOLD
2 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 28,591 $2.4M 0.19% SOLD
3 DUHP DIMENSIONAL ETF TRUST 12,600 $479K 0.04% SOLD
4 DIHP DIMENSIONAL ETF TRUST 12,078 $382K 0.03% SOLD
5 HON HONEYWELL INTL INC Industrials 1,745 $340K 0.03% SOLD
6 BKNG BOOKING HOLDINGS INC Consumer Cyclical 57 $305K 0.02% SOLD
7 VTES VANGUARD WELLINGTON FD 2,349 $239K 0.02% SOLD
8 BSMU INVESCO EXCH TRD SLF IDX FD 9,979 $220K 0.02% SOLD
9 SPGI S&P GLOBAL INC Financial Services 413 $216K 0.02% SOLD
10 ISHARES TR 9,058 $207K 0.02% SOLD
11 DHR DANAHER CORPORATION Healthcare 902 $206K 0.02% SOLD
12 LOW LOWES COS INC Consumer Cyclical 843 $203K 0.02% SOLD
13 VIOO VANGUARD ADMIRAL FDS INC 1,817 $202K 0.02% SOLD
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%