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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 1 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VANGUARD MALVERN FDS 94,661.0 $7.2M 0.53% NEW $76.34
2 FLMI FRANKLIN TEMPLETON ETF TR 67,166.0 $1.7M 0.12% NEW $25.17 -2.3%
3 ETN EATON CORP PLC Industrials 2,181.0 $929K 0.07% NEW $426.03 -1.6%
4 INTC INTEL CORP Technology 4,009.0 $560K 0.04% NEW $139.64 -35.5%
5 CALAMOS ETF TR 22,496.0 $525K 0.04% NEW $23.34
6 QFLR INNOVATOR ETFS TRUST 12,856.0 $469K 0.03% NEW $36.48 -3.6%
7 GBIL GOLDMAN SACHS ETF TR 3,192.0 $320K 0.02% NEW $100.16 -0.1%
8 PLTR PALANTIR TECHNOLOGIES INC Technology 2,693.0 $314K 0.02% NEW $116.66 +54.2%
9 INNOVATOR ETFS TRUST 10,175.0 $285K 0.02% NEW $27.99
10 PFXF VANECK ETF TRUST 14,927.0 $266K 0.02% NEW $17.84 +0.7%
11 MS MORGAN STANLEY Financial Services 1,158.0 $242K 0.02% NEW $209.04 +2.5%
12 ISHARES TR 10,628.0 $235K 0.02% NEW $22.14
13 CINF CINCINNATI FINL CORP Financial Services 1,222.0 $226K 0.02% NEW $185.14 -9.1%
14 SDEM GLOBAL X FDS 6,966.0 $224K 0.02% NEW $32.12 +5.0%
15 OKE ONEOK INC NEW Energy 2,570.0 $223K 0.02% NEW $86.94 +7.3%
16 AEP AMERICAN ELEC PWR CO INC Utilities 1,626.0 $222K 0.02% NEW $136.81 -11.6%
17 MMM 3M CO Industrials 1,367.0 $221K 0.02% NEW $161.85 +10.6%
18 MU MICRON TECHNOLOGY INC Technology 187.0 $216K 0.02% NEW $1154.29 -16.2%
19 IBDX ISHARES TR 8,377.0 $211K 0.01% NEW $25.19 -1.4%
20 IUSG ISHARES TR 1,109.0 $209K 0.01% NEW $188.09 +0.9%
Page 1 of 2  ·  22 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%