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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 3 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DFAE DIMENSIONAL ETF TRUST 71,351.0 $2.9M 0.21% -14K -16.3% $40.21 -1.8%
42 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,916.0 $2.7M 0.20% -226.0 -7.2% $935.40 +1.3%
43 COF CAPITAL ONE FINL CORP Financial Services 13,503.0 $2.7M 0.20% -264.0 -1.9% $200.63 +8.6%
44 VIG VANGUARD SPECIALIZED FUNDS 11,441.0 $2.7M 0.20% -165.0 -1.4% $236.61 +3.1%
45 SPBU AIM ETF PRODUCTS TRUST 89,480.0 $2.7M 0.20% -2K -2.5% $30.24 +1.7%
46 VB VANGUARD INDEX FDS 8,772.0 $2.7M 0.19% -611.0 -6.5% $303.14 +0.5%
47 RTX RTX CORPORATION Industrials 13,908.0 $2.6M 0.19% -251.0 -1.8% $189.73 +10.6%
48 IWD ISHARES TR 10,858.0 $2.6M 0.19% -78.0 -0.7% $242.44 +6.1%
49 CSX CSX CORP Industrials 52,234.0 $2.5M 0.18% -3K -5.2% $47.53 +8.5%
50 BBAG J P MORGAN EXCHANGE TRADED F 53,662.0 $2.5M 0.18% -12K -17.8% $45.95 -1.8%
51 AMT AMERICAN TOWER CORP Real Estate 14,793.0 $2.4M 0.18% -4K -21.4% $163.57 +7.5%
52 WM WASTE MGMT INC DEL Industrials 10,675.0 $2.4M 0.17% -704.0 -6.2% $222.88 +0.5%
53 VTEB VANGUARD MUN BD FDS 46,300.0 $2.3M 0.17% -8K -14.7% $50.58 -2.1%
54 NULV NUSHARES ETF TR 46,095.0 $2.3M 0.17% -664.0 -1.4% $49.99 +6.8%
55 PEP PEPSICO INC Consumer Defensive 16,774.0 $2.3M 0.17% -3K -15.0% $135.40 +6.0%
56 NULG NUSHARES ETF TR 18,602.0 $2.2M 0.16% -593.0 -3.1% $117.06 -2.1%
57 AVUS AMERICAN CENTY ETF TR 16,665.0 $2.1M 0.16% -254.0 -1.5% $128.08 +2.0%
58 FDX FEDEX CORP Industrials 6,784.0 $2.1M 0.15% -923.0 -12.0% $313.12 +3.8%
59 SNPS SYNOPSYS INC Technology 4,660.0 $2.1M 0.15% -181.0 -3.7% $446.10 -10.8%
60 SPYM SPDR SERIES TRUST 23,389.0 $2.1M 0.15% -508.0 -2.1% $87.88 +2.6%
Page 3 of 8  ·  145 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%