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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 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ITT ITT INC Industrials 10,238.0 $2.0M 0.15% -288.0 -2.7% $197.76 +5.2%
62 VEEV VEEVA SYS INC Healthcare 10,899.0 $1.9M 0.14% -614.0 -5.3% $177.47 +39.7%
63 VYMI VANGUARD WHITEHALL FDS 19,160.0 $1.9M 0.14% -504.0 -2.6% $98.20 +7.2%
64 DFAU DIMENSIONAL ETF TRUST 36,057.0 $1.9M 0.14% -20K -36.2% $51.69 +2.7%
65 SCHB SCHWAB STRATEGIC TR 64,224.0 $1.9M 0.14% -3K -4.4% $28.96 +2.2%
66 PPG PPG INDS INC Basic Materials 14,536.0 $1.8M 0.13% -446.0 -3.0% $121.29 -6.3%
67 VBK VANGUARD INDEX FDS 4,808.0 $1.8M 0.13% -344.0 -6.7% $365.73 -1.9%
68 NUE NUCOR CORP Basic Materials 7,864.0 $1.8M 0.13% -3K -28.6% $222.74 +9.4%
69 ESGD ISHARES TR 16,552.0 $1.7M 0.12% -535.0 -3.1% $102.81 +4.4%
70 GOOG ALPHABET INC 4,303.0 $1.5M 0.11% -5K -53.5% $353.33
71 NUDM NUSHARES ETF TR 37,677.0 $1.5M 0.11% -229.0 -0.6% $40.02 +3.4%
72 IJH ISHARES TR 19,506.0 $1.5M 0.11% -5K -20.2% $77.11 -0.4%
73 EFA ISHARES TR 13,648.0 $1.4M 0.10% -526.0 -3.7% $103.88 +4.2%
74 VSGX VANGUARD WORLD FD 16,409.0 $1.4M 0.10% -877.0 -5.1% $82.34 +1.4%
75 BIV VANGUARD BD INDEX FDS 15,819.0 $1.2M 0.09% -4K -19.4% $76.70 -1.7%
76 BAC BANK OF AMER CORP Financial Services 21,100.0 $1.2M 0.09% -832.0 -3.8% $56.98 +8.3%
77 IBDT ISHARES TR 44,928.0 $1.1M 0.08% -12K -20.4% $25.25 -0.2%
78 VOO VANGUARD INDEX FDS 1,638.0 $1.1M 0.08% -242.0 -12.9% $687.01 +2.4%
79 IXUS ISHARES TR 11,752.0 $1.1M 0.08% -910.0 -7.2% $95.44 +2.6%
80 ESML ISHARES TR 18,874.0 $1.1M 0.08% -2K -8.7% $55.93 -0.2%
Page 4 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%