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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 6 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IVOO VANGUARD ADMIRAL FDS INC 3,984.0 $520K 0.04% -416.0 -9.4% $130.40 -0.4%
102 ORCL ORACLE CORP Technology 3,458.0 $507K 0.04% -515.0 -13.0% $146.55 -0.1%
103 SLYV SPDR SERIES TRUST 4,592.0 $501K 0.04% -362.0 -7.3% $109.10 +1.2%
104 IBDV ISHARES TR 22,383.0 $488K 0.04% -14K -39.2% $21.80 -0.9%
105 NUEM NUSHARES ETF TR 11,173.0 $474K 0.04% -568.0 -4.8% $42.44 -0.0%
106 KO COCA COLA CO Consumer Defensive 5,733.0 $466K 0.03% -41.0 -0.7% $81.26 +12.1%
107 SHLD GLOBAL X FDS 7,562.0 $452K 0.03% -233.0 -3.0% $59.71 +12.4%
108 PSK SPDR SERIES TRUST 14,469.0 $442K 0.03% -8K -35.9% $30.53 -3.1%
109 VSS VANGUARD INTL EQUITY INDEX F 2,832.0 $437K 0.03% -481.0 -14.5% $154.30 +3.7%
110 IJR ISHARES TR 2,911.0 $432K 0.03% -206.0 -6.6% $148.31 -0.7%
111 FNDX SCHWAB STRATEGIC TR 13,020.0 $405K 0.03% -245.0 -1.9% $31.10 +4.6%
112 NRG NRG ENERGY INC Utilities 2,738.0 $400K 0.03% -300.0 -9.9% $146.06 -22.6%
113 IVLU ISHARES TR 9,036.0 $378K 0.03% -769.0 -7.8% $41.82 +6.3%
114 EVRG EVERGY INC Utilities 4,283.0 $370K 0.03% -493.0 -10.3% $86.43 -6.4%
115 SRLN SSGA ACTIVE ETF TR 8,968.0 $361K 0.03% -419.0 -4.5% $40.29 +0.8%
116 USRT ISHARES TR 5,433.0 $361K 0.03% -3K -35.0% $66.44 +1.0%
117 SDY SPDR SERIES TRUST 2,323.0 $354K 0.03% -212.0 -8.4% $152.19 +4.1%
118 EXC EXELON CORP Utilities 7,322.0 $341K 0.03% -73.0 -1.0% $46.62 -6.1%
119 UNH UNITEDHEALTH GROUP INC Healthcare 809.0 $336K 0.03% -55.0 -6.4% $415.77 -6.2%
120 IWO ISHARES TR 850.0 $335K 0.02% -55.0 -6.1% $393.75 -1.6%
Page 6 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%