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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 7 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MTUM ISHARES TR 970.0 $333K 0.02% -236.0 -19.6% $342.83 -12.3%
122 IBDW ISHARES TR 15,472.0 $322K 0.02% -15K -49.1% $20.84 -1.1%
123 VLUE ISHARES TR 1,567.0 $313K 0.02% -3K -65.4% $199.78 +0.2%
124 NEE NEXTERA ENERGY INC Utilities 3,535.0 $310K 0.02% -107.0 -2.9% $87.77 -4.2%
125 MGC VANGUARD WORLD FD 1,086.0 $297K 0.02% -545.0 -33.4% $273.54 +2.1%
126 DFAT DIMENSIONAL ETF TRUST 4,025.0 $281K 0.02% -940.0 -18.9% $69.91 +2.1%
127 CALAMOS ETF TR 16,259.0 $281K 0.02% -26K -61.5% $17.30
128 GLD SPDR GOLD TR Financial Services 754.0 $278K 0.02% -285.0 -27.4% $368.38 +15.8%
129 VOOV VANGUARD ADMIRAL FDS INC 1,245.0 $273K 0.02% -234.0 -15.8% $219.21 +4.7%
130 SYK STRYKER CORPORATION Healthcare 855.0 $269K 0.02% -78.0 -8.4% $314.84 +4.1%
131 TSLA TESLA INC Consumer Cyclical 635.0 $267K 0.02% -24.0 -3.6% $420.38 -17.0%
132 BSMS INVESCO EXCH TRD SLF IDX FD 11,028.0 $258K 0.02% -1K -9.6% $23.44 -0.3%
133 DE DEERE & CO Industrials 407.0 $258K 0.02% -93.0 -18.6% $634.33 +2.3%
134 IBM INTERNATIONAL BUSINESS MACHS Technology 871.0 $245K 0.02% -126.0 -12.6% $281.21 -17.8%
135 BSMR INVESCO EXCH TRD SLF IDX FD 10,023.0 $237K 0.02% -5K -31.2% $23.64 -0.1%
136 DFUV DIMENSIONAL ETF TRUST 4,293.0 $236K 0.02% -2K -27.6% $55.01 +4.3%
137 VOE VANGUARD INDEX FDS 1,168.0 $231K 0.02% -37.0 -3.1% $197.63 +6.0%
138 BSMT INVESCO EXCH TRD SLF IDX FD 9,875.0 $227K 0.02% -802.0 -7.5% $23.03 -0.4%
139 DFIV DIMENSIONAL ETF TRUST 4,133.0 $223K 0.02% -1K -20.7% $54.02 +7.8%
140 SCHE SCHWAB STRATEGIC TR 6,055.0 $220K 0.02% -133.0 -2.1% $36.26 +1.2%
Page 7 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%