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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 8 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EMR EMERSON ELEC CO Industrials 1,495.0 $214K 0.02% -227.0 -13.2% $143.14 +9.8%
142 BBHY J P MORGAN EXCHANGE TRADED F 4,552.0 $210K 0.01% -1K -19.8% $46.09 -0.6%
143 BSMQ INVESCO EXCH TRD SLF IDX FD 8,872.0 $209K 0.01% -6K -41.8% $23.55 +0.0%
144 IWP ISHARES TR 1,426.0 $209K 0.01% -504.0 -26.1% $146.41 -1.9%
145 BSMV INVESCO EXCH TRD SLF IDX FD 9,572.0 $201K 0.01% -1K -10.5% $20.98 -0.9%
Page 8 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%