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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 15 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 DFAT DIMENSIONAL ETF TRUST 4,025.0 $281K 0.02% -940.0 -18.9% $69.91 +2.5%
282 CALAMOS ETF TR 16,259.0 $281K 0.02% -26K -61.5% $17.30
283 GLD SPDR GOLD TR Financial Services 754.0 $278K 0.02% -285.0 -27.4% $368.38 +14.9%
284 OSK OSHKOSH CORP Industrials 1,807.0 $277K 0.02% $153.48 +2.4%
285 ISHARES TR 12,260.0 $274K 0.02% +2K +16.8% $22.37
286 INNOVATOR ETFS TRUST 9,686.0 $273K 0.02% $28.22
287 VOOV VANGUARD ADMIRAL FDS INC 1,245.0 $273K 0.02% -234.0 -15.8% $219.21 +4.5%
288 SYK STRYKER CORPORATION Healthcare 855.0 $269K 0.02% -78.0 -8.4% $314.84 +4.6%
289 TSLA TESLA INC Consumer Cyclical 635.0 $267K 0.02% -24.0 -3.6% $420.38 -13.7%
290 PFXF VANECK ETF TRUST 14,927.0 $266K 0.02% NEW $17.84 +0.7%
291 ACWV ISHARES INC 2,186.0 $263K 0.02% $120.23 +5.8%
292 IWN ISHARES TR 1,183.0 $262K 0.02% $221.20 +1.6%
293 BSMS INVESCO EXCH TRD SLF IDX FD 11,028.0 $258K 0.02% -1K -9.6% $23.44 +0.1%
294 DE DEERE & CO Industrials 407.0 $258K 0.02% -93.0 -18.6% $634.33 +2.1%
295 ACWI ISHARES TR 1,617.0 $254K 0.02% $156.97 +2.4%
296 UFEB INNOVATOR ETFS TRUST 6,410.0 $248K 0.02% +242.0 +3.9% $38.65 +1.8%
297 IBM INTERNATIONAL BUSINESS MACHS Technology 871.0 $245K 0.02% -126.0 -12.6% $281.21 -16.2%
298 MS MORGAN STANLEY Financial Services 1,158.0 $242K 0.02% NEW $209.04 +2.5%
299 BSMR INVESCO EXCH TRD SLF IDX FD 10,023.0 $237K 0.02% -5K -31.2% $23.64 +0.2%
300 DFUV DIMENSIONAL ETF TRUST 4,293.0 $236K 0.02% -2K -27.6% $55.01 +4.4%
Page 15 of 17  ·  322 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%