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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 3 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 KLAC KLA CORP Technology 23,812.0 $7.2M 0.52% +21K +744.7% $301.70 -39.0%
42 QUAL ISHARES TR 30,058.0 $6.6M 0.48% -37K -55.4% $219.43 +1.7%
43 DFAX DIMENSIONAL ETF TRUST 177,941.0 $6.6M 0.48% -3K -1.7% $36.84 +3.6%
44 VEU VANGUARD INTL EQUITY INDEX F 76,896.0 $6.4M 0.47% +753.0 +1.0% $83.75 +2.3%
45 VWO VANGUARD INTL EQUITY INDEX F 105,337.0 $6.3M 0.46% -4K -3.9% $59.69 +1.3%
46 VCIT VANGUARD SCOTTSDALE FDS 75,521.0 $6.2M 0.46% +8K +11.1% $82.65 -1.9%
47 BNDX VANGUARD CHARLOTTE FDS 127,011.0 $6.2M 0.45% -3K -2.4% $48.43 -1.6%
48 IQDG WISDOMTREE TR 142,289.0 $6.1M 0.45% -305K -68.2% $43.08 +3.8%
49 DGRW WISDOMTREE TR 64,046.0 $6.1M 0.45% -81K -55.8% $95.62 +3.8%
50 ISTB ISHARES TR 123,897.0 $6.0M 0.44% -59K -32.1% $48.25 -0.5%
51 SPYD SPDR SERIES TRUST 125,264.0 $6.0M 0.44% +9K +7.7% $47.71 +5.7%
52 WMT WALMART INC Consumer Defensive 51,400.0 $5.8M 0.42% +2K +3.6% $113.26 -8.4%
53 SCMB SCHWAB STRATEGIC TR 225,093.0 $5.8M 0.42% -69K -23.5% $25.82 -2.1%
54 META META PLATFORMS INC Communication Services 10,220.0 $5.8M 0.42% -466.0 -4.4% $563.27 -2.4%
55 SCHF SCHWAB STRATEGIC TR 201,564.0 $5.6M 0.41% -11K -5.1% $27.70 +2.7%
56 SPTM SPDR SERIES TRUST 60,445.0 $5.5M 0.40% +457.0 +0.8% $90.79 +2.4%
57 HYMB SPDR SERIES TRUST 209,254.0 $5.3M 0.39% $25.44 -2.5%
58 VBR VANGUARD INDEX FDS 21,736.0 $5.3M 0.39% $242.99 +2.5%
59 JNJ JOHNSON & JOHNSON Healthcare 19,942.0 $5.1M 0.37% -889.0 -4.3% $253.97 +6.4%
60 MA MASTERCARD INCORPORATED Financial Services 8,335.0 $4.3M 0.31% +662.0 +8.6% $513.63 +13.0%
Page 3 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%