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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 5 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BK BANK OF NY MELLON CORP Financial Services 22,755.0 $3.3M 0.24% +1K +6.6% $144.61 -1.9%
82 GILD GILEAD SCIENCES INC Healthcare 25,722.0 $3.2M 0.24% $126.34 +15.7%
83 BND VANGUARD BD INDEX FDS 43,966.0 $3.2M 0.24% +11K +34.6% $73.41 -1.6%
84 SUSA ISHARES TR 20,793.0 $3.2M 0.23% -349.0 -1.6% $154.30 +2.4%
85 PG PROCTER & GAMBLE CO Consumer Defensive 21,731.0 $3.2M 0.23% -3K -10.7% $146.64 -1.3%
86 ESGV VANGUARD WORLD FD 23,238.0 $3.1M 0.22% -331.0 -1.4% $132.24 +2.7%
87 ENB ENBRIDGE INC Energy 56,666.0 $3.1M 0.22% -11K -15.9% $54.21 -6.9%
88 AGG ISHARES TR 30,924.0 $3.1M 0.22% -380.0 -1.2% $98.98 -1.6%
89 SPAB SPDR SERIES TRUST 119,499.0 $3.0M 0.22% +5K +4.0% $25.52 -1.7%
90 STIP ISHARES TR 29,618.0 $3.0M 0.22% +6K +27.3% $102.16 -1.2%
91 IVV ISHARES TR 4,021.0 $3.0M 0.22% $748.80 +2.7%
92 IWF ISHARES TR 24,188.0 $3.0M 0.22% +18K +284.9% $124.17 -1.4%
93 ISHARES TR 118,885.0 $3.0M 0.22% +85K +249.8% $25.18
94 MDT MEDTRONIC PLC Healthcare 37,825.0 $3.0M 0.22% +8K +28.5% $78.23 +19.3%
95 BLK BLACKROCK INC Financial Services 3,073.0 $3.0M 0.22% +55.0 +1.8% $961.53 +20.3%
96 ESGU ISHARES TR 18,017.0 $2.9M 0.21% -260.0 -1.4% $163.67 +2.5%
97 MCD MCDONALDS CORP Consumer Cyclical 10,897.0 $2.9M 0.21% -172.0 -1.6% $270.30 +0.2%
98 DFAE DIMENSIONAL ETF TRUST 71,351.0 $2.9M 0.21% -14K -16.3% $40.21 -1.8%
99 BALT INNOVATOR ETFS TRUST 82,886.0 $2.8M 0.21% +39K +86.9% $34.27 +1.3%
100 BX BLACKSTONE INC Financial Services 23,908.0 $2.8M 0.20% +4K +22.6% $117.67 +21.8%
Page 5 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%