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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 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CRM SALESFORCE INC Technology 14,431.0 $2.3M 0.17% +102.0 +0.7% $156.66 +33.5%
122 NULG NUSHARES ETF TR 18,602.0 $2.2M 0.16% -593.0 -3.1% $117.06 -2.1%
123 AVUS AMERICAN CENTY ETF TR 16,665.0 $2.1M 0.16% -254.0 -1.5% $128.08 +2.0%
124 SCHV SCHWAB STRATEGIC TR 61,195.0 $2.1M 0.16% +657.0 +1.1% $34.81 +0.4%
125 FDX FEDEX CORP Industrials 6,784.0 $2.1M 0.15% -923.0 -12.0% $313.12 +3.8%
126 SNPS SYNOPSYS INC Technology 4,660.0 $2.1M 0.15% -181.0 -3.7% $446.10 -10.8%
127 SPYM SPDR SERIES TRUST 23,389.0 $2.1M 0.15% -508.0 -2.1% $87.88 +2.6%
128 J JACOBS SOLUTIONS INC Industrials 16,230.0 $2.0M 0.15% +1K +8.7% $126.00 +19.1%
129 IDEV ISHARES TR 22,789.0 $2.0M 0.15% +382.0 +1.7% $89.01 +4.8%
130 ITT ITT INC Industrials 10,238.0 $2.0M 0.15% -288.0 -2.7% $197.76 +5.2%
131 EFAV ISHARES TR 23,051.0 $2.0M 0.15% +1K +4.6% $87.71 +7.9%
132 VNQ VANGUARD INDEX FDS 20,902.0 $2.0M 0.15% +527.0 +2.6% $96.43 +2.1%
133 ICSH ISHARES TR 38,269.0 $1.9M 0.14% +6K +18.2% $50.58 -0.1%
134 VEEV VEEVA SYS INC Healthcare 10,899.0 $1.9M 0.14% -614.0 -5.3% $177.47 +39.7%
135 AOA ISHARES TR 19,466.0 $1.9M 0.14% +276.0 +1.4% $97.60 +1.4%
136 VYMI VANGUARD WHITEHALL FDS 19,160.0 $1.9M 0.14% -504.0 -2.6% $98.20 +7.2%
137 LPLA LPL FINL HLDGS INC Financial Services 6,679.0 $1.9M 0.14% +861.0 +14.8% $281.68 +28.3%
138 DFAU DIMENSIONAL ETF TRUST 36,057.0 $1.9M 0.14% -20K -36.2% $51.69 +2.7%
139 MET METLIFE INC Financial Services 22,020.0 $1.9M 0.14% +5K +26.5% $84.61 +11.5%
140 JAAA JANUS DETROIT STR TR 36,860.0 $1.9M 0.14% +16K +76.8% $50.49 +0.4%
Page 7 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%