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Portfolio (Quarterly) Guide ↗

CGC Financial Services, LLC

· CIK 0001992785
13F Portfolio $445M AUM 337 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 337 New
Page 5 of 17  ·  337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IEFA ISHARES CORE MSCI EAFE ETF 1,498.0 $145K 0.03% NEW $96.58 +5.0%
82 RTX RTX CORPORATION COM Industrials 750.0 $142K 0.03% NEW $189.73 +10.8%
83 AMAT APPLIED MATLS INC COM Technology 192.0 $139K 0.03% NEW $723.00 -33.6%
84 MRK MERCK & CO INC COM Healthcare 1,045.0 $134K 0.03% NEW $128.50 +21.7%
85 AVGO BROADCOM INC COM Technology 349.0 $132K 0.03% NEW $377.75 -5.6%
86 BSX BOSTON SCIENTIFIC CORP COM Healthcare 3,051.0 $130K 0.03% NEW $42.68 +16.8%
87 DRI DARDEN RESTAURANTS INC COM Consumer Cyclical 622.0 $128K 0.03% NEW $206.01 +7.1%
88 NVS NOVARTIS AG SPONSORED ADR Healthcare 816.0 $128K 0.03% NEW $156.72 +2.1%
89 HDEF XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF 3,948.0 $127K 0.03% NEW $32.14 +7.4%
90 NFLX NETFLIX INC. COM Communication Services 1,770.0 $126K 0.03% NEW $71.40 +15.2%
91 MCD MCDONALDS CORP COM Consumer Cyclical 450.0 $122K 0.03% NEW $270.31 -0.8%
92 ADBE ADOBE INC COM Technology 567.0 $116K 0.03% NEW $205.02 +33.6%
93 VOO VANGUARD S&P 500 ETF 165.0 $113K 0.03% NEW $686.81 +2.5%
94 GLD SPDR GOLD SHARES Financial Services 306.0 $113K 0.03% NEW $368.38 +16.2%
95 BA BOEING CO COM Industrials 508.0 $110K 0.03% NEW $216.47 -2.5%
96 QCOM QUALCOMM INC COM Technology 594.0 $110K 0.03% NEW $184.79 -13.1%
97 BERKSHIRE HATHAWAY INC DEL CL B NEW 218.0 $109K 0.03% NEW $500.39
98 CHE CHEMED CORP NEW COM Healthcare 229.0 $107K 0.02% NEW $465.74 +16.8%
99 HEQT SIMPLIFY HEDGED EQUITY ETF 3,115.0 $104K 0.02% NEW $33.54 +2.3%
100 IBM INTERNATIONAL BUSINESS MACHS COM Technology 371.0 $104K 0.02% NEW $281.21 -16.7%
Page 5 of 17  ·  337 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 41.2%
Financial Services 12.4%
Industrials 10.2%
Healthcare 9.5%
Consumer Cyclical 9.2%
Consumer Defensive 7.6%
Communication Services 3.1%
Utilities 2.7%
Energy 2.6%
Basic Materials 1.0%