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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 13 of 17  ·  337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PAYX PAYCHEX INC COM Industrials 70.0 $7K 0.00% NEW $98.33 +27.1%
242 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A Technology 176.0 $7K 0.00% NEW $38.73 +62.8%
243 MELI MERCADOLIBRE INC COM Consumer Cyclical 4.0 $7K 0.00% NEW $1697.50 +17.6%
244 WAT WATERS CORP COM Healthcare 18.0 $7K 0.00% NEW $375.06 +10.5%
245 FCPT FOUR CORNERS PPTY TR INC COM Real Estate 273.0 $7K 0.00% NEW $24.55 +3.3%
246 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 80.0 $7K 0.00% NEW $82.84 -1.1%
247 USMV ISHARES MSCI USA MIN VOL FACTOR ETF 68.0 $7K 0.00% NEW $96.46 +5.2%
248 ITW ILLINOIS TOOL WKS INC COM Industrials 24.0 $6K 0.00% NEW $270.46 +4.1%
249 OGS ONE GAS INC COM Utilities 76.0 $6K 0.00% NEW $77.07 +4.3%
250 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 47.0 $6K 0.00% NEW $124.45 +50.2%
251 DG DOLLAR GEN CORP COM Consumer Defensive 50.0 $6K 0.00% NEW $115.12 +6.5%
252 FVAL FIDELITY VALUE FACTOR ETF 73.0 $6K 0.00% NEW $77.93 +5.8%
253 SLB SLB LIMITED COM STK Energy 120.0 $6K 0.00% NEW $46.49 +14.6%
254 XT ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF 66.0 $5K 0.00% NEW $82.64 -0.1%
255 VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 35.0 $5K 0.00% NEW $154.29 +4.1%
256 UPS UNITED PARCEL SVCS INC CL B Industrials 50.0 $5K 0.00% NEW $107.50 -2.2%
257 EPC EDGEWELL PERSONAL CARE CO COM Consumer Defensive 200.0 $5K 0.00% NEW $26.86 +7.8%
258 AMT AMERICAN TOWER CORP COM Real Estate 32.0 $5K 0.00% NEW $163.56 +9.2%
259 OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 75.0 $5K 0.00% NEW $68.55 +3.4%
260 XPO XPO INC COM Industrials 25.0 $5K 0.00% NEW $205.28 -6.5%
Page 13 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%