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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 7 of 17  ·  337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EOS EATON VANCE ENHANCED EQUITY IN COM Financial Services 3,002.0 $66K 0.01% NEW $22.04 -2.7%
122 LRCX LAM RESEARCH CORP COM NEW Technology 152.0 $66K 0.01% NEW $433.33 -27.4%
123 DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 942.0 $66K 0.01% NEW $69.90 +1.9%
124 AMGN AMGEN INC COM Healthcare 175.0 $63K 0.01% NEW $362.12 +22.1%
125 XLG INVESCO S&P 500 TOP 50 ETF 1,026.0 $63K 0.01% NEW $61.23 +1.4%
126 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 127.0 $61K 0.01% NEW $477.57 -12.6%
127 ED CONSOLIDATED EDISON INC COM Utilities 546.0 $60K 0.01% NEW $110.63 -3.2%
128 LMT LOCKHEED MARTIN CORP COM Industrials 119.0 $60K 0.01% NEW $507.54 +9.7%
129 UNP UNION PAC CORP COM Industrials 210.0 $57K 0.01% NEW $272.27 +13.7%
130 DUK DUKE ENERGY CORP NEW COM NEW Utilities 438.0 $55K 0.01% NEW $126.58 -3.9%
131 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 133.0 $55K 0.01% NEW $415.29 +16.9%
132 GEV GE VERNOVA INC COM Utilities 47.0 $55K 0.01% NEW $1174.85 -21.1%
133 AMP AMERIPRISE FINL INC COM Financial Services 116.0 $53K 0.01% NEW $458.76 +22.1%
134 RPM RPM INTL INC COM Basic Materials 473.0 $53K 0.01% NEW $111.15 -3.9%
135 POR PORTLAND GEN ELEC CO COM NEW Utilities 1,000.0 $52K 0.01% NEW $51.83 -3.9%
136 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 162.0 $47K 0.01% NEW $293.18 +3.6%
137 DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 1,070.0 $47K 0.01% NEW $44.36 +2.7%
138 D DOMINION ENERGY INC COM Utilities 681.0 $47K 0.01% NEW $68.29 -2.0%
139 SPY STATE STREET SPDR S&P 500 ETF Financial Services 60.0 $45K 0.01% NEW $746.77 +2.6%
140 VO VANGUARD MID-CAP ETF 528.0 $43K 0.01% NEW $80.57 +2.8%
Page 7 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%