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Portfolio (Quarterly) Guide ↗

VestGen Advisors, LLC

· CIK 0002050130
13F Portfolio $3.4B AUM 1,093 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 124 New 417 Added 404 Reduced 81 Exited
Page 17 of 21  ·  417 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 IXN ISHARES TR 2,968.0 $429K 0.01% +50.0 +1.7% $144.48 -4.0%
322 TWLO TWILIO INC Communication Services 2,076.0 $428K 0.01% +92.0 +4.6% $206.33 +10.7%
323 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,473.0 $428K 0.01% +179.0 +13.8% $290.50 -9.5%
324 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 5,257.0 $427K 0.01% +2K +48.5% $81.16 -8.8%
325 AEHR AEHR TEST SYS Technology 4,352.0 $418K 0.01% +2K +70.6% $96.06 -5.1%
326 ENB ENBRIDGE INC Energy 7,598.0 $412K 0.01% +82.0 +1.1% $54.21 -7.1%
327 VRSN VERISIGN INC Technology 1,626.0 $409K 0.01% +334.0 +25.9% $251.58 +16.5%
328 KVUE KENVUE INC Consumer Defensive 21,266.0 $406K 0.01% +653.0 +3.2% $19.11 +0.6%
329 STAG STAG INDUSTRIAL INC Real Estate 10,670.0 $406K 0.01% +467.0 +4.6% $38.06 -2.3%
330 IP INTERNATIONAL PAPER CO Consumer Cyclical 10,520.0 $401K 0.01% +4K +62.1% $38.10 +8.6%
331 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 2,368.0 $399K 0.01% +34.0 +1.5% $168.54 -7.1%
332 SE SEA LTD Consumer Cyclical 4,160.0 $399K 0.01% +1K +33.2% $95.83 +24.3%
333 CM CANADIAN IMPERIAL BANK OF CO Financial Services 3,369.0 $387K 0.01% +240.0 +7.7% $115.00 +2.8%
334 FDS FACTSET RESH SYS INC Financial Services 1,680.0 $386K 0.01% +479.0 +39.9% $230.03 +28.4%
335 ASHR DBX ETF TR 10,522.0 $386K 0.01% +859.0 +8.9% $36.66 -6.7%
336 NTRA NATERA INC Healthcare 1,416.0 $384K 0.01% +148.0 +11.7% $271.45 +24.7%
337 COKE COCA COLA CONS INC Consumer Defensive 2,011.0 $384K 0.01% +532.0 +36.0% $190.92 +1.6%
338 SPHQ INVESCO EXCHANGE TRADED FD T 4,247.0 $383K 0.01% +1K +41.1% $90.10 -4.0%
339 CELH CELSIUS HLDGS INC Consumer Defensive 12,878.0 $377K 0.01% +579.0 +4.7% $29.28 +20.3%
340 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,133.0 $374K 0.01% +131.0 +13.1% $330.46 +0.6%
Page 17 of 21  ·  417 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 36.9%
Financial Services 18.0%
Industrials 9.0%
Consumer Cyclical 8.7%
Healthcare 6.5%
Real Estate 5.4%
Communication Services 4.5%
Energy 3.8%
Consumer Defensive 3.7%
Utilities 2.2%