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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 8 of 21  ·  417 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DHI D R HORTON INC Consumer Cyclical 10,219.0 $1.7M 0.05% +316.0 +3.2% $162.88 -8.4%
142 SUB ISHARES TR 15,536.0 $1.7M 0.05% +421.0 +2.8% $106.47 -0.1%
143 BKAG BNY MELLON ETF TRUST 39,094.0 $1.6M 0.05% +10K +35.7% $41.95 -1.1%
144 PFF ISHARES TR 53,770.0 $1.6M 0.05% +12K +28.7% $30.49 +0.7%
145 NML NEUBERGER ENGY INFRSTR & INC Financial Services 160,541.0 $1.6M 0.05% +6K +4.1% $10.14 +4.4%
146 DBA INVESCO DB MULTI-SECTOR COMM Financial Services 60,081.0 $1.6M 0.05% +4K +6.8% $26.67 +7.2%
147 VGSH VANGUARD SCOTTSDALE FDS 27,307.0 $1.6M 0.05% +160.0 +0.6% $58.20 -0.1%
148 COP CONOCOPHILLIPS Energy 14,252.0 $1.5M 0.04% +420.0 +3.0% $103.96 +25.6%
149 BMNR BITMINE IMMERSION TECHS INC Financial Services 111,224.0 $1.5M 0.04% +22K +24.6% $13.31 +87.2%
150 BE BLOOM ENERGY CORP Industrials 4,829.0 $1.5M 0.04% +824.0 +20.6% $302.70 -27.9%
151 BLK BLACKROCK INC Financial Services 1,519.0 $1.5M 0.04% +72.0 +5.0% $961.36 +22.0%
152 FEM FIRST TR EXCH TRD ALPHDX FD 45,545.0 $1.5M 0.04% +2K +5.4% $31.99 +3.2%
153 HWM HOWMET AEROSPACE INC Industrials 5,407.0 $1.5M 0.04% +130.0 +2.5% $268.86 +0.2%
154 TT TRANE TECHNOLOGIES PLC Industrials 2,921.0 $1.4M 0.04% +392.0 +15.5% $491.18 -5.7%
155 FBND FIDELITY MERRIMACK STR TR 31,149.0 $1.4M 0.04% +3K +11.9% $45.49 -0.8%
156 IESC IES HOLDINGS INC Industrials 1,868.0 $1.4M 0.04% +40.0 +2.2% $734.66 -54.9%
157 DIA STATE STR SPDR DOW JONES IND Financial Services 2,602.0 $1.4M 0.04% +82.0 +3.2% $522.32 +2.3%
158 SHOP SHOPIFY INC Technology 11,804.0 $1.3M 0.04% +111.0 +0.9% $114.18 +31.6%
159 DTM DT MIDSTREAM INC Energy 9,092.0 $1.3M 0.04% +223.0 +2.5% $146.74 -9.7%
160 SMIN ISHARES TR 18,862.0 $1.3M 0.04% +3K +16.3% $70.73 +1.5%
Page 8 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%