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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 1 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DDOG DATADOG INC Technology 52,702.0 $13.7M 0.40% NEW $260.36 -12.6%
2 VTRS VIATRIS INC Healthcare 707,099.0 $11.2M 0.33% NEW $15.88 +6.0%
3 GOOGL PUT ALPHABET INC Communication Services 25,000.0 $8.9M 0.26% NEW $357.37 -4.5%
4 AMD PUT ADVANCED MICRO DEVICES INC Technology 7,500.0 $4.4M 0.13% NEW $580.91 -16.8%
5 PENG PENGUIN SOLUTIONS INC Technology 53,623.0 $4.1M 0.12% NEW $76.01 -33.0%
6 BLACKROCK ETF TRUST 104,402.0 $3.8M 0.11% NEW $36.60
7 OKTA OKTA INC Technology 26,185.0 $3.6M 0.10% NEW $136.45 -5.3%
8 AMZN CALL AMAZON COM INC Consumer Cyclical 13,000.0 $3.1M 0.09% NEW $238.34 +8.8%
9 IALT BLACKROCK ETF TRUST 109,768.0 $3.1M 0.09% NEW $28.05 +3.0%
10 VSH VISHAY INTERTECHNOLOGY INC Technology 55,714.0 $3.0M 0.09% NEW $53.78 -42.8%
11 SEDG SOLAREDGE TECHNOLOGIES INC Energy 40,508.0 $2.4M 0.07% NEW $58.44 -44.8%
12 GGOV BLACKROCK ETF TRUST II 43,893.0 $2.2M 0.06% NEW $50.29 +0.0%
13 TCAI TORTOISE CAPITAL SERIES TRUS 39,314.0 $2.2M 0.06% NEW $55.92 -17.4%
14 VEXC VANGUARD WORLD FD 18,079.0 $1.7M 0.05% NEW $96.02 +0.7%
15 SPACE EXPLORATION TECHN CORP 9,820.0 $1.7M 0.05% NEW $170.86
16 HONEYWELL INTL INC 7,331.0 $1.6M 0.05% NEW $223.89
17 CF CF INDUSTRIES HOLD Basic Materials 14,770.0 $1.6M 0.05% NEW $108.26 +16.6%
18 SNDK PUT SANDISK CORP Technology 600.0 $1.4M 0.04% NEW $2273.73 -33.8%
19 HONEYWELL AEROSPACE INC 5,480.0 $1.2M 0.04% NEW $221.08
20 TRGP TARGA RES CORP Energy 4,212.0 $1.1M 0.03% NEW $268.14 +9.4%
Page 1 of 7  ·  124 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%