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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 4 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMSF AMERISAFE INC Financial Services 7,029.0 $238K 0.01% NEW $33.83 -22.3%
62 ASX ASE TECHNOLOGY HLDG CO LTD Technology 5,208.0 $235K 0.01% NEW $45.12 -17.4%
63 AMH AMERICAN HOMES 4 RENT Real Estate 6,997.0 $235K 0.01% NEW $33.52 +1.9%
64 IREN IREN LIMITED Financial Services 5,126.0 $234K 0.01% NEW $45.73 -13.4%
65 MORN MORNINGSTAR INC Financial Services 1,492.0 $233K 0.01% NEW $156.02 +36.2%
66 UNM UNUM GROUP Financial Services 2,554.0 $228K 0.01% NEW $89.40 +2.4%
67 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 5,844.0 $228K 0.01% NEW $38.96 +8.0%
68 HOMETRUST BANCSHARES INC 4,557.0 $227K 0.01% NEW $49.89
69 INTA INTAPP INC Technology 8,963.0 $226K 0.01% NEW $25.21 +60.3%
70 NTNX NUTANIX INC Technology 4,400.0 $224K 0.01% NEW $50.96 +28.3%
71 EXPE EXPEDIA GROUP INC Consumer Cyclical 873.0 $223K 0.01% NEW $255.88 +30.3%
72 FMAY FIRST TR EXCHNG TRADED FD VI 3,968.0 $223K 0.01% NEW $56.20 +1.9%
73 NFG NATIONAL FUEL GAS CO Energy 2,883.0 $223K 0.01% NEW $77.22 +8.2%
74 SPHB INVESCO EXCH TRADED FD TR II 1,425.0 $222K 0.01% NEW $155.59 -4.4%
75 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 4,168.0 $220K 0.01% NEW $52.85 +0.2%
76 AMKR AMKOR TECHNOLOGY INC Technology 2,554.0 $220K 0.01% NEW $86.23 -43.9%
77 VRSK VERISK ANALYTICS INC Industrials 1,217.0 $218K 0.01% NEW $179.46 +4.7%
78 XSD SPDR SERIES TRUST 350.0 $218K 0.01% NEW $623.70 -21.3%
79 CSGP COSTAR GROUP INC Real Estate 7,704.0 $218K 0.01% NEW $28.32 +13.5%
80 NVR NVR INC Consumer Cyclical 32.0 $218K 0.01% NEW $6813.41 -6.5%
Page 4 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%