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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 5 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SNDR SCHNEIDER NATIONAL INC Industrials 5,959.0 $218K 0.01% NEW $36.53 -3.6%
82 JIRE J P MORGAN EXCHANGE TRADED F 2,613.0 $216K 0.01% NEW $82.49 +3.4%
83 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 2,467.0 $215K 0.01% NEW $87.22 +7.0%
84 NNN NNN REIT INC Real Estate 4,579.0 $213K 0.01% NEW $46.53 -1.9%
85 EFX EQUIFAX INC Industrials 1,327.0 $211K 0.01% NEW $158.73 +20.1%
86 JBT MAREL CORPORATION 1,451.0 $210K 0.01% NEW $145.00
87 BUFD FIRST TR EXCHNG TRADED FD VI 7,078.0 $210K 0.01% NEW $29.72 +1.8%
88 KMB KIMBERLY-CLARK CORP Consumer Defensive 1,902.0 $209K 0.01% NEW $109.77 +0.5%
89 SNA SNAP ON INC Industrials 517.0 $208K 0.01% NEW $402.40 -1.2%
90 GNRC GENERAC HLDGS INC Industrials 710.0 $208K 0.01% NEW $292.81 -29.4%
91 CVLT COMMVAULT SYS INC Technology 1,466.0 $208K 0.01% NEW $141.73 -5.2%
92 EVEREST GROUP LTD 576.0 $206K 0.01% NEW $357.28
93 BSJX INVESCO EXCH TRD SLF IDX FD 8,174.0 $206K 0.01% NEW $25.17 -0.3%
94 PII POLARIS INC Consumer Cyclical 2,993.0 $205K 0.01% NEW $68.43 -6.9%
95 QUIK QUICKLOGIC CORP Technology 10,195.0 $204K 0.01% NEW $19.97 -44.1%
96 MHK MOHAWK INDS INC Consumer Cyclical 1,655.0 $201K 0.01% NEW $121.33 +8.9%
97 HIMS HIMS & HERS HEALTH INC Healthcare 5,774.0 $200K 0.01% NEW $34.67 -14.0%
98 HBAN HUNTINGTON BANCSHARES INC Financial Services 10,141.0 $180K 0.01% NEW $17.73 -3.9%
99 CRK COMSTOCK RES INC Energy 11,988.0 $179K 0.01% NEW $14.92 -2.8%
100 CAG CONAGRA BRANDS INC Consumer Defensive 12,632.0 $170K 0.01% NEW $13.46 +20.3%
Page 5 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%