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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  ·  404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 NU NU HLDGS LTD Financial Services 24,211.0 $323K 0.01% -283K -92.1% $13.36 +13.5%
322 HR HEALTHCARE RLTY TR Real Estate 15,927.0 $321K 0.01% -882.0 -5.2% $20.17 -4.5%
323 CMC COMMERCIAL METALS CO Basic Materials 5,074.0 $318K 0.01% -44.0 -0.9% $62.75 +9.0%
324 CLX CLOROX CO DEL Consumer Defensive 3,326.0 $317K 0.01% -236.0 -6.6% $95.45 +9.2%
325 TSN TYSON FOODS INC Consumer Defensive 5,532.0 $317K 0.01% -2K -28.8% $57.25 -1.2%
326 XLC SELECT SECTOR SPDR TR 2,916.0 $312K 0.01% -377.0 -11.4% $107.14 +5.1%
327 GQRE FLEXSHARES TR 4,816.0 $308K 0.01% -181.0 -3.6% $64.00 +1.1%
328 FJUN FIRST TR EXCHNG TRADED FD VI 5,122.0 $307K 0.01% -4K -43.6% $59.95 +2.0%
329 CDW CDW CORP Technology 2,178.0 $306K 0.01% -60.0 -2.7% $140.66 +0.6%
330 BALL BALL CORP Consumer Cyclical 4,896.0 $306K 0.01% -759.0 -13.4% $62.40 +2.6%
331 JBND J P MORGAN EXCHANGE TRADED F 5,706.0 $305K 0.01% -181K -96.9% $53.50 -1.1%
332 ARKK ARK ETF TR 3,775.0 $305K 0.01% -86.0 -2.2% $80.82 +6.1%
333 SHEL SHELL PLC Energy 3,916.0 $304K 0.01% -283.0 -6.7% $77.55 +17.5%
334 ROKU ROKU INC Communication Services 2,193.0 $303K 0.01% -775.0 -26.1% $138.14 +14.8%
335 FOCT FIRST TR EXCHNG TRADED FD VI 5,756.0 $301K 0.01% -20K -77.4% $52.29 +2.4%
336 NOW CALL SERVICENOW INC Technology 3,000.0 $298K 0.01% -1K -25.0% $99.28 +26.7%
337 MCHP MICROCHIP TECHNOLOGY INC. Technology 3,240.0 $295K 0.01% -14K -81.0% $91.20 -18.8%
338 CPRT COPART INC Industrials 10,305.0 $290K 0.01% -2K -17.4% $28.19 +15.9%
339 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 8,467.0 $288K 0.01% -2K -15.6% $34.00 +9.8%
340 Q QNITY ELECTRONICS INC Technology 1,739.0 $284K 0.01% -67.0 -3.7% $163.31 -22.7%
Page 17 of 21  ·  404 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%