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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 3 of 21  ·  404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BIL SPDR SERIES TRUST 91,652.0 $8.4M 0.24% -25K -21.2% $91.64 -0.0%
42 EFV ISHARES TR 108,094.0 $8.3M 0.24% -7K -5.8% $76.55 +7.4%
43 IJH ISHARES TR 105,026.0 $8.1M 0.24% -40K -27.4% $77.11 -0.6%
44 INTC INTEL CORP Technology 53,650.0 $7.5M 0.22% -92K -63.2% $139.63 -37.5%
45 AMAT APPLIED MATLS INC Technology 10,155.0 $7.3M 0.21% -3K -22.1% $723.01 -33.9%
46 MCD MCDONALDS CORP Consumer Cyclical 26,540.0 $7.2M 0.21% -4K -12.1% $270.31 -1.2%
47 MA MASTERCARD INCORPORATED Financial Services 13,649.0 $7.0M 0.20% -164.0 -1.2% $513.61 +16.6%
48 SPEM SPDR INDEX SHS FDS 134,413.0 $7.0M 0.20% -60K -30.9% $51.78 +1.7%
49 BKIE BNY MELLON ETF TRUST 69,005.0 $6.9M 0.20% -20K -22.1% $33.53 +4.0%
50 NFLX NETFLIX INC. Communication Services 97,156.0 $6.9M 0.20% -665.0 -0.7% $71.40 +14.5%
51 ARM ARM HOLDINGS PLC Technology 19,141.0 $6.8M 0.20% -2K -9.7% $354.56 -30.2%
52 SMH VANECK ETF TRUST 10,220.0 $6.7M 0.20% -1K -9.6% $655.90 -15.3%
53 MOAT VANECK ETF TRUST 62,675.0 $6.5M 0.19% -34K -35.0% $103.96 +9.7%
54 GS GOLDMAN SACHS GROUP INC Financial Services 6,340.0 $6.4M 0.19% -197.0 -3.0% $1011.32 +2.7%
55 ET ENERGY TRANSFER L P Energy 324,712.0 $6.2M 0.18% -12K -3.5% $19.12 +11.6%
56 ORCL ORACLE CORP Technology 42,289.0 $6.2M 0.18% -3K -7.5% $146.55 +1.2%
57 BAI BLACKROCK ETF TRUST 113,997.0 $6.0M 0.17% -21K -15.6% $52.72 -16.1%
58 FLMI FRANKLIN TEMPLETON ETF TR 237,746.0 $6.0M 0.17% -9K -3.6% $25.17 -2.3%
59 V VISA INC Financial Services 16,688.0 $5.7M 0.17% -3K -14.3% $343.09 +11.9%
60 CME CME GROUP INC Financial Services 25,916.0 $5.7M 0.17% -21K -44.7% $220.83 +27.0%
Page 3 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%