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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 21  ·  404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PWR QUANTA SVCS INC Industrials 7,940.0 $5.7M 0.17% -841.0 -9.6% $720.04 -14.3%
62 MTUM ISHARES TR 16,525.0 $5.7M 0.17% -4K -19.3% $342.82 -11.3%
63 SOXX ISHARES TR 8,716.0 $5.6M 0.16% -748.0 -7.9% $640.77 -19.6%
64 HYG ISHARES TR 69,303.0 $5.5M 0.16% -749.0 -1.1% $79.97 -0.1%
65 BSV VANGUARD BD INDEX FDS 70,867.0 $5.5M 0.16% -624.0 -0.9% $77.91 -0.3%
66 IWY ISHARES TR 18,585.0 $5.4M 0.16% -2K -7.5% $290.62 -2.1%
67 CVX CHEVRON CORPORATION Energy 32,131.0 $5.3M 0.15% -7K -18.5% $165.76 +20.8%
68 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 11,031.0 $5.3M 0.15% -590.0 -5.1% $477.56 -12.5%
69 HD HOME DEPOT INC Consumer Cyclical 14,793.0 $5.2M 0.15% -167.0 -1.1% $352.69 -5.1%
70 IWS ISHARES TR 29,798.0 $4.9M 0.14% -384.0 -1.3% $164.60 +4.6%
71 APH AMPHENOL CORP Technology 27,220.0 $4.8M 0.14% -926.0 -3.3% $176.32 -8.5%
72 PG PROCTER & GAMBLE CO Consumer Defensive 32,308.0 $4.7M 0.14% -1K -3.1% $146.64 -1.1%
73 IYZ ISHARES TR 110,390.0 $4.7M 0.14% -1K -1.1% $42.31 +3.4%
74 VEU VANGUARD INTL EQUITY INDEX F 53,642.0 $4.5M 0.13% -40K -42.7% $83.75 +2.4%
75 XLK SELECT SECTOR SPDR TR 23,081.0 $4.4M 0.13% -5K -17.6% $190.52 -4.0%
76 XLE SELECT SECTOR SPDR TR 79,827.0 $4.2M 0.12% -5K -6.4% $53.11 +17.5%
77 IEFA ISHARES TR 43,707.0 $4.2M 0.12% -43K -49.7% $96.58 +4.5%
78 IBM INTERNATIONAL BUSINESS MACHS Technology 14,520.0 $4.1M 0.12% -180.0 -1.2% $281.20 -18.3%
79 QDF FLEXSHARES TR 44,290.0 $4.0M 0.12% -1K -3.1% $89.92 +2.9%
80 MRVL MARVELL TECHNOLOGY INC Technology 13,206.0 $3.9M 0.12% -54K -80.3% $297.89 -17.7%
Page 4 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%