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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 6 of 21  ·  404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EFA ISHARES TR 27,746.0 $2.9M 0.08% -4K -12.0% $103.88 +4.2%
102 EEM ISHARES TR 41,717.0 $2.9M 0.08% -750.0 -1.8% $68.41 -1.8%
103 CDNS CADENCE DESIGN SYSTEM INC Technology 7,403.0 $2.8M 0.08% -848.0 -10.3% $375.32 -10.8%
104 AMGN AMGEN INC Healthcare 7,473.0 $2.7M 0.08% -5K -39.9% $362.10 +21.6%
105 TMO THERMO FISHER SCIENTIFIC INC Healthcare 5,230.0 $2.6M 0.08% -635.0 -10.8% $501.36 +26.4%
106 T AT&T INC Communication Services 126,252.0 $2.6M 0.08% -1K -1.1% $20.70 +25.0%
107 WM WASTE MGMT INC DEL Industrials 11,644.0 $2.6M 0.08% -559.0 -4.6% $222.89 -0.7%
108 SCHO SCHWAB STRATEGIC TR 105,526.0 $2.5M 0.07% -12K -10.5% $24.14 -0.2%
109 EME EMCOR GROUP INC Industrials 3,067.0 $2.5M 0.07% -47.0 -1.5% $829.90 -8.0%
110 BIV VANGUARD BD INDEX FDS 33,154.0 $2.5M 0.07% -721.0 -2.1% $76.70 -1.2%
111 MAGS LISTED FDS TR 39,251.0 $2.5M 0.07% -5K -10.3% $64.30 +5.1%
112 SLV ISHARES SILVER TR Financial Services 47,183.0 $2.5M 0.07% -247.0 -0.5% $53.47 +15.2%
113 BLV VANGUARD BD INDEX FDS 36,034.0 $2.5M 0.07% -1K -2.8% $68.93 -3.2%
114 COF CAPITAL ONE FINL CORP Financial Services 12,298.0 $2.5M 0.07% -3K -18.1% $200.62 +8.3%
115 MSI MOTOROLA SOLUTIONS INC Technology 5,886.0 $2.4M 0.07% -225.0 -3.7% $415.26 +17.3%
116 CGGO CAPITAL GROUP GBL GROWTH EQT 57,219.0 $2.4M 0.07% -4K -6.1% $42.33 -4.1%
117 CAH CARDINAL HEALTH INC Healthcare 10,015.0 $2.4M 0.07% -188.0 -1.8% $237.57 +0.3%
118 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 24,659.0 $2.4M 0.07% -4K -13.2% $96.12 -50.3%
119 MPC MARATHON PETE CORP Energy 9,171.0 $2.3M 0.07% -1K -10.8% $255.67 +41.7%
120 ALL ALLSTATE CORP Financial Services 9,626.0 $2.3M 0.07% -405.0 -4.0% $237.95 +10.0%
Page 6 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%