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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 41 of 55  ·  1,091 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 IRM IRON MTN INC DEL Real Estate 2,666.0 $337K 0.01% -155.0 -5.5% $126.32 -3.9%
802 SRE SEMPRA Utilities 3,631.0 $337K 0.01% -248.0 -6.4% $92.71 -8.0%
803 LGH NORTHERN LTS FD TR III 5,265.0 $336K 0.01% -289.0 -5.2% $63.76 +3.3%
804 IT GARTNER INC Technology 2,578.0 $334K 0.01% -186.0 -6.7% $129.62 +48.9%
805 BFC BANK FIRST CORP Financial Services 2,247.0 $333K 0.01% -23.0 -1.0% $148.35 +3.6%
806 DFAT DIMENSIONAL ETF TRUST 4,750.0 $332K 0.01% $69.90 +2.2%
807 BURL BURLINGTON STORES INC Consumer Cyclical 1,048.0 $332K 0.01% -164.0 -13.5% $316.80 -0.9%
808 DGX QUEST DIAGNOSTICS INC Healthcare 1,556.0 $330K 0.01% +24.0 +1.6% $211.95 +15.6%
809 ACGL ARCH CAP GROUP LTD Financial Services 3,395.0 $330K 0.01% NEW $97.06 +3.8%
810 HST HOST HOTELS & RESORTS INC Real Estate 13,838.0 $328K 0.01% +135.0 +1.0% $23.71 -5.4%
811 RBRK RUBRIK INC. Technology 4,086.0 $328K 0.01% NEW $80.28 +19.7%
812 EQR EQUITY RESIDENTIAL Real Estate 4,823.0 $328K 0.01% +149.0 +3.2% $67.93 -6.3%
813 GNL GLOBAL NET LEASE INC Real Estate 36,574.0 $327K 0.01% -484.0 -1.3% $8.94 +2.2%
814 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 6,257.0 $326K 0.01% NEW $52.17 +2.1%
815 AMT AMERICAN TOWER CORP Real Estate 1,988.0 $325K 0.01% -510.0 -20.4% $163.61 +7.4%
816 NU NU HLDGS LTD Financial Services 24,211.0 $323K 0.01% -283K -92.1% $13.36 +13.5%
817 NET CLOUDFLARE INC Technology 1,313.0 $322K 0.01% NEW $245.28 +16.1%
818 HR HEALTHCARE RLTY TR Real Estate 15,927.0 $321K 0.01% -882.0 -5.2% $20.17 -4.5%
819 CMF ISHARES TR 5,570.0 $321K 0.01% $57.64 -2.0%
820 FFIV F5 INC Technology 769.0 $320K 0.01% +51.0 +7.1% $415.96 -3.9%
Page 41 of 55  ·  1,091 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%