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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 9 of 55  ·  1,091 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AMD PUT ADVANCED MICRO DEVICES INC Technology 7,500.0 $4.4M 0.13% NEW $580.91 -17.2%
162 AIRR FIRST TR EXCHANGE TRADED FD 32,192.0 $4.3M 0.12% +1K +3.9% $133.25 -15.4%
163 XLE SELECT SECTOR SPDR TR 79,827.0 $4.2M 0.12% -5K -6.4% $53.11 +17.5%
164 IEFA ISHARES TR 43,707.0 $4.2M 0.12% -43K -49.7% $96.58 +4.5%
165 JMST J P MORGAN EXCHANGE TRADED F 82,570.0 $4.2M 0.12% $51.00 -0.1%
166 TJX TJX COS INC NEW Consumer Cyclical 27,492.0 $4.2M 0.12% +642.0 +2.4% $151.50 -9.7%
167 MRK MERCK & CO INC Healthcare 32,161.0 $4.1M 0.12% +1K +3.4% $128.50 +19.2%
168 JMBS JANUS DETROIT STR TR 91,818.0 $4.1M 0.12% +6K +7.5% $44.99 -0.8%
169 DDWM WISDOMTREE TR 89,341.0 $4.1M 0.12% +3K +3.1% $46.18 +3.0%
170 IBM INTERNATIONAL BUSINESS MACHS Technology 14,520.0 $4.1M 0.12% -180.0 -1.2% $281.20 -18.3%
171 PENG PENGUIN SOLUTIONS INC Technology 53,623.0 $4.1M 0.12% NEW $76.01 -31.8%
172 MUB ISHARES TR 37,716.0 $4.1M 0.12% +4K +12.7% $107.62 -2.0%
173 ASML ASML HLDG NV Technology 2,031.0 $4.0M 0.12% +28.0 +1.4% $1989.44 -12.3%
174 QDF FLEXSHARES TR 44,290.0 $4.0M 0.12% -1K -3.1% $89.92 +2.9%
175 CIBR FIRST TR EXCHANGE-TRADED FD 44,041.0 $4.0M 0.12% +1K +2.5% $89.85 +4.2%
176 MRVL MARVELL TECHNOLOGY INC Technology 13,206.0 $3.9M 0.12% -54K -80.3% $297.89 -17.7%
177 TXN TEXAS INSTRS INC Technology 13,191.0 $3.9M 0.12% +2K +13.4% $298.07 -12.2%
178 SPDW SPDR INDEX SHS FDS 77,440.0 $3.9M 0.11% -6K -7.5% $50.39 +3.4%
179 GOVT ISHARES TR 170,838.0 $3.9M 0.11% +127K +288.6% $22.78 -1.0%
180 XLV SELECT SECTOR SPDR TR 24,517.0 $3.9M 0.11% +576.0 +2.4% $158.66 +9.4%
Page 9 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%