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Portfolio (Quarterly) Guide ↗

CrossGen Wealth, LLC

· CIK 0002112179
13F Portfolio $114M AUM Filed Feb 19, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 198 New
Page 2 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CME CME GROUP INCORPORATED Financial Services 6,788.0 $1.9M 1.63% NEW $273.07 +5.9%
22 JCI JOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND) Industrials 15,230.0 $1.8M 1.61% NEW $119.75 +13.1%
23 JNJ JOHNSON & JOHNSON Healthcare 8,628.0 $1.8M 1.57% NEW $206.95 +12.0%
24 IJH ISHARES TR CORE S&P MCP ETF 25,624.0 $1.7M 1.49% NEW $66.00 +10.5%
25 GLD SPDR GOLD SHARES Financial Services 4,208.0 $1.7M 1.47% NEW $396.31 +5.2%
26 HD HOME DEPOT INCORPORATED Consumer Cyclical 4,594.0 $1.6M 1.39% NEW $344.12 -8.8%
27 IEFA ISHARES TR CORE MSCI EAFE 17,325.0 $1.5M 1.36% NEW $89.46 +8.8%
28 MDT MEDTRONIC PLC SHS (IRELAND) Healthcare 13,017.0 $1.3M 1.10% NEW $96.06 -18.6%
29 ABBV ABBVIE INCORPORATED Healthcare 5,117.0 $1.2M 1.03% NEW $228.48 -6.1%
30 FBNC FIRST BANCORP N C Financial Services 19,488.0 $990K 0.87% NEW $50.79 +15.5%
31 IJR ISHARES TR CORE S&P SCP ETF 7,601.0 $914K 0.81% NEW $120.18 +13.4%
32 IYW ISHARES TR U S TECH ETF 4,405.0 $880K 0.78% NEW $199.68 +20.2%
33 O REALTY INCOME CORPORATION REIT Real Estate 14,893.0 $840K 0.74% NEW $56.37 +10.4%
34 CRM SALESFORCE INCORPORATED Technology 3,096.0 $820K 0.72% NEW $264.95 -33.5%
35 ORCL ORACLE CORPORATION Technology 3,996.0 $779K 0.69% NEW $194.91 -2.6%
36 AKRE AKRE FOCUS ETF 11,189.0 $733K 0.65% NEW $65.51 -16.8%
37 MRK MERCK & COMPANY INCORPORATED Healthcare 6,290.0 $662K 0.58% NEW $105.27 +10.1%
38 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 11,404.0 $625K 0.55% NEW $54.77 -5.6%
39 TSM TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS Technology 2,034.0 $618K 0.54% NEW $303.91 +32.1%
40 F FORD MTR COMPANY Consumer Cyclical 44,196.0 $580K 0.51% NEW $13.12 +4.2%
Page 2 of 10  ·  198 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 27.8%
Financial Services 21.5%
Consumer Cyclical 10.1%
Industrials 9.7%
Energy 8.1%
Communication Services 6.3%
Healthcare 6.3%
Consumer Defensive 6.0%
Basic Materials 2.5%
Real Estate 1.0%