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Portfolio (Quarterly) Guide ↗

CrossGen Wealth, LLC

· CIK 0002112179
13F Portfolio $114M AUM 200 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 28 Added 49 Reduced 9 Exited
Page 2 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TJX TJX COMPANIES INCORPORATED NEW Consumer Cyclical 12,848.0 $2.1M 1.80% +607.0 +5.0% $159.70 -0.3%
22 MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW Technology 4,714.0 $2.0M 1.80% -142.0 -2.9% $433.93 -7.8%
23 JCI JOHNSON CONTROLS INTERNATION SHS (IRELAND) Industrials 14,941.0 $2.0M 1.72% -289.0 -1.9% $130.95 +3.5%
24 CME CME GROUP INCORPORATED Financial Services 6,600.0 $1.9M 1.71% -188.0 -2.8% $295.35 -2.1%
25 GLD SPDR GOLD SHARES Financial Services 4,349.0 $1.9M 1.64% +141.0 +3.4% $430.29 -3.1%
26 IJH ISHARES TR CORE S&P MCP ETF 25,772.0 $1.7M 1.53% +148.0 +0.6% $67.53 +8.0%
27 HD HOME DEPOT INCORPORATED Consumer Cyclical 4,500.0 $1.5M 1.30% -94.0 -2.0% $328.87 -4.6%
28 ABBV ABBVIE INCORPORATED Healthcare 5,480.0 $1.2M 1.05% +363.0 +7.1% $217.51 -1.3%
29 FBNC FIRST BANCORP N C Financial Services 19,488.0 $1.1M 0.96% $56.35 +4.1%
30 MDT MEDTRONIC PLC SHS (IRELAND) Healthcare 12,669.0 $1.1M 0.96% -348.0 -2.7% $86.65 -9.8%
31 O REALTY INCOME CORPORATION REIT Real Estate 15,591.0 $954K 0.84% +698.0 +4.7% $61.18 +1.7%
32 IJR ISHARES TR CORE S&P SCP ETF 7,556.0 $939K 0.82% -45.0 -0.6% $124.31 +9.6%
33 IYW ISHARES TR U.S. TECH ETF 4,418.0 $802K 0.70% $181.42 +32.3%
34 TSLA TESLA INCORPORATED Consumer Cyclical 1,858.0 $691K 0.61% +1K +272.3% $371.75 +12.2%
35 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TAIWAN) Technology 2,034.0 $687K 0.60% $337.99 +18.8%
36 MRK MERCK & COMPANY INCORPORATED Healthcare 5,504.0 $662K 0.58% -786.0 -12.5% $120.30 -3.7%
37 IYE ISHARES TR U.S. ENERGY ETF 9,185.0 $595K 0.52% +51.0 +0.6% $64.77 -3.2%
38 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 11,403.0 $563K 0.49% $49.37 +4.8%
39 TT TRANE TECHNOLOGIES PLC SHS (IRELAND) Industrials 1,312.0 $547K 0.48% -18.0 -1.4% $416.87 +8.4%
40 PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 10,151.0 $516K 0.45% +51.0 +0.5% $50.81 +7.3%
Page 2 of 10  ·  200 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 23.8%
Financial Services 20.9%
Energy 11.7%
Consumer Cyclical 10.2%
Industrials 10.2%
Consumer Defensive 6.5%
Healthcare 6.4%
Communication Services 5.5%
Basic Materials 2.9%
Real Estate 1.2%