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Portfolio (Quarterly) Guide ↗

CrossGen Wealth, LLC

· CIK 0002112179
13F Portfolio $129M AUM 214 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 24 New 44 Added 39 Reduced 10 Exited
Page 4 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TFC TRUIST FINL CORPORATION Financial Services 4,477.0 $223K 0.17% $49.82 +1.0%
62 AON AON PLC SHS CL A (IRELAND) Financial Services 636.0 $211K 0.16% $331.69 +5.4%
63 AKRE AKRE FOCUS ETF 3,873.0 $206K 0.16% -364.0 -8.6% $53.19 +15.3%
64 MMM 3M COMPANY Industrials 1,241.0 $201K 0.16% $161.91 +10.5%
65 NUE NUCOR CORPORATION Basic Materials 850.0 $189K 0.15% $222.75 +13.3%
66 DUK DUKE ENERGY CORPORATION NEW COM NEW Utilities 1,480.0 $187K 0.15% -422.0 -22.2% $126.62 -4.6%
67 DLTR DOLLAR TREE INCORPORATED Consumer Defensive 1,509.0 $183K 0.14% -52.0 -3.3% $120.95 +5.0%
68 AEP AMERICAN ELEC PWR COMPANY INCORPORATED Utilities 1,250.0 $171K 0.13% $136.81 -10.3%
69 AGG ISHARES TR CORE US AGGBD ET 1,709.0 $169K 0.13% -36.0 -2.1% $98.98 -1.2%
70 MET METLIFE INCORPORATED Financial Services 1,913.0 $162K 0.13% $84.63 +13.7%
71 LMT LOCKHEED MARTIN CORPORATION Industrials 315.0 $161K 0.12% -115.0 -26.7% $509.74 +11.0%
72 DGRO ISHARES TR CORE DIV GRWTH 2,097.0 $159K 0.12% $75.79 +4.6%
73 TSLA TESLA INCORPORATED Consumer Cyclical 358.0 $151K 0.12% -2K -80.7% $420.60 -15.6%
74 PEP PEPSICO INC Consumer Defensive 1,108.0 $150K 0.12% $135.40 +3.2%
75 V VISA INCORPORATED COM CLASS A Financial Services 428.0 $147K 0.11% -787.0 -64.8% $342.73 +10.8%
76 BMY BRISTOL-MYERS SQUIBB COMPANY Healthcare 2,539.0 $146K 0.11% $57.61 +16.2%
77 CRM SALESFORCE INCORPORATED Technology 915.0 $143K 0.11% -1K -52.3% $156.63 +60.9%
78 MO ALTRIA GROUP INCORPORATED Consumer Defensive 1,800.0 $130K 0.10% $71.95 -5.9%
79 ISRG INTUITIVE SURGICAL INCORPORATED COM NEW Healthcare 309.0 $123K 0.10% -18.0 -5.5% $397.68 -7.7%
80 SPY STATE STREET SPDR S&P 500 ETF TRUST Financial Services 163.0 $122K 0.10% $747.04 +3.2%
Page 4 of 11  ·  214 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 25.4%
Financial Services 20.0%
Industrials 11.2%
Energy 11.1%
Consumer Cyclical 10.0%
Healthcare 6.4%
Communication Services 5.7%
Consumer Defensive 5.6%
Basic Materials 2.8%
Real Estate 1.3%