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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 5 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPY STATE STREET SPDR S&P 500 ETF TRUST Financial Services 163.0 $106K 0.09% $650.31 +14.2%
82 VZ VERIZON COMMUNICATIONS INCORPORATED Communication Services 1,998.0 $100K 0.09% -13.0 -0.7% $50.21 -4.8%
83 IEMG ISHARES INCORPORATED CORE MSCI EMKT 1,395.0 $97K 0.09% NEW $69.75 +15.5%
84 HOMETRUST BANCSHARES INCORPORATED 2,140.0 $91K 0.08% $42.65
85 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 1,048.0 $81K 0.07% NEW $77.11 +9.7%
86 AMGN AMGEN INCORPORATED Healthcare 227.0 $80K 0.07% $352.43 -4.3%
87 RJF RAYMOND JAMES FINL INCORPORATED Financial Services 541.0 $78K 0.07% -727.0 -57.3% $144.85 +5.0%
88 ORLY OREILLY AUTOMOTIVE INCORPORATED Consumer Cyclical 825.0 $76K 0.07% $92.31 +0.0%
89 ABT ABBOTT LABORATORIES Healthcare 686.0 $70K 0.06% $102.73 -14.6%
90 MCD MCDONALDS CORPORATION Consumer Cyclical 214.0 $67K 0.06% $311.36 -8.7%
91 KO COCA COLA COMPANY Consumer Defensive 862.0 $66K 0.06% $76.05 +6.7%
92 ALL ALLSTATE CORPORATION Financial Services 308.0 $64K 0.06% $207.22 +3.5%
93 VYM VANGUARD HIGH DIVIDEND YIELD ETF 424.0 $63K 0.06% +7.0 +1.7% $148.10 +6.2%
94 PLTR PALANTIR TECHNOLOGIES INCORPORATED CLASS A Technology 425.0 $62K 0.06% $146.28 -6.2%
95 CSX CSX CORPORATION Industrials 1,496.0 $61K 0.05% $41.04 +11.9%
96 EQIX EQUINIX INCORPORATED REIT Real Estate 61.0 $59K 0.05% +1.0 +1.7% $972.49 +10.9%
97 SO SOUTHERN COMPANY Utilities 594.0 $57K 0.05% $96.51 -3.0%
98 AIA ISHARES TR ASIA 50 ETF 526.0 $56K 0.05% NEW $106.15 +27.6%
99 PG PROCTER & GAMBLE COMPANY Consumer Defensive 381.0 $55K 0.05% $144.41 -1.4%
100 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 53.0 $53K 0.05% $999.64 +5.1%
Page 5 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%