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Portfolio (Quarterly) Guide ↗

CGN Advisors LLC

· CIK 0001841506
13F Portfolio $1.3B AUM 313 positions Filed Jan 5, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 20 New 138 Added 109 Reduced 11 Exited
Page 4 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VTIP VANGUARD MALVERN FDS 45,847.0 $2.3M 0.18% +4K +8.3% $49.46 +1.9%
62 CSX CSX CORP Industrials 55,118.0 $2.0M 0.16% +312.0 +0.6% $36.25 +27.6%
63 NOW SERVICENOW INC Technology 13,022.0 $2.0M 0.16% +11K +428.3% $153.19 -33.3%
64 VCSH VANGUARD SCOTTSDALE FDS 24,865.0 $2.0M 0.16% +1K +4.5% $79.73 -1.2%
65 SPYM SPDR SERIES TRUST 23,897.0 $1.9M 0.15% +242.0 +1.0% $80.22 +8.2%
66 EFAV ISHARES TR 22,045.0 $1.9M 0.15% +1K +6.1% $86.25 +5.9%
67 IDEV ISHARES TR 22,407.0 $1.8M 0.15% +539.0 +2.5% $82.48 +7.0%
68 VNQ VANGUARD INDEX FDS 20,375.0 $1.8M 0.14% +1K +6.8% $88.49 +7.0%
69 SCHV SCHWAB STRATEGIC TR 60,538.0 $1.8M 0.14% +2K +3.8% $29.61 +9.8%
70 VYMI VANGUARD WHITEHALL FDS 19,664.0 $1.8M 0.14% +1K +5.7% $90.00 +10.0%
71 ICSH ISHARES TR 32,371.0 $1.6M 0.13% +2K +5.7% $50.58 -0.1%
72 ESGD ISHARES TR 17,087.0 $1.6M 0.13% +374.0 +2.2% $95.09 +6.3%
73 IJH ISHARES TR 24,457.0 $1.6M 0.13% +345.0 +1.4% $66.00 +9.4%
74 VBK VANGUARD INDEX FDS 5,152.0 $1.6M 0.12% +275.0 +5.6% $302.12 +10.2%
75 PPG PPG INDS INC Basic Materials 14,982.0 $1.5M 0.12% +2K +18.8% $102.46 +1.4%
76 BIV VANGUARD BD INDEX FDS 19,624.0 $1.5M 0.12% +338.0 +1.8% $77.88 -2.4%
77 USHY ISHARES TR 40,793.0 $1.5M 0.12% +5K +14.2% $37.40 -1.6%
78 VT VANGUARD INTL EQUITY INDEX F 10,633.0 $1.5M 0.12% +92.0 +0.9% $141.06 +8.7%
79 VXF VANGUARD INDEX FDS 7,110.0 $1.5M 0.12% +1K +17.6% $209.11 +7.2%
80 BALT INNOVATOR ETFS TRUST 44,343.0 $1.5M 0.12% +15K +48.8% $33.51 +1.7%
Page 4 of 7  ·  138 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 31.2%
Financial Services 17.4%
Healthcare 11.1%
Communication Services 10.6%
Consumer Cyclical 8.1%
Industrials 7.7%
Consumer Defensive 5.9%
Energy 3.1%
Utilities 2.2%
Real Estate 1.3%