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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 3 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RTX RTX CORPORATION Industrials 14,159.0 $2.6M 0.21% -940.0 -6.2% $183.41 -5.2%
42 WM WASTE MGMT INC DEL Industrials 11,379.0 $2.5M 0.20% -155.0 -1.3% $219.71 +0.8%
43 BK BANK NEW YORK MELLON CORP Financial Services 21,339.0 $2.5M 0.20% -8K -28.0% $116.09 +17.4%
44 IWD ISHARES TR 10,936.0 $2.3M 0.18% -89.0 -0.8% $210.35 +10.3%
45 FDX FEDEX CORP Industrials 7,707.0 $2.2M 0.18% -1K -13.7% $288.86 +27.3%
46 TMUS T-MOBILE US INC Communication Services 10,483.0 $2.1M 0.17% -794.0 -7.0% $203.04 -6.6%
47 NULV NUSHARES ETF TR 46,759.0 $2.1M 0.17% -1K -3.1% $45.05 +10.6%
48 LPLA LPL FINL HLDGS INC Financial Services 5,818.0 $2.1M 0.17% -1K -16.4% $357.17 -16.1%
49 J JACOBS SOLUTIONS INC Industrials 14,936.0 $2.0M 0.16% -2K -9.4% $132.46 -14.1%
50 AVUS AMERICAN CENTY ETF TR 16,919.0 $1.9M 0.15% -277.0 -1.6% $111.78 +10.9%
51 NULG NUSHARES ETF TR 19,195.0 $1.9M 0.15% -803.0 -4.0% $97.80 +11.3%
52 ITT ITT INC Industrials 10,526.0 $1.8M 0.14% -2K -19.0% $173.51 +12.2%
53 NUE NUCOR CORP Basic Materials 11,010.0 $1.8M 0.14% -934.0 -7.8% $163.11 +37.5%
54 SCHB SCHWAB STRATEGIC TR 67,196.0 $1.8M 0.14% -571.0 -0.8% $26.23 +7.9%
55 IBDT ISHARES TR 56,443.0 $1.4M 0.11% -988.0 -1.7% $25.46 -1.0%
56 SCHX SCHWAB STRATEGIC TR 52,837.0 $1.4M 0.11% -5K -9.3% $26.91 +7.5%
57 IBDR ISHARES TR 57,185.0 $1.4M 0.11% -6K -8.9% $24.23 -0.1%
58 EFA ISHARES TR 14,174.0 $1.4M 0.11% -1K -7.7% $96.03 +6.5%
59 IBDS ISHARES TR 55,458.0 $1.3M 0.11% -1K -2.5% $24.28 -0.4%
60 SCHG SCHWAB STRATEGIC TR 39,500.0 $1.3M 0.10% -759.0 -1.9% $32.62 +4.5%
Page 3 of 6  ·  109 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%