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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 6 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DFIV DIMENSIONAL ETF TRUST 5,213.0 $260K 0.02% -108.0 -2.0% $49.90 +10.7%
102 ACWV ISHARES INC 2,186.0 $260K 0.02% -574.0 -20.8% $118.75 +2.3%
103 BSMT INVESCO EXCH TRD SLF IDX FD 10,677.0 $247K 0.02% -2K -13.4% $23.15 -0.8%
104 QQQ INVESCO QQQ TR Financial Services 398.0 $244K 0.02% -206.0 -34.1% $614.31 +14.5%
105 DE DEERE & CO Industrials 500.0 $233K 0.02% -5.0 -1.0% $465.57 +21.2%
106 EMR EMERSON ELEC CO Industrials 1,722.0 $228K 0.02% -224.0 -11.5% $132.69 -0.8%
107 BSMV INVESCO EXCH TRD SLF IDX FD 10,690.0 $226K 0.02% -912.0 -7.9% $21.13 -1.3%
108 BSMU INVESCO EXCH TRD SLF IDX FD 9,979.0 $220K 0.02% -1K -10.5% $22.03 -1.0%
109 SCHE SCHWAB STRATEGIC TR 6,188.0 $203K 0.02% -355.0 -5.4% $32.75 +8.1%
Page 6 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%