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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 16 of 16  ·  313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 INNOVATOR ETFS TRUST 8,831.0 $224K 0.02% $25.38
302 BSMU INVESCO EXCH TRD SLF IDX FD 9,979.0 $220K 0.02% -1K -10.5% $22.03 -1.0%
303 SPGI S&P GLOBAL INC Financial Services 413.0 $216K 0.02% NEW $522.59 -20.2%
304 IWN ISHARES TR 1,183.0 $214K 0.02% $181.21 +13.8%
305 VOE VANGUARD INDEX FDS 1,205.0 $214K 0.02% $177.37 +7.8%
306 ISHARES TR 9,058.0 $207K 0.02% NEW $22.88
307 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 681.0 $207K 0.02% NEW $303.89 +30.1%
308 DHR DANAHER CORPORATION Healthcare 902.0 $206K 0.02% NEW $228.92 -28.6%
309 BSCQ INVESCO EXCH TRD SLF IDX FD 10,445.0 $204K 0.02% $19.58 -0.3%
310 LOW LOWES COS INC Consumer Cyclical 843.0 $203K 0.02% NEW $241.16 -8.9%
311 SCHE SCHWAB STRATEGIC TR 6,188.0 $203K 0.02% -355.0 -5.4% $32.75 +8.1%
312 VIOO VANGUARD ADMIRAL FDS INC 1,817.0 $202K 0.02% NEW $110.99 +12.5%
313 MSI MOTOROLA SOLUTIONS INC Technology 524.0 $201K 0.02% $383.32 +4.4%
Page 16 of 16  ·  313 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%