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Portfolio (Quarterly) Guide ↗

CGN Advisors LLC

· CIK 0001841506
13F Portfolio $1.2B AUM Filed Oct 9, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 304 New
Page 6 of 16  ·  304 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LLY ELI LILLY & CO Healthcare 3,353.0 $2.6M 0.21% NEW $763.00 +29.7%
102 SPBU AIM ETF PRODUCTS TRUST 92,182.0 $2.6M 0.21% NEW $27.70 +7.9%
103 WM WASTE MGMT INC DEL Industrials 11,534.0 $2.5M 0.21% NEW $220.83 +0.3%
104 RTX RTX CORPORATION Industrials 15,099.0 $2.5M 0.21% NEW $167.33 +3.9%
105 SWKS SKYWORKS SOLUTIONS INC Technology 32,558.0 $2.5M 0.21% NEW $76.98 -10.5%
106 DFAE DIMENSIONAL ETF TRUST 79,462.0 $2.5M 0.21% NEW $31.53 +21.8%
107 VIG VANGUARD SPECIALIZED FUNDS 11,505.0 $2.5M 0.20% NEW $215.78 +6.3%
108 J JACOBS SOLUTIONS INC Industrials 16,480.0 $2.5M 0.20% NEW $149.86 -24.1%
109 VYM VANGUARD WHITEHALL FDS 17,347.0 $2.4M 0.20% NEW $140.95 +10.8%
110 VB VANGUARD INDEX FDS 9,419.0 $2.4M 0.20% NEW $254.29 +10.6%
111 BND VANGUARD BD INDEX FDS 31,987.0 $2.4M 0.20% NEW $74.37 -2.2%
112 ITT ITT INC Industrials 12,997.0 $2.3M 0.19% NEW $178.76 +9.0%
113 LPLA LPL FINL HLDGS INC Financial Services 6,958.0 $2.3M 0.19% NEW $332.69 -9.9%
114 VMBS VANGUARD SCOTTSDALE FDS 48,639.0 $2.3M 0.19% NEW $46.96 -1.4%
115 NOW SERVICENOW INC Technology 2,465.0 $2.3M 0.19% NEW $920.28 -88.9%
116 IWD ISHARES TR 11,025.0 $2.2M 0.18% NEW $203.60 +14.0%
117 CEF SPROTT ASSET MANAGEMENT LP Financial Services 60,561.0 $2.2M 0.18% NEW $36.69 +30.8%
118 SNPS SYNOPSYS INC Technology 4,354.0 $2.1M 0.18% NEW $493.39 +0.2%
119 VTIP VANGUARD MALVERN FDS 42,346.0 $2.1M 0.18% NEW $50.63 -0.5%
120 NULV NUSHARES ETF TR 48,258.0 $2.1M 0.17% NEW $43.83 +13.7%
Page 6 of 16  ·  304 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 32.3%
Financial Services 16.8%
Healthcare 10.9%
Communication Services 9.3%
Consumer Cyclical 8.5%
Industrials 7.7%
Consumer Defensive 6.4%
Energy 3.4%
Utilities 2.3%
Real Estate 1.2%