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Portfolio (Quarterly) Guide ↗

CrossGen Wealth, LLC

· CIK 0002112179
13F Portfolio $114M AUM 200 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 28 Added 49 Reduced 9 Exited
Page 3 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 F FORD MTR COMPANY Consumer Cyclical 44,664.0 $515K 0.45% +468.0 +1.1% $11.54 +18.5%
42 CVX CHEVRON CORPORATION Energy 2,334.0 $483K 0.42% -76.0 -3.1% $206.94 -7.7%
43 ORCL ORACLE CORPORATION Technology 2,932.0 $431K 0.38% -1K -26.6% $147.10 +29.0%
44 NVDA NVIDIA CORPORATION Technology 2,295.0 $400K 0.35% $174.39 +25.9%
45 PSX PHILLIPS 66 Energy 2,131.0 $388K 0.34% $182.22 -1.6%
46 V VISA INCORPORATED COM CLASS A Financial Services 1,215.0 $367K 0.32% -48.0 -3.8% $302.32 +9.4%
47 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR 3,335.0 $363K 0.32% $108.98 +8.9%
48 CRM SALESFORCE INCORPORATED Technology 1,919.0 $358K 0.32% -1K -38.0% $186.70 -5.6%
49 VIG VANGUARD DIVIDEND APPRECIATION ETF 1,636.0 $352K 0.31% +357.0 +27.9% $215.04 +7.4%
50 XOM EXXON MOBIL CORPORATION Energy 1,989.0 $337K 0.30% $169.66 -7.9%
51 LOW LOWES COMPANIES INCORPORATED Consumer Cyclical 1,333.0 $315K 0.28% +167.0 +14.3% $236.33 -8.0%
52 META META PLATFORMS INCORPORATED CLASS A Communication Services 538.0 $308K 0.27% -10.0 -1.8% $572.09 +6.2%
53 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 1,872.0 $303K 0.27% $161.73 +5.4%
54 XLC SPDR COMMUNICATION SERVICES SELECT SECTOR FUND 2,661.0 $295K 0.26% $110.86 +4.7%
55 TRV TRAVELERS COMPANIES INCORPORATED Financial Services 1,000.0 $292K 0.26% $291.68 +5.2%
56 RTX RTX CORPORATION Industrials 1,436.0 $277K 0.24% $192.94 -9.4%
57 IBM INTERNATIONAL BUSINESS MACHINES Technology 1,106.0 $268K 0.23% $242.39 +4.4%
58 BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 545.0 $261K 0.23% $479.20
59 LMT LOCKHEED MARTIN CORPORATION Industrials 430.0 $260K 0.23% $603.99 -13.4%
60 YUM YUM BRANDS INCORPORATED Consumer Cyclical 1,650.0 $257K 0.23% $155.48 -1.8%
Page 3 of 10  ·  200 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 23.8%
Financial Services 20.9%
Energy 11.7%
Consumer Cyclical 10.2%
Industrials 10.2%
Consumer Defensive 6.5%
Healthcare 6.4%
Communication Services 5.5%
Basic Materials 2.9%
Real Estate 1.2%