§ 13F · FUND PROFILE
VestGen Investment Management.
AUM · $189M (13F)Positions · 218Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$21M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | 81K | $8M | 4.3% | −15% |
| 2 | NVDA | NVIDIA CORPORATION | 35K | $7M | 3.7% | ±0% |
| 3 | HYG | ISHARES TR | 52K | $4M | 2.2% | −4% |
| 4 | QDF | FLEXSHARES TR | 43K | $4M | 2.0% | −7% |
| 5 | IQDF | FLEXSHARES TR | 101K | $3M | 1.9% | −7% |
| 6 | IVV | ISHARES TR | 4K | $3M | 1.7% | +36% |
| 7 | IEF | ISHARES TR | 29K | $3M | 1.5% | −20% |
| 8 | CRS | CARPENTER TECHNOLOGY CORP | 4K | $3M | 1.5% | −5% |
| 9 | AVGO | BROADCOM INC | 7K | $3M | 1.4% | −5% |
| 10 | APH | AMPHENOL CORP | 15K | $3M | 1.4% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VESTGEN SIGNAL
AC read
VestGen Investment Management is a Other fund managing $189 million in assets. The fund runs a broad portfolio of 218 positions.
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