VestGen Investment Management: 13F holdings
CIK 15117392026Q2
| Positions | 218 |
|---|
| Reported value | $188.5m |
|---|
| Filed | 2026-07-31 |
|---|
Change since last quarter
| Positions | 218 (+2 vs prior quarter) |
|---|
| Reported value | $188.5m (+4.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SGOV ISHARES TR | 80,714 | $8.1m | 4.3% |
| NVDA NVIDIA CORPORATION | 34,760 | $7.0m | 3.7% |
| HYG ISHARES TR | 51,982 | $4.2m | 2.2% |
| QDF FLEXSHARES TR | 42,559 | $3.8m | 2.0% |
| IQDF FLEXSHARES TR | 101,135 | $3.5m | 1.9% |
| IVV ISHARES TR | 4,361 | $3.3m | 1.7% |
| IEF ISHARES TR | 29,260 | $2.8m | 1.5% |
| CRS CARPENTER TECHNOLOGY CORP | 4,485 | $2.8m | 1.5% |
| AVGO BROADCOM INC | 7,142 | $2.7m | 1.4% |
| APH AMPHENOL CORP | 14,908 | $2.6m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1511739")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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