StockDriftsStockDriftsTop 50 VestGen Investment Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 4.31% | 80.7K | $8.1M | -14.52%(-13.71K) | $100.53(+0.03%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.69% | 34.8K | $7.0M | +0.16%(+56) | $69.03(+227.50%) | 2026-06-30 | |
| HYG | ISHARES TR | 2.2% | 52.0K | $4.2M | -3.91%(-2.12K) | $76.66(+3.98%) | 2026-06-30 | |
| QDF | FLEXSHARES TR | 2.03% | 42.6K | $3.8M | -7.17%(-3.29K) | $61.66(+51.89%) | 2026-06-30 | |
| IQDF | FLEXSHARES TR | 1.85% | 101.1K | $3.5M | -7.09%(-7.71K) | $24.20(+47.59%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.73% | 4.4K | $3.3M | +35.52%(+1.14K) | $490.39(+58.84%) | 2026-06-30 | |
| IEF | ISHARES TR | 1.47% | 29.3K | $2.8M | -20.35%(-7.48K) | $96.21(-3.37%) | 2026-06-30 | |
| CRS | CARPENTER TECHNOLOGY CORP | 1.47% | 4.5K | $2.8M | -4.84%(-228) | $260.96(+108.69%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.43% | 7.1K | $2.7M | -4.58%(-343) | $100.57(+291.54%) | 2026-06-30 | |
| APH | AMPHENOL CORP | 1.39% | 14.9K | $2.6M | -6.34%(-1.01K) | $85.04(+97.84%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.35% | +38.05% | +5.43% | +30.24% |
| Top 20 Holdings Unweighted | +13.25% | +45.23% | +6.01% | +33.89% |
VestGen Investment Management reports $188.53M in US-listed equity holdings across 218 positions in its most recent 13F filing. Its largest disclosed positions are SGOV (4.3%), NVDA (3.7%) and HYG (2.2%). The top 20 holdings account for 33.12% of reported assets. Its disclosed equity book has returned +38.05% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track VestGen Investment Management, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from VestGen Investment Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1511739). View VestGen Investment Management’s 13F filings on SEC