Fund Holdings

VestGen Investment Management

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ISHARES TR65,16594,420+29,2556,541,2639,504,3175.24%+2,963,054
GE VERNOVA INC(GEV)2,1122,777+6651,380,3402,424,0431.34%+1,043,703
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
017,061+17,0610952,8590.53%+952,859
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
018,818+18,8180948,6150.52%+948,615
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
019,171+19,1710929,6020.51%+929,602
WISDOMTREE TR(WT)035,261+35,2610928,4220.51%+928,422
ISHARES TR011,180+11,1800923,1330.51%+923,133
WISDOMTREE TR(WT)05,760+5,7600913,4210.50%+913,421
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
020,947+20,9470899,9330.50%+899,933
HOWMET AEROSPACE INC(HWM)03,757+3,7570865,8440.48%+865,844
SELECT SECTOR SPDR TR
ST STR ENERG ETF
013,746+13,7460842,0800.46%+842,080
SPDR SERIES TRUST
ST STR SP BIOT
06,271+6,2710800,9950.44%+800,995
TAPESTRY INC(TPR)05,523+5,5230779,3830.43%+779,383
INVESCO EXCHANGE TRADED FD T
S&P500 PUR VAL
07,098+7,0980762,2540.42%+762,254
ISHARES U S ETF TR
GSCI CMDTY STGY
022,383+22,3830756,7690.42%+756,769
ISHARES TR
MSCI USA VALUE
05,292+5,2920752,4690.41%+752,469
CARDINAL HEALTH INC(CAH)4,6748,078+3,404960,5161,706,9790.94%+746,463
FABRINET(FN)01,427+1,4270744,2090.41%+744,209
ELANCO ANIMAL HEALTH INC(ELAN)030,027+30,0270718,5460.40%+718,546
SPDR SERIES TRUST
ST STR BLO 1 ETF
4,47112,138+7,667408,5601,112,3260.61%+703,766
ISHARES TR012,315+12,3150699,3690.39%+699,369
ISHARES TR
US TREAS BD ETF
029,412+29,4120673,8290.37%+673,829
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
016,998+16,9980670,0610.37%+670,061
GENERAL MTRS CO(GM)08,651+8,6510644,5000.36%+644,500
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
016,470+16,4700640,5550.35%+640,555
MASTEC INC(MTZ)01,965+1,9650632,2190.35%+632,219
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
013,315+13,3150626,3200.35%+626,320
INTERACTIVE BROKERS GROUP IN(IBKR)08,967+8,9670601,4280.33%+601,428
ALBEMARLE CORP(ALB)03,065+3,0650550,2590.30%+550,259
ISHARES TR30,75036,737+5,9872,956,9203,506,1791.93%+549,259
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
014,667+14,6670544,4360.30%+544,436
SPDR INDEX SHS FDS
ST MARKE CAP ETF
07,540+7,5400498,5450.27%+498,545
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
08,556+8,5560483,4400.27%+483,440
COMFORT SYS USA INC(FIX)1,0871,074-131,014,4961,481,0490.82%+466,553
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
010,928+10,9280457,7110.25%+457,711
FLEXSHARES TR
MORNSTAR UPSTR
6,94114,021+7,080318,245773,3980.43%+455,153
ISHARES TR03,830+3,8300426,5120.24%+426,512
CHENIERE ENERGY INC(LNG)01,427+1,4270404,9260.22%+404,926
TECHNIPFMC PLC(FTI)15,89516,030+135708,2811,108,1540.61%+399,873
KRATOS DEFENSE & SEC SOLUTIO(KTOS)05,433+5,4330383,0810.21%+383,081
CARPENTER TECHNOLOGY CORP(CRS)4,7834,713-701,505,8991,857,6551.02%+351,756
NEXTERA ENERGY INC(NEE)3,4356,511+3,076275,762604,7420.33%+328,980
FLEXSHARES TR
INTL QLTDV IDX
102,664108,847+6,1833,120,9863,447,1841.90%+326,198
SPDR GOLD TR(GLD)2,1542,726+572853,6521,172,9710.65%+319,319
WILLIAMS COS INC(WMB)04,142+4,1420301,4550.17%+301,455
BLACKROCK ETF TRUST
ISHARES DEFENSE
08,979+8,9790293,7930.16%+293,793
EXXON MOBIL CORP4,2024,657+455505,669790,1070.44%+284,438
ASTRAZENECA PLC(AZN)01,432+1,4320282,2810.16%+282,281
BLACKROCK ETF TRUST
ISHA LA CORE ETF
06,863+6,8630281,7950.16%+281,795
ISHARES TR015,063+15,0630275,5020.15%+275,502
DBX ETF TR08,086+8,0860263,9270.15%+263,927
ISHARES TR2,7103,218+5081,855,9402,101,8051.16%+245,865
KLA CORP(KLAC)0166+1660244,4200.13%+244,420
INVESCO ACTIVELY MANAGED EXC
VAR RATE INVT
09,509+9,5090238,0580.13%+238,058
KINDER MORGAN INC DEL(KMI)07,046+7,0460236,2520.13%+236,252
VANECK ETF TRUST
GOLD MINERS ETF
02,522+2,5220231,4440.13%+231,444
CURTISS WRIGHT CORP(CW)1,8701,849-211,030,8861,259,4050.69%+228,519
TEXAS INSTRS INC(TXN)01,169+1,1690226,9500.13%+226,950
MORGAN STANLEY(MS)01,361+1,3610223,9800.12%+223,980
PNC FINL SVCS GROUP INC(PNC)01,073+1,0730223,2810.12%+223,281
HONEYWELL INTL INC(HON)0978+9780221,0620.12%+221,062
TOTALENERGIES SE(TTE)02,385+2,3850217,0770.12%+217,077
ICICI BANK LIMITED(IBN)08,091+8,0910209,5570.12%+209,557
VANGUARD WORLD FD
CONSUM STP ETF
0932+9320209,3180.12%+209,318
WELLTOWER INC(WELL)01,051+1,0510207,7930.11%+207,793
KROGER CO(KR)02,848+2,8480206,0810.11%+206,081
ALLIANT ENERGY CORP(LNT)02,841+2,8410203,8700.11%+203,870
MICRON TECHNOLOGY INC(MU)0592+5920200,0010.11%+200,001
EMCOR GROUP INC(EME)1,8031,754-491,103,0931,295,0390.71%+191,946
FLEXSHARES TR
QUALT DIVD IDX
42,49945,847+3,3483,434,3443,626,0392.00%+191,695
JOHNSON & JOHNSON(JNJ)5,2675,242-251,090,0061,281,3540.71%+191,348
ROIVANT SCIENCES LTD(ROIV)34,25733,383-874743,377924,7090.51%+181,332
ALPHABET INC(GOOG)2,9643,815+851930,2281,094,4850.60%+164,257
CHEVRON CORPORATION(CVX)2,0532,254+201312,898466,3530.26%+153,455
FLEXSHARES TR
CRE SLCT BD FD
47,61754,528+6,9111,064,9451,212,6480.67%+147,703
CONOCOPHILLIPS(COP)3,5573,580+23332,971472,5600.26%+139,589
CATERPILLAR INC(CAT)1,3821,309-73791,706927,3740.51%+135,668
FLEXSHARES TR
IBOXX 3R TARGT
63,17967,831+4,6521,520,0871,644,2230.91%+124,136
COSTCO WHOLESALE CORPORATION(COST)375439+64323,390437,4470.24%+114,057
INVESCO DB MULTI-SECTOR COMM(DBP)6,6737,228+555686,051795,3690.44%+109,318
MEDTRONIC PLC(MDT)2,3273,754+1,427223,532325,2840.18%+101,752
ISHARES INC9,03010,847+1,817578,823679,4560.37%+100,633
AT&T INC(T)14,82616,119+1,293368,278467,2900.26%+99,012
NEWMONT CORP(NEM)16,33515,963-3721,631,0801,728,0270.95%+96,947
DEERE & CO(DE)589651+62274,221366,7080.20%+92,487
ENSIGN GROUP INC(ENSG)4,0973,990-107713,697803,9850.44%+90,288
DT MIDSTREAM INC(DTM)7,6987,459-239921,3231,004,5610.55%+83,238
VANGUARD BD INDEX FDS17,91619,146+1,2301,327,0381,409,9110.78%+82,873
WALMART INC(WMT)5,0155,142+127558,721639,0480.35%+80,327
ALPHABET INC(GOOG)1,3141,709+395411,282491,4400.27%+80,158
ISHARES TR4,0154,622+607442,252510,2230.28%+67,971
PHILIP MORRIS INTL INC(PM)3,7754,072+297605,529673,2850.37%+67,756
VERIZON COMMUNICATIONS INC(VZ)9,1748,789-385373,657441,2080.24%+67,551
NORTHROP GRUMMAN CORP(NOC)496511+15282,824348,6250.19%+65,801
FLEXSHARES TR
CR SCD US BD
12,56214,038+1,476617,109682,5280.38%+65,419
ISHARES TR4,1244,732+608442,711504,8100.28%+62,099
AMAZON COM INC(AMZN)3,9594,669+710913,816972,4130.54%+58,597
MERCK & CO INC(MRK)2,1862,389+203230,098287,3730.16%+57,275
COCA COLA CO(KO)7,1997,286+87503,282554,1000.31%+50,818
SOUTHERN CO(SO)4,3114,398+87375,919424,4950.23%+48,576
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