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CGN Advisors LLC - Portfolio Stock Holdings

CGN Advisors LLC disclosed 330 stock positions in a recent SEC 13F filing. $1,368,499,195 of stock holdings were filed, with the largest holdings including JCPB, AVDE, and SPDW. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,600,884,203 and has 52 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

330

Est. Stock Holding Value:

$1,368,499,195

Top Stock Holdings By Sector

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Portfolio Stock Holdings - CGN Advisors LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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