VestGen Investment Management

13F filer · CIK 0001511739

Reported Jul 31, 2026

Net buyer this quarter

13F portfolio value$189MU.S. long equity reported on 13F

Positions11723 new · 19 closed

Net flow last quarter+$323KBuys minus sells

Top 10 positions weight13.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 31, 2026117 positions
NVDANvidia Corp	$6.96M	3.69%	0.00%	+0.2%	Q4 2016
CRSCarpenter Technology Corp	$2.77M	1.47%	0.01%	-4.8%	Q3 2025
AVGOBroadcom Inc.	$2.7M	1.43%	0.00%	-4.6%	Q1 2016
APHAmphenol Corp	$2.63M	1.39%	0.00%	-6.3%	Q1 2025
GEVGE Vernova Inc.	$2.29M	1.21%	0.00%	-30.0%	Q3 2024
AAPLApple Inc.	$2.18M	1.15%	0.00%	+9.3%	Q3 2014
CAHCardinal Health Inc	$1.8M	0.95%	0.00%	-6.2%	Q3 2025
MSFTMicrosoft Corp	$1.65M	0.87%	0.00%	+0.3%	Q1 2019
AMATApplied Materials Inc	$1.49M	0.79%	0.00%	New	Q2 2026
EMEEMCOR Group, Inc.	$1.39M	0.74%	0.00%	-4.5%	Q4 2022
GOOGLAlphabet Inc.	$1.36M	0.72%	0.00%	+123.2%	Q3 2021
GOOGAlphabet Inc.	$1.36M	0.72%	Not reported	+1.0%	Q4 2023
CWCurtiss Wright Corp	$1.35M	0.72%	0.00%	-3.7%	Q3 2023
BNYBank of New York Mellon Corp	$1.34M	0.71%	0.00%	-3.7%	Q4 2024
FLEXFlex Ltd.	$1.34M	0.71%	0.00%	New	Q2 2026
FIXComfort Systems USA Inc	$1.31M	0.70%	0.00%	-38.4%	Q3 2025
JNJJohnson & Johnson	$1.28M	0.68%	0.00%	-4.2%	Q2 2016
GLDSPDR Gold Trust	$1.19M	0.63%	0.00%	+18.1%	Q2 2013
WELLWelltower Inc.	$1.17M	0.62%	0.00%	+391.4%	Q2 2016
ROIVRoivant Sciences Ltd.	$1.15M	0.61%	0.00%	-2.8%	Q4 2025
AMZNAmazon Com Inc	$1.12M	0.59%	0.00%	+0.5%	Q2 2016
JPMJPMorgan Chase & Co	$1.11M	0.59%	0.00%	-5.4%	Q1 2019
ETREntergy Corp	$1.1M	0.58%	0.00%	Not reported	Q1 2016
CATCaterpillar Inc	$1.09M	0.58%	0.00%	-21.9%	Q1 2016
VLUEiSHARES TRUST	$1.06M	0.56%	Not reported	-0.1%	Q2 2020
WDCWestern Digital Corp	$1.06M	0.56%	0.00%	Not reported	Q1 2016
FTITechnipFMC plc	$1.05M	0.56%	0.00%	-1.3%	Q4 2025
DTMDT Midstream, Inc.	$1.05M	0.55%	0.01%	-4.5%	Q3 2024
GSGoldman Sachs Group Inc	$1.02M	0.54%	0.00%	-1.0%	Q3 2025
HWMHowmet Aerospace Inc.	$982K	0.52%	0.00%	-2.8%	Q1 2026
EIXEdison International	$914K	0.48%	0.00%	New	Q2 2026
PWRQuanta Services, Inc.	$896K	0.48%	0.00%	Not reported	Q1 2016
LLYELI LILLY & Co	$876K	0.46%	0.00%	+26.7%	Q2 2016
METAMeta Platforms, Inc.	$827K	0.44%	Not reported	-10.0%	Q3 2020
SNDKSandisk Corp	$819K	0.43%	0.00%	New	Q2 2026
TRGPTarga Resources Corp.	$814K	0.43%	0.00%	Not reported	Q4 2023
MTZMastec Inc	$801K	0.43%	0.00%	-2.0%	Q1 2026
LITELumentum Holdings Inc.	$781K	0.41%	0.00%	New	Q2 2026
ARWRArrowhead Pharmaceuticals, Inc.	$777K	0.41%	0.01%	New	Q2 2026
TPRTapestry, Inc.	$772K	0.41%	0.00%	-4.5%	Q1 2026
SNXTD Synnex Corp	$763K	0.40%	0.00%	New	Q2 2026
FNFabrinet	$759K	0.40%	0.00%	-5.4%	Q1 2026
IBKRInteractive Brokers Group, Inc.	$754K	0.40%	0.00%	-3.5%	Q1 2026
NEENextera Energy Inc	$713K	0.38%	0.00%	+24.8%	Q1 2016
PMPhilip Morris International Inc.	$709K	0.38%	0.00%	-3.7%	Q1 2016
NEMNEWMONT Corp	$709K	0.38%	0.00%	-52.5%	Q2 2020
DBPInvesco DB Precious Metals Fund	$697K	0.37%	0.29%	+4.3%	Q1 2025
BSVNBank7 Corp.	$692K	0.37%	0.09%	-2.6%	Q3 2014
ELANElanco Animal Health Inc	$675K	0.36%	0.01%	-8.7%	Q1 2026
MUMicron Technology Inc	$673K	0.36%	0.00%	-1.5%	Q1 2026

Q1 2026Reported May 12, 2026113 positions
NVDANvidia Corp	$6.05M	3.34%	0.00%	+3.4%	Q4 2016
GEVGE Vernova Inc.	$2.42M	1.34%	0.00%	+31.5%	Q3 2024
AVGOBroadcom Inc.	$2.32M	1.28%	0.00%	+1.2%	Q1 2016
APHAmphenol Corp	$2.01M	1.11%	0.00%	-0.3%	Q1 2025
CRSCarpenter Technology Corp	$1.86M	1.02%	0.01%	-1.5%	Q3 2025
AAPLApple Inc.	$1.75M	0.96%	0.00%	+9.9%	Q3 2014
NEMNEWMONT Corp	$1.73M	0.95%	0.00%	-2.3%	Q2 2020
CAHCardinal Health Inc	$1.71M	0.94%	0.00%	+72.8%	Q3 2025
PLTRPalantir Technologies Inc.	$1.64M	0.91%	0.00%	-14.7%	Q1 2025
MSFTMicrosoft Corp	$1.63M	0.90%	0.00%	+12.7%	Q1 2019
FIXComfort Systems USA Inc	$1.48M	0.82%	0.00%	-1.2%	Q3 2025
EMEEMCOR Group, Inc.	$1.3M	0.71%	0.00%	-2.7%	Q4 2022
JNJJohnson & Johnson	$1.28M	0.71%	0.00%	-0.5%	Q2 2016
CWCurtiss Wright Corp	$1.26M	0.69%	0.01%	-1.1%	Q3 2023
GLDSPDR Gold Trust	$1.17M	0.65%	0.00%	+26.6%	Q2 2013
MEDPMedpace Holdings, Inc.	$1.15M	0.63%	0.01%	-4.7%	Q3 2023
BNYBank of New York Mellon Corp	$1.14M	0.63%	0.00%	-1.7%	Q4 2024
FTITechnipFMC plc	$1.11M	0.61%	0.00%	+0.9%	Q4 2025
GOOGAlphabet Inc.	$1.09M	0.60%	Not reported	+28.7%	Q4 2023
THCTenet Healthcare Corp	$1.09M	0.60%	0.01%	-5.5%	Q4 2025
JPMJPMorgan Chase & Co	$1.05M	0.58%	0.00%	-10.4%	Q1 2019
WFCWells Fargo & Company	$1.04M	0.57%	0.00%	+4.8%	Q4 2024
DTMDT Midstream, Inc.	$1M	0.55%	0.01%	-3.1%	Q3 2024
AMZNAmazon Com Inc	$972K	0.54%	0.00%	+17.9%	Q2 2016
METAMeta Platforms, Inc.	$933K	0.51%	Not reported	-37.1%	Q3 2020
FMARCapital Trust Holdings Inc.	$930K	0.51%	0.10%	Not reported	Q2 2024
CATCaterpillar Inc	$927K	0.51%	0.00%	-5.3%	Q1 2016
ROIVRoivant Sciences Ltd.	$925K	0.51%	0.00%	-2.6%	Q4 2025
HWMHowmet Aerospace Inc.	$866K	0.48%	0.00%	New	Q1 2026
GSGoldman Sachs Group Inc	$863K	0.48%	0.00%	+0.8%	Q3 2025
ENSGEnsign Group, Inc	$804K	0.44%	0.01%	-2.6%	Q4 2025
DBPInvesco DB Precious Metals Fund	$795K	0.44%	0.28%	+8.3%	Q1 2025
XOMExxonMobil Holdings Corp	$790K	0.44%	0.00%	+10.8%	Q2 2013
TPRTapestry, Inc.	$779K	0.43%	0.00%	New	Q1 2026
NRGNRG Energy, Inc.	$761K	0.42%	0.00%	-48.2%	Q1 2016
COMTChina Sky One Medical, Inc.	$757K	0.42%	0.13%	Not reported	Q2 2021
VLUEiSHARES TRUST	$752K	0.41%	Not reported	Not reported	Q2 2020
FNFabrinet	$744K	0.41%	0.00%	New	Q1 2026
CNXCNX Resources Corp	$727K	0.40%	0.01%	-2.3%	Q3 2023
ELANElanco Animal Health Inc	$719K	0.40%	0.01%	New	Q1 2026
BSVNBank7 Corp.	$715K	0.39%	0.10%	-20.4%	Q3 2014
SGISomnigroup International Inc.	$697K	0.38%	0.00%	-1.7%	Q2 2021
PMPhilip Morris International Inc.	$673K	0.37%	0.00%	+7.9%	Q1 2016
SLViShares Silver Trust	$655K	0.36%	0.00%	-25.7%	Q1 2023
GMGeneral Motors Co	$645K	0.36%	0.00%	Not reported	Q4 2016
WMTWalmart Inc.	$639K	0.35%	0.00%	+2.5%	Q1 2016
MTZMastec Inc	$632K	0.35%	0.00%	New	Q1 2026
NEENextera Energy Inc	$605K	0.33%	0.00%	+89.6%	Q1 2016
IBKRInteractive Brokers Group, Inc.	$601K	0.33%	0.00%	New	Q1 2026
KOCoca Cola Co	$554K	0.31%	0.00%	+1.2%	Q1 2016

Q4 2025Reported Feb 18, 202697 positions
NVDANvidia Corp	$6.26M	3.47%	0.00%	-2.3%	Q4 2016
AVGOBroadcom Inc.	$2.56M	1.42%	0.00%	+1.9%	Q1 2016
PLTRPalantir Technologies Inc.	$2.34M	1.30%	0.00%	+12.4%	Q1 2025
APHAmphenol Corp	$2.16M	1.20%	0.00%	-4.2%	Q1 2025
MSFTMicrosoft Corp	$1.89M	1.05%	0.00%	+29.6%	Q1 2019
METAMeta Platforms, Inc.	$1.71M	0.95%	Not reported	+10.3%	Q3 2020
AAPLApple Inc.	$1.7M	0.94%	0.00%	+21.4%	Q3 2014
NEMNEWMONT Corp	$1.63M	0.90%	0.00%	-2.7%	Q2 2020
NRGNRG Energy, Inc.	$1.6M	0.89%	0.01%	-1.8%	Q1 2016
CRSCarpenter Technology Corp	$1.51M	0.83%	0.01%	-5.1%	Q3 2025
MEDPMedpace Holdings, Inc.	$1.41M	0.78%	0.01%	+67.9%	Q3 2023
QQQInvesco QQQ Trust, Series 1	$1.4M	0.77%	Not reported	+314.2%	Q1 2019
GEVGE Vernova Inc.	$1.38M	0.77%	0.00%	-5.8%	Q3 2024
JPMJPMorgan Chase & Co	$1.29M	0.71%	0.00%	+12.3%	Q1 2019
THCTenet Healthcare Corp	$1.21M	0.67%	0.01%	New	Q4 2025
WFCWells Fargo & Company	$1.16M	0.64%	0.00%	-6.1%	Q4 2024
BNYBank of New York Mellon Corp	$1.14M	0.63%	0.00%	+4.1%	Q4 2024
EMEEMCOR Group, Inc.	$1.1M	0.61%	0.00%	-4.2%	Q4 2022
JNJJohnson & Johnson	$1.09M	0.60%	0.00%	+126.8%	Q2 2016
IVTInvenTrust Properties Corp.	$1.03M	0.57%	0.05%	New	Q4 2025
CWCurtiss Wright Corp	$1.03M	0.57%	0.01%	+0.9%	Q3 2023
FIXComfort Systems USA Inc	$1.01M	0.56%	0.00%	-6.1%	Q3 2025
CAHCardinal Health Inc	$961K	0.53%	0.00%	+7.5%	Q3 2025
TTTrane Technologies plc	$949K	0.53%	0.00%	-6.1%	Q4 2020
RCLRoyal Caribbean Cruises Ltd	$944K	0.52%	0.00%	-4.1%	Q4 2016
TSLATesla, Inc.	$940K	0.52%	0.00%	+115.7%	Q4 2021
GOOGAlphabet Inc.	$930K	0.52%	Not reported	+43.9%	Q4 2023
DTMDT Midstream, Inc.	$921K	0.51%	0.01%	+1.2%	Q3 2024
AMZNAmazon Com Inc	$914K	0.51%	0.00%	+24.0%	Q2 2016
IBMInternational Business Machines Corp	$906K	0.50%	0.00%	+5.1%	Q1 2016
BSVNBank7 Corp.	$903K	0.50%	0.12%	-5.1%	Q3 2014
GSGoldman Sachs Group Inc	$890K	0.49%	0.00%	+10.6%	Q3 2025
MAMastercard Inc	$876K	0.49%	0.00%	-2.7%	Q2 2025
SGISomnigroup International Inc.	$856K	0.47%	0.00%	-5.9%	Q2 2021
GLDSPDR Gold Trust	$854K	0.47%	0.00%	+23.2%	Q2 2013
CEGConstellation Energy Corp	$842K	0.47%	0.00%	+3.0%	Q1 2024
SLViShares Silver Trust	$833K	0.46%	0.00%	-6.3%	Q1 2023
CATCaterpillar Inc	$792K	0.44%	0.00%	+8.7%	Q1 2016
VSTVistra Corp.	$773K	0.43%	0.00%	-40.6%	Q2 2024
ROIVRoivant Sciences Ltd.	$743K	0.41%	0.00%	New	Q4 2025
ENSGEnsign Group, Inc	$714K	0.40%	0.01%	New	Q4 2025
CNXCNX Resources Corp	$710K	0.39%	0.01%	Not reported	Q3 2023
FTITechnipFMC plc	$708K	0.39%	0.00%	New	Q4 2025
DBPInvesco DB Precious Metals Fund	$686K	0.38%	0.27%	-4.4%	Q1 2025
AXONAxon Enterprise, Inc.	$665K	0.37%	0.00%	+1.6%	Q1 2023
UALUnited Airlines Holdings, Inc.	$661K	0.37%	0.00%	+2.9%	Q4 2016
HLIHoulihan Lokey, Inc.	$640K	0.35%	0.62%	-5.3%	Q3 2024
LLYELI LILLY & Co	$635K	0.35%	0.00%	+24.2%	Q2 2016
PMPhilip Morris International Inc.	$606K	0.34%	0.00%	-44.1%	Q1 2016
EVREvercore Inc.	$581K	0.32%	Not reported	-6.2%	Q1 2024

Q3 2025Reported Nov 13, 202589 positions
NVDANvidia Corp	$6.41M	3.85%	0.00%	+4.4%	Q4 2016
AVGOBroadcom Inc.	$2.4M	1.44%	0.00%	+13.3%	Q1 2016
PLTRPalantir Technologies Inc.	$2.14M	1.28%	0.00%	-19.1%	Q1 2025
APHAmphenol Corp	$2.06M	1.24%	0.00%	+66.8%	Q1 2025
METAMeta Platforms, Inc.	$1.73M	1.04%	Not reported	+21.8%	Q3 2020
NRGNRG Energy, Inc.	$1.66M	1.00%	0.01%	+5.2%	Q1 2016
VSTVistra Corp.	$1.58M	0.95%	0.00%	+78.2%	Q2 2024
MSFTMicrosoft Corp	$1.56M	0.94%	0.00%	+22.4%	Q1 2019
NEMNEWMONT Corp	$1.42M	0.85%	0.00%	Not reported	Q2 2020
GEVGE Vernova Inc.	$1.38M	0.83%	0.00%	+4.2%	Q3 2024
AAPLApple Inc.	$1.31M	0.79%	0.00%	+7.1%	Q3 2014
CRSCarpenter Technology Corp	$1.24M	0.74%	0.01%	New	Q3 2025
EMEEMCOR Group, Inc.	$1.22M	0.73%	0.00%	+3.5%	Q4 2022
RCLRoyal Caribbean Cruises Ltd	$1.14M	0.69%	0.00%	+11.5%	Q4 2016
JPMJPMorgan Chase & Co	$1.12M	0.67%	0.00%	+29.5%	Q1 2019
WFCWells Fargo & Company	$1.11M	0.67%	0.00%	+8.8%	Q4 2024
PMPhilip Morris International Inc.	$1.1M	0.66%	0.00%	+10.4%	Q1 2016
TTTrane Technologies plc	$1.1M	0.66%	0.00%	+5.2%	Q4 2020
BNYBank of New York Mellon Corp	$1.02M	0.62%	0.00%	+7.3%	Q4 2024
NFLXNetflix Inc	$1.01M	0.61%	0.00%	+6.6%	Q2 2024
CWCurtiss Wright Corp	$1.01M	0.60%	0.01%	+9.9%	Q3 2023
FIXComfort Systems USA Inc	$956K	0.57%	0.00%	New	Q3 2025
BSVNBank7 Corp.	$952K	0.57%	0.13%	+3.9%	Q3 2014
MAMastercard Inc	$896K	0.54%	0.00%	+5.9%	Q2 2025
DTMDT Midstream, Inc.	$860K	0.52%	0.01%	+3.3%	Q3 2024
SGISomnigroup International Inc.	$859K	0.52%	0.00%	Not reported	Q2 2021
INTUIntuit Inc.	$830K	0.50%	0.00%	+13.5%	Q2 2025
DASHDoorDash, Inc.	$828K	0.50%	Not reported	New	Q3 2025
AXONAxon Enterprise, Inc.	$827K	0.50%	0.00%	+2.2%	Q1 2023
IBMInternational Business Machines Corp	$821K	0.49%	0.00%	+10.6%	Q1 2016
MPMP Materials Corp. / DE	$801K	0.48%	0.01%	New	Q3 2025
HLIHoulihan Lokey, Inc.	$796K	0.48%	0.66%	+4.8%	Q3 2024
MEDPMedpace Holdings, Inc.	$770K	0.46%	0.01%	Not reported	Q3 2023
CEGConstellation Energy Corp	$762K	0.46%	0.00%	+1.5%	Q1 2024
GSGoldman Sachs Group Inc	$729K	0.44%	0.00%	New	Q3 2025
AMZNAmazon Com Inc	$701K	0.42%	0.00%	+19.7%	Q2 2016
CAHCardinal Health Inc	$682K	0.41%	0.00%	New	Q3 2025
GLDSPDR Gold Trust	$621K	0.37%	0.00%	+1.9%	Q2 2013
DBPInvesco DB Precious Metals Fund	$621K	0.37%	0.28%	+0.7%	Q1 2025
EVREvercore Inc.	$614K	0.37%	Not reported	Not reported	Q1 2024
CATCaterpillar Inc	$606K	0.36%	0.00%	+17.0%	Q1 2016
SLViShares Silver Trust	$584K	0.35%	0.00%	-1.2%	Q1 2023
DISWalt Disney Co	$576K	0.35%	0.00%	New	Q3 2025
UALUnited Airlines Holdings, Inc.	$555K	0.33%	0.00%	+2.7%	Q4 2016
HDHome Depot, Inc.	$544K	0.33%	0.00%	+30.5%	Q1 2019
EBAYEbay Inc	$541K	0.33%	0.00%	New	Q3 2025
PANWPalo Alto Networks Inc	$519K	0.31%	0.00%	+3.6%	Q1 2024
MOSMosaic Co	$518K	0.31%	0.00%	Not reported	Q2 2016
GOOGAlphabet Inc.	$502K	0.30%	Not reported	+40.3%	Q4 2023
NWSNews Corp	$491K	0.29%	Not reported	+3.8%	Q1 2024

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