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VestGen Investment Management

Q4 2023 · 13F-HR

VestGen Investment Managementholdings as filed

Filed 2024-02-09 · accession 0001511739-24-000001

$315.7M
Reported value
139
Positions
2023-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
36467J108GLPIGAMING & LEISURE PPTYS INC$84.2M26.7%1,706,056CommonNONE
922908736VUGVANGUARD INDEX FDS$18.9M6.00%60,935CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$17.2M5.46%360,001CommonNONE
46436E718SGOVISHARES TR$17.2M5.46%171,863CommonNONE
922908744VTVVANGUARD INDEX FDS$15.4M4.89%103,219CommonNONE
922908751VBVANGUARD INDEX FDS$10.2M3.22%47,657CommonNONE
464288513HYGISHARES TR$7.5M2.38%96,972CommonNONE
464287432TLTISHARES TR$6.2M1.96%62,659CommonNONE
464287200IVVISHARES TR$6.0M1.90%12,543CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$5.9M1.88%120,437CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$5.5M1.73%132,970CommonNONE
922908629VOVANGUARD INDEX FDS$4.8M1.52%20,617CommonNONE
237194105DRIDARDEN RESTAURANTS INC$4.6M1.45%27,856CommonNONE
30041R108EVEREVERQUOTE INC$4.4M1.38%356,914CommonNONE
29404K106ENVUSDENVESTNET INC$3.7M1.16%74,000CommonNONE
921937827BSVVANGUARD BD INDEX FDS$3.6M1.15%46,959CommonNONE
464287150ITOTISHARES TR$3.1M0.98%29,515CommonNONE
037833100AAPLAPPLE INC$2.8M0.89%14,626CommonNONE
464287242LQDISHARES TR$2.6M0.82%23,374CommonNONE
46434V613IUSBISHARES TR$2.6M0.81%55,541CommonNONE
33939L860QDFFLEXSHARES TR$2.5M0.78%40,252CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$2.5M0.78%52,876CommonNONE
922907746VTEBVANGUARD MUN BD FDS$2.3M0.73%45,210CommonNONE
33939L662HYGVFLEXSHARES TR$2.3M0.72%55,994CommonNONE
464288281EMBISHARES TR$2.2M0.69%24,576CommonNONE
707569109PENNPENN ENTERTAINMENT INC$2.1M0.65%78,882CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$2.0M0.64%19,746CommonNONE
33939L670BNDCFLEXSHARES TR$2.0M0.63%89,378CommonNONE
532457108LLYELI LILLY & CO$2.0M0.63%3,422CommonNONE
464287457SHYISHARES TR$2.0M0.62%23,908CommonNONE
594918104MSFTMICROSOFT CORP$1.9M0.62%5,177CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1.9M0.59%25,428CommonNONE
33939L837IQDFFLEXSHARES TR$1.9M0.59%79,526CommonNONE
921937819BIVVANGUARD BD INDEX FDS$1.8M0.58%24,004CommonNONE
46432F339QUALISHARES TR$1.8M0.57%12,184CommonNONE
921937793BLVVANGUARD BD INDEX FDS$1.8M0.56%23,571CommonNONE
11135F101AVGOBROADCOM INC$1.5M0.47%1,325CommonNONE
67066G104NVDANVIDIA CORPORATION$1.4M0.46%2,911CommonNONE
922908769VTIVANGUARD INDEX FDS$1.4M0.44%5,911CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$1.3M0.41%4,710CommonNONE
33939L746QLCFLEXSHARES TR$1.3M0.40%24,035CommonNONE
464287309IVWISHARES TR$1.3M0.40%16,777CommonNONE
74762E102QUREQUANTA SVCS INC$1.2M0.38%5,505CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$1.1M0.36%5,092CommonNONE
482480100KLACKLA CORP$1.1M0.36%1,955CommonNONE
33939L506TDTTFLEXSHARES TR$1.1M0.34%44,839CommonNONE
384802104GWWGRAINGER W W INC$1.0M0.32%1,234CommonNONE
29084Q100EMEEMCOR GROUP INC$1.0M0.32%4,694CommonNONE
464288877EFVISHARES TR$976,7310.31%18,747CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$971,7190.31%3,984CommonNONE
71377A103PFGCPERFORMANCE FOOD GROUP CO$955,4460.30%13,817CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$950,8900.30%5,696CommonNONE
921909768VXUSVANGUARD STAR FDS$926,2750.29%15,981CommonNONE
33939L803TLTDFLEXSHARES TR$879,0020.28%12,872CommonNONE
464287408IVEISHARES TR$828,7600.26%4,766CommonNONE
464288588MBBISHARES TR$819,3450.26%8,709CommonNONE
33939L407GUNRFLEXSHARES TR$806,7970.26%19,702CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$783,5860.25%4,071CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$777,6670.25%2,537CommonNONE
88023U101SGITEMPUR SEALY INTL INC$764,6140.24%15,001CommonNONE
15118V207CELHCELSIUS HLDGS INC$760,9900.24%13,958CommonNONE
023135106AMZNAMAZON COM INC$751,3430.24%4,945CommonNONE
33939L100TILTFLEXSHARES TR$744,8660.24%4,082CommonNONE
893641100TDGTRANSDIGM GROUP INC$740,4910.23%732CommonNONE
12653C108CNXCNX RES CORP$729,0000.23%36,450CommonNONE
46434V860TFLOISHARES TR$725,4110.23%14,373CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$719,0490.23%6,308CommonNONE
69331C108PCGPG&E CORP$682,0390.22%37,828CommonNONE
87612G101TRGPTARGA RES CORP$670,8100.21%7,722CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$635,9250.20%1,783CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$628,5170.20%3,515CommonNONE
00768Y453MSOSADVISORSHARES TR$609,0990.19%86,890CommonNONE
464287606IJKISHARES TR$580,2870.18%7,325CommonNONE
33939L761SKORFLEXSHARES TR$578,1650.18%12,054CommonNONE
464288885EFGISHARES TR$572,9780.18%5,916CommonNONE
15872M104APY1EURCHAMPIONX CORPORATION$553,2370.18%18,940CommonNONE
46434G822EWJISHARES INC$551,6680.17%8,601CommonNONE
464287440IEFISHARES TR$526,9640.17%5,467CommonNONE
368736104GNRCGENERAC HLDGS INC$516,9600.16%4,000CommonNONE
46432F396MTUMISHARES TR$496,5570.16%3,165CommonNONE
30303M102METAMETA PLATFORMS INC$481,7400.15%1,361CommonNONE
464287226AGGISHARES TR$473,7200.15%4,773CommonNONE
33939L886RAVIFLEXSHARES TR$462,4190.15%6,163CommonNONE
58155Q103MCKMCKESSON CORP$460,6650.15%995CommonNONE
46434G103IEMGISHARES INC$458,2060.15%9,059CommonNONE
539830109LMTLOCKHEED MARTIN CORP$456,4130.14%1,007CommonNONE
464287721IYWISHARES TR$452,4570.14%3,686CommonNONE
001055102AFLAFLAC INC$450,8630.14%5,465CommonNONE
464287390ILFISHARES TR$449,4420.14%15,466CommonNONE
02079K305GOOGLALPHABET INC$445,6110.14%3,190CommonNONE
243537107DECKDECKERS OUTDOOR CORP$440,4950.14%659CommonNONE
30231G102XOMEXXON MOBIL CORP$440,2120.14%4,403CommonNONE
46435G102ICVTISHARES TR$392,0070.12%4,988CommonNONE
46435G425ESGUISHARES TR$388,0600.12%3,699CommonNONE
303250104FICOFAIR ISAAC CORP$385,2870.12%331CommonNONE
33939L787GQREFLEXSHARES TR$366,5810.12%6,572CommonNONE
33939L308TLTEFLEXSHARES TR$359,6400.11%7,048CommonNONE
33939L795NFRAFLEXSHARES TR$359,2530.11%6,715CommonNONE
464287101OEFISHARES TR$347,8220.11%1,557CommonNONE
58933Y105MRKMERCK & CO INC$347,5560.11%3,188CommonNONE
91529Y106UNMUNUM GROUP$333,2260.11%7,369CommonNONE
464287572IOOISHARES TR$333,1920.11%4,138CommonNONE
464288596GBFISHARES TR$332,4220.11%3,159CommonNONE
29605J106ESABESAB CORPORATION$331,5810.11%3,828CommonNONE
70438V106PCTYPAYLOCITY HLDG CORP$329,7000.10%2,000CommonNONE
49714P108KNSLKINSALE CAP GROUP INC$324,5280.10%969CommonNONE
464288166AGZISHARES TR$322,9120.10%2,978CommonNONE
907818108UNPUNION PAC CORP$311,9370.10%1,270CommonNONE
464288620USIGISHARES TR$298,8460.09%5,830CommonNONE
05464C101AXONAXON ENTERPRISE INC$298,6290.09%1,156CommonNONE
464287291IXNISHARES TR$298,1510.09%4,373CommonNONE
46090A879VRIGINVESCO ACTIVELY MANAGED ETF$297,4310.09%11,902CommonNONE
33740F722FJUNFIRST TR EXCHNG TRADED FD VI$293,9950.09%6,659CommonNONE
880779103TEXTEREX CORP NEW$286,7910.09%4,991CommonNONE
931142103WMTWALMART INC$284,7160.09%1,806CommonNONE
74758T303QLYSQUALYS INC$284,2130.09%1,448CommonNONE
33739N108FMBFIRST TR EXCH TRADED FD III$278,4720.09%5,390CommonNONE
149123101CATCATERPILLAR INC$277,0430.09%937CommonNONE
742718109PGPROCTER AND GAMBLE CO$265,4960.08%1,812CommonNONE
478160104JNJJOHNSON & JOHNSON$258,7780.08%1,651CommonNONE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$255,2650.08%898CommonNONE
858119100STLDSTEEL DYNAMICS INC$247,0650.08%2,092CommonNONE
78464A771KCESPDR SER TR$244,8340.08%2,401CommonNONE
464288612GVIISHARES TR$244,5100.08%2,334CommonNONE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$242,6220.08%2,735CommonNONE
141788109CARGCARGURUS INC$241,6000.08%10,000CommonNONE
07831C103BRBRBELLRING BRANDS INC$238,0160.08%4,294CommonNONE
231561101CWCURTISS WRIGHT CORP$233,4840.07%1,048CommonNONE
33740U505FDECFIRST TR EXCHNG TRADED FD VI$226,1030.07%5,799CommonNONE
02079K107GOOGALPHABET INC$223,9380.07%1,589CommonNONE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$219,7500.07%7,765CommonNONE
88160R101TSLATESLA INC$219,4080.07%883CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$215,3150.07%453CommonNONE
46625H100JPMJPMORGAN CHASE & CO$210,5840.07%1,238CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$205,4920.07%2,477CommonNONE
20030N101CMCSACOMCAST CORP NEW$204,6920.06%4,668CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$202,7050.06%433CommonNONE
191216100KOCOCA COLA CO$201,2460.06%3,415CommonNONE
15961R105CHARGEPOINT HOLDINGS INC$23,4000.01%10,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.