MondegarAI
VestGen Investment Management

Q4 2025 · 13F-HR

VestGen Investment Managementholdings as filed

Filed 2026-02-18 · accession 0001511739-26-000001

$180.4M
Reported value
197
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · VestGen Investment Management · Q4 2025

AI · grounded in 13F

VestGen Investment Management established a new position in THC for $1.21M. The fund also opened new stakes in IVT for $1.03M and FNOV for $1.03M. On the selling side, the manager closed its positions in NFLX for $1.01M, INTU for $829,748, and DASH for $827,938.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46436E718SGOVISHARES TR$6.5M3.63%65,165CommonNONE
67066G104NVDANVIDIA CORPORATION$6.3M3.47%33,571CommonNONE
464288513HYGISHARES TR$4.3M2.41%53,821CommonNONE
33939L860QDFFLEXSHARES TR$3.4M1.90%42,499CommonNONE
922908751VBVANGUARD INDEX FDS$3.3M1.85%12,940CommonNONE
922908744VTVVANGUARD INDEX FDS$3.3M1.83%17,300CommonNONE
922908769VTIVANGUARD INDEX FDS$3.2M1.75%9,399CommonNONE
33939L837IQDFFLEXSHARES TR$3.1M1.73%102,664CommonNONE
922908736VUGVANGUARD INDEX FDS$3.1M1.71%6,319CommonNONE
464287440IEFISHARES TR$3.0M1.64%30,750CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$2.8M1.56%45,183CommonNONE
922908629VOVANGUARD INDEX FDS$2.7M1.50%9,294CommonNONE
11135F101AVGOBROADCOM INC$2.6M1.42%7,397CommonNONE
33939L662HYGVFLEXSHARES TR$2.4M1.33%58,765CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.3M1.30%13,155CommonNONE
032095101APHAMPHENOL CORP NEW$2.2M1.20%15,962CommonNONE
464287309IVWISHARES TR$2.0M1.12%16,434CommonNONE
594918104MSFTMICROSOFT CORP$1.9M1.05%3,913CommonNONE
464287200IVVISHARES TR$1.9M1.03%2,710CommonNONE
46434V613IUSBISHARES TR$1.7M0.95%36,785CommonNONE
30303M102METAMETA PLATFORMS INC$1.7M0.95%2,591CommonNONE
037833100AAPLAPPLE INC$1.7M0.94%6,264CommonNONE
651639106NEMNEWMONT CORP$1.6M0.90%16,335CommonNONE
629377508NRGNRG ENERGY INC$1.6M0.89%10,051CommonNONE
33939L506TDTTFLEXSHARES TR$1.5M0.84%63,179CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$1.5M0.84%31,231CommonNONE
144285103CRSCARPENTER TECHNOLOGY CORP$1.5M0.83%4,783CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$1.4M0.78%2,513CommonNONE
46090E103QQQINVESCO QQQ TR$1.4M0.77%2,274CommonNONE
36828A101GEVGE VERNOVA INC$1.4M0.77%2,112CommonNONE
464287408IVEISHARES TR$1.3M0.74%6,301CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$1.3M0.74%8,578CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1.3M0.74%17,916CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.3M0.71%3,997CommonNONE
464287226AGGISHARES TR$1.3M0.70%12,576CommonNONE
88033G407THCTENET HEALTHCARE CORP$1.2M0.67%6,092CommonNONE
464287176TIPISHARES TR$1.2M0.65%10,599CommonNONE
949746101WMT2WELLS FARGO CO NEW$1.2M0.64%12,455CommonNONE
464287432TLTISHARES TR$1.2M0.64%13,260CommonNONE
064058100BKBANK NEW YORK MELLON CORP$1.1M0.63%9,782CommonNONE
921909768VXUSVANGUARD STAR FDS$1.1M0.62%14,924CommonNONE
29084Q100EMEEMCOR GROUP INC$1.1M0.61%1,803CommonNONE
478160104JNJJOHNSON & JOHNSON$1.1M0.60%5,267CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$1.1M0.60%17,721CommonNONE
464288281EMBISHARES TR$1.1M0.59%11,095CommonNONE
33939L670BNDCFLEXSHARES TR$1.1M0.59%47,617CommonNONE
33740U505FDECFIRST TR EXCHNG TRADED FD VI$1.0M0.58%20,374CommonNONE
78464A359CWBSPDR SERIES TRUST$1.0M0.57%11,611CommonNONE
46124J201IVTINVENTRUST PPTYS CORP$1.0M0.57%36,562CommonNONE
231561101CWCURTISS WRIGHT CORP$1.0M0.57%1,870CommonNONE
33740F847FNOVFIRST TR EXCHNG TRADED FD VI$1.0M0.57%18,715CommonNONE
199908104FIXCOMFORT SYS USA INC$1.0M0.56%1,087CommonNONE
33740F664FOCTFIRST TR EXCHNG TRADED FD VI$1.0M0.56%20,699CommonNONE
33939L746QLCFLEXSHARES TR$992,2080.55%12,251CommonNONE
33740U307FSEPFIRST TR EXCHNG TRADED FD VI$987,7350.55%19,157CommonNONE
46432F396MTUMISHARES TR$964,7190.53%3,854CommonNONE
14149Y108CAHCARDINAL HEALTH INC$960,5160.53%4,674CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$960,4220.53%17,865CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$948,5150.53%2,437CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$943,6520.52%3,383CommonNONE
88160R101TSLATESLA INC$939,9150.52%2,090CommonNONE
02079K107GOOGALPHABET INC$930,2280.52%2,964CommonNONE
33740F862FAUGFIRST TR EXCHNG TRADED FD VI$924,7190.51%17,464CommonNONE
464288877EFVISHARES TR$922,2700.51%12,915CommonNONE
23345M107DTMDT MIDSTREAM INC$921,3230.51%7,698CommonNONE
023135106AMZNAMAZON COM INC$913,8160.51%3,959CommonNONE
464287242LQDISHARES TR$906,7540.50%8,229CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$906,1190.50%3,059CommonNONE
921937827BSVVANGUARD BD INDEX FDS$903,0050.50%11,458CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$889,5730.49%1,012CommonNONE
33740U208FJULFIRST TR EXCHNG TRADED FD VI$879,7790.49%15,734CommonNONE
46434G103IEMGISHARES INC$878,6990.49%13,072CommonNONE
14020Y201CGMUCAPITAL GRP FIXED INCM ETF T$878,5150.49%32,086CommonNONE
57636Q104MAMASTERCARD INCORPORATED$875,7300.49%1,534CommonNONE
88023U101SGISOMNIGROUP INTERNATIONAL INC$855,7000.47%9,584CommonNONE
78463V107GLDSPDR GOLD TR$853,6520.47%2,154CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$845,6460.47%11,496CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$842,2190.47%2,384CommonNONE
33740U679GDECFIRST TR EXCHNG TRADED FD VI$840,0960.47%22,213CommonNONE
46428Q109SLVISHARES SILVER TR$832,9510.46%12,930CommonNONE
14020Y805CGHMCAPITAL GRP FIXED INCM ETF T$820,2010.45%32,190CommonNONE
33939L803TLTDFLEXSHARES TR$799,7960.44%8,625CommonNONE
52468L505LVHILEGG MASON ETF INVT$794,5390.44%21,579CommonNONE
149123101CATCATERPILLAR INC$791,7060.44%1,382CommonNONE
78249U308RGLORUSSELL INVTS EXCHANGE TRADE$776,2770.43%26,148CommonNONE
92840M102VSTVISTRA CORP$773,2820.43%4,793CommonNONE
46429B747STIPISHARES TR$763,0100.42%7,452CommonNONE
464287101OEFISHARES TR$759,6870.42%2,215CommonNONE
G76279101ROIVROIVANT SCIENCES LTD$743,3770.41%34,257CommonNONE
00162Q452AMLPALPS ETF TR$719,3120.40%15,298CommonNONE
29358P101ENSGENSIGN GROUP INC$713,6970.40%4,097CommonNONE
12653C108CNXCNX RES CORP$709,9550.39%19,308CommonNONE
G87110105FTITECHNIPFMC PLC$708,2810.39%15,895CommonNONE
46140H502DBPINVESCO DB MULTI-SECTOR COMM$686,0510.38%6,673CommonNONE
05464C101AXONAXON ENTERPRISE INC$665,0460.37%1,171CommonNONE
910047109UALUNITED AIRLS HLDGS INC$661,4150.37%5,915CommonNONE
464288372IGFISHARES TR$660,8470.37%10,770CommonNONE
441593100HLIHOULIHAN LOKEY INC$639,6260.35%3,672CommonNONE
532457108LLYELI LILLY & CO$635,1610.35%591CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$626,2340.35%14,350CommonNONE
33939L761SKORFLEXSHARES TR$617,1090.34%12,562CommonNONE
718172109PMPHILIP MORRIS INTL INC$605,5290.34%3,775CommonNONE
33740U596XAPRFIRST TR EXCHNG TRADED FD VI$595,1820.33%16,331CommonNONE
33939L100TILTFLEXSHARES TR$582,9180.32%2,344CommonNONE
29977A105EVREVERCORE INC$581,2100.32%1,708CommonNONE
464286608EZUISHARES INC$578,8230.32%9,030CommonNONE
464288588MBBISHARES TR$570,4080.32%5,990CommonNONE
931142103WMTWALMART INC$558,7210.31%5,015CommonNONE
33939L795NFRAFLEXSHARES TR$558,3260.31%9,227CommonNONE
437076102HDHOME DEPOT INC$555,3770.31%1,614CommonNONE
464287861IEVISHARES TR$554,0820.31%8,077CommonNONE
33740F474XMARFIRST TR EXCHNG TRADED FD VI$553,1500.31%13,853CommonNONE
78463X772DWXSPDR INDEX SHS FDS$549,8500.30%12,515CommonNONE
464288653TLHISHARES TR$549,8310.30%5,408CommonNONE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$525,0420.29%13,051CommonNONE
14020R107CGGECAPITAL GROUP GLOBAL EQUITY$514,3350.29%16,261CommonNONE
33740U802DAPRFIRST TR EXCHNG TRADED FD VI$511,3410.28%12,996CommonNONE
742718109PGPROCTER AND GAMBLE CO$511,1870.28%3,567CommonNONE
33740F458GAPRFIRST TR EXCHNG TRADED FD VI$505,6740.28%12,644CommonNONE
30231G102XOMEXXON MOBIL CORP$505,6690.28%4,202CommonNONE
278642103EBAYEBAY INC.$503,7930.28%5,784CommonNONE
191216100KOCOCA COLA CO$503,2820.28%7,199CommonNONE
697435105PANWPALO ALTO NETWORKS INC$489,7880.27%2,659CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$486,4120.27%8,881CommonNONE
25461A726HCMTDIREXION SHS ETF TR$484,5840.27%12,567CommonNONE
78463X152NANRSPDR INDEX SHS FDS$481,1180.27%7,093CommonNONE
00287Y109ABBVABBVIE INC$474,5740.26%2,077CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$468,0690.26%9,942CommonNONE
369604301GEGE AEROSPACE$466,6650.26%1,515CommonNONE
33740F482GMARFIRST TR EXCHNG TRADED FD VI$452,6330.25%11,056CommonNONE
09290D101BLKBLACKROCK INC$450,6130.25%421CommonNONE
464288612GVIISHARES TR$442,7110.25%4,124CommonNONE
464288679SHVISHARES TR$442,2520.25%4,015CommonNONE
092528603BINCBLACKROCK ETF TRUST II$442,2130.25%8,380CommonNONE
580135101MCDMCDONALDS CORP$442,1380.25%1,447CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$441,8800.24%1,454CommonNONE
921937819BIVVANGUARD BD INDEX FDS$440,1000.24%5,651CommonNONE
78463X756EWXSPDR INDEX SHS FDS$435,9570.24%6,640CommonNONE
33740U885FAPRFIRST TR EXCHNG TRADED FD VI$435,8490.24%9,812CommonNONE
46432F339QUALISHARES TR$433,9030.24%2,185CommonNONE
33740F615DMARFIRST TR EXCHNG TRADED FD VI$428,1690.24%10,279CommonNONE
701094104PHPARKER-HANNIFIN CORP$415,7480.23%473CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$413,6280.23%1,253CommonNONE
02079K305GOOGLALPHABET INC$411,2820.23%1,314CommonNONE
09290C780BAIBLACKROCK ETF TRUST$410,2230.23%12,319CommonNONE
78468R663BILSPDR SERIES TRUST$408,5600.23%4,471CommonNONE
66538R748QQHNORTHERN LTS FD TR III$405,3920.22%5,240CommonNONE
921937793BLVVANGUARD BD INDEX FDS$403,7720.22%5,808CommonNONE
17275R102CSCOCISCO SYS INC$395,7070.22%5,137CommonNONE
14021L109CGDGCAPITAL GROUP DIVIDEND GROWE$393,8220.22%11,050CommonNONE
09290C806THROBLACKROCK ETF TRUST$393,3590.22%10,201CommonNONE
66538R730LGHNORTHERN LTS FD TR III$378,2650.21%6,104CommonNONE
842587107SOSOUTHERN CO$375,9190.21%4,311CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$373,6570.21%9,174CommonNONE
46435G672IAGGISHARES TR$371,1240.21%7,421CommonNONE
74340W103PLDPROLOGIS INC.$370,2140.21%2,900CommonNONE
00206R102TAT&T INC$368,2780.20%14,826CommonNONE
75513E101RTXRTX CORPORATION$360,0140.20%1,963CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$350,8500.19%698CommonNONE
464285204IAUISHARES GOLD TR$334,7450.19%4,124CommonNONE
33939L787GQREFLEXSHARES TR$333,8540.19%5,672CommonNONE
20825C104COPCONOCOPHILLIPS$332,9710.18%3,557CommonNONE
33939L308TLTEFLEXSHARES TR$327,4670.18%5,128CommonNONE
14020Y607CGSMCAPITAL GRP FIXED INCM ETF T$323,6130.18%12,286CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$323,3900.18%375CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$323,1990.18%9,908CommonNONE
33939L886RAVIFLEXSHARES TR$319,3430.18%4,237CommonNONE
33939L407GUNRFLEXSHARES TR$318,2450.18%6,941CommonNONE
78249U209RINTRUSSELL INVTS EXCHANGE TRADE$315,9750.18%10,820CommonNONE
166764100CVXCHEVRON CORP NEW$312,8980.17%2,053CommonNONE
655844108NSCNORFOLK SOUTHN CORP$310,0850.17%1,074CommonNONE
92204A603VISVANGUARD WORLD FD$291,5170.16%977CommonNONE
002824100ABTABBOTT LABS$290,1720.16%2,316CommonNONE
464287374IGEISHARES TR$283,9810.16%5,657CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$282,8240.16%496CommonNONE
464287390ILFISHARES TR$277,5520.15%9,115CommonNONE
65339F101NEENEXTERA ENERGY INC$275,7620.15%3,435CommonNONE
244199105DEDEERE & CO$274,2210.15%589CommonNONE
060505104BACBANK AMERICA CORP$269,2800.15%4,896CommonNONE
06211J100BFCBANK FIRST CORP$268,0040.15%2,200CommonNONE
92826C839VVISA INC$264,7860.15%755CommonNONE
872590104TMUST-MOBILE US INC$251,3640.14%1,238CommonNONE
747525103QCOMQUALCOMM INC$250,4170.14%1,464CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$239,4600.13%2,043CommonNONE
001055102AFLAFLAC INC$234,7010.13%2,128CommonNONE
172967424CCITIGROUP INC$234,3140.13%2,008CommonNONE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$232,1200.13%6,699CommonNONE
58933Y105MRKMERCK & CO INC$230,0980.13%2,186CommonNONE
59156R108METMETLIFE INC$228,3730.13%2,893CommonNONE
G5960L103MDTMEDTRONIC PLC$223,5320.12%2,327CommonNONE
78249U407REMGRUSSELL INVTS EXCHANGE TRADE$221,9990.12%7,520CommonNONE
58155Q103MCKMCKESSON CORP$219,8380.12%268CommonNONE
872540109TJXTJX COS INC NEW$219,3550.12%1,428CommonNONE
464288257ACWIISHARES TR$215,9140.12%1,526CommonNONE
00123Q104AGNCAGNC INVT CORP$210,3690.12%19,624CommonNONE
922042676VNQIVANGUARD INTL EQUITY INDEX F$208,9850.12%4,559CommonNONE
046353108AZNNASTRAZENECA PLC$206,8430.11%2,250CommonNONE

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.