CIK 1992785
CGC Financial Services, LLC
Institutional 13F holdings & portfolio
Holdings
340
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 340
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PEP | PEPSICO INC COM | 2K | $100K–$500K | SH |
| BSX | BOSTON SCIENTIFIC CORP COM | 3K | $100K–$500K | SH |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 4K | $100K–$500K | SH |
| NVDA | NVIDIA CORPORATION COM | 1K | $100K–$500K | SH |
| GOOG | ALPHABET INC CAP STK CL C | 881 | $100K–$500K | SH |
| ABBV | ABBVIE INC COM | 1K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC COM | 1K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP COM | 3K | $100K–$500K | SH |
| RTX | RTX CORPORATION COM | 1K | $100K–$500K | SH |
| HD | HOME DEPOT INC COM | 648 | $100K–$500K | SH |
| VB | VANGUARD SMALL-CAP ETF | 857 | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO COM | 582 | $100K–$500K | SH |
| VNQ | VANGUARD REAL ESTATE ETF | 2K | $100K–$500K | SH |
| SPHQ | INVESCO S&P 500 QUALITY ETF | 3K | $100K–$500K | SH |
| AVGO | BROADCOM INC COM | 586 | $100K–$500K | SH |
| TSLA | TESLA INC COM | 444 | $100K–$500K | SH |
| ADBE | ADOBE INC COM | 567 | $100K–$500K | SH |
| DE | DEERE & CO COM | 414 | $100K–$500K | SH |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | 2K | $100K–$500K | SH |
| SLV | ISHARES SILVER TRUST | 3K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | 6K | $100K–$500K | SH |
| INTC | INTEL CORP COM | 5K | $100K–$500K | SH |
| NFLX | NETFLIX INC COM | 2K | $100K–$500K | SH |
| WMT | WALMART INC COM | 1K | $100K–$500K | SH |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 1K | $100K–$500K | SH |
| HUBB | HUBBELL INC COM | 356 | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC COM | 536 | $100K–$500K | SH |
| BA | BOEING CO COM | 705 | $100K–$500K | SH |
| MRK | MERCK & CO INC COM | 1K | $100K–$500K | SH |
| HFWA | HERITAGE FINL CORP WASH COM | 6K | $100K–$500K | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 453 | $100K–$500K | SH |
| PFE | PFIZER INC COM | 6K | $100K–$500K | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 2K | $100K–$500K | SH |
| V | VISA INC COM CL A | 381 | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC COM | 225 | $100K–$500K | SH |
| KO | COCA COLA CO COM | 2K | $100K–$500K | SH |
| NVS | NOVARTIS AG SPONSORED ADR | 872 | $100K–$500K | SH |
| BLK | BLACKROCK INC COM | 110 | $100K–$500K | SH |
| DRI | DARDEN RESTAURANTS INC COM | 622 | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING INC COM | 439 | $100K–$500K | SH |
| QCOM | QUALCOMM INC COM | 660 | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 378 | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 218 | $100K–$500K | SH |
| MCD | MCDONALDS CORP COM | 350 | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC COM | 385 | $100K–$500K | SH |
| HEQT | SIMPLIFY HEDGED EQUITY ETF | 3K | $50K–$100K | SH |
| CHE | CHEMED CORP NEW COM | 229 | $50K–$100K | SH |
| NWN | NORTHWEST NAT HLDG CO COM | 2K | $50K–$100K | SH |
| META | META PLATFORMS INC CL A | 148 | $50K–$100K | SH |
| CAT | CATERPILLAR INC COM | 166 | $50K–$100K | SH |