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 101–150 of 340
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| UNP | UNION PAC CORP COM | 410 | $50K–$100K | SH |
| PG | PROCTER AND GAMBLE CO COM | 631 | $50K–$100K | SH |
| ROP | ROPER TECHNOLOGIES INC COM | 202 | $50K–$100K | SH |
| TEL | TE CONNECTIVITY PLC ORD SHS | 364 | $50K–$100K | SH |
| AMZN | AMAZON COM INC COM | 353 | $50K–$100K | SH |
| KR | KROGER CO COM | 1K | $50K–$100K | SH |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 3K | $50K–$100K | SH |
| LMT | LOCKHEED MARTIN CORP COM | 163 | $50K–$100K | SH |
| FSLR | FIRST SOLAR INC COM | 300 | $50K–$100K | SH |
| CCJ | CAMECO CORP COM | 847 | $50K–$100K | SH |
| NEE | NEXTERA ENERGY INC COM | 962 | $50K–$100K | SH |
| BX | BLACKSTONE INC COM | 495 | $50K–$100K | SH |
| SDGR | SCHRODINGER INC COM | 4K | $50K–$100K | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 509 | $50K–$100K | SH |
| EOS | EATON VANCE ENHANCED EQUITY IN COM | 3K | $50K–$100K | SH |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 1K | $50K–$100K | SH |
| EMR | EMERSON ELEC CO COM | 525 | $50K–$100K | SH |
| IWM | ISHARES RUSSELL 2000 ETF | 270 | $50K–$100K | SH |
| ABT | ABBOTT LABS COM | 507 | $50K–$100K | SH |
| DHR | DANAHER CORPORATION COM | 274 | $50K–$100K | SH |
| GE | GE AEROSPACE COM NEW | 202 | $50K–$100K | SH |
| MO | ALTRIA GROUP INC COM | 1K | $50K–$100K | SH |
| XLG | INVESCO S&P 500 TOP 50 ETF | 1K | $50K–$100K | SH |
| LLY | ELI LILLY & CO COM | 55 | $50K–$100K | SH |
| CRM | SALESFORCE INC COM | 223 | $50K–$100K | SH |
| MU | MICRON TECHNOLOGY INC COM | 205 | $50K–$100K | SH |
| AMGN | AMGEN INC COM | 175 | $50K–$100K | SH |
| AMP | AMERIPRISE FINL INC COM | 116 | $50K–$100K | SH |
| DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | 942 | $50K–$100K | SH |
| ICLO | INVESCO AAA CLO FLOATING RATE NOTE ETF | 2K | $50K–$100K | SH |
| ED | CONSOLIDATED EDISON INC COM | 546 | $50K–$100K | SH |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | 133 | $50K–$100K | SH |
| OMC | OMNICOM GROUP INC COM | 624 | $50K–$100K | SH |
| AMAT | APPLIED MATLS INC COM | 192 | $15K–$50K | SH |
| RPM | RPM INTL INC COM | 473 | $15K–$50K | SH |
| POR | PORTLAND GEN ELEC CO COM NEW | 1K | $15K–$50K | SH |
| MDT | MEDTRONIC PLC SHS | 474 | $15K–$50K | SH |
| DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 1K | $15K–$50K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COM | 520 | $15K–$50K | SH |
| TRI | THOMSON REUTERS CORP COM | 315 | $15K–$50K | SH |
| KKR | KKR & CO INC COM | 325 | $15K–$50K | SH |
| SPY | SPDR S&P 500 ETF TRUST | 60 | $15K–$50K | SH |
| APD | AIR PRODS & CHEMS INC COM | 162 | $15K–$50K | SH |
| SCHW | SCHWAB CHARLES CORP COM | 400 | $15K–$50K | SH |
| STLD | STEEL DYNAMICS INC COM | 235 | $15K–$50K | SH |
| D | DOMINION ENERGY INC COM | 681 | $15K–$50K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 127 | $15K–$50K | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | 150 | $15K–$50K | SH |
| VO | VANGUARD MID-CAP ETF | 132 | $15K–$50K | SH |
| WFC | WELLS FARGO CO NEW COM | 396 | $15K–$50K | SH |