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 201–250 of 340
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | 25 | $15K–$50K | SH |
| DIS | DISNEY WALT CO COM | 128 | $1K–$15K | SH |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | 176 | $1K–$15K | SH |
| BCE | BCE INC COM NEW | 599 | $1K–$15K | SH |
| QQQ | INVESCO QQQ TRUST SERIES I | 22 | $1K–$15K | SH |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | 289 | $1K–$15K | SH |
| DTE | DTE ENERGY CO COM | 101 | $1K–$15K | SH |
| LNG | CHENIERE ENERGY INC COM NEW | 66 | $1K–$15K | SH |
| CHD | CHURCH & DWIGHT CO INC COM | 153 | $1K–$15K | SH |
| MNST | MONSTER BEVERAGE CORP NEW COM | 166 | $1K–$15K | SH |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 263 | $1K–$15K | SH |
| WEC | WEC ENERGY GROUP INC COM | 120 | $1K–$15K | SH |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | 47 | $1K–$15K | SH |
| DD | DUPONT DE NEMOURS INC COM | 304 | $1K–$15K | SH |
| SRE | SEMPRA COM | 138 | $1K–$15K | SH |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 246 | $1K–$15K | SH |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 432 | $1K–$15K | SH |
| LDOS | LEIDOS HOLDINGS INC COM | 65 | $1K–$15K | SH |
| ANET | ARISTA NETWORKS INC COM SHS | 89 | $1K–$15K | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 185 | $1K–$15K | SH |
| GSK | GSK PLC SPONSORED ADR | 234 | $1K–$15K | SH |
| GLW | CORNING INC COM | 130 | $1K–$15K | SH |
| AME | AMETEK INC COM | 55 | $1K–$15K | SH |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | 125 | $1K–$15K | SH |
| CSGP | COSTAR GROUP INC COM | 166 | $1K–$15K | SH |
| JCI | JOHNSON CTLS INTL PLC SHS | 93 | $1K–$15K | SH |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | 100 | $1K–$15K | SH |
| PH | PARKER-HANNIFIN CORP COM | 12 | $1K–$15K | SH |
| BROS | DUTCH BROS INC CL A | 172 | $1K–$15K | SH |
| UL | UNILEVER PLC SPON ADR NEW | 159 | $1K–$15K | SH |
| PBD | INVESCO GLOBAL CLEAN ENERGY ETF | 645 | $1K–$15K | SH |
| BP | BP PLC SPONSORED ADR | 296 | $1K–$15K | SH |
| DELL | DELL TECHNOLOGIES INC CL C | 79 | $1K–$15K | SH |
| OTIS | OTIS WORLDWIDE CORP COM | 110 | $1K–$15K | SH |
| AEE | AMEREN CORP COM | 95 | $1K–$15K | SH |
| MET | METLIFE INC COM | 114 | $1K–$15K | SH |
| HR | HEALTHCARE RLTY TR CL A COM | 530 | $1K–$15K | SH |
| AM | ANTERO MIDSTREAM CORP COM | 500 | $1K–$15K | SH |
| NI | NISOURCE INC COM | 200 | $1K–$15K | SH |
| GLPI | GAMING & LEISURE PPTYS INC COM | 186 | $1K–$15K | SH |
| PAYX | PAYCHEX INC COM | 70 | $1K–$15K | SH |
| TREX | TREX CO INC COM | 212 | $1K–$15K | SH |
| OLN | OLIN CORP COM PAR $1 | 354 | $1K–$15K | SH |
| HBAN | HUNTINGTON BANCSHARES INC COM | 423 | $1K–$15K | SH |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | 39 | $1K–$15K | SH |
| TGT | TARGET CORP COM | 73 | $1K–$15K | SH |
| EVRG | EVERGY INC COM | 98 | $1K–$15K | SH |
| WDAY | WORKDAY INC CL A | 33 | $1K–$15K | SH |
| AEP | AMERICAN ELEC PWR CO INC COM | 61 | $1K–$15K | SH |
| PTC | PTC INC COM | 40 | $1K–$15K | SH |