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 251–300 of 340
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 55 | $1K–$15K | SH |
| DG | DOLLAR GEN CORP NEW COM | 50 | $1K–$15K | SH |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | 68 | $1K–$15K | SH |
| FCPT | FOUR CORNERS PPTY TR INC COM | 273 | $1K–$15K | SH |
| DTM | DT MIDSTREAM INC COMMON STOCK | 50 | $1K–$15K | SH |
| UNH | UNITEDHEALTH GROUP INC COM | 18 | $1K–$15K | SH |
| ITW | ILLINOIS TOOL WKS INC COM | 24 | $1K–$15K | SH |
| OGS | ONE GAS INC COM | 76 | $1K–$15K | SH |
| COP | CONOCOPHILLIPS COM | 61 | $1K–$15K | SH |
| AMT | AMERICAN TOWER CORP NEW COM | 32 | $1K–$15K | SH |
| EXEL | EXELIXIS INC COM | 128 | $1K–$15K | SH |
| VEEV | VEEVA SYS INC CL A COM | 25 | $1K–$15K | SH |
| DDD | 3-D SYS CORP DEL COM NEW | 3K | $1K–$15K | SH |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | 35 | $1K–$15K | SH |
| UPS | UNITED PARCEL SERVICE INC CL B | 50 | $1K–$15K | SH |
| SLB | SLB LIMITED COM STK | 120 | $1K–$15K | SH |
| OSUR | ORASURE TECHNOLOGIES INC COM | 2K | $1K–$15K | SH |
| USB | US BANCORP DEL COM NEW | 83 | $1K–$15K | SH |
| DOW | DOW INC COM | 186 | $1K–$15K | SH |
| ENR | ENERGIZER HLDGS INC NEW COM | 200 | $1K–$15K | SH |
| AVA | AVISTA CORP COM | 100 | $1K–$15K | SH |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 8 | $1K–$15K | SH |
| MDLZ | MONDELEZ INTL INC CL A | 69 | $1K–$15K | SH |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | 25 | $1K–$15K | SH |
| DRIV | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF | 123 | $1K–$15K | SH |
| PSX | PHILLIPS 66 COM | 28 | $1K–$15K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 44 | $1K–$15K | SH |
| EPC | EDGEWELL PERS CARE CO COM | 200 | $1K–$15K | SH |
| XPO | XPO INC COM | 25 | $1K–$15K | SH |
| VTRS | VIATRIS INC COM | 268 | $1K–$15K | SH |
| CCL | CARNIVAL CORP PAIRED CTF | 100 | $1K–$15K | SH |
| NVO | NOVO-NORDISK A S ADR | 60 | $1K–$15K | SH |
| HLN | HALEON PLC SPON ADS | 292 | $1K–$15K | SH |
| KMB | KIMBERLY-CLARK CORP COM | 25 | $1K–$15K | SH |
| SWK | STANLEY BLACK & DECKER INC COM | 33 | $1K–$15K | SH |
| PPL | PPL CORP COM | 69 | $1K–$15K | SH |
| PNR | PENTAIR PLC SHS | 23 | $1K–$15K | SH |
| NVT | NVENT ELECTRIC PLC SHS | 23 | $1K–$15K | SH |
| DASH | DOORDASH INC CL A | 10 | $1K–$15K | SH |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | 100 | $1K–$15K | SH |
| KD | KYNDRYL HLDGS INC COMMON STOCK | 73 | $1K–$15K | SH |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | 19 | $1K–$15K | SH |
| PLSE | PULSE BIOSCIENCES INC COM | 133 | $1K–$15K | SH |
| WSM | WILLIAMS SONOMA INC COM | 10 | $1K–$15K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 10 | $1K–$15K | SH |
| BK | BANK NEW YORK MELLON CORP COM | 15 | $1K–$15K | SH |
| XYZ | BLOCK INC CL A | 25 | $1K–$15K | SH |
| WMB | WILLIAMS COS INC COM | 27 | $1K–$15K | SH |
| IQM | FRANKLIN INTELLIGENT MACHINES ETF | 18 | $1K–$15K | SH |
| SOBO | SOUTH BOW CORP COM | 57 | $1K–$15K | SH |