Bridgefront Capital, LLC
13F Reported Value
ⓘ$379.5M
Holdings
486
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Bridgefront Capital, LLC disclosed 486 positions worth $379.5M in its Form 13F-HR for Q2 2026, led by $CL (COLGATE PALMOLIVE CO) at 1.5% of the equity portfolio, followed by $KMB and $TSN. During the quarter the fund opened 290 new positions and exited 306 — including a new stake in $CL and a full exit from $TTWO. The portfolio is most concentrated in Technology (20.2% of disclosed assets). All figures are sourced directly from Bridgefront Capital, LLC’s Form 13F-HR filing with the SEC under CIK 1725690.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 61.3#787
Quality
$5.5M60,327 sh - 58.7#984
Quality
$4.9M44,815 sh - 57.8#1,066
Quality
$4.9M85,126 sh - 59.8
Quality
$4.3M30,750 sh - 51.2
Quality
$4.0M50,230 sh - 69.5
Quality
$3.9M48,186 sh - 41.4
Quality
$3.6M92,933 sh - 66.3
Quality
$3.3M19,875 sh - 53.5
Quality
$3.1M41,513 sh - 61.8
Quality
$3.1M37,577 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 COLGATE PALMOLIVE CO$CL | 61.3#787 | $5.5M | 60,327 |
 KIMBERLY CLARK CORP$KMB | 58.7#984 | $4.9M | 44,815 |
 TYSON FOODS, INC.$TSN | 57.8#1,066 | $4.9M | 85,126 |
 CONSTELLATION BRANDS, INC.$STZ | 59.8 | $4.3M | 30,750 |
 ESTEE LAUDER COMPANIES INC$EL | 51.2 | $4.0M | 50,230 |
 COCA COLA CO$KO | 69.5 | $3.9M | 48,186 |
 MOLSON COORS BEVERAGE CO$TAP | 41.4 | $3.6M | 92,933 |
 AMERICAN TOWER CORP /MA/$AMT | 66.3 | $3.3M | 19,875 |
 AGREE REALTY CORP$ADC | 53.5 | $3.1M | 41,513 |
 WELLS FARGO & COMPANY/MN$WFC | 61.8 | $3.1M | 37,577 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Bridgefront Capital, LLC's 486 positions.
Showing top 10 of 486 holdings.
Sector Allocation
Technology
$76.8M
Healthcare
$49.9M
Financials
$43.9M
Consumer Staples
$41.5M
Industrials
$40.7M
Consumer Discretionary
$31.0M
Real Estate
$29.1M
Materials
$22.8M
Top Holdings — Bridgefront Capital, LLC (Q2 2026)
Top 150 of 486 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $CL | COLGATE PALMOLIVE CO | $5.5M | 1.5% | NEW | 61.3 |
| 2 | $KMB | KIMBERLY CLARK CORP | $4.9M | 1.3% | +26% | 58.7 |
| 3 | $TSN | TYSON FOODS, INC. | $4.9M | 1.3% | +472% | 57.8 |
| 4 | $STZ | CONSTELLATION BRANDS, INC. | $4.3M | 1.1% | +33% | 59.8 |
| 5 | $EL | ESTEE LAUDER COMPANIES INC | $4.0M | 1.0% | +165% | 51.2 |
| 6 | $KO | COCA COLA CO | $3.9M | 1.0% | NEW | 69.5 |
| 7 | $TAP | MOLSON COORS BEVERAGE CO | $3.6M | 0.9% | +106% | 41.4 |
| 8 | $AMT | AMERICAN TOWER CORP /MA/ | $3.3M | 0.9% | +84% | 66.3 |
| 9 | $ADC | AGREE REALTY CORP | $3.1M | 0.8% | +14% | 53.5 |
| 10 | $WFC | WELLS FARGO & COMPANY/MN | $3.1M | 0.8% | +178% | 61.8 |
| 11 |  $TT | Trane Technologies plc | $3.0M | 0.8% | +8% | — |
| 12 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $2.8M | 0.8% | NEW | 62.6 |
| 13 |  $HAL | HALLIBURTON CO | $2.8M | 0.7% | +133% | 53.2 |
| 14 |  $C | CITIGROUP INC | $2.6M | 0.7% | +1% | 65 |
| 15 |  $SPB | Spectrum Brands Holdings, Inc. | $2.6M | 0.7% | +644% | 48.7 |
| 16 |  $ISRG | INTUITIVE SURGICAL INC | $2.6M | 0.7% | +13% | 79.9 |
| 17 |  $EPC | EDGEWELL PERSONAL CARE Co | $2.4M | 0.6% | +223% | 35.1 |
| 18 |  $LRCX | LAM RESEARCH CORP | $2.4M | 0.6% | +296% | 79.4 |
| 19 |  $STX | Seagate Technology Holdings plc | $2.4M | 0.6% | NEW | — |
| 20 |  $KKR | KKR & Co. Inc. | $2.4M | 0.6% | NEW | 54.3 |
| 21 |  $IDA | IDACORP INC | $2.3M | 0.6% | +8% | 51.1 |
| 22 |  $GIS | GENERAL MILLS INC | $2.3M | 0.6% | NEW | 50.7 |
| 23 |  $CME | CME GROUP INC. | $2.3M | 0.6% | NEW | 69.5 |
| 24 |  $CBRE | CBRE GROUP, INC. | $2.2M | 0.6% | -17% | 62.3 |
| 25 |  $MMM | 3M CO | $2.2M | 0.6% | NEW | 64.9 |
| 26 |  $LMT | LOCKHEED MARTIN CORP | $2.2M | 0.6% | -3% | 65.6 |
| 27 |  $V | VISA INC. | $2.1M | 0.6% | NEW | 82.9 |
| 28 |  $PH | Parker-Hannifin Corp | $2.0M | 0.5% | -30% | 65.8 |
| 29 |  $JNJ | JOHNSON & JOHNSON | $2.0M | 0.5% | NEW | 69 |
| 30 |  $ORLY | O REILLY AUTOMOTIVE INC | $2.0M | 0.5% | NEW | 67.4 |
| 31 |  $GDDY | GoDaddy Inc. | $2.0M | 0.5% | NEW | 70.7 |
| 32 |  $MDLZ | Mondelez International, Inc. | $2.0M | 0.5% | +15% | 56.4 |
| 33 |  $GILD | GILEAD SCIENCES, INC. | $2.0M | 0.5% | NEW | 57.4 |
| 34 |  $JPM | JPMORGAN CHASE & CO | $1.9M | 0.5% | NEW | 70.7 |
| 35 |  $NVT | nVent Electric plc | $1.9M | 0.5% | +36% | — |
| 36 |  $ACI | Albertsons Companies, Inc. | $1.9M | 0.5% | +140% | 61.7 |
| 37 |  $SSNC | SS&C Technologies Holdings Inc | $1.9M | 0.5% | +84% | 68.2 |
| 38 |  $AMZN | AMAZON COM INC | $1.9M | 0.5% | +268% | 68.7 |
| 39 |  $HTO | H2O AMERICA | $1.9M | 0.5% | +512% | 59.8 |
| 40 |  $EPR | EPR PROPERTIES | $1.8M | 0.5% | -4% | 52.3 |
| 41 |  $CLH | CLEAN HARBORS INC | $1.8M | 0.5% | NEW | 55.6 |
| 42 |  $EA | ELECTRONIC ARTS INC. | $1.8M | 0.5% | NEW | 62.9 |
| 43 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $1.8M | 0.5% | NEW | 62.9 |
| 44 |  $INSM | INSMED Inc | $1.8M | 0.5% | NEW | 39.4 |
| 45 |  $NWS | NEWS CORP | $1.8M | 0.5% | +460% | 55.4 |
| 46 |  $APH | AMPHENOL CORP /DE/ | $1.8M | 0.5% | -40% | 79.3 |
| 47 |  $SPOT | Spotify Technology S.A. | $1.7M | 0.5% | NEW | — |
| 48 |  $PCOR | PROCORE TECHNOLOGIES, INC. | $1.7M | 0.5% | NEW | 59.4 |
| 49 |  $BLK | BlackRock, Inc. | $1.7M | 0.5% | +464% | 70 |
| 50 |  $DOC | HEALTHPEAK PROPERTIES, INC. | $1.7M | 0.4% | NEW | 63.9 |
| 51 |  $ALKS | Alkermes plc. | $1.7M | 0.4% | +334% | — |
| 52 |  $INVH | Invitation Homes Inc. | $1.6M | 0.4% | +12% | 68.9 |
| 53 |  $NVDA | NVIDIA CORP | $1.6M | 0.4% | +157% | 85.9 |
| 54 |  $CRS | CARPENTER TECHNOLOGY CORP | $1.6M | 0.4% | NEW | 64.6 |
| 55 |  $WST | WEST PHARMACEUTICAL SERVICES INC | $1.6M | 0.4% | +39% | 64.4 |
| 56 |  $CPAY | CORPAY, INC. | $1.5M | 0.4% | +39% | 70.8 |
| 57 |  $CSX | CSX CORP | $1.5M | 0.4% | NEW | 65.2 |
| 58 |  $AFG | AMERICAN FINANCIAL GROUP INC | $1.5M | 0.4% | +283% | 60.2 |
| 59 |  $REG | REGENCY CENTERS CORP | $1.5M | 0.4% | NEW | 70.2 |
| 60 |  $ARMK | Aramark | $1.5M | 0.4% | NEW | 47.1 |
| 61 |  $SHEL | Shell plc | $1.5M | 0.4% | +643% | — |
| 62 |  $NXPI | NXP Semiconductors N.V. | $1.5M | 0.4% | NEW | — |
| 63 |  $CVS | CVS HEALTH Corp | $1.5M | 0.4% | +26% | 59.4 |
| 64 |  $PCG | PG&E Corp | $1.5M | 0.4% | NEW | 58.8 |
| 65 |  $ICE | Intercontinental Exchange, Inc. | $1.4M | 0.4% | NEW | 73.7 |
| 66 |  $XPO | XPO, Inc. | $1.4M | 0.4% | +40% | 58.4 |
| 67 |  $SPGI | S&P Global Inc. | $1.4M | 0.4% | NEW | 76.1 |
| 68 |  $PFE | PFIZER INC | $1.4M | 0.4% | NEW | 62 |
| 69 |  $DOLE | Dole plc | $1.4M | 0.4% | NEW | — |
| 70 |  $FIS | Fidelity National Information Services, Inc. | $1.4M | 0.4% | +202% | 68.9 |
| 71 |  $EQIX | EQUINIX INC | $1.4M | 0.4% | +263% | 59 |
| 72 |  $SNX | TD SYNNEX CORP | $1.4M | 0.4% | NEW | 58.4 |
| 73 |  $HWM | Howmet Aerospace Inc. | $1.3M | 0.3% | -37% | 73.9 |
| 74 |  $RGA | REINSURANCE GROUP OF AMERICA INC | $1.3M | 0.3% | NEW | 66.8 |
| 75 |  $CTRE | CareTrust REIT, Inc. | $1.3M | 0.3% | NEW | 74.1 |
| 76 |  $RPM | RPM INTERNATIONAL INC/DE/ | $1.3M | 0.3% | NEW | 59.6 |
| 77 |  $TXN | TEXAS INSTRUMENTS INC | $1.3M | 0.3% | NEW | 73.4 |
| 78 |  $GXO | GXO Logistics, Inc. | $1.3M | 0.3% | NEW | 61.2 |
| 79 |  $MSGS | Madison Square Garden Sports Corp. | $1.3M | 0.3% | NEW | 50.3 |
| 80 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $1.3M | 0.3% | -52% | 54.9 |
| 81 |  $FHN | FIRST HORIZON CORP | $1.3M | 0.3% | NEW | 56.4 |
| 82 |  $RYTM | RHYTHM PHARMACEUTICALS, INC. | $1.3M | 0.3% | -10% | 33.9 |
| 83 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $1.2M | 0.3% | NEW | 66.8 |
| 84 |  $INTC | INTEL CORP | $1.2M | 0.3% | -21% | 45.6 |
| 85 |  $HPE | Hewlett Packard Enterprise Co | $1.2M | 0.3% | NEW | 70.5 |
| 86 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $1.2M | 0.3% | -29% | 65.1 |
| 87 |  $HAS | HASBRO, INC. | $1.2M | 0.3% | +63% | 64.1 |
| 88 |  $PTEN | PATTERSON UTI ENERGY INC | $1.2M | 0.3% | +83% | 49.7 |
| 89 |  $BBWI | Bath & Body Works, Inc. | $1.2M | 0.3% | +150% | 69.4 |
| 90 |  $WING | Wingstop Inc. | $1.2M | 0.3% | NEW | 62.4 |
| 91 |  $CSL | CARLISLE COMPANIES INC | $1.2M | 0.3% | +19% | 59.4 |
| 92 |  $LUV | SOUTHWEST AIRLINES CO | $1.2M | 0.3% | +228% | 55.9 |
| 93 |  $FUN | Six Flags Entertainment Corporation/NEW | $1.2M | 0.3% | NEW | 43.6 |
| 94 |  $IT | GARTNER INC | $1.2M | 0.3% | +375% | 60.2 |
| 95 |  $AGIO | AGIOS PHARMACEUTICALS, INC. | $1.2M | 0.3% | +375% | 26.9 |
| 96 |  $MO | ALTRIA GROUP, INC. | $1.2M | 0.3% | NEW | 67.4 |
| 97 |  $QGEN | QIAGEN N.V. | $1.1M | 0.3% | +217% | — |
| 98 |  $VIAV | VIAVI SOLUTIONS INC. | $1.1M | 0.3% | NEW | 51.5 |
| 99 |  $ENSG | ENSIGN GROUP, INC | $1.1M | 0.3% | +83% | 67.9 |
| 100 |  $SYY | SYSCO CORP | $1.1M | 0.3% | +139% | 54.7 |
| 101 |  $FLEX | FLEX LTD. | $1.1M | 0.3% | NEW | — |
| 102 |  $SNDK | Sandisk Corp | $1.1M | 0.3% | -70% | 87.7 |
| 103 |  $Z | ZILLOW GROUP, INC. | $1.1M | 0.3% | NEW | 58.5 |
| 104 |  $CNC | CENTENE CORP | $1.1M | 0.3% | +28% | 58.2 |
| 105 |  $TXRH | Texas Roadhouse, Inc. | $1.1M | 0.3% | NEW | 62.7 |
| 106 |  $NTST | NETSTREIT Corp. | $1.1M | 0.3% | NEW | 60.8 |
| 107 |  $UTZ | Utz Brands, Inc. | $1.1M | 0.3% | +311% | 41.9 |
| 108 |  $DHR | DANAHER CORP /DE/ | $1.1M | 0.3% | +4% | 64.8 |
| 109 |  $SOLS | Solstice Advanced Materials Inc. | $1.1M | 0.3% | NEW | 61.6 |
| 110 |  $TECH | BIO-TECHNE Corp | $1.1M | 0.3% | NEW | 58.9 |
| 111 |  $RH | RH | $1.1M | 0.3% | NEW | 55.2 |
| 112 |  $AS | Amer Sports, Inc. | $1.1M | 0.3% | NEW | 64 |
| 113 |  $JEF | Jefferies Financial Group Inc. | $1.0M | 0.3% | +210% | 57.5 |
| 114 |  $VLO | VALERO ENERGY CORP/TX | $1.0M | 0.3% | NEW | 57.8 |
| 115 |  $PINS | PINTEREST, INC. | $1.0M | 0.3% | NEW | 63.3 |
| 116 |  $LINE | Lineage, Inc. | $1.0M | 0.3% | NEW | 48.3 |
| 117 |  $ANET | Arista Networks, Inc. | $993,288 | 0.3% | -51% | 81.9 |
| 118 |  $GM | General Motors Co | $988,320 | 0.3% | -60% | 54.3 |
| 119 |  $FAF | First American Financial Corp | $981,180 | 0.3% | NEW | 72.6 |
| 120 |  $CBOE | Cboe Global Markets, Inc. | $977,232 | 0.3% | +66% | 79.2 |
| 121 |  $BRX | Brixmor Property Group Inc. | $965,858 | 0.3% | NEW | 64.2 |
| 122 |  $NU | Nu Holdings Ltd. | $963,630 | 0.3% | +88% | — |
| 123 |  $ONON | On Holding AG | $960,803 | 0.3% | NEW | 53.1 |
| 124 |  $IRTC | iRhythm Holdings, Inc. | $952,671 | 0.3% | +64% | 54.8 |
| 125 |  $GLNG | GOLAR LNG LTD | $947,857 | 0.3% | +95% | — |
| 126 |  $BC | BRUNSWICK CORP | $941,550 | 0.3% | NEW | 45.7 |
| 127 |  $AMD | ADVANCED MICRO DEVICES INC | $927,132 | 0.2% | -65% | 79.8 |
| 128 |  $SOLV | Solventum Corp | $926,109 | 0.2% | NEW | 55.2 |
| 129 |  $RBC | RBC Bearings INC | $916,497 | 0.2% | NEW | 66.8 |
| 130 |  $CZR | Caesars Entertainment, Inc. | $911,496 | 0.2% | NEW | 44.5 |
| 131 |  $ADI | ANALOG DEVICES INC | $897,604 | 0.2% | -65% | 79.2 |
| 132 |  $RGEN | REPLIGEN CORP | $892,454 | 0.2% | +92% | 58.4 |
| 133 |  $WY | WEYERHAEUSER CO | $892,028 | 0.2% | +11% | 51.3 |
| 134 |  $TEM | Tempus AI, Inc. | $888,009 | 0.2% | NEW | 41.2 |
| 135 |  $SMMT | Summit Therapeutics Inc. | $880,261 | 0.2% | NEW | — |
| 136 |  $STRL | STERLING INFRASTRUCTURE, INC. | $877,971 | 0.2% | NEW | 70.6 |
| 137 |  $KNTK | Kinetik Holdings Inc. | $872,247 | 0.2% | NEW | 59.6 |
| 138 |  $ACHC | Acadia Healthcare Company, Inc. | $869,718 | 0.2% | +38% | 36.7 |
| 139 |  $ROL | ROLLINS INC | $869,194 | 0.2% | NEW | 65 |
| 140 |  $DDOG | Datadog, Inc. | $866,218 | 0.2% | NEW | 71.4 |
| 141 |  $TRMB | TRIMBLE INC. | $861,462 | 0.2% | +364% | 49.3 |
| 142 |  $DVN | DEVON ENERGY CORP/DE | $855,655 | 0.2% | NEW | 74.8 |
| 143 |  $LNT | ALLIANT ENERGY CORP | $846,972 | 0.2% | +0% | 53.6 |
| 144 |  $IQV | IQVIA HOLDINGS INC. | $843,599 | 0.2% | +256% | 61.4 |
| 145 |  $UDR | UDR, Inc. | $842,911 | 0.2% | NEW | 62.6 |
| 146 |  $AU | AngloGold Ashanti PLC | $842,227 | 0.2% | NEW | — |
| 147 |  $AMKR | AMKOR TECHNOLOGY, INC. | $840,570 | 0.2% | -79% | 57.5 |
| 148 |  $SAIL | SailPoint, Inc. | $839,077 | 0.2% | NEW | 49 |
| 149 |  $NUE | NUCOR CORP | $837,095 | 0.2% | NEW | 61.7 |
| 150 |  $MSM | MSC INDUSTRIAL DIRECT CO INC | $820,874 | 0.2% | NEW | 50.2 |
New Positions (290)
$CL COLGATE PALMOLIVE CO$5.5M$KO COCA COLA CO$3.9M$OXY OCCIDENTAL PETROLEUM CORP /DE/$2.8M$STX Seagate Technology Holdings plc$2.4M$KKR KKR & Co. Inc.$2.4M$GIS GENERAL MILLS INC$2.3M$CME CME GROUP INC.$2.3M$MMM 3M CO$2.2M$V VISA INC.$2.1M$JNJ JOHNSON & JOHNSON$2.0M$ORLY O REILLY AUTOMOTIVE INC$2.0M$GDDY GoDaddy Inc.$2.0M$GILD GILEAD SCIENCES, INC.$2.0M$JPM JPMORGAN CHASE & CO$1.9M$CLH CLEAN HARBORS INC$1.8MExited Positions (306)
$TTWO TAKE TWO INTERACTIVE SOFTWARE INC
$AVGO Broadcom Inc.
$OVV Ovintiv Inc.
$CLX CLOROX CO /DE/
$LW Lamb Weston Holdings, Inc.
$EQT EQT Corp
$CELH Celsius Holdings, Inc.
$AMGN AMGEN INC
$MU MICRON TECHNOLOGY INC
$HST HOST HOTELS & RESORTS, INC.
$LIN LINDE PLC
$LNG Cheniere Energy, Inc.
$EXE EXPAND ENERGY Corp
$SMPL Simply Good Foods Co
$CCK CROWN HOLDINGS, INC.Browse Top Institutional Investors
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