Bridgefront Capital, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1725690
Institutional-grade research for retail investors
Sector Allocation
- Technology20.2%$76.8M
- Healthcare13.6%$51.7M
- Financials12.4%$46.9M
- Consumer Staples10.9%$41.5M
- Industrials9.5%$36.1M
- Consumer Discretionary8.1%$30.8M
- Real Estate7.7%$29.1M
- Materials6.0%$22.8M
- Energy5.1%$19.5M
- Utilities3.6%$13.8M
AUM History
13fpro.ai/research/fund/bridgefront-capital-llc-1725690
Conviction and streaks
Concentrating · top 10 = 10.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
CL
$5.5MKMB
$4.9MTSN
$4.9MSTZ
$4.3MEL
$4.0MKO
$3.9MTAP
$3.6MAMT
$3.3MADC
$3.1MWFC
$3.1MTT
$3.0MOXY
$2.8MHAL
$2.8MC
$2.6MSPB
$2.6MISRG
$2.6MEPC
$2.4MLRCX
$2.4MSTX
$2.4MKKR
$2.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/bridgefront-capital-llc-1725690
Bridgefront Capital, LLC 13F holdings — Q2 2026
$379.5M portfolio (-5.7% QoQ) · 486 holdings · Q2 2026 13F · top 10 are 11% of the stock portfolio
$5.5M
1.5% of stocks
NewThis quarter+1.3%Since filedNew this quarterHeld$4.9M
1.3% of stocks
+26%This quarter-0.7%Since filed2 qtrsHeld$4.9M
1.3% of stocks
+472%This quarter-3.0%Since filed2 qtrsHeldAIQuality54.8#1,296Est. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$4.3M
1.1% of stocks
+33%This quarter-2.6%Since filed3+ qtrsHeld$4.0M
1.0% of stocks
+165%This quarter+26.4%Since filed3+ qtrsHeldAIQuality51.8#1,514Est. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$3.9M
1.0% of stocks
NewThis quarter+5.7%Since filedNew this quarterHeld$3.6M
0.9% of stocks
+106%This quarter-6.5%Since filed3+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$3.3M
0.9% of stocks
+84%This quarter+7.2%Since filed3+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$3.1M
0.8% of stocks
+14%This quarter-9.8%Since filed3+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$3.1M
0.8% of stocks
+178%This quarter-7.0%Since filed2 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
All holdings — Bridgefront Capital, LLC (Q2 2026)
486 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Trane Technologies plc | Technology | $3.0M | 0.8% | 6,110 | +8% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | OCCIDENTAL PETROLEUM CORP /DE/ | Energy | $2.8M | 0.8% | 59K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | HALLIBURTON CO | Energy | $2.8M | 0.7% | 82K | +133% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | CITIGROUP INC | Financials | $2.6M | 0.7% | 19K | +1% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Spectrum Brands Holdings, Inc. | Technology | $2.6M | 0.7% | 30K | +644% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | INTUITIVE SURGICAL INC | Healthcare | $2.6M | 0.7% | 6,497 | +13% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | EDGEWELL PERSONAL CARE Co | Consumer Staples | $2.4M | 0.6% | 89K | +223% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | LAM RESEARCH CORP | Technology | $2.4M | 0.6% | 5,513 | +296% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Seagate Technology Holdings plc | Technology | $2.4M | 0.6% | 2,452 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | KKR & Co. Inc. | Financials | $2.4M | 0.6% | 26K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | IDACORP INC | Utilities | $2.3M | 0.6% | 15K | +8% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | GENERAL MILLS INC | Consumer Staples | $2.3M | 0.6% | 66K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | CME GROUP INC. | Financials | $2.3M | 0.6% | 10K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | CBRE GROUP, INC. | Real Estate | $2.2M | 0.6% | 16K | -17% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | 3M CO | Healthcare | $2.2M | 0.6% | 13K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $LMT | LOCKHEED MARTIN CORP | Industrials | $2.2M | 0.6% | 4,224 | -3% | |||
| 27 | $V | VISA INC. | Financials | $2.1M | 0.6% | 6,234 | New | |||
| 28 | $PH | Parker-Hannifin Corp | Industrials | $2.0M | 0.5% | 2,067 | -30% | |||
| 29 | $JNJ | JOHNSON & JOHNSON | Healthcare | $2.0M | 0.5% | 7,888 | New | |||
| 30 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $2.0M | 0.5% | 22K | New | |||
| 31 | $GDDY | GoDaddy Inc. | Technology | $2.0M | 0.5% | 23K | New | |||
| 32 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $2.0M | 0.5% | 34K | +15% | |||
| 33 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $2.0M | 0.5% | 15K | New | |||
| 34 | $JPM | JPMORGAN CHASE & CO | Financials | $1.9M | 0.5% | 5,885 | New | |||
| 35 | $NVT | nVent Electric plc | Industrials | $1.9M | 0.5% | 11K | +36% | |||
| 36 | $ACI | Albertsons Companies, Inc. | Consumer Staples | $1.9M | 0.5% | 142K | +140% | |||
| 37 | $SSNC | SS&C Technologies Holdings Inc | Technology | $1.9M | 0.5% | 30K | +84% | |||
| 38 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.9M | 0.5% | 7,830 | +268% | |||
| 39 | $HTO | H2O AMERICA | Utilities | $1.9M | 0.5% | 30K | +512% | |||
| 40 | $EPR | EPR PROPERTIES | Real Estate | $1.8M | 0.5% | 32K | -4% | |||
| 41 | $CLH | CLEAN HARBORS INC | Utilities | $1.8M | 0.5% | 6,091 | New | |||
| 42 | $EA | ELECTRONIC ARTS INC. | Technology | $1.8M | 0.5% | 8,770 | New | |||
| 43 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $1.8M | 0.5% | 3,530 | New | |||
| 44 | $INSM | INSMED Inc | Healthcare | $1.8M | 0.5% | 17K | New | |||
| 45 | $NWS | NEWS CORP | Communication Services | $1.8M | 0.5% | 63K | +460% | |||
| 46 | $APH | AMPHENOL CORP /DE/ | Technology | $1.8M | 0.5% | 9,984 | -40% | |||
| 47 | $SPOT | Spotify Technology S.A. | Communication Services | $1.7M | 0.5% | 3,800 | New | |||
| 48 | $PCOR | PROCORE TECHNOLOGIES, INC. | Technology | $1.7M | 0.5% | 42K | New | |||
| 49 | $BLK | BlackRock, Inc. | Financials | $1.7M | 0.5% | 1,789 | +464% | |||
| 50 | $DOC | HEALTHPEAK PROPERTIES, INC. | Real Estate | $1.7M | 0.4% | 79K | New | |||
| 51 | $ALKS | Alkermes plc. | Healthcare | $1.7M | 0.4% | 32K | +334% | |||
| 52 | $INVH | Invitation Homes Inc. | Real Estate | $1.6M | 0.4% | 54K | +12% | |||
| 53 | $NVDA | NVIDIA CORP | Technology | $1.6M | 0.4% | 8,093 | +157% | |||
| 54 | $CRS | CARPENTER TECHNOLOGY CORP | Materials | $1.6M | 0.4% | 2,610 | New | |||
| 55 | $WST | WEST PHARMACEUTICAL SERVICES INC | Healthcare | $1.6M | 0.4% | 4,449 | +39% | |||
| 56 | $CPAY | CORPAY, INC. | Financials | $1.5M | 0.4% | 4,649 | +39% | |||
| 57 | $CSX | CSX CORP | Industrials | $1.5M | 0.4% | 32K | New | |||
| 58 | $AFG | AMERICAN FINANCIAL GROUP INC | Financials | $1.5M | 0.4% | 11K | +283% | |||
| 59 | $REG | REGENCY CENTERS CORP | Real Estate | $1.5M | 0.4% | 19K | New | |||
| 60 | $ARMK | Aramark | Consumer Discretionary | $1.5M | 0.4% | 26K | New | |||
| 61 | $SHEL | Shell plc | Energy | $1.5M | 0.4% | 19K | +643% | |||
| 62 | $NXPI | NXP Semiconductors N.V. | Technology | $1.5M | 0.4% | 5,231 | New | |||
| 63 | $CVS | CVS HEALTH Corp | Healthcare | $1.5M | 0.4% | 14K | +26% | |||
| 64 | $PCG | PG&E Corp | Utilities | $1.5M | 0.4% | 87K | New | |||
| 65 | $ICE | Intercontinental Exchange, Inc. | Financials | $1.4M | 0.4% | 12K | New | |||
| 66 | $XPO | XPO, Inc. | Industrials | $1.4M | 0.4% | 7,030 | +40% | |||
| 67 | $SPGI | S&P Global Inc. | Financials | $1.4M | 0.4% | 3,529 | New | |||
| 68 | $PFE | PFIZER INC | Healthcare | $1.4M | 0.4% | 60K | New | |||
| 69 | $DOLE | Dole plc | Consumer Staples | $1.4M | 0.4% | 104K | New | |||
| 70 | $FIS | Fidelity National Information Services, Inc. | Financials | $1.4M | 0.4% | 36K | +202% | |||
| 71 | $EQIX | EQUINIX INC | Real Estate | $1.4M | 0.4% | 1,322 | +263% | |||
| 72 | $SNX | TD SYNNEX CORP | Technology | $1.4M | 0.4% | 5,150 | New | |||
| 73 | $HWM | Howmet Aerospace Inc. | Materials | $1.3M | 0.3% | 4,993 | -37% | |||
| 74 | $RGA | REINSURANCE GROUP OF AMERICA INC | Financials | $1.3M | 0.3% | 6,312 | New | |||
| 75 | $CTRE | CareTrust REIT, Inc. | Real Estate | $1.3M | 0.3% | 33K | New | |||
| 76 | $RPM | RPM INTERNATIONAL INC/DE/ | Materials | $1.3M | 0.3% | 12K | New | |||
| 77 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.3M | 0.3% | 4,331 | New | |||
| 78 | $GXO | GXO Logistics, Inc. | Industrials | $1.3M | 0.3% | 25K | New | |||
| 79 | $MSGS | Madison Square Garden Sports Corp. | Communication Services | $1.3M | 0.3% | 3,166 | New | |||
| 80 | $AIG | AMERICAN INTERNATIONAL GROUP, INC. | Financials | $1.3M | 0.3% | 17K | -52% | |||
| 81 | $FHN | FIRST HORIZON CORP | Financials | $1.3M | 0.3% | 49K | New | |||
| 82 | $RYTM | RHYTHM PHARMACEUTICALS, INC. | Healthcare | $1.3M | 0.3% | 11K | -10% | |||
| 83 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $1.2M | 0.3% | 9,123 | New | |||
| 84 | $INTC | INTEL CORP | Technology | $1.2M | 0.3% | 8,906 | -21% | |||
| 85 | $HPE | Hewlett Packard Enterprise Co | Technology | $1.2M | 0.3% | 27K | New | |||
| 86 | $CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Discretionary | $1.2M | 0.3% | 36K | -29% | |||
| 87 | $HAS | HASBRO, INC. | Consumer Discretionary | $1.2M | 0.3% | 15K | +63% | |||
| 88 | $PTEN | PATTERSON UTI ENERGY INC | Energy | $1.2M | 0.3% | 133K | +83% | |||
| 89 | $BBWI | Bath & Body Works, Inc. | Consumer Discretionary | $1.2M | 0.3% | 52K | +150% | |||
| 90 | $WING | Wingstop Inc. | Consumer Discretionary | $1.2M | 0.3% | 6,776 | New | |||
| 91 | $CSL | CARLISLE COMPANIES INC | Materials | $1.2M | 0.3% | 3,224 | +19% | |||
| 92 | $LUV | SOUTHWEST AIRLINES CO | Industrials | $1.2M | 0.3% | 23K | +228% | |||
| 93 | $FUN | Six Flags Entertainment Corporation/NEW | Communication Services | $1.2M | 0.3% | 55K | New | |||
| 94 | $IT | GARTNER INC | Technology | $1.2M | 0.3% | 8,955 | +375% | |||
| 95 | $AGIO | AGIOS PHARMACEUTICALS, INC. | Healthcare | $1.2M | 0.3% | 31K | +375% | |||
| 96 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $1.2M | 0.3% | 16K | New | |||
| 97 | $QGEN | QIAGEN N.V. | Healthcare | $1.1M | 0.3% | 29K | +217% | |||
| 98 | $VIAV | VIAVI SOLUTIONS INC. | Technology | $1.1M | 0.3% | 24K | New | |||
| 99 | $ENSG | ENSIGN GROUP, INC | Healthcare | $1.1M | 0.3% | 7,121 | +83% | |||
| 100 | $SYY | SYSCO CORP | Consumer Discretionary | $1.1M | 0.3% | 13K | +139% | |||
| 101 | $FLEX | FLEX LTD. | Technology | $1.1M | 0.3% | 6,868 | New | |||
| 102 | $SNDK | Sandisk Corp | Technology | $1.1M | 0.3% | 485 | -70% | |||
| 103 | $Z | ZILLOW GROUP, INC. | Industrials | $1.1M | 0.3% | 35K | New | |||
| 104 | $CNC | CENTENE CORP | Healthcare | $1.1M | 0.3% | 17K | +28% | |||
| 105 | $TXRH | Texas Roadhouse, Inc. | Consumer Discretionary | $1.1M | 0.3% | 5,615 | New | |||
| 106 | $NTST | NETSTREIT Corp. | Real Estate | $1.1M | 0.3% | 51K | New | |||
| 107 | $UTZ | Utz Brands, Inc. | Consumer Staples | $1.1M | 0.3% | 139K | +311% | |||
| 108 | $DHR | DANAHER CORP /DE/ | Healthcare | $1.1M | 0.3% | 5,634 | +4% | |||
| 109 | $SOLS | Solstice Advanced Materials Inc. | Healthcare | $1.1M | 0.3% | 12K | New | |||
| 110 | $TECH | BIO-TECHNE Corp | Healthcare | $1.1M | 0.3% | 15K | New | |||
| 111 | $RH | RH | Consumer Discretionary | $1.1M | 0.3% | 6,425 | New | |||
| 112 | $AS | Amer Sports, Inc. | Consumer Discretionary | $1.1M | 0.3% | 31K | New | |||
| 113 | $JEF | Jefferies Financial Group Inc. | Financials | $1.0M | 0.3% | 21K | +210% | |||
| 114 | $VLO | VALERO ENERGY CORP/TX | Energy | $1.0M | 0.3% | 3,997 | New | |||
| 115 | $PINS | PINTEREST, INC. | Technology | $1.0M | 0.3% | 49K | New | |||
| 116 | $LINE | Lineage, Inc. | Real Estate | $1.0M | 0.3% | 23K | New | |||
| 117 | $ANET | Arista Networks, Inc. | Technology | $993K | 0.3% | 5,847 | -51% | |||
| 118 | $GM | General Motors Co | Consumer Discretionary | $988K | 0.3% | 13K | -60% | |||
| 119 | $FAF | First American Financial Corp | Financials | $981K | 0.3% | 14K | New | |||
| 120 | $CBOE | Cboe Global Markets, Inc. | Financials | $977K | 0.3% | 4,027 | +66% | |||
| 121 | $BRX | Brixmor Property Group Inc. | Real Estate | $966K | 0.3% | 31K | New | |||
| 122 | $NU | Nu Holdings Ltd. | Financials | $964K | 0.3% | 72K | +88% | |||
| 123 | $ONON | On Holding AG | Consumer Discretionary | $961K | 0.3% | 27K | New | |||
| 124 | $IRTC | iRhythm Holdings, Inc. | Healthcare | $953K | 0.3% | 8,009 | +64% | |||
| 125 | $GLNG | GOLAR LNG LTD | Industrials | $948K | 0.3% | 19K | +95% | |||
| 126 | $BC | BRUNSWICK CORP | Industrials | $942K | 0.3% | 11K | New | |||
| 127 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $927K | 0.2% | 1,596 | -65% | |||
| 128 | $SOLV | Solventum Corp | Healthcare | $926K | 0.2% | 12K | New | |||
| 129 | $RBC | RBC Bearings INC | Industrials | $916K | 0.2% | 1,423 | New | |||
| 130 | $CZR | Caesars Entertainment, Inc. | Consumer Discretionary | $911K | 0.2% | 30K | New | |||
| 131 | $ADI | ANALOG DEVICES INC | Technology | $898K | 0.2% | 2,260 | -65% | |||
| 132 | $RGEN | REPLIGEN CORP | Healthcare | $892K | 0.2% | 6,541 | +92% | |||
| 133 | $WY | WEYERHAEUSER CO | Real Estate | $892K | 0.2% | 37K | +11% | |||
| 134 | $TEM | Tempus AI, Inc. | Technology | $888K | 0.2% | 15K | New | |||
| 135 | $SMMT | Summit Therapeutics Inc. | Healthcare | $880K | 0.2% | 60K | New | |||
| 136 | $STRL | STERLING INFRASTRUCTURE, INC. | Industrials | $878K | 0.2% | 1,046 | New | |||
| 137 | $KNTK | Kinetik Holdings Inc. | Energy | $872K | 0.2% | 18K | New | |||
| 138 | $ACHC | Acadia Healthcare Company, Inc. | Healthcare | $870K | 0.2% | 29K | +38% | |||
| 139 | $ROL | ROLLINS INC | Industrials | $869K | 0.2% | 21K | New | |||
| 140 | $DDOG | Datadog, Inc. | Technology | $866K | 0.2% | 3,327 | New | |||
| 141 | $TRMB | TRIMBLE INC. | Technology | $861K | 0.2% | 17K | +364% | |||
| 142 | $DVN | DEVON ENERGY CORP/DE | Energy | $856K | 0.2% | 21K | New | |||
| 143 | $LNT | ALLIANT ENERGY CORP | Utilities | $847K | 0.2% | 11K | +0.3% | |||
| 144 | $IQV | IQVIA HOLDINGS INC. | Healthcare | $844K | 0.2% | 4,366 | +256% | |||
| 145 | $UDR | UDR, Inc. | Real Estate | $843K | 0.2% | 21K | New | |||
| 146 | $AU | AngloGold Ashanti PLC | Materials | $842K | 0.2% | 10K | New | |||
| 147 | $AMKR | AMKOR TECHNOLOGY, INC. | Technology | $841K | 0.2% | 9,748 | -79% | |||
| 148 | $SAIL | SailPoint, Inc. | Technology | $839K | 0.2% | 57K | New | |||
| 149 | $NUE | NUCOR CORP | Materials | $837K | 0.2% | 3,758 | New | |||
| 150 | $MSM | MSC INDUSTRIAL DIRECT CO INC | Consumer Discretionary | $821K | 0.2% | 6,901 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 290 new, 99 added to, 97 trimmed, 306 sold out. Share-count changes; largest moves by dollar size first.
New positions (290)
first bought this quarter
first bought this quarter
first bought this quarter
first bought this quarter
first bought this quarter
$GISGENERAL MILLS INC$2.3M
first bought this quarter
+284 more in the Excel export
Added to (99)
now $4.9M · held 2 qtrs, 2 adds in a row
now $4.0M · held 3+ qtrs, 2 adds in a row
now $2.6M · held 2 qtrs, 2 adds in a row
now $3.1M · held 2 qtrs, 2 adds in a row
now $3.6M · held 3+ qtrs, 2 adds in a row
now $2.4M · held 3+ qtrs
+93 more in the Excel export
Holdings by quarter
Every 13F Bridgefront Capital, LLC has filed, 22 earlier quarters. Pick one to see what it held then.
Email me the moment this fund files its next 13FPro
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Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Bridgefront Capital's top 20 holdings: 60/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+1.3%
Value-weighted move of the 10 largest stock positions
Turnover
65%
Last quarter
Top 10 weight
11%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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.
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AI-Powered Hedge Fund Analysis: Bridgefront Capital, LLC
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Every holding in Bridgefront Capital, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.