Bridgefront Capital, LLC Top Holdings and 13F Report (2025) About Bridgefront Capital, LLCInvestment ActivityBridgefront Capital, LLC has $346.20 million in total holdings as of March 31, 2025.Bridgefront Capital, LLC owns shares of 590 different stocks, but just 315 companies or ETFs make up 80% of its holdings.Approximately 67.48% of the portfolio was purchased this quarter.About 51.56% of the portfolio was sold this quarter.This quarter, Bridgefront Capital, LLC has purchased 550 new stocks and bought additional shares in 141 stocks.Bridgefront Capital, LLC sold shares of 107 stocks and completely divested from 302 stocks this quarter.Largest Holdings Walt Disney $4,006,430Mastercard $2,860,638Intercontinental Exchange $2,750,858Intuit $2,724,274Equinix $2,512,093 Largest New Holdings this Quarter 461202103 - Intuit $2,724,274 Holding29444U700 - Equinix $2,512,093 Holding438516106 - Honeywell International $2,335,179 Holding40434L105 - HP $2,311,561 Holding29364G103 - Entergy $2,205,727 Holding Largest Purchases this Quarter Intuit 4,437 shares (about $2.72M)Equinix 3,081 shares (about $2.51M)Honeywell International 11,028 shares (about $2.34M)HP 83,480 shares (about $2.31M)Entergy 25,801 shares (about $2.21M) Largest Sales this Quarter TJX Companies 20,240 shares (about $2.47M)General Mills 32,492 shares (about $1.94M)CHENIERE ENERGY INC 6,195 shares (about $1.43M)Carvana 6,834 shares (about $1.43M)Spotify Technology 2,585 shares (about $1.42M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBridgefront Capital, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDISWalt Disney$4,006,430$1,389,893 ▲53.1%40,5921.2%Consumer DiscretionaryMAMastercard$2,860,638$981,683 ▲52.2%5,2190.8%Business ServicesICEIntercontinental Exchange$2,750,858$853,185 ▲45.0%15,9470.8%FinanceINTUIntuit$2,724,274$2,724,274 ▲New Holding4,4370.8%Computer and TechnologyEQIXEquinix$2,512,093$2,512,093 ▲New Holding3,0810.7%FinanceOCOwens Corning$2,382,666$1,780,680 ▲295.8%16,6830.7%ConstructionPFEPfizer$2,338,147$1,631,947 ▲231.1%92,2710.7%MedicalHONHoneywell International$2,335,179$2,335,179 ▲New Holding11,0280.7%Multi-Sector ConglomeratesHPQHP$2,311,561$2,311,561 ▲New Holding83,4800.7%Computer and TechnologyETREntergy$2,205,727$2,205,727 ▲New Holding25,8010.6%UtilitiesEVERGY INC$2,076,636$232,637 ▼-10.1%30,1180.6%COMCHKChesapeake Energy$2,065,320$2,065,320 ▲New Holding18,5530.6%EnergyBSXBoston Scientific$2,031,723$2,031,723 ▲New Holding20,1400.6%MedicalDHRDanaher$1,936,225$1,312,820 ▲210.6%9,4450.6%MedicalCNCCentene$1,899,070$1,264,104 ▲199.1%31,2810.5%MedicalSNOWSnowflake$1,882,833$940,247 ▲99.8%12,8820.5%Computer and TechnologyCMICummins$1,871,550$1,871,550 ▲New Holding5,9710.5%Auto/Tires/TrucksHRBH&R Block$1,848,106$1,848,106 ▲New Holding33,6570.5%Consumer DiscretionaryLINDE PLC$1,836,950$875,869 ▲91.1%3,9450.5%SHSCDWCDW$1,813,983$1,524,874 ▲527.4%11,3190.5%Computer and TechnologyUSBU.S. Bancorp$1,784,091$1,258,579 ▲239.5%42,2570.5%FinanceKNXKnight-Swift Transportation$1,774,566$1,586,559 ▲843.9%40,8040.5%TransportationADPAutomatic Data Processing$1,759,853$1,759,853 ▲New Holding5,7600.5%Business ServicesAEPAmerican Electric Power$1,754,767$1,754,767 ▲New Holding16,0590.5%UtilitiesLMTLockheed Martin$1,733,235$1,733,235 ▲New Holding3,8800.5%AerospaceTRGPTarga Resources$1,709,809$574,948 ▼-25.2%8,5290.5%EnergyADCAgree Realty$1,700,033$426,629 ▲33.5%22,0240.5%FinanceSTTState Street$1,679,941$1,679,941 ▲New Holding18,7640.5%FinanceNWSANews$1,659,658$1,193,053 ▲255.7%60,9720.5%Consumer DiscretionaryANAutoNation$1,641,383$1,300,865 ▲382.0%10,1370.5%Retail/WholesaleTFCTruist Financial$1,631,721$270,067 ▼-14.2%39,6530.5%FinanceCSXCSX$1,610,174$1,071,782 ▲199.1%54,7120.5%TransportationBACBank of America$1,582,151$1,582,151 ▲New Holding37,9140.5%FinanceAAgilent Technologies$1,576,306$1,248,645 ▲381.1%13,4750.5%MedicalCPTCamden Property Trust$1,549,419$1,549,419 ▲New Holding12,6690.4%FinanceGOOGLAlphabet$1,508,359$73,609 ▼-4.7%9,7540.4%Computer and TechnologyCRMSalesforce$1,478,127$1,478,127 ▲New Holding5,5080.4%Computer and TechnologyNUENucor$1,471,277$1,048,162 ▲247.7%12,2260.4%Basic MaterialsPNRPentair$1,461,878$1,106,097 ▲310.9%16,7110.4%Business ServicesSHOPShopify$1,413,295$457,731 ▲47.9%14,8020.4%Computer and TechnologyTRVTravelers Companies$1,411,952$936,453 ▲196.9%5,3390.4%FinanceCAHCardinal Health$1,403,050$277,744 ▼-16.5%10,1840.4%MedicalUPSUnited Parcel Service$1,388,624$1,147,746 ▲476.5%12,6250.4%TransportationMDTMedtronic$1,384,832$1,073,108 ▲344.2%15,4110.4%MedicalPNWPinnacle West Capital$1,373,029$528,066 ▼-27.8%14,4150.4%UtilitiesSYFSynchrony Financial$1,357,911$424,738 ▲45.5%25,6500.4%FinancePKGPackaging Co. of America$1,350,892$271,485 ▲25.2%6,8220.4%IndustrialsMSCIMSCI$1,349,283$558,714 ▲70.7%2,3860.4%FinanceOGEOGE Energy$1,321,074$869,195 ▲192.4%28,7440.4%UtilitiesWDAYWorkday$1,319,445$1,319,445 ▲New Holding5,6500.4%Computer and TechnologyNDAQNasdaq$1,310,861$662,106 ▲102.1%17,2800.4%FinanceVVisa$1,302,309$328,030 ▼-20.1%3,7160.4%Business ServicesADIAnalog Devices$1,295,931$1,295,931 ▲New Holding6,4260.4%Computer and TechnologyDLTRDollar Tree$1,292,030$1,292,030 ▲New Holding17,2110.4%Retail/WholesaleDDDuPont de Nemours$1,280,837$527,838 ▼-29.2%17,1510.4%Basic MaterialsLVSLas Vegas Sands$1,273,786$844,838 ▲197.0%32,9740.4%Consumer DiscretionaryAMEAMETEK$1,273,320$1,043,341 ▲453.7%7,3970.4%Computer and TechnologyZBRAZebra Technologies$1,258,522$1,258,522 ▲New Holding4,4540.4%IndustrialsPSXPhillips 66$1,242,332$423,536 ▲51.7%10,0610.4%EnergyOKEONEOK$1,214,750$1,214,750 ▲New Holding12,2430.4%EnergyDOVDover$1,207,449$753,492 ▲166.0%6,8730.3%IndustrialsMRVLMarvell Technology$1,206,772$712,180 ▲144.0%19,6000.3%Computer and TechnologyVMCVulcan Materials$1,189,830$1,189,830 ▲New Holding5,1000.3%ConstructionARAntero Resources$1,186,671$1,186,671 ▲New Holding29,3440.3%EnergyCCitigroup$1,183,616$1,183,616 ▲New Holding16,6730.3%FinancePRUPrudential Financial$1,112,780$1,112,780 ▲New Holding9,9640.3%FinanceELEstée Lauder Companies$1,107,876$1,107,876 ▲New Holding16,7860.3%Consumer StaplesELSEquity LifeStyle Properties$1,101,017$425,012 ▲62.9%16,5070.3%FinanceDGXQuest Diagnostics$1,092,355$1,092,355 ▲New Holding6,4560.3%MedicalHDHome Depot$1,084,077$1,084,077 ▲New Holding2,9580.3%Retail/WholesalePEPPepsiCo$1,082,117$1,082,117 ▲New Holding7,2170.3%Consumer StaplesAMATApplied Materials$1,078,967$527,946 ▲95.8%7,4350.3%Computer and TechnologyNNNNNN REIT$1,064,800$1,064,800 ▲New Holding24,9660.3%FinanceGRMNGarmin$1,058,943$752,138 ▲245.2%4,8770.3%Computer and TechnologyCHHChoice Hotels International$1,056,265$1,056,265 ▲New Holding7,9550.3%Consumer DiscretionaryEMEEMCOR Group$1,055,663$133,067 ▲14.4%2,8560.3%ConstructionNYTNew York Times$1,049,387$469,315 ▲80.9%21,1570.3%Consumer StaplesINVHInvitation Homes$1,046,371$1,046,371 ▲New Holding30,0250.3%FinanceTMOThermo Fisher Scientific$1,028,042$535,418 ▲108.7%2,0660.3%MedicalCLXClorox$1,027,511$226,323 ▲28.2%6,9780.3%Consumer StaplesNVSNovartis$1,020,376$55,517 ▲5.8%9,1530.3%MedicalTPRTapestry$1,017,847$83,154 ▲8.9%14,4560.3%Retail/WholesaleATOAtmos Energy$1,014,509$684,326 ▼-40.3%6,5630.3%UtilitiesAMAntero Midstream$1,005,534$1,005,534 ▲New Holding55,8630.3%EnergyTJXTJX Companies$1,000,709$2,465,232 ▼-71.1%8,2160.3%Retail/WholesaleITGRInteger$983,967$983,967 ▲New Holding8,3380.3%MedicalMASMasco$976,898$530,521 ▲118.9%14,0480.3%ConstructionNXSTNexstar Media Group$967,430$502,712 ▲108.2%5,3980.3%Consumer DiscretionaryKSSKohl's$957,125$673,721 ▲237.7%117,0080.3%Retail/WholesaleFAFFirst American Financial$956,360$956,360 ▲New Holding14,5720.3%FinanceFRFirst Industrial Realty Trust$951,800$548,125 ▲135.8%17,6390.3%FinanceCOSTCostco Wholesale$944,834$6,620 ▼-0.7%9990.3%Retail/WholesaleAVBAvalonBay Communities$942,826$942,826 ▲New Holding4,3930.3%FinanceBUNGE GLOBAL SA$932,018$306,444 ▼-24.7%12,1960.3%COM SHSADBEAdobe$928,143$206,339 ▲28.6%2,4200.3%Computer and TechnologyDDOGDatadog$924,836$924,836 ▲New Holding9,3220.3%Computer and TechnologyHASHasbro$919,706$196,399 ▲27.2%14,9570.3%Consumer DiscretionaryCECelanese$917,914$917,914 ▲New Holding16,1690.3%Basic MaterialsSFMSprouts Farmers Market$915,535$73,267 ▲8.7%5,9980.3%Retail/WholesaleDDominion Energy$907,100$484,052 ▲114.4%16,1780.3%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
