Bridgefront Capital, LLC Top Holdings and 13F Report (2025) About Bridgefront Capital, LLCInvestment ActivityBridgefront Capital, LLC has $377.28 million in total holdings as of June 30, 2025.Bridgefront Capital, LLC owns shares of 578 different stocks, but just 314 companies or ETFs make up 80% of its holdings.Approximately 64.94% of the portfolio was purchased this quarter.About 59.38% of the portfolio was sold this quarter.This quarter, Bridgefront Capital, LLC has purchased 590 new stocks and bought additional shares in 137 stocks.Bridgefront Capital, LLC sold shares of 124 stocks and completely divested from 329 stocks this quarter.Largest Holdings Mastercard $4,080,246Intuit $3,856,236Jabil $3,488,728Charles Schwab $3,314,932THE CAMPBELLS COMPANY $3,001,769 Largest New Holdings this Quarter 466313103 - Jabil $3,488,728 Holding134429109 - THE CAMPBELLS COMPANY $3,001,769 Holding49177J102 - Kenvue $2,529,851 Holding00287Y109 - AbbVie $2,365,170 Holding874054109 - Take-Two Interactive Software $1,945,957 Holding Largest Purchases this Quarter Jabil 15,996 shares (about $3.49M)THE CAMPBELLS COMPANY 97,937 shares (about $3.00M)Kenvue 120,872 shares (about $2.53M)Charles Schwab 26,802 shares (about $2.45M)AbbVie 12,742 shares (about $2.37M) Largest Sales this Quarter Walt Disney 31,754 shares (about $3.94M)EVERGY INC 25,263 shares (about $1.74M)Pfizer 67,775 shares (about $1.64M)Honeywell International 7,003 shares (about $1.63M)News 53,742 shares (about $1.60M) 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 PortfolioSectorMAMastercard$4,080,246$1,147,481 ▲39.1%7,2611.1%Business ServicesINTUIntuit$3,856,236$361,522 ▲10.3%4,8961.0%Computer and TechnologyJBLJabil$3,488,728$3,488,728 ▲New Holding15,9960.9%Computer and TechnologySCHWCharles Schwab$3,314,932$2,445,415 ▲281.2%36,3320.9%FinanceTHE CAMPBELLS COMPANY$3,001,769$3,001,769 ▲New Holding97,9370.8%COMSPGIS&P Global$2,953,879$2,189,836 ▲286.6%5,6020.8%FinanceARISTA NETWORKS INC$2,865,498$2,033,002 ▲244.2%28,0080.8%COM SHSDHRDanaher$2,680,618$814,853 ▲43.7%13,5700.7%MedicalISRGIntuitive Surgical$2,601,304$2,041,048 ▲364.3%4,7870.7%MedicalKVUEKenvue$2,529,851$2,529,851 ▲New Holding120,8720.7%Consumer StaplesABBVAbbVie$2,365,170$2,365,170 ▲New Holding12,7420.6%MedicalETREntergy$2,361,772$217,193 ▲10.1%28,4140.6%UtilitiesADCAgree Realty$2,298,979$689,906 ▲42.9%31,4670.6%FinancePGProcter & Gamble$2,271,425$1,453,954 ▲177.9%14,2570.6%Consumer StaplesCHENIERE ENERGY INC$2,168,302$1,552,440 ▲252.1%8,9040.6%COM NEWOCOwens Corning$2,153,976$140,270 ▼-6.1%15,6630.6%ConstructionTMOThermo Fisher Scientific$2,133,936$1,296,256 ▲154.7%5,2630.6%MedicalCCitigroup$2,090,036$670,831 ▲47.3%24,5540.6%Financial ServicesITGartner$2,009,378$1,156,878 ▲135.7%4,9710.5%Business ServicesTTWOTake-Two Interactive Software$1,945,957$1,945,957 ▲New Holding8,0130.5%Consumer DiscretionaryMDBMongoDB$1,927,498$915,976 ▲90.6%9,1790.5%Computer and TechnologyCHKChesapeake Energy$1,907,058$262,530 ▼-12.1%16,3080.5%EnergyGMGeneral Motors$1,898,079$1,266,616 ▲200.6%38,5710.5%Auto/Tires/TrucksTPRTapestry$1,871,407$602,025 ▲47.4%21,3120.5%Retail/WholesaleEQIXEquinix$1,842,309$608,535 ▼-24.8%2,3160.5%FinanceCMCSAComcast$1,782,608$1,782,608 ▲New Holding49,9470.5%Consumer DiscretionaryWTWWillis Towers Watson Public$1,773,409$1,773,409 ▲New Holding5,7860.5%FinanceALLYAlly Financial$1,772,264$1,317,834 ▲290.0%45,5010.5%FinanceEFXEquifax$1,723,514$1,723,514 ▲New Holding6,6450.5%Business ServicesADSKAutodesk$1,694,277$658,765 ▲63.6%5,4730.4%Computer and TechnologySPGSimon Property Group$1,669,493$797,691 ▲91.5%10,3850.4%FinanceSFMSprouts Farmers Market$1,646,071$658,560 ▲66.7%9,9980.4%Retail/WholesaleGE VERNOVA INC$1,638,778$1,638,778 ▲New Holding3,0970.4%COMDRIDarden Restaurants$1,615,376$1,027,729 ▲174.9%7,4110.4%Retail/WholesaleNDSNNordson$1,609,061$1,609,061 ▲New Holding7,5060.4%IndustrialsEPAMEPAM Systems$1,606,587$930,250 ▲137.5%9,0860.4%Computer and TechnologyCLXClorox$1,605,576$767,728 ▲91.6%13,3720.4%Consumer StaplesEWEdwards Lifesciences$1,585,004$726,258 ▲84.6%20,2660.4%MedicalDOVDover$1,581,641$322,301 ▲25.6%8,6320.4%IndustrialsXYLXylem$1,515,194$1,292,824 ▲581.4%11,7130.4%Business ServicesPATHUiPath$1,499,366$1,499,366 ▲New Holding117,1380.4%Computer and TechnologyBSXBoston Scientific$1,487,306$675,931 ▼-31.2%13,8470.4%MedicalTE CONNECTIVITY PLC$1,455,116$1,455,116 ▲New Holding8,6270.4%ORD SHSGEGE Aerospace$1,449,620$921,199 ▲174.3%5,6320.4%AerospaceDDDuPont de Nemours$1,417,755$241,368 ▲20.5%20,6700.4%Basic MaterialsCRH PLC$1,390,954$1,390,954 ▲New Holding15,1520.4%ORDPNCThe PNC Financial Services Group$1,379,508$1,379,508 ▲New Holding7,4000.4%FinanceCMICummins$1,370,588$584,915 ▼-29.9%4,1850.4%Auto/Tires/TrucksMTZMasTec$1,364,974$1,364,974 ▲New Holding8,0090.4%ConstructionBACBank of America$1,356,428$437,663 ▼-24.4%28,6650.4%FinanceTTEKTetra Tech$1,335,734$1,335,734 ▲New Holding37,1450.4%IndustrialsCWCurtiss-Wright$1,335,207$811,481 ▲154.9%2,7330.4%AerospaceESTCElastic$1,332,498$823,061 ▲161.6%15,8010.4%Computer and TechnologyDUOLINGO INC$1,328,465$1,328,465 ▲New Holding3,2400.4%CL A COMVVisa$1,323,271$3,906 ▲0.3%3,7270.4%Business ServicesLAM RESEARCH CORP$1,316,816$472,099 ▲55.9%13,5280.3%COM NEWSRESempra Energy$1,290,363$926,515 ▲254.6%17,0300.3%UtilitiesRSGRepublic Services$1,264,863$1,264,863 ▲New Holding5,1290.3%Business ServicesRSReliance$1,249,008$1,249,008 ▲New Holding3,9790.3%Basic MaterialsKKellanova$1,242,020$1,242,020 ▲New Holding15,6170.3%Consumer DiscretionarySPOTSpotify Technology$1,240,021$721,299 ▲139.1%1,6160.3%Computer and TechnologyPINSPinterest$1,237,170$1,237,170 ▲New Holding34,5000.3%Computer and TechnologyAMEAMETEK$1,236,681$101,881 ▼-7.6%6,8340.3%Computer and TechnologyRBLXRoblox$1,235,048$512,324 ▲70.9%11,7400.3%Consumer DiscretionaryPRIMO BRANDS CORPORATION$1,231,777$1,231,777 ▲New Holding41,5860.3%CLASS A COM SHSCAHCardinal Health$1,210,944$499,968 ▼-29.2%7,2080.3%MedicalMUMicron Technology$1,169,889$702,279 ▲150.2%9,4920.3%Computer and TechnologyFTITechnipFMC$1,169,204$1,169,204 ▲New Holding33,9490.3%EnergyMRVLMarvell Technology$1,159,220$357,820 ▼-23.6%14,9770.3%Computer and TechnologyFIVEFive Below$1,159,106$1,159,106 ▲New Holding8,8360.3%Retail/WholesaleDDOGDatadog$1,158,193$94,031 ▼-7.5%8,6220.3%Computer and TechnologyJCIJohnson Controls International$1,142,808$763,421 ▲201.2%10,8200.3%ConstructionSTXSeagate Technology$1,135,444$1,135,444 ▲New Holding7,8670.3%Computer and TechnologyPSTGPure Storage$1,130,929$1,130,929 ▲New Holding19,6410.3%Computer and TechnologyUNPUnion Pacific$1,120,029$1,120,029 ▲New Holding4,8680.3%TransportationARAntero Resources$1,116,521$65,455 ▼-5.5%27,7190.3%EnergyFERGUSON ENTERPRISES INC$1,110,307$1,110,307 ▲New Holding5,0990.3%COMMON STOCK NEWDISWalt Disney$1,096,000$3,937,812 ▼-78.2%8,8380.3%Consumer DiscretionaryFRTFederal Realty Investment Trust$1,083,551$848,356 ▲360.7%11,4070.3%FinanceREGNRegeneron Pharmaceuticals$1,080,450$624,750 ▲137.1%2,0580.3%MedicalPYPLPayPal$1,080,316$830,378 ▲332.2%14,5360.3%Business ServicesPOOLPool$1,073,521$1,073,521 ▲New Holding3,6830.3%Consumer DiscretionaryOVVOvintiv$1,069,776$1,069,776 ▲New Holding28,1150.3%EnergyAGCOAGCO$1,068,222$646,916 ▲153.6%10,3550.3%IndustrialsCTASCintas$1,066,433$830,414 ▲351.8%4,7850.3%Business ServicesULTAUlta Beauty$1,054,466$1,054,466 ▲New Holding2,2540.3%Retail/WholesaleMKCMcCormick & Company, Incorporated$1,047,605$1,047,605 ▲New Holding13,8170.3%Consumer StaplesFCNFTI Consulting$1,046,682$1,046,682 ▲New Holding6,4810.3%Business ServicesCFCF Industries$1,040,336$1,040,336 ▲New Holding11,3080.3%Basic MaterialsBRXBrixmor Property Group$1,039,959$182,801 ▲21.3%39,9370.3%FinanceWDCWestern Digital$1,028,319$1,028,319 ▲New Holding16,0700.3%Computer and TechnologyBMYBristol Myers Squibb$1,022,500$1,022,500 ▲New Holding22,0890.3%MedicalTTDTrade Desk$1,015,635$1,015,635 ▲New Holding14,1080.3%Computer and TechnologyKEYSKeysight Technologies$1,015,604$739,828 ▲268.3%6,1980.3%Computer and TechnologyOHIOmega Healthcare Investors$1,011,357$1,011,357 ▲New Holding27,5950.3%FinanceDOCSDoximity$1,010,147$383,375 ▲61.2%16,4680.3%MedicalIDCCInterDigital$1,008,587$705,876 ▲233.2%4,4980.3%Computer and TechnologyMOSMosaic$1,007,979$328,174 ▲48.3%27,6310.3%Basic MaterialsASMLASML$1,003,340$1,003,340 ▲New Holding1,2520.3%Computer and TechnologyAXTAAxalta Coating Systems$999,989$999,989 ▲New Holding33,6810.3%Basic MaterialsShowing 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. 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