Bridgefront Capital, LLC Top Holdings and 13F Report (2026)

About Bridgefront Capital, LLC

Investment Activity

Bridgefront Capital, LLC has $379.53 million in total holdings as of June 30, 2026.
Bridgefront Capital, LLC owns shares of 486 different stocks, but just 247 companies or ETFs make up 80% of its holdings.
Approximately 66.83% of the portfolio was purchased this quarter.
About 79.76% of the portfolio was sold this quarter.
This quarter, Bridgefront Capital, LLC has purchased 503 new stocks and bought additional shares in 99 stocks.
Bridgefront Capital, LLC sold shares of 97 stocks and completely divested from 307 stocks this quarter.

Largest Holdings

Colgate-Palmolive: $5,530,779
KIMBERLY-CLARK CORP: $4,919,343
Tyson Foods: $4,873,464
Constellation Brands: $4,277,018
Estee Lauder Companies: $3,965,659

Largest New Holdings this Quarter

194162103 - Colgate-Palmolive: $5,530,779 Holding
191216100 - CocaCola: $3,916,076 Holding
674599105 - Occidental Petroleum: $2,841,588 Holding
G7997R103 - Seagate Technology: $2,366,180 Holding
48251W104 - KKR & Co. Inc.: $2,356,910 Holding

Largest Purchases this Quarter

Colgate-Palmolive: 60,327 shares (about $5.53M)
Tyson Foods: 70,243 shares (about $4.02M)
CocaCola: 48,186 shares (about $3.92M)
Occidental Petroleum: 58,505 shares (about $2.84M)
Estee Lauder Companies: 31,305 shares (about $2.47M)

Largest Sales this Quarter

Applied Materials: 6,612 shares (about $4.78M)
RUBRIK INC.: 48,416 shares (about $3.89M)
TPG: 88,375 shares (about $3.58M)
Keysight Technologies: 10,028 shares (about $3.51M)
Amkor Technology: 36,419 shares (about $3.14M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
CL Colgate-Palmolive	$5,530,779	$5,530,779 â–²	New Holding	60,327	1.5%	Consumer Staples
KIMBERLY-CLARK CORP	$4,919,343	$1,013,507 â–²	25.9%	44,815	1.3%	COM
TSN Tyson Foods	$4,873,464	$4,021,412 â–²	472.0%	85,126	1.3%	Consumer Staples
STZ Constellation Brands	$4,277,018	$1,049,712 â–²	32.5%	30,750	1.1%	Consumer Staples
EL Estee Lauder Companies	$3,965,659	$2,471,530 â–²	165.4%	50,230	1.0%	Consumer Staples
KO CocaCola	$3,916,076	$3,916,076 â–²	New Holding	48,186	1.0%	Consumer Staples
TAP Molson Coors Beverage	$3,620,670	$1,862,366 â–²	105.9%	92,933	1.0%	Consumer Staples
AMT American Tower	$3,250,954	$1,486,034 â–²	84.2%	19,875	0.9%	Real Estate
ADC Agree Realty	$3,144,195	$390,591 â–²	14.2%	41,513	0.8%	Real Estate
WFC Wells Fargo & Company	$3,105,363	$1,987,492 â–²	177.8%	37,577	0.8%	Finance
TT Trane Technologies	$3,000,988	$214,146 â–²	7.7%	6,110	0.8%	Industrials
OXY Occidental Petroleum	$2,841,588	$2,841,588 â–²	New Holding	58,505	0.7%	Energy
HAL Halliburton	$2,768,045	$1,580,270 â–²	133.0%	81,533	0.7%	Energy
C Citigroup	$2,615,572	$33,730 â–²	1.3%	18,688	0.7%	Finance
SPB Spectrum Brands	$2,607,143	$2,256,511 â–²	643.6%	30,404	0.7%	Consumer Staples
ISRG Intuitive Surgical	$2,583,727	$307,009 â–²	13.5%	6,497	0.7%	Healthcare
EPC Edgewell Personal Care	$2,400,398	$1,658,014 â–²	223.3%	89,367	0.6%	Consumer Staples
LAM RESEARCH CORP	$2,388,948	$1,785,753 â–²	296.0%	5,513	0.6%	COM NEW
STX Seagate Technology	$2,366,180	$2,366,180 â–²	New Holding	2,452	0.6%	Technology
KKR KKR & Co. Inc.	$2,356,910	$2,356,910 â–²	New Holding	25,680	0.6%	Finance
IDA IDACORP	$2,326,540	$181,863 â–²	8.5%	15,377	0.6%	Utilities
GIS General Mills	$2,280,896	$2,280,896 â–²	New Holding	65,543	0.6%	Consumer Staples
CME CME Group	$2,253,349	$2,253,349 â–²	New Holding	10,204	0.6%	Finance
CBRE CBRE Group	$2,218,344	$441,918 â–¼	-16.6%	16,470	0.6%	Real Estate
MMM 3M	$2,157,289	$2,157,289 â–²	New Holding	13,324	0.6%	Industrials
LMT Lockheed Martin	$2,151,959	$72,343 â–¼	-3.3%	4,224	0.6%	Industrials
V Visa	$2,138,823	$2,138,823 â–²	New Holding	6,234	0.6%	Finance
PH Parker-Hannifin	$2,021,774	$862,702 â–¼	-29.9%	2,067	0.5%	Industrials
JNJ Johnson & Johnson	$2,003,315	$2,003,315 â–²	New Holding	7,888	0.5%	Healthcare
ORLY O'Reilly Automotive	$1,996,051	$1,996,051 â–²	New Holding	21,675	0.5%	Consumer Discretionary
GDDY GoDaddy	$1,968,452	$1,968,452 â–²	New Holding	23,191	0.5%	Technology
MDLZ Mondelez International	$1,952,389	$253,223 â–²	14.9%	33,755	0.5%	Consumer Staples
GILD Gilead Sciences	$1,951,700	$1,951,700 â–²	New Holding	15,448	0.5%	Healthcare
JPM JPMorgan Chase & Co.	$1,926,337	$1,926,337 â–²	New Holding	5,885	0.5%	Finance
NVT nVent Electric	$1,922,699	$504,759 â–²	35.6%	11,336	0.5%	Industrials
ACI Albertsons Companies	$1,915,199	$1,116,523 â–²	139.8%	141,552	0.5%	Consumer Staples
SSNC SS&C Technologies	$1,875,647	$854,739 â–²	83.7%	30,228	0.5%	Industrials
AMZN Amazon.com	$1,866,202	$1,359,253 â–²	268.1%	7,830	0.5%	Consumer Discretionary
H2O AMERICA	$1,851,297	$1,548,602 â–²	511.6%	30,464	0.5%	COM
EPR EPR Properties	$1,832,536	$82,142 â–¼	-4.3%	31,590	0.5%	Real Estate
CLH Clean Harbors	$1,819,686	$1,819,686 â–²	New Holding	6,091	0.5%	Industrials
EA Electronic Arts	$1,798,201	$1,798,201 â–²	New Holding	8,770	0.5%	Communication Services
NOC Northrop Grumman	$1,797,864	$1,797,864 â–²	New Holding	3,530	0.5%	Industrials
INSM Insmed	$1,792,069	$1,792,069 â–²	New Holding	16,808	0.5%	Healthcare
NWS News	$1,772,242	$1,455,922 â–²	460.3%	63,159	0.5%	Communication Services
APH Amphenol	$1,760,379	$1,196,155 â–¼	-40.5%	9,984	0.5%	Technology
SPOT Spotify Technology	$1,744,694	$1,744,694 â–²	New Holding	3,800	0.5%	Communication Services
PCOR Procore Technologies	$1,722,491	$1,722,491 â–²	New Holding	42,405	0.5%	Technology
BLACKROCK INC	$1,720,231	$1,415,416 â–²	464.4%	1,789	0.5%	COM
HEALTHPEAK PROPERTIES INC	$1,685,871	$1,685,871 â–²	New Holding	78,779	0.4%	COM
ALKS Alkermes	$1,658,249	$1,276,237 â–²	334.1%	31,649	0.4%	Healthcare
INVH Invitation Home	$1,645,901	$178,783 â–²	12.2%	54,482	0.4%	Real Estate
NVDA NVIDIA	$1,619,328	$989,845 â–²	157.2%	8,093	0.4%	Technology
CRS Carpenter Technology	$1,609,952	$1,609,952 â–²	New Holding	2,610	0.4%	Industrials
WST West Pharmaceutical Services	$1,597,191	$449,827 â–²	39.2%	4,449	0.4%	Healthcare
CORPAY INC	$1,549,372	$434,917 â–²	39.0%	4,649	0.4%	COM SHS
CSX CSX	$1,521,578	$1,521,578 â–²	New Holding	32,013	0.4%	Industrials
AFG American Financial Group	$1,516,530	$1,120,640 â–²	283.1%	10,837	0.4%	Finance
REG Regency Centers	$1,505,890	$1,505,890 â–²	New Holding	18,885	0.4%	Real Estate
ARMK Aramark	$1,485,773	$1,485,773 â–²	New Holding	26,112	0.4%	Consumer Discretionary
SHEL Shell	$1,481,402	$1,282,124 â–²	643.4%	19,105	0.4%	Energy
NXPI NXP Semiconductors	$1,470,068	$1,470,068 â–²	New Holding	5,231	0.4%	Technology
CVS CVS Health	$1,466,507	$304,867 â–²	26.2%	14,176	0.4%	Healthcare
PCG Pacific Gas & Electric	$1,458,075	$1,458,075 â–²	New Holding	86,687	0.4%	Utilities
ICE Intercontinental Exchange	$1,445,804	$1,445,804 â–²	New Holding	11,744	0.4%	Finance
XPO XPO	$1,443,189	$415,507 â–²	40.4%	7,030	0.4%	Industrials
SPGI S&P Global	$1,437,221	$1,437,221 â–²	New Holding	3,529	0.4%	Finance
PFE Pfizer	$1,435,072	$1,435,072 â–²	New Holding	59,596	0.4%	Healthcare
DOLE Dole	$1,420,843	$1,420,843 â–²	New Holding	103,560	0.4%	Consumer Staples
FIS Fidelity National Information Services	$1,403,101	$937,980 â–²	201.7%	36,088	0.4%	Finance
EQIX Equinix	$1,378,040	$998,610 â–²	263.2%	1,322	0.4%	Real Estate
SNX TD SYNNEX	$1,376,801	$1,376,801 â–²	New Holding	5,150	0.4%	Technology
HWM Howmet Aerospace	$1,342,418	$799,590 â–¼	-37.3%	4,993	0.4%	Industrials
RGA Reinsurance Group of America	$1,342,247	$1,342,247 â–²	New Holding	6,312	0.4%	Finance
CARETRUST REIT INC	$1,337,683	$1,337,683 â–²	New Holding	33,152	0.4%	COM
RPM RPM International	$1,317,350	$1,317,350 â–²	New Holding	11,852	0.3%	Materials
TXN Texas Instruments	$1,290,941	$1,290,941 â–²	New Holding	4,331	0.3%	Technology
GXO GXO Logistics	$1,279,719	$1,279,719 â–²	New Holding	25,241	0.3%	Industrials
MSGS Madison Square Garden	$1,272,225	$1,272,225 â–²	New Holding	3,166	0.3%	Communication Services
AIG American International Group	$1,268,724	$1,373,811 â–¼	-52.0%	17,023	0.3%	Finance
FHN First Horizon	$1,253,975	$1,253,975 â–²	New Holding	48,907	0.3%	Finance
RYTM Rhythm Pharmaceuticals	$1,252,640	$134,679 â–¼	-9.7%	11,282	0.3%	Healthcare
AEP American Electric Power	$1,248,118	$1,248,118 â–²	New Holding	9,123	0.3%	Utilities
INTC Intel	$1,243,545	$333,855 â–¼	-21.2%	8,906	0.3%	Technology
HPE Hewlett Packard Enterprise	$1,225,007	$1,225,007 â–²	New Holding	27,156	0.3%	Technology
CMG Chipotle Mexican Grill	$1,224,782	$509,966 â–¼	-29.4%	36,023	0.3%	Consumer Discretionary
HAS Hasbro	$1,223,571	$472,002 â–²	62.8%	14,815	0.3%	Consumer Discretionary
PTEN Patterson-UTI Energy	$1,218,214	$550,929 â–²	82.6%	132,703	0.3%	Energy
BBWI Bath & Body Works	$1,199,730	$720,453 â–²	150.3%	51,869	0.3%	Consumer Discretionary
WING Wingstop	$1,175,026	$1,175,026 â–²	New Holding	6,776	0.3%	Consumer Discretionary
CSL Carlisle Companies	$1,169,506	$190,081 â–²	19.4%	3,224	0.3%	Industrials
LUV Southwest Airlines	$1,168,520	$812,231 â–²	228.0%	22,725	0.3%	Industrials
SIX FLAGS ENTERTAINMENT CORP	$1,163,960	$1,163,960 â–²	New Holding	54,646	0.3%	COM
IT Gartner	$1,160,747	$916,154 â–²	374.6%	8,955	0.3%	Industrials
AGIO Agios Pharmaceuticals	$1,154,010	$910,902 â–²	374.7%	31,097	0.3%	Healthcare
MO Altria Group	$1,153,862	$1,153,862 â–²	New Holding	16,037	0.3%	Consumer Staples
QIAGEN NV	$1,149,579	$787,200 â–²	217.2%	29,401	0.3%	ORD SHARES
VIAV Viavi Solutions	$1,143,422	$1,143,422 â–²	New Holding	23,946	0.3%	Technology
ENSG The Ensign Group	$1,141,496	$518,250 â–²	83.2%	7,121	0.3%	Healthcare
SYY Sysco	$1,117,966	$650,670 â–²	139.2%	13,376	0.3%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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Bridgefront Capital, LLC Top Holdings and 13F Report (2026)

About Bridgefront Capital, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Bridgefront Capital, LLC Top Holdings and 13F Report (2026)

About Bridgefront Capital, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBridgefront Capital, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools