Bridgefront Capital, LLC Top Holdings and 13F Report (2026) About Bridgefront Capital, LLCInvestment ActivityBridgefront Capital, LLC has $402.32 million in total holdings as of March 31, 2026.Bridgefront Capital, LLC owns shares of 503 different stocks, but just 255 companies or ETFs make up 80% of its holdings.Approximately 72.23% of the portfolio was purchased this quarter.About 70.07% of the portfolio was sold this quarter.This quarter, Bridgefront Capital, LLC has purchased 492 new stocks and bought additional shares in 87 stocks.Bridgefront Capital, LLC sold shares of 100 stocks and completely divested from 305 stocks this quarter.Largest Holdings Take-Two Interactive Software $4,277,455TPG $3,838,404Constellation Brands $3,480,450Broadcom $3,458,774Ovintiv $3,446,323 Largest New Holdings this Quarter 874054109 - Take-Two Interactive Software $4,277,455 Holding872657101 - TPG $3,838,404 Holding69047Q102 - Ovintiv $3,446,323 Holding494368103 - KIMBERLY-CLARK CORP $3,432,596 Holding189054109 - Clorox $3,339,166 Holding Largest Purchases this Quarter Take-Two Interactive Software 21,658 shares (about $4.28M)TPG 94,752 shares (about $3.84M)Ovintiv 58,058 shares (about $3.45M)KIMBERLY-CLARK CORP 35,582 shares (about $3.43M)Clorox 32,222 shares (about $3.34M) Largest Sales this Quarter Microsoft 9,715 shares (about $3.60M)CHENIERE ENERGY INC 10,545 shares (about $2.99M)Ross Stores 13,140 shares (about $2.85M)Lumentum 3,433 shares (about $2.41M)United Therapeutics 3,941 shares (about $2.34M) 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 PortfolioSectorTTWOTake-Two Interactive Software$4,277,455$4,277,455 â–²New Holding21,6581.1%Consumer DiscretionaryTPGTPG$3,838,404$3,838,404 â–²New Holding94,7521.0%FinanceSTZConstellation Brands$3,480,450$1,557,300 â–¼-30.9%23,2030.9%Consumer StaplesAVGOBroadcom$3,458,774$3,174,953 â–²1,118.6%11,1750.9%Computer and TechnologyOVVOvintiv$3,446,323$3,446,323 â–²New Holding58,0580.9%EnergyKIMBERLY-CLARK CORP$3,432,596$3,432,596 â–²New Holding35,5820.9%COMCLXClorox$3,339,166$3,339,166 â–²New Holding32,2220.8%Consumer StaplesLWLamb Weston$3,132,311$3,132,311 â–²New Holding74,1200.8%Consumer StaplesKEYSKeysight Technologies$3,080,939$3,080,939 â–²New Holding10,9110.8%Computer and TechnologyEQTEQT$3,036,774$2,787,942 â–²1,120.4%47,7180.8%EnergyCELHCelsius$2,899,993$2,899,993 â–²New Holding81,7360.7%Consumer StaplesAMGNAmgen$2,895,022$2,895,022 â–²New Holding8,2280.7%MedicalMUMicron Technology$2,866,572$653,382 â–²29.5%8,4850.7%Computer and TechnologyHSTHost Hotels & Resorts$2,752,353$2,752,353 â–²New Holding143,6510.7%FinanceADCAgree Realty$2,740,515$1,677,959 â–²157.9%36,3560.7%FinancePERMIAN RESOURCES CORP$2,704,783$906,697 â–²50.4%126,8660.7%CLASS A COMCBRECBRE Group$2,675,470$2,365,402 â–²762.9%19,7510.7%FinanceAIGAmerican International Group$2,668,064$2,668,064 â–²New Holding35,4560.7%FinancePHParker-Hannifin$2,640,063$2,640,063 â–²New Holding2,9490.7%IndustrialsISRGIntuitive Surgical$2,639,168$1,717,188 â–²186.3%5,7250.7%MedicalLMTLockheed Martin$2,638,767$2,638,767 â–²New Holding4,3660.7%AerospaceRUBRIK INC.$2,619,160$1,239,969 â–²89.9%53,4850.7%CL ALINDE PLC$2,559,609$2,559,609 â–²New Holding5,1630.6%SHSAMATApplied Materials$2,471,142$2,471,142 â–²New Holding7,2300.6%Computer and TechnologyCHENIERE ENERGY INC$2,460,767$2,992,250 â–¼-54.9%8,6720.6%COM NEWEXPAND ENERGY CORPORATION$2,402,865$1,303,199 â–²118.5%21,8880.6%COMGMGeneral Motors$2,388,545$2,138,225 â–²854.2%32,0610.6%Auto/Tires/TrucksTTTrane Technologies$2,364,583$2,364,583 â–²New Holding5,6740.6%ConstructionSMPLSimply Good Foods$2,357,447$2,357,447 â–²New Holding164,2820.6%Consumer StaplesCCKCrown$2,322,692$1,382,046 â–²146.9%23,1690.6%IndustrialsRPRXRoyalty Pharma$2,319,925$2,319,925 â–²New Holding48,3620.6%MedicalDDDuPont de Nemours$2,292,519$2,292,519 â–²New Holding50,0550.6%Basic MaterialsFIVEFive Below$2,222,196$1,709,487 â–¼-43.5%9,7260.6%Retail/WholesaleBRBRBellRing Brands$2,142,223$2,142,223 â–²New Holding133,1400.5%Consumer StaplesAPHAmphenol$2,118,637$1,536,290 â–²263.8%16,7680.5%Computer and TechnologyCCitigroup$2,092,074$2,092,074 â–²New Holding18,4470.5%Financial ServicesLKQLKQ$2,088,794$1,647,862 â–²373.7%71,1200.5%Auto/Tires/TrucksAMKRAmkor Technology$2,078,900$2,078,900 â–²New Holding46,1670.5%Computer and TechnologyEDConsolidated Edison$2,051,727$2,051,727 â–²New Holding18,1280.5%UtilitiesADIAnalog Devices$2,050,730$2,050,730 â–²New Holding6,4460.5%Computer and TechnologyMAMastercard$2,041,111$2,041,111 â–²New Holding4,0850.5%Business ServicesIDAIDACORP$2,026,600$2,026,600 â–²New Holding14,1750.5%UtilitiesCOFCapital One Financial$1,944,339$978,007 â–²101.2%10,6580.5%FinanceTAPMolson Coors Beverage$1,943,341$148,342 â–²8.3%45,1310.5%Consumer StaplesBSXBoston Scientific$1,922,033$430,591 â–²28.9%30,6300.5%MedicalTPRTapestry$1,903,997$1,903,997 â–²New Holding13,4930.5%Retail/WholesalePORPortland General Electric$1,882,623$1,882,623 â–²New Holding35,6760.5%UtilitiesNWSANews$1,880,919$1,650,690 â–²717.0%75,4480.5%Consumer DiscretionaryAMTAmerican Tower$1,862,138$688,422 â–²58.7%10,7900.5%FinanceELANElanco Animal Health$1,840,624$1,840,624 â–²New Holding76,9170.5%MedicalPEPPepsiCo$1,838,634$1,838,634 â–²New Holding11,8400.5%Consumer StaplesHWMHowmet Aerospace$1,836,075$575,459 â–²45.6%7,9670.5%AerospaceTMOThermo Fisher Scientific$1,791,135$1,791,135 â–²New Holding3,6440.4%MedicalAMEAMETEK$1,772,757$1,281,444 â–²260.8%8,2700.4%Computer and TechnologyGEN DIGITAL INC$1,695,171$1,695,171 â–²New Holding90,0250.4%COMMDLZMondelez International$1,693,290$665,281 â–¼-28.2%29,3770.4%Consumer StaplesADSKAutodesk$1,690,403$323,429 â–¼-16.1%7,0610.4%Computer and TechnologyWKWorkiva$1,660,994$982,285 â–²144.7%27,8550.4%Computer and TechnologyDLBDolby Laboratories$1,651,530$1,651,530 â–²New Holding27,4980.4%Consumer DiscretionaryEPREPR Properties$1,648,980$1,009,142 â–²157.7%33,0060.4%FinanceCMGChipotle Mexican Grill$1,633,214$1,633,214 â–²New Holding51,0220.4%Retail/WholesaleJCIJohnson Controls International$1,626,268$522,621 â–²47.4%12,4190.4%ConstructionPNRPentair$1,619,985$1,619,985 â–²New Holding18,5970.4%Business ServicesTTCToro$1,604,645$1,166,785 â–²266.5%17,1730.4%Consumer DiscretionaryFRPTFreshpet$1,579,892$1,579,892 â–²New Holding26,7960.4%Consumer StaplesZIZoomInfo Technologies$1,564,236$1,564,236 â–²New Holding261,5780.4%Computer and TechnologyGEGE Aerospace$1,537,466$942,116 â–²158.2%5,4180.4%AerospaceWENWendy's$1,535,603$4,094 â–²0.3%220,9500.4%Retail/WholesaleARWArrow Electronics$1,530,615$1,530,615 â–²New Holding10,6730.4%Computer and TechnologyNOWServiceNow$1,513,048$465,352 â–²44.4%14,4720.4%Computer and TechnologyVEEVVeeva Systems$1,509,973$736,718 â–¼-32.8%8,5960.4%MedicalAXSAxis Capital$1,470,242$1,160,637 â–²374.9%14,4980.4%FinanceARISTA NETWORKS INC$1,465,011$472,580 â–²47.6%11,9320.4%COM SHSSLGSL Green Realty$1,463,083$1,463,083 â–²New Holding39,6070.4%FinanceTTEKTetra Tech$1,459,947$464,059 â–¼-24.1%48,4710.4%IndustrialsDTDynatrace$1,455,200$998,719 â–²218.8%39,3510.4%Computer and TechnologyLLYEli Lilly and Company$1,422,884$814,916 â–²134.0%1,5470.4%MedicalHALHalliburton$1,364,104$1,364,104 â–²New Holding34,9860.3%EnergyELEstee Lauder Companies$1,358,247$481,648 â–²54.9%18,9250.3%Consumer StaplesELVElevance Health$1,356,018$1,356,018 â–²New Holding4,6320.3%MedicalROSTRoss Stores$1,347,439$2,846,519 â–¼-67.9%6,2200.3%Retail/WholesaleNDAQNasdaq$1,331,330$1,331,330 â–²New Holding15,6830.3%FinanceDINOHF Sinclair$1,297,275$1,297,275 â–²New Holding20,7930.3%EnergyTDGTransdigm Group$1,284,128$1,284,128 â–²New Holding1,1080.3%AerospaceMTNVail Resorts$1,282,045$594,635 â–²86.5%9,9910.3%Consumer DiscretionaryEMEEMCOR Group$1,280,230$1,280,230 â–²New Holding1,7340.3%ConstructionWMBWilliams Companies$1,274,887$255,676 â–¼-16.7%17,5170.3%EnergyBRBroadridge Financial Solutions$1,267,019$1,267,019 â–²New Holding7,7980.3%Computer and TechnologySNPSSynopsys$1,265,961$764,810 â–²152.6%3,1930.3%Computer and TechnologyJBHTJ.B. Hunt Transport Services$1,263,348$622,562 â–²97.2%5,9620.3%TransportationAAPLApple$1,260,067$875,068 â–¼-41.0%4,9650.3%Computer and TechnologyCICigna Group$1,255,859$260,081 â–¼-17.2%4,7080.3%MedicalBBYBest Buy$1,227,311$1,227,311 â–²New Holding19,1170.3%Retail/WholesaleRKTRocket Companies$1,224,830$684,812 â–²126.8%85,9530.3%FinanceTTDTrade Desk$1,215,299$71,905 â–¼-5.6%53,5610.3%Computer and TechnologyINVHInvitation Home$1,206,815$1,206,815 â–²New Holding48,5640.3%FinanceBNLBroadstone Net Lease$1,202,239$1,202,239 â–²New Holding65,8040.3%FinanceGGenpact$1,189,951$535,916 â–²81.9%31,9450.3%Computer and TechnologyLYBLyondellBasell Industries$1,184,876$1,184,876 â–²New Holding14,7080.3%Basic MaterialsAXONAxon Enterprise$1,174,268$1,174,268 â–²New Holding2,7650.3%AerospaceShowing largest 100 holdings. View all holdings. 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