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Portfolio (Quarterly) Guide ↗

BFSG, LLC

· CIK 0001706836
13F Portfolio $1.0B AUM Filed Jan 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 718 New
Page 22 of 36  ·  718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 MUB ISHARES TR 385.0 $41K 0.00% NEW $107.11 +0.1%
422 ADT ADT INC DEL Industrials 5,000.0 $40K 0.00% NEW $8.07 -16.2%
423 USMV ISHARES TR 423.0 $40K 0.00% NEW $94.16 +2.6%
424 XRX XEROX HOLDINGS CORP Technology 16,775.0 $40K 0.00% NEW $2.37 +36.1%
425 GM GENERAL MTRS CO Consumer Cyclical 489.0 $40K 0.00% NEW $81.29 +1.5%
426 TIP ISHARES TR 361.0 $40K 0.00% NEW $109.91 +1.2%
427 SOFI SOFI TECHNOLOGIES INC Financial Services 1,500.0 $39K 0.00% NEW $26.18 -31.5%
428 FICO FAIR ISAAC CORP Technology 23.0 $39K 0.00% NEW $1690.65 -24.0%
429 OABI OMNIAB INC Healthcare 20,435.0 $38K 0.00% NEW $1.85 +45.4%
430 AMT AMERICAN TOWER CORP NEW Real Estate 215.0 $38K 0.00% NEW $175.57 +6.3%
431 OXY OCCIDENTAL PETE CORP Energy 910.0 $37K 0.00% NEW $41.12 +38.3%
432 AZO AUTOZONE INC Consumer Cyclical 11.0 $37K 0.00% NEW $3391.55 -11.9%
433 INTC INTEL CORP Technology 986.0 $36K 0.00% NEW $36.90 +219.2%
434 JFR NUVEEN FLOATING RATE INCOME Financial Services 4,636.0 $36K 0.00% NEW $7.83 -2.2%
435 JMTG J P MORGAN EXCHANGE TRADED F 709.0 $36K 0.00% NEW $51.06 -0.9%
436 DLR DIGITAL RLTY TR INC Real Estate 230.0 $36K 0.00% NEW $154.71 +23.6%
437 MINT PIMCO ETF TR 351.0 $35K 0.00% NEW $100.34 +0.4%
438 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 361.0 $33K 0.00% NEW $90.70 +1.5%
439 SOUN SOUNDHOUND AI INC Technology 3,270.0 $33K 0.00% NEW $9.97 -12.3%
440 FQAL FIDELITY COVINGTON TRUST 426.0 $32K 0.00% NEW $75.66 +7.6%
Page 22 of 36  ·  718 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 21.8%
Financial Services 19.0%
Industrials 14.3%
Basic Materials 8.5%
Consumer Defensive 7.4%
Healthcare 7.0%
Consumer Cyclical 6.1%
Communication Services 5.4%
Utilities 5.4%
Energy 2.9%