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Portfolio (Quarterly) Guide ↗

BFSG, LLC

· CIK 0001706836
13F Portfolio $1.1B AUM 751 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 61 New 181 Added 149 Reduced 29 Exited
Page 24 of 38  ·  750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 AVEM AMERICAN CENTY ETF TR 369.0 $30K 0.00% $80.58 +20.4%
462 COP CONOCOPHILLIPS Energy 224.0 $30K 0.00% -102.0 -31.3% $132.00 -13.1%
463 EFAV ISHARES TR 316.0 $29K 0.00% $91.37 -0.5%
464 DGRW WISDOMTREE TR 317.0 $28K 0.00% $87.84 +10.2%
465 AAL AMERICAN AIRLINES GROUP INC Industrials 2,574.0 $28K 0.00% +1K +63.5% $10.74 +37.1%
466 AMAT APPLIED MATLS INC Technology 80.0 $27K 0.00% -20.0 -20.0% $341.80 +31.1%
467 VRTX VERTEX PHARMACEUTICALS INC Healthcare 61.0 $27K 0.00% +7.0 +13.0% $446.54 +0.2%
468 SPYM SPDR SERIES TRUST 355.0 $27K 0.00% -17.0 -4.6% $76.54 +16.1%
469 FLL FULL HSE RESORTS INC Consumer Cyclical 12,070.0 $27K 0.00% +270.0 +2.3% $2.25 +19.1%
470 EXC EXELON CORP Utilities 541.0 $27K 0.00% $49.02 -6.4%
471 NML NEUBERGER ENGY INFRSTR & INC Financial Services 2,490.0 $26K 0.00% $10.51 -5.1%
472 NAUT NAUTILUS BIOTECHNOLOGY INC Healthcare 6,700.0 $26K 0.00% NEW $3.88 -32.1%
473 ABNB AIRBNB INC Consumer Cyclical 200.0 $25K 0.00% $126.28 +4.9%
474 DE DEERE & CO Industrials 44.0 $25K 0.00% $563.32 -4.3%
475 LIBERTY GLOBAL LTD 2,103.0 $25K 0.00% $11.73
476 FICO FAIR ISAAC CORP Technology 23.0 $25K 0.00% $1067.57 +22.8%
477 ELECTROCORE INC 3,862.0 $23K 0.00% $6.03
478 APOS APOLLO GLOBAL MGMT INC Financial Services 209.0 $23K 0.00% +9.0 +4.5% $111.42 -76.5%
479 ROBT FIRST TR EXCHANGE TRADED FD 500.0 $23K 0.00% $46.16 +24.7%
480 SOFI SOFI TECHNOLOGIES INC Financial Services 1,440.0 $23K 0.00% -60.0 -4.0% $15.88 +6.5%
Page 24 of 38  ·  750 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
Financial Services 19.1%
Technology 18.8%
Industrials 14.4%
Consumer Defensive 8.2%
Basic Materials 7.8%
Healthcare 6.5%
Utilities 6.0%
Communication Services 5.6%
Energy 5.6%
Consumer Cyclical 5.0%