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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 26 of 36  ·  718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 ADSK AUTODESK INC Technology 55.0 $16K 0.00% NEW $296.02 -24.0%
502 MPTI M-TRON INDS INC Technology 300.0 $16K 0.00% NEW $53.22 +63.6%
503 VOE VANGUARD INDEX FDS 90.0 $16K 0.00% NEW $177.38 +9.9%
504 VOOV VANGUARD ADMIRAL FDS INC 78.0 $16K 0.00% NEW $204.04 +8.1%
505 UPS UNITED PARCEL SERVICE INC Industrials 160.0 $16K 0.00% NEW $99.19 +6.7%
506 JCI JOHNSON CTLS INTL PLC Industrials 132.0 $16K 0.00% NEW $119.75 +13.6%
507 NIO NIO INC Consumer Cyclical 3,090.0 $16K 0.00% NEW $5.10 +7.1%
508 AVDE AMERICAN CENTY ETF TR 190.0 $16K 0.00% NEW $82.32 +11.3%
509 COYA THERAPEUTICS INC 2,695.0 $16K 0.00% NEW $5.80
510 VST VISTRA CORP Utilities 95.0 $15K 0.00% NEW $161.34 -2.2%
511 J P MORGAN EXCHANGE TRADED F 240.0 $15K 0.00% NEW $63.18
512 PFM INVESCO EXCHANGE TRADED FD T 293.0 $15K 0.00% NEW $51.51 +7.4%
513 UNFI UNITED NAT FOODS INC Consumer Defensive 438.0 $15K 0.00% NEW $33.67 +53.5%
514 ETHA ISHARES ETHEREUM TR Financial Services 652.0 $15K 0.00% NEW $22.43 -33.2%
515 TXN TEXAS INSTRS INC Technology 82.0 $14K 0.00% NEW $173.50 +81.6%
516 ADP AUTOMATIC DATA PROCESSING IN Industrials 55.0 $14K 0.00% NEW $257.78 -14.8%
517 SLF SUN LIFE FINANCIAL INC. Financial Services 225.0 $14K 0.00% NEW $62.40 +16.1%
518 SNOW SNOWFLAKE INC Technology 63.0 $14K 0.00% NEW $219.37 +14.7%
519 SPYI NEOS ETF TRUST 260.0 $14K 0.00% NEW $52.57 +2.5%
520 FNF FIDELITY NATIONAL FINANCIAL Financial Services 248.0 $14K 0.00% NEW $54.59 -12.9%
Page 26 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%