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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 27 of 38  ·  750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 AVDE AMERICAN CENTY ETF TR 190.0 $16K 0.00% $84.84 +7.7%
522 AVD AMERICAN VANGUARD CORP Basic Materials 6,472.0 $16K 0.00% -600.0 -8.5% $2.49 +6.0%
523 VOOV VANGUARD ADMIRAL FDS INC 78.0 $16K 0.00% $203.91 +8.0%
524 UPS UNITED PARCEL SVCS INC Industrials 160.0 $16K 0.00% $98.38 +8.1%
525 CRS CARPENTER TECHNOLOGY CORP Industrials 38.0 $15K 0.00% $394.16 +17.4%
526 PFM INVESCO EXCHANGE TRADED FD T 293.0 $15K 0.00% $51.09 +8.0%
527 CI THE CIGNA GROUP Healthcare 56.0 $15K 0.00% +36.0 +180.0% $265.86 +7.4%
528 J P MORGAN EXCHANGE TRADED F 240.0 $15K 0.00% $61.32
529 AMCOR PLC 365.0 $15K 0.00% NEW $39.75
530 VST VISTRA CORP Utilities 95.0 $14K 0.00% $150.34 +6.9%
531 SLF SUN LIFE FINANCIAL INC. Financial Services 225.0 $14K 0.00% $62.56 +14.9%
532 SCHH SCHWAB STRATEGIC TR 649.0 $14K 0.00% $21.48 +10.3%
533 COYA THERAPEUTICS INC 3,455.0 $14K 0.00% +760.0 +28.2% $3.94
534 AWK AMERICAN WTR WKS CO INC NEW Utilities 100.0 $14K 0.00% $136.09 -9.8%
535 GLW CORNING INC Technology 98.0 $13K 0.00% $135.66 +35.4%
536 MBOT MICROBOT MED INC Healthcare 5,500.0 $13K 0.00% $2.41 -19.3%
537 ADSK AUTODESK INC Technology 55.0 $13K 0.00% $239.40 +1.4%
538 MLPX GLOBAL X FDS 176.0 $13K 0.00% $73.94 -0.7%
539 OKE ONEOK INC NEW Energy 143.0 $13K 0.00% +2.0 +1.4% $90.17 -3.0%
540 FANG DIAMONDBACK ENERGY INC Energy 64.0 $13K 0.00% $197.80 -2.4%
Page 27 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%