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Portfolio (Quarterly) Guide ↗

BFSG, LLC

· CIK 0001706836
13F Portfolio $1.1B AUM 769 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 63 New 169 Added 167 Reduced 45 Exited
Page 28 of 39  ·  768 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 50.0 $15K 0.00% $301.04 -21.5%
542 UPS UNITED PARCEL SVCS INC Industrials 140.0 $15K 0.00% -20.0 -12.5% $107.50 -5.1%
543 SPDW SPDR INDEX SHS FDS 291.0 $15K 0.00% NEW $50.39 +3.2%
544 IHAK ISHARES TR 237.0 $14K 0.00% $60.75 +4.4%
545 KBWB INVESCO EXCH TRADED FD TR II 154.0 $14K 0.00% $92.98 +2.8%
546 CHRW C H ROBINSON WORLDWIDE IN Industrials 75.0 $14K 0.00% $188.35 -24.8%
547 SPYI NEOS ETF TRUST 255.0 $14K 0.00% +7.0 +2.8% $53.11 +0.7%
548 IGRO ISHARES TR 151.0 $13K 0.00% $87.93 +5.5%
549 AWK AMERICAN WTR WKS CO INC NEW Utilities 100.0 $13K 0.00% $131.58 +2.9%
550 MLPX GLOBAL X FDS 176.0 $13K 0.00% $73.66 +0.9%
551 EVER EVERQUOTE INC Communication Services 538.0 $13K 0.00% $23.79 +6.1%
552 OKE ONEOK INC NEW Energy 144.0 $13K 0.00% +1.0 +0.7% $87.13 +7.1%
553 ADP AUTOMATIC DATA PROCESSING IN Industrials 56.0 $13K 0.00% +1.0 +1.8% $223.73 +25.5%
554 NAUT NAUTILUS BIOTECHNOLOGY INC Healthcare 6,700.0 $13K 0.00% $1.87 -49.0%
555 SHW SHERWIN WILLIAMS CO Basic Materials 36.0 $12K 0.00% $344.33 +0.7%
556 C CITIGROUP INC Financial Services 88.0 $12K 0.00% $139.97 -5.9%
557 IDN INTELLICHECK MOBILISA INC Technology 3,000.0 $12K 0.00% $4.10 -28.0%
558 GS GOLDMAN SACHS GROUP INC Financial Services 12.0 $12K 0.00% $1011.42 +2.8%
559 MDLZ MONDELEZ INTL INC Consumer Defensive 207.0 $12K 0.00% $57.84 +11.4%
560 CAVA CAVA GROUP INC Consumer Cyclical 150.0 $12K 0.00% $78.48 -6.2%
Page 28 of 39  ·  768 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 23.8%
Financial Services 18.6%
Industrials 14.0%
Consumer Defensive 8.4%
Healthcare 8.1%
Basic Materials 7.2%
Utilities 6.6%
Consumer Cyclical 5.3%
Energy 3.3%
Real Estate 2.9%