BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 30 of 39  ·  768 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 PGR PROGRESSIVE CORP Financial Services 40.0 $9K 0.00% $218.45 +0.4%
582 GIS GENERAL MILLS INC Consumer Defensive 250.0 $9K 0.00% $34.80 +14.9%
583 DHR DANAHER CORP DEL Healthcare 45.0 $9K 0.00% $190.49 +14.9%
584 RGT ROYCE GLOBAL TRUST INC Financial Services 600.0 $9K 0.00% $14.23 +7.7%
585 SPMD SPDR SERIES TRUST 125.0 $8K 0.00% $67.56 -0.4%
586 PFM INVESCO EXCHANGE TRADED FD T 148.0 $8K 0.00% -145.0 -49.5% $55.46 +3.6%
587 AFRM AFFIRM HLDGS INC Technology 100.0 $8K 0.00% $81.55 -5.5%
588 VTRS VIATRIS INC Healthcare 500.0 $8K 0.00% -89.0 -15.1% $15.88 +2.8%
589 MGK VANGUARD WORLD FD 90.0 $8K 0.00% +67.0 +291.3% $87.91 +1.2%
590 VMBS VANGUARD SCOTTSDALE FDS 165.0 $8K 0.00% $46.81 -1.4%
591 GDX VANECK ETF TRUST 102.0 $8K 0.00% $75.45 +36.3%
592 DTE DTE ENERGY CO Utilities 50.0 $8K 0.00% $152.38 -11.3%
593 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 42.0 $8K 0.00% NEW $181.17 +15.7%
594 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 250.0 $8K 0.00% $30.17 +16.0%
595 Q QNITY ELECTRONICS INC Technology 46.0 $8K 0.00% $163.33 -21.1%
596 TBCH TURTLE BEACH CORP Technology 600.0 $7K 0.00% $12.45 +1.7%
597 DMXF ISHARES TR 88.0 $7K 0.00% $84.60 +2.7%
598 VCEB VANGUARD WORLD FD 116.0 $7K 0.00% $62.77 -2.2%
599 SPHQ INVESCO EXCHANGE TRADED FD T 80.0 $7K 0.00% -73.0 -47.7% $90.10 -4.6%
600 PWR QUANTA SVCS INC Industrials 10.0 $7K 0.00% NEW $720.10 -11.2%
Page 30 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%