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Portfolio (Quarterly) Guide ↗

BridgePort Financial Solutions, LLC

· CIK 0002031775
13F Portfolio $393M AUM 240 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 28 New 81 Added 82 Reduced 19 Exited
Page 2 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IJH ISHARES TR 25,685.0 $2.0M 0.50% +10K +61.5% $77.11 -0.6%
22 ITA ISHARES TR 7,393.0 $1.8M 0.46% +2K +34.6% $242.42 -3.4%
23 META META PLATFORMS INC Communication Services 3,052.0 $1.7M 0.44% +145.0 +5.0% $563.28 +1.4%
24 VCSH VANGUARD SCOTTSDALE FDS 21,456.0 $1.7M 0.43% +197.0 +0.9% $79.03 -0.4%
25 MU MICRON TECHNOLOGY INC Technology 1,368.0 $1.6M 0.40% +56.0 +4.3% $1154.31 -19.0%
26 FVD FIRST TR EXCHANGE-TRADED FD 30,997.0 $1.5M 0.38% +211.0 +0.7% $48.18 +4.8%
27 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,030.0 $1.4M 0.37% +150.0 +5.2% $477.54 -10.5%
28 GLD SPDR GOLD TR Financial Services 3,914.0 $1.4M 0.37% +407.0 +11.6% $368.38 +14.7%
29 IBM INTERNATIONAL BUSINESS MACHS Technology 5,064.0 $1.4M 0.36% +58.0 +1.2% $281.22 -15.1%
30 JNJ JOHNSON & JOHNSON Healthcare 5,466.0 $1.4M 0.35% +575.0 +11.8% $253.95 +4.7%
31 CWB SPDR SERIES TRUST 12,129.0 $1.3M 0.33% +105.0 +0.9% $107.82 -3.5%
32 AGG ISHARES TR 12,848.0 $1.3M 0.32% +3K +26.6% $98.98 -1.2%
33 VO VANGUARD INDEX FDS 14,759.0 $1.2M 0.30% +11K +292.8% $80.57 +3.1%
34 IWM ISHARES TR 3,867.0 $1.2M 0.30% +192.0 +5.2% $300.42 -0.2%
35 ARKK ARK ETF TR 13,729.0 $1.1M 0.28% +4K +45.9% $80.82 +8.1%
36 VXF VANGUARD INDEX FDS 4,423.0 $1.1M 0.28% +835.0 +23.3% $246.20 -0.2%
37 PLTR PALANTIR TECHNOLOGIES INC Technology 9,103.0 $1.1M 0.27% +2K +25.9% $116.67 +59.4%
38 J P MORGAN EXCHANGE TRADED F 20,700.0 $1.0M 0.27% +14K +231.9% $50.57
39 GE GE AEROSPACE Industrials 2,756.0 $1.0M 0.26% +692.0 +33.5% $373.70 -8.3%
40 SPGP INVESCO EXCHANGE TRADED FD T 8,395.0 $1.0M 0.26% +178.0 +2.2% $122.29 +4.2%
Page 2 of 5  ·  81 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 35.7%
Financial Services 18.7%
Healthcare 11.2%
Communication Services 9.6%
Consumer Cyclical 8.6%
Industrials 7.3%
Consumer Defensive 3.0%
Real Estate 2.6%
Energy 1.9%
Utilities 1.0%