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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 4 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MBB ISHARES TR 5,745.0 $543K 0.14% +2K +46.0% $94.52 -1.1%
62 VZ VERIZON COMMUNICATIONS INC Communication Services 12,760.0 $540K 0.14% +2K +14.7% $42.34 +16.7%
63 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,932.0 $523K 0.13% +3K +2614.8% $178.25 +13.6%
64 ACWX ISHARES TR 6,803.0 $518K 0.13% +3K +67.3% $76.11 +2.4%
65 GOVT ISHARES TR 20,813.0 $474K 0.12% +7K +49.1% $22.78 -1.1%
66 LMT LOCKHEED MARTIN CORP Industrials 928.0 $473K 0.12% +5.0 +0.5% $509.28 +11.1%
67 WFC WELLS FARGO & CO Financial Services 5,663.0 $468K 0.12% +285.0 +5.3% $82.64 +2.8%
68 UNILEVER PLC 7,105.0 $427K 0.11% +347.0 +5.1% $60.12
69 SPBW AIM ETF PRODUCTS TRUST 14,842.0 $426K 0.11% +3K +25.3% $28.70 +1.9%
70 NFLX NETFLIX INC. Communication Services 5,139.0 $367K 0.09% +1K +28.4% $71.40 +11.8%
71 SPBX AIM ETF PRODUCTS TRUST 12,269.0 $358K 0.09% +3K +31.6% $29.17 +2.2%
72 ESGD ISHARES TR 3,387.0 $348K 0.09% +32.0 +0.9% $102.81 +4.0%
73 GS GOLDMAN SACHS GROUP INC Financial Services 326.0 $330K 0.08% +53.0 +19.4% $1011.47 +2.9%
74 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 332.0 $311K 0.08% +59.0 +21.6% $935.94 -0.1%
75 TJX TJX COS INC NEW Consumer Cyclical 2,012.0 $305K 0.08% +399.0 +24.7% $151.49 -11.4%
76 RY ROYAL BK CDA Financial Services 1,454.0 $301K 0.08% +15.0 +1.0% $206.97 -1.2%
77 XLE SELECT SECTOR SPDR TR 5,390.0 $286K 0.07% +450.0 +9.1% $53.11 +17.3%
78 T AT&T INC Communication Services 12,693.0 $263K 0.07% +831.0 +7.0% $20.70 +22.9%
79 IWF ISHARES TR 2,058.0 $256K 0.07% +2K +300.4% $124.17 -0.2%
80 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 4,956.0 $253K 0.06% +429.0 +9.5% $51.05 +36.3%
Page 4 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%