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Portfolio (Quarterly) Guide ↗

BridgePort Financial Solutions, LLC

· CIK 0002031775
13F Portfolio $372M AUM 240 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 240 New
Page 3 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QUAL ISHARES TR 10,230.0 $2.0M 0.55% NEW $198.63 +8.0%
42 GBIL GOLDMAN SACHS ETF TR 19,414.0 $1.9M 0.52% NEW $99.94 +0.2%
43 WPC WP CAREY INC Real Estate 28,272.0 $1.8M 0.49% NEW $64.36 +15.2%
44 STIP ISHARES TR 17,580.0 $1.8M 0.48% NEW $102.39 -0.3%
45 XOM EXXON MOBIL CORP Energy 14,903.0 $1.8M 0.48% NEW $120.34 +13.2%
46 VCIT VANGUARD SCOTTSDALE FDS 21,027.0 $1.8M 0.47% NEW $83.75 -1.0%
47 QQQ INVESCO QQQ TR Financial Services 2,846.0 $1.7M 0.47% NEW $614.33 +16.2%
48 FTEC FIDELITY COVINGTON TRUST 7,712.0 $1.7M 0.47% NEW $224.67 +22.1%
49 IAGG ISHARES TR 32,242.0 $1.6M 0.43% NEW $50.01 +1.2%
50 ITA ISHARES TR 7,496.0 $1.6M 0.43% NEW $214.68 +11.2%
51 IBDT ISHARES TR 61,197.0 $1.6M 0.42% NEW $25.46 -0.8%
52 IBM INTERNATIONAL BUSINESS MACHS Technology 4,998.0 $1.5M 0.40% NEW $296.22 -8.8%
53 IUSB ISHARES TR 31,330.0 $1.5M 0.39% NEW $46.54 -0.5%
54 VCSH VANGUARD SCOTTSDALE FDS 18,225.0 $1.5M 0.39% NEW $79.73 -0.8%
55 MTUM ISHARES TR 5,683.0 $1.4M 0.38% NEW $250.30 +32.1%
56 PLTR PALANTIR TECHNOLOGIES INC Technology 7,838.0 $1.4M 0.37% NEW $177.75 -36.6%
57 IBIT ISHARES BITCOIN TRUST ETF Financial Services 27,005.0 $1.3M 0.36% NEW $49.65 -31.4%
58 FVD FIRST TR EXCHANGE-TRADED FD 28,833.0 $1.3M 0.36% NEW $46.08 +5.1%
59 JPM JPMORGAN CHASE & CO. Financial Services 4,105.0 $1.3M 0.35% NEW $322.19 +2.7%
60 CFO VICTORY PORTFOLIOS II 17,577.0 $1.3M 0.35% NEW $73.84 +8.2%
Page 3 of 12  ·  240 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 33.1%
Financial Services 20.5%
Communication Services 13.7%
Healthcare 10.3%
Consumer Cyclical 8.2%
Industrials 6.6%
Consumer Defensive 3.0%
Energy 2.3%
Real Estate 1.9%
Utilities 0.5%