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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 5 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 2,880.0 $875K 0.23% NEW $303.93 +41.9%
82 LOW LOWES COS INC Consumer Cyclical 3,586.0 $865K 0.23% NEW $241.15 -8.0%
83 BMY BRISTOL-MYERS SQUIBB CO Healthcare 16,021.0 $864K 0.23% NEW $53.94 +5.8%
84 SPGP INVESCO EXCHANGE TRADED FD T 7,564.0 $861K 0.23% NEW $113.86 +6.7%
85 VTEB VANGUARD MUN BD FDS 16,883.0 $849K 0.23% NEW $50.29 +0.5%
86 V VISA INC Financial Services 2,349.0 $824K 0.22% NEW $350.76 -3.7%
87 BLK BLACKROCK INC Financial Services 757.0 $810K 0.22% NEW $1070.22 -9.0%
88 BND VANGUARD BD INDEX FDS 10,676.0 $791K 0.21% NEW $74.07 -0.5%
89 VWO VANGUARD INTL EQUITY INDEX F 14,629.0 $786K 0.21% NEW $53.76 +8.9%
90 DIS DISNEY WALT CO Communication Services 6,881.0 $783K 0.21% NEW $113.76 -13.3%
91 ANNALY CAPITAL MANAGEMENT IN 34,898.0 $780K 0.21% NEW $22.36
92 VTI VANGUARD INDEX FDS 2,282.0 $765K 0.21% NEW $335.24 +8.2%
93 IEF ISHARES TR 7,945.0 $764K 0.20% NEW $96.16 -1.2%
94 FELC FIDELITY COVINGTON TRUST 20,003.0 $764K 0.20% NEW $38.17 +7.8%
95 AXP AMERICAN EXPRESS CO Financial Services 2,043.0 $756K 0.20% NEW $370.03 -8.1%
96 BERKSHIRE HATHAWAY INC DEL 1.0 $755K 0.20% NEW $754800.00
97 VXF VANGUARD INDEX FDS 3,605.0 $754K 0.20% NEW $209.11 +14.9%
98 IBDS ISHARES TR 30,733.0 $746K 0.20% NEW $24.28 -0.3%
99 AMGN AMGEN INC Healthcare 2,276.0 $745K 0.20% NEW $327.37 +8.8%
100 LLY ELI LILLY & CO Healthcare 662.0 $711K 0.19% NEW $1073.95 +12.3%
Page 5 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%