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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 1 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PVAL PUTNAM ETF TRUST 338,432.0 $17.2M 4.39% -40K -10.5% $50.95 +6.3%
2 VOO VANGUARD INDEX FDS 19,242.0 $13.2M 3.36% -2K -9.3% $686.81 +3.2%
3 AAPL APPLE INC Technology 44,294.0 $12.8M 3.26% -1K -2.3% $289.36 +8.7%
4 JCPB J P MORGAN EXCHANGE TRADED F 243,056.0 $11.4M 2.90% -102K -29.5% $46.94 -1.2%
5 DYNF BLACKROCK ETF TRUST 144,736.0 $9.8M 2.51% -28K -16.2% $68.01 +2.5%
6 BERKSHIRE HATHAWAY INC DEL 16,679.0 $8.3M 2.12% -2K -9.6% $500.39
7 USMV ISHARES TR 82,314.0 $7.9M 2.02% -5K -5.4% $96.46 +5.7%
8 IEMG ISHARES INC 61,961.0 $5.1M 1.31% -25K -29.1% $82.84 -0.5%
9 VXUS VANGUARD STAR FDS 51,253.0 $4.4M 1.11% -625.0 -1.2% $85.49 +2.9%
10 SPY STATE STR SPDR S&P 500 ETF T Financial Services 5,514.0 $4.1M 1.05% -855.0 -13.4% $746.73 +3.3%
11 ITOT ISHARES TR 21,454.0 $3.5M 0.90% -3K -10.5% $164.27 +2.9%
12 IVW ISHARES TR 23,012.0 $3.2M 0.81% -5K -17.7% $137.53 +2.4%
13 PFE PFIZER INC Healthcare 128,811.0 $3.1M 0.79% -2K -1.7% $24.08 +16.4%
14 BUFR FIRST TR EXCHNG TRADED FD VI 81,765.0 $3.0M 0.76% -4K -4.8% $36.53 +2.6%
15 ULST SSGA ACTIVE ETF TR 68,829.0 $2.8M 0.71% -8K -9.8% $40.43 -0.1%
16 IVE ISHARES TR 10,730.0 $2.4M 0.62% -4K -27.7% $227.06 +4.4%
17 RTX RTX CORPORATION Industrials 11,976.0 $2.3M 0.58% -99.0 -0.8% $189.74 +11.8%
18 XOM EXXON MOBIL CORP Energy 14,106.0 $1.9M 0.49% -371.0 -2.6% $136.72 +14.4%
19 WPC WP CAREY INC Real Estate 26,650.0 $1.9M 0.48% -1K -4.0% $71.50 -1.6%
20 IYW ISHARES TR 7,253.0 $1.8M 0.47% -3K -27.0% $252.22 +0.6%
Page 1 of 5  ·  82 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%