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Portfolio (Quarterly) Guide ↗

BridgePort Financial Solutions, LLC

· CIK 0002031775
13F Portfolio $353M AUM 231 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 67 Added 93 Reduced 23 Exited
Page 4 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ANET ARISTA NETWORKS INC Technology 4,193.0 $515K 0.15% -377.0 -8.2% $122.78 +30.1%
62 MINT PIMCO ETF TR 5,096.0 $513K 0.14% -891.0 -14.9% $100.57 +0.2%
63 WMT WALMART INC Consumer Defensive 4,009.0 $498K 0.14% -2K -29.3% $124.27 -5.9%
64 BKNG BOOKING HOLDINGS INC Consumer Cyclical 108.0 $455K 0.13% -6.0 -5.3% $4215.19 -95.7%
65 CSCO CISCO SYS INC Technology 5,778.0 $448K 0.13% -2K -22.0% $77.60 +48.6%
66 SLV ISHARES SILVER TR Financial Services 6,522.0 $444K 0.13% -1K -18.7% $68.13 -21.0%
67 GILD GILEAD SCIENCES INC Healthcare 3,169.0 $442K 0.12% -112.0 -3.4% $139.37 -9.0%
68 IEF ISHARES TR 4,445.0 $424K 0.12% -4K -44.0% $95.44 -0.4%
69 EEMV ISHARES INC 6,115.0 $396K 0.11% -611.0 -9.1% $64.73 +15.0%
70 SUSA ISHARES TR 2,983.0 $394K 0.11% -58.0 -1.9% $132.09 +15.0%
71 NFLX NETFLIX INC. Communication Services 4,003.0 $385K 0.11% -772.0 -16.2% $96.15 -22.2%
72 IBDR ISHARES TR 15,483.0 $375K 0.11% -12K -44.5% $24.24 -0.0%
73 MBB ISHARES TR 3,934.0 $374K 0.11% -341.0 -8.0% $94.95 +0.1%
74 BSCR INVESCO EXCH TRD SLF IDX FD 18,322.0 $360K 0.10% -2K -11.8% $19.63 -0.1%
75 BAC BANK AMERICA CORP Financial Services 6,962.0 $339K 0.10% -79.0 -1.1% $48.75 +19.1%
76 ASML ASML HLDG NV Technology 245.0 $323K 0.09% -10.0 -3.9% $1320.27 +36.4%
77 ESGD ISHARES TR 3,355.0 $321K 0.09% -99.0 -2.9% $95.62 +6.8%
78 IBDS ISHARES TR 12,811.0 $311K 0.09% -18K -58.3% $24.24 -0.1%
79 SMA SMARTSTOP SELF STORAG REIT I Real Estate 9,843.0 $298K 0.08% -147.0 -1.5% $30.28 +9.5%
80 CMI CUMMINS INC Industrials 537.0 $289K 0.08% -6.0 -1.1% $538.10 +27.9%
Page 4 of 5  ·  93 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 31.2%
Financial Services 20.2%
Communication Services 13.2%
Healthcare 11.7%
Consumer Cyclical 8.2%
Industrials 6.9%
Consumer Defensive 3.0%
Energy 2.7%
Real Estate 2.2%
Utilities 0.7%