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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  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BAC BANK OF AMER CORP Financial Services 6,503.0 $371K 0.09% -459.0 -6.6% $56.98 +7.4%
62 TLH ISHARES TR 3,463.0 $348K 0.09% -542.0 -13.5% $100.35 -2.7%
63 AZN ASTRAZENECA PLC Healthcare 1,830.0 $347K 0.09% -64.0 -3.4% $189.62 -13.2%
64 CMI CUMMINS INC Industrials 484.0 $345K 0.09% -53.0 -9.9% $713.33 -19.6%
65 GD GENERAL DYNAMICS CORP Industrials 855.0 $303K 0.08% -88.0 -9.3% $354.04 +7.3%
66 SMA SMARTSTOP SELF STORAG REIT I Real Estate 9,140.0 $297K 0.08% -703.0 -7.1% $32.50 +2.7%
67 NSC NORFOLK SOUTHN CORP Industrials 921.0 $290K 0.07% -77.0 -7.7% $314.63 +10.6%
68 DE DEERE & CO Industrials 456.0 $289K 0.07% -21.0 -4.4% $634.61 -1.9%
69 IBDS ISHARES TR 10,961.0 $265K 0.07% -2K -14.4% $24.22 -0.0%
70 SLV ISHARES SILVER TR Financial Services 4,896.0 $262K 0.07% -2K -24.9% $53.46 +17.4%
71 IBDR ISHARES TR 10,745.0 $260K 0.07% -5K -30.6% $24.23 +0.0%
72 NUSC NUSHARES ETF TR 4,947.0 $258K 0.07% -129.0 -2.5% $52.12 +0.1%
73 ICSH ISHARES TR 4,915.0 $249K 0.06% -333.0 -6.3% $50.58 -0.1%
74 PEP PEPSICO INC Consumer Defensive 1,820.0 $246K 0.06% -13.0 -0.7% $135.37 +3.2%
75 ABT ABBOTT LABORATORIES Healthcare 2,599.0 $236K 0.06% -17.0 -0.7% $90.74 +23.0%
76 DVY ISHARES TR 1,497.0 $234K 0.06% -908.0 -37.8% $156.30 +4.8%
77 CRM SALESFORCE INC Technology 1,344.0 $211K 0.05% -2K -60.0% $156.64 +60.9%
78 BFRZ INNOVATOR ETFS TRUST 7,506.0 $203K 0.05% -3K -28.8% $27.03 +0.3%
79 CVX CHEVRON CORPORATION Energy 1,210.0 $201K 0.05% -271.0 -18.3% $165.82 +20.4%
80 FSK FS KKR CAP CORP Financial Services 16,527.0 $174K 0.04% -630.0 -3.7% $10.50 +16.5%
Page 4 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%