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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 10 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SMA SMARTSTOP SELF STORAG REIT I Real Estate 9,990.0 $309K 0.08% NEW $30.94 +7.3%
182 GD GENERAL DYNAMICS CORP Industrials 906.0 $305K 0.08% NEW $336.82 +3.8%
183 DE DEERE & CO Industrials 649.0 $302K 0.08% NEW $465.71 +34.4%
184 NSC NORFOLK SOUTHN CORP Industrials 1,042.0 $301K 0.08% NEW $288.75 +8.1%
185 MDT MEDTRONIC PLC Healthcare 3,118.0 $300K 0.08% NEW $96.07 -14.8%
186 CAT CATERPILLAR INC Industrials 519.0 $297K 0.08% NEW $573.11 +77.2%
187 INNOVATOR ETFS TRUST 10,437.0 $297K 0.08% NEW $28.41
188 ICSH ISHARES TR 5,761.0 $291K 0.08% NEW $50.58 +0.0%
189 T AT&T INC Communication Services 11,687.0 $290K 0.08% NEW $24.84 -9.5%
190 INNOVATOR ETFS TRUST 10,390.0 $289K 0.08% NEW $27.85
191 ISRG INTUITIVE SURGICAL INC Healthcare 499.0 $283K 0.08% NEW $566.36 -28.1%
192 GS GOLDMAN SACHS GROUP INC Financial Services 319.0 $280K 0.07% NEW $879.09 +17.2%
193 AOK ISHARES TR 6,986.0 $280K 0.07% NEW $40.13 +3.2%
194 INNOVATOR ETFS TRUST 10,363.0 $278K 0.07% NEW $26.84
195 CMI CUMMINS INC Industrials 543.0 $277K 0.07% NEW $510.53 +35.6%
196 INNOVATOR ETFS TRUST 10,341.0 $276K 0.07% NEW $26.67
197 ASML ASML HOLDING N V Technology 255.0 $273K 0.07% NEW $1069.35 +67.9%
198 BSV VANGUARD BD INDEX FDS 3,302.0 $260K 0.07% NEW $78.81 -1.0%
199 OCTW AIM ETF PRODUCTS TRUST 6,605.0 $258K 0.07% NEW $39.00 +4.4%
200 PEP PEPSICO INC Consumer Defensive 1,790.0 $257K 0.07% NEW $143.53 -1.1%
Page 10 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%