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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 10 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CMI CUMMINS INC Industrials 537.0 $289K 0.08% -6.0 -1.1% $538.10 +28.7%
182 BSMS INVESCO EXCH TRD SLF IDX FD 12,286.0 $287K 0.08% NEW $23.39 +0.1%
183 NSC NORFOLK SOUTHN CORP Industrials 998.0 $286K 0.08% -44.0 -4.2% $287.03 +8.8%
184 PEP PEPSICO INC Consumer Defensive 1,833.0 $285K 0.08% +43.0 +2.4% $155.25 -8.6%
185 NVO NOVO-NORDISK A S Healthcare 7,647.0 $281K 0.08% +383.0 +5.3% $36.75 +31.1%
186 ACWX ISHARES TR 4,066.0 $278K 0.08% +859.0 +26.8% $68.48 +9.9%
187 BFRZ INNOVATOR ETFS TRUST 10,544.0 $278K 0.08% +3K +36.6% $26.36 +1.2%
188 SHY ISHARES TR 3,361.0 $278K 0.08% NEW $82.57 -0.5%
189 INNOVATOR ETFS TRUST 10,363.0 $277K 0.08% $26.75
190 IWR ISHARES TR 2,811.0 $273K 0.08% -458.0 -14.0% $97.22 +12.7%
191 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 273.0 $272K 0.08% +9.0 +3.4% $996.47 -3.7%
192 BSMQ INVESCO EXCH TRD SLF IDX FD 11,403.0 $269K 0.08% NEW $23.63 -0.4%
193 SRE SEMPRA Utilities 2,767.0 $269K 0.08% +30.0 +1.1% $97.18 -3.9%
194 DE DEERE & CO Industrials 477.0 $269K 0.08% -172.0 -26.5% $563.53 +11.0%
195 ABT ABBOTT LABORATORIES Healthcare 2,616.0 $269K 0.08% +25.0 +1.0% $102.68 -7.4%
196 BSMR INVESCO EXCH TRD SLF IDX FD 11,354.0 $269K 0.08% NEW $23.65 +0.1%
197 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 4,527.0 $267K 0.08% +394.0 +9.5% $59.03 -11.4%
198 ICSH ISHARES TR 5,248.0 $266K 0.07% -513.0 -8.9% $50.62 -0.1%
199 IEFA ISHARES TR 2,904.0 $263K 0.07% -894.0 -23.5% $90.53 +5.9%
200 FLOT ISHARES TR 5,058.0 $258K 0.07% -2K -27.7% $50.95 +0.2%
Page 10 of 12  ·  231 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%