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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 10 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PWR QUANTA SVCS INC Industrials 408.0 $294K 0.07% $720.04 -13.6%
182 NSC NORFOLK SOUTHN CORP Industrials 921.0 $290K 0.07% -77.0 -7.7% $314.63 +10.6%
183 DE DEERE & CO Industrials 456.0 $289K 0.07% -21.0 -4.4% $634.61 -1.9%
184 ILCG ISHARES TR 2,468.0 $289K 0.07% $117.02 -0.5%
185 BSMS INVESCO EXCH TRD SLF IDX FD 12,286.0 $288K 0.07% $23.44 -0.4%
186 XLE SELECT SECTOR SPDR TR 5,390.0 $286K 0.07% +450.0 +9.1% $53.11 +17.3%
187 INNOVATOR ETFS TRUST 10,313.0 $285K 0.07% $27.61
188 IYY ISHARES TR 1,546.0 $282K 0.07% $182.32 +3.1%
189 IEFA ISHARES TR 2,904.0 $280K 0.07% $96.58 +4.3%
190 SHY ISHARES TR 3,361.0 $276K 0.07% $82.11 -0.1%
191 OCTW AIM ETF PRODUCTS TRUST 6,605.0 $270K 0.07% $40.91 +1.9%
192 BSMQ INVESCO EXCH TRD SLF IDX FD 11,403.0 $268K 0.07% $23.55 -0.1%
193 BSMR INVESCO EXCH TRD SLF IDX FD 11,354.0 $268K 0.07% $23.64 -0.0%
194 IBDS ISHARES TR 10,961.0 $265K 0.07% -2K -14.4% $24.22 -0.0%
195 T AT&T INC Communication Services 12,693.0 $263K 0.07% +831.0 +7.0% $20.70 +22.9%
196 SLV ISHARES SILVER TR Financial Services 4,896.0 $262K 0.07% -2K -24.9% $53.46 +17.4%
197 IBDR ISHARES TR 10,745.0 $260K 0.07% -5K -30.6% $24.23 +0.0%
198 FLOT ISHARES TR 5,058.0 $258K 0.07% $51.05 -0.0%
199 NUSC NUSHARES ETF TR 4,947.0 $258K 0.07% -129.0 -2.5% $52.12 +0.1%
200 ABBV ABBVIE INC Healthcare 1,023.0 $257K 0.07% NEW $251.66 +2.5%
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 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%