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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 11 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SRE SEMPRA Utilities 2,771.0 $257K 0.07% $92.72 -8.6%
202 IWF ISHARES TR 2,058.0 $256K 0.07% +2K +300.4% $124.17 -0.2%
203 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 4,956.0 $253K 0.06% +429.0 +9.5% $51.05 +36.3%
204 MDT MEDTRONIC PLC Healthcare 3,211.0 $251K 0.06% NEW $78.22 +15.0%
205 VGIT VANGUARD SCOTTSDALE FDS 4,232.0 $250K 0.06% $58.98 -0.9%
206 ICSH ISHARES TR 4,915.0 $249K 0.06% -333.0 -6.3% $50.58 -0.1%
207 PEP PEPSICO INC Consumer Defensive 1,820.0 $246K 0.06% -13.0 -0.7% $135.37 +3.2%
208 DELL DELL TECHNOLOGIES INC Technology 562.0 $242K 0.06% NEW $431.34 +9.3%
209 PJUL INNOVATOR ETFS TRUST 4,965.0 $242K 0.06% $48.81 +2.1%
210 EEM ISHARES TR 3,530.0 $242K 0.06% $68.41 -1.2%
211 EMR EMERSON ELEC CO Industrials 1,675.0 $240K 0.06% $143.16 +10.2%
212 ABT ABBOTT LABORATORIES Healthcare 2,599.0 $236K 0.06% -17.0 -0.7% $90.74 +22.9%
213 OPPE WISDOMTREE TR 4,221.0 $236K 0.06% $55.81 +7.6%
214 DVY ISHARES TR 1,497.0 $234K 0.06% -908.0 -37.8% $156.30 +4.8%
215 INTC INTEL CORP Technology 1,651.0 $231K 0.06% NEW $139.65 -34.1%
216 IWB ISHARES TR 560.0 $229K 0.06% NEW $409.50 +3.1%
217 IXUS ISHARES TR 2,396.0 $229K 0.06% $95.44 +2.9%
218 BKCG BNY MELLON ETF TRUST II 6,107.0 $228K 0.06% $37.30 +5.3%
219 SIXJ AIM ETF PRODUCTS TRUST 6,222.0 $227K 0.06% $36.48 +2.4%
220 MA MASTERCARD INCORPORATED Financial Services 442.0 $227K 0.06% +25.0 +6.0% $513.20 +15.3%
Page 11 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%