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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 12 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PFEB INNOVATOR ETFS TRUST 5,218.0 $225K 0.06% $43.06 +2.2%
222 ORCL ORACLE CORP Technology 1,503.0 $220K 0.06% NEW $146.56 +3.7%
223 IJT ISHARES TR 1,225.0 $219K 0.06% NEW $178.65 -3.1%
224 SHV ISHARES TR 1,940.0 $214K 0.05% $110.35 +0.0%
225 BUFQ FIRST TR EXCHNG TRADED FD VI 5,440.0 $214K 0.05% NEW $39.27 +1.3%
226 PSEP INNOVATOR ETFS TRUST 4,626.0 $213K 0.05% NEW $46.05 +1.7%
227 FENI FIDELITY COVINGTON TRUST 5,248.0 $211K 0.05% NEW $40.13 +3.5%
228 CRM SALESFORCE INC Technology 1,344.0 $211K 0.05% -2K -60.0% $156.64 +60.9%
229 MAYW AIM ETF PRODUCTS TRUST 5,993.0 $208K 0.05% $34.77 +1.9%
230 ICVT ISHARES TR 1,711.0 $208K 0.05% NEW $121.74 -4.6%
231 SYK STRYKER CORPORATION Healthcare 657.0 $207K 0.05% NEW $315.04 +2.2%
232 HPE HEWLETT PACKARD ENTERPRISE C Technology 4,501.0 $203K 0.05% NEW $45.11 +20.6%
233 BFRZ INNOVATOR ETFS TRUST 7,506.0 $203K 0.05% -3K -28.8% $27.03 +0.3%
234 MSTR STRATEGY INC Technology 2,330.0 $203K 0.05% $86.93 +58.1%
235 IWP ISHARES TR 1,382.0 $202K 0.05% NEW $146.41 -2.1%
236 CVX CHEVRON CORPORATION Energy 1,210.0 $201K 0.05% -271.0 -18.3% $165.82 +20.4%
237 FSK FS KKR CAP CORP Financial Services 16,527.0 $174K 0.04% -630.0 -3.7% $10.50 +16.5%
238 PCIG LITMAN GREGORY FDS TR 19,342.0 $170K 0.04% -1K -6.7% $8.81 +5.2%
239 MSC INCOME FUND INC 14,302.0 $165K 0.04% -3K -15.7% $11.57
240 CION CION INVT CORP Financial Services 12,233.0 $76K 0.02% $6.23 +18.9%
Page 12 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%