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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 2 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPY STATE STR SPDR S&P 500 ETF T Financial Services 6,369.0 $4.1M 1.17% -261.0 -3.9% $650.30 +12.8%
22 VXUS VANGUARD STAR FDS 51,878.0 $4.0M 1.13% -826.0 -1.6% $77.11 +10.3%
23 IAU ISHARES GOLD TR Financial Services 44,884.0 $4.0M 1.12% -14K -23.7% $88.16 -14.1%
24 PFE PFIZER INC Healthcare 131,024.0 $3.7M 1.04% $28.08 -15.7%
25 VIG VANGUARD SPECIALIZED FUNDS 16,497.0 $3.5M 1.01% $215.06 +9.4%
26 ITOT ISHARES TR 23,979.0 $3.4M 0.97% -2K -5.9% $142.43 +13.2%
27 AMZN AMAZON COM INC Consumer Cyclical 16,242.0 $3.4M 0.96% -789.0 -4.6% $208.28 +9.0%
28 IVW ISHARES TR 27,960.0 $3.2M 0.90% -1K -4.8% $113.11 +18.0%
29 IVE ISHARES TR 14,835.0 $3.1M 0.89% -3K -17.7% $211.15 +7.1%
30 EFAV ISHARES TR 34,047.0 $3.1M 0.88% -755.0 -2.2% $91.37 -4.7%
31 ULST SSGA ACTIVE ETF TR 76,329.0 $3.1M 0.88% -2K -3.2% $40.50 -0.2%
32 EFV ISHARES TR 40,543.0 $3.0M 0.85% -4K -9.3% $74.35 +2.5%
33 BUFR FIRST TR EXCHNG TRADED FD VI 85,887.0 $2.9M 0.82% $33.77 +7.2%
34 IJR ISHARES TR 21,623.0 $2.7M 0.76% -962.0 -4.3% $124.31 +17.7%
35 OEF ISHARES TR 7,970.0 $2.5M 0.72% -13K -61.1% $318.08 +12.4%
36 XOM EXXON MOBIL CORP Energy 14,477.0 $2.5M 0.70% -426.0 -2.9% $169.67 -18.9%
37 RTX RTX CORPORATION Industrials 12,075.0 $2.3M 0.66% -62.0 -0.5% $192.91 -3.3%
38 FRME FIRST MERCHANTS CORP Financial Services 58,107.0 $2.3M 0.64% $38.73 +12.0%
39 QUAL ISHARES TR 10,278.0 $2.0M 0.56% $191.81 +11.2%
40 GBIL GOLDMAN SACHS ETF TR 19,588.0 $2.0M 0.56% +174.0 +0.9% $100.19 -0.1%
Page 2 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%