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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 2 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IEMG ISHARES INC 61,961.0 $5.1M 1.31% -25K -29.1% $82.84 -0.5%
22 EFG ISHARES TR 40,851.0 $5.1M 1.29% +25K +152.0% $124.42 +1.0%
23 SCHG SCHWAB STRATEGIC TR 149,572.0 $5.1M 1.29% $33.84 +6.0%
24 VXUS VANGUARD STAR FDS 51,253.0 $4.4M 1.11% -625.0 -1.2% $85.49 +2.9%
25 AMZN AMAZON COM INC Consumer Cyclical 17,887.0 $4.3M 1.08% +2K +10.1% $238.35 +7.5%
26 SPY STATE STR SPDR S&P 500 ETF T Financial Services 5,514.0 $4.1M 1.05% -855.0 -13.4% $746.73 +3.3%
27 VIG VANGUARD SPECIALIZED FUNDS 17,022.0 $4.0M 1.02% +525.0 +3.2% $236.62 +2.8%
28 ITOT ISHARES TR 21,454.0 $3.5M 0.90% -3K -10.5% $164.27 +2.9%
29 IAU ISHARES GOLD TR Financial Services 46,197.0 $3.5M 0.89% +1K +2.9% $75.51 +14.7%
30 EFV ISHARES TR 42,843.0 $3.3M 0.83% +2K +5.7% $76.55 +6.8%
31 IJR ISHARES TR 21,857.0 $3.2M 0.82% +234.0 +1.1% $148.31 -1.0%
32 IVW ISHARES TR 23,012.0 $3.2M 0.81% -5K -17.7% $137.53 +2.4%
33 PFE PFIZER INC Healthcare 128,811.0 $3.1M 0.79% -2K -1.7% $24.08 +16.4%
34 BUFR FIRST TR EXCHNG TRADED FD VI 81,765.0 $3.0M 0.76% -4K -4.8% $36.53 +2.6%
35 EFAV ISHARES TR 34,008.0 $3.0M 0.76% $87.71 +7.2%
36 ULST SSGA ACTIVE ETF TR 68,829.0 $2.8M 0.71% -8K -9.8% $40.43 -0.1%
37 FTEC FIDELITY COVINGTON TRUST 9,261.0 $2.6M 0.67% +2K +31.9% $285.58 +1.9%
38 FRME FIRST MERCHANTS CORP Financial Services 58,069.0 $2.5M 0.65% $43.69 -4.6%
39 IVE ISHARES TR 10,730.0 $2.4M 0.62% -4K -27.7% $227.06 +4.4%
40 RTX RTX CORPORATION Industrials 11,976.0 $2.3M 0.58% -99.0 -0.8% $189.74 +11.8%
Page 2 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%