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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 3 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IUSB ISHARES TR 47,384.0 $2.2M 0.56% +16K +53.2% $46.15 -1.1%
42 VCIT VANGUARD SCOTTSDALE FDS 24,199.0 $2.0M 0.51% +1K +5.0% $82.65 -1.5%
43 GBIL GOLDMAN SACHS ETF TR 19,777.0 $2.0M 0.50% +189.0 +1.0% $100.16 -0.0%
44 IJH ISHARES TR 25,685.0 $2.0M 0.50% +10K +61.5% $77.11 -0.6%
45 XOM EXXON MOBIL CORP Energy 14,106.0 $1.9M 0.49% -371.0 -2.6% $136.72 +14.4%
46 WPC WP CAREY INC Real Estate 26,650.0 $1.9M 0.48% -1K -4.0% $71.50 -1.6%
47 IYW ISHARES TR 7,253.0 $1.8M 0.47% -3K -27.0% $252.22 +0.6%
48 ITA ISHARES TR 7,393.0 $1.8M 0.46% +2K +34.6% $242.42 -3.4%
49 META META PLATFORMS INC Communication Services 3,052.0 $1.7M 0.44% +145.0 +5.0% $563.28 +1.4%
50 VCSH VANGUARD SCOTTSDALE FDS 21,456.0 $1.7M 0.43% +197.0 +0.9% $79.03 -0.4%
51 STIP ISHARES TR 16,582.0 $1.7M 0.43% -520.0 -3.0% $102.16 -1.2%
52 AMAT APPLIED MATLS INC Technology 2,299.0 $1.7M 0.42% -170.0 -6.9% $723.04 -33.3%
53 VTV VANGUARD INDEX FDS 7,525.0 $1.6M 0.42% $217.94 +3.4%
54 QQQ INVESCO QQQ TR Financial Services 2,206.0 $1.6M 0.41% -311.0 -12.4% $736.30 -2.1%
55 MU MICRON TECHNOLOGY INC Technology 1,368.0 $1.6M 0.40% +56.0 +4.3% $1154.31 -19.0%
56 JBL JABIL INC Technology 4,015.0 $1.5M 0.39% $385.51 -19.0%
57 GGOV BLACKROCK ETF TRUST II 30,002.0 $1.5M 0.38% NEW $50.29 -0.1%
58 FVD FIRST TR EXCHANGE-TRADED FD 30,997.0 $1.5M 0.38% +211.0 +0.7% $48.18 +4.8%
59 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,030.0 $1.4M 0.37% +150.0 +5.2% $477.54 -10.5%
60 GLD SPDR GOLD TR Financial Services 3,914.0 $1.4M 0.37% +407.0 +11.6% $368.38 +14.7%
Page 3 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%