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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 4 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ITA ISHARES TR 5,492.0 $1.2M 0.34% -2K -26.7% $218.75 +9.1%
62 JNJ JOHNSON & JOHNSON Healthcare 4,891.0 $1.2M 0.34% -81.0 -1.6% $244.43 +3.8%
63 EFA ISHARES TR 12,149.0 $1.2M 0.33% $97.13 +5.9%
64 MRK MERCK & CO INC Healthcare 9,316.0 $1.1M 0.32% $120.30 +6.5%
65 CWB SPDR SERIES TRUST 12,024.0 $1.1M 0.31% -231.0 -1.9% $91.52 +15.4%
66 VO VANGUARD INDEX FDS 3,757.0 $1.1M 0.31% +28.0 +0.8% $287.17 -72.1%
67 IJH ISHARES TR 15,905.0 $1.1M 0.30% $67.53 +13.1%
68 JBL JABIL INC Technology 4,015.0 $1.1M 0.30% $265.65 +37.0%
69 BAI BLACKROCK ETF TRUST 32,340.0 $1.1M 0.30% -3K -8.9% $32.95 +50.1%
70 PLTR PALANTIR TECHNOLOGIES INC Technology 7,232.0 $1.1M 0.30% -606.0 -7.7% $146.28 -23.0%
71 USHY ISHARES TR 28,523.0 $1.1M 0.30% $36.84 +0.5%
72 IBIT ISHARES BITCOIN TRUST ETF Financial Services 27,044.0 $1.0M 0.29% $38.42 -11.4%
73 THRO BLACKROCK ETF TRUST 28,394.0 $1.0M 0.29% -3K -8.4% $36.22 +16.8%
74 AGG ISHARES TR 10,146.0 $1.0M 0.28% +549.0 +5.7% $99.27 +0.1%
75 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,880.0 $973K 0.28% $337.91 +25.7%
76 VWO VANGUARD INTL EQUITY INDEX F 17,909.0 $968K 0.27% +3K +22.4% $54.05 +8.3%
77 IWM ISHARES TR 3,675.0 $911K 0.26% -268.0 -6.8% $247.98 +20.6%
78 QCOM QUALCOMM INC Technology 6,938.0 $894K 0.25% +4K +132.0% $128.79 +58.3%
79 CGGO CAPITAL GROUP GBL GROWTH EQT 26,547.0 $886K 0.25% +255.0 +1.0% $33.37 +24.4%
80 SPGP INVESCO EXCHANGE TRADED FD T 8,217.0 $884K 0.25% +653.0 +8.6% $107.61 +13.0%
Page 4 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%