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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 5 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPGP INVESCO EXCHANGE TRADED FD T 8,395.0 $1.0M 0.26% +178.0 +2.2% $122.29 +4.2%
82 USHY ISHARES TR 27,540.0 $1.0M 0.26% -983.0 -3.5% $37.02 -0.2%
83 VWO VANGUARD INTL EQUITY INDEX F 16,959.0 $1.0M 0.26% -950.0 -5.3% $59.69 +2.2%
84 OEF ISHARES TR 2,536.0 $928K 0.24% -5K -68.2% $365.91 +4.1%
85 LLY ELI LILLY & CO Healthcare 766.0 $918K 0.23% +77.0 +11.2% $1198.73 -1.9%
86 IBIT ISHARES BITCOIN TRUST ETF Financial Services 27,205.0 $906K 0.23% +161.0 +0.6% $33.29 +36.0%
87 CSCO CISCO SYS INC Technology 7,668.0 $901K 0.23% +2K +32.7% $117.46 -4.5%
88 BLCR BLACKROCK ETF TRUST 17,809.0 $897K 0.23% -633.0 -3.4% $50.37 -1.5%
89 HD HOME DEPOT INC Consumer Cyclical 2,528.0 $891K 0.23% -115.0 -4.3% $352.63 -6.8%
90 BLACKROCK ETF TRUST 23,596.0 $864K 0.22% NEW $36.60
91 BMY BRISTOL-MYERS SQUIBB CO Healthcare 14,943.0 $861K 0.22% +1K +10.3% $57.62 +16.2%
92 FELC FIDELITY COVINGTON TRUST 20,003.0 $838K 0.21% $41.91 +4.6%
93 GEV GE VERNOVA INC Utilities 700.0 $822K 0.21% +178.0 +34.1% $1174.88 -18.8%
94 V VISA INC Financial Services 2,396.0 $822K 0.21% -49.0 -2.0% $343.12 +10.7%
95 BLACKROCK ETF TRUST 25,763.0 $819K 0.21% +1K +4.0% $31.78
96 LOW LOWES COS INC Consumer Cyclical 3,638.0 $802K 0.20% +51.0 +1.4% $220.50 -6.2%
97 AMGN AMGEN INC Healthcare 2,213.0 $802K 0.20% +676.0 +44.0% $362.18 +20.7%
98 ANNALY CAPITAL MANAGEMENT IN 35,062.0 $784K 0.20% +6K +20.8% $22.36
99 MO ALTRIA GROUP INC Consumer Defensive 10,551.0 $759K 0.19% +172.0 +1.7% $71.95 -5.9%
100 KO COCA COLA CO Consumer Defensive 9,296.0 $755K 0.19% $81.27 +9.6%
Page 5 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%