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Portfolio (Quarterly) Guide ↗

BridgePort Financial Solutions, LLC

· CIK 0002031775
13F Portfolio $372M AUM 240 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 240 New
Page 8 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EEMV ISHARES INC 6,726.0 $431K 0.12% NEW $64.04 +16.3%
142 UNILEVER PLC 6,553.0 $429K 0.12% NEW $65.40
143 MEDP MEDPACE HLDGS INC Healthcare 758.0 $426K 0.11% NEW $561.65 -6.5%
144 GSK GSK PLC Healthcare 8,660.0 $425K 0.11% NEW $49.04 +6.5%
145 SUSA ISHARES TR 3,041.0 $424K 0.11% NEW $139.34 +8.9%
146 BSCR INVESCO EXCH TRD SLF IDX FD 20,769.0 $410K 0.11% NEW $19.74 -0.6%
147 MBB ISHARES TR 4,275.0 $407K 0.11% NEW $95.21 -0.2%
148 GILD GILEAD SCIENCES INC Healthcare 3,281.0 $403K 0.11% NEW $122.76 +2.8%
149 VGSH VANGUARD SCOTTSDALE FDS 6,857.0 $403K 0.11% NEW $58.73 -0.8%
150 URTH ISHARES INC 2,166.0 $402K 0.11% NEW $185.76 +7.4%
151 SHYD VANECK ETF TRUST 17,000.0 $389K 0.10% NEW $22.91 -0.1%
152 IBHI ISHARES TR 16,441.0 $389K 0.10% NEW $23.63 -1.1%
153 BAC BANK AMERICA CORP Financial Services 7,041.0 $387K 0.10% NEW $55.00 +5.4%
154 AVGO BROADCOM INC Technology 1,107.0 $383K 0.10% NEW $346.02 +7.4%
155 VT VANGUARD INTL EQUITY INDEX F 2,660.0 $375K 0.10% NEW $141.04 +9.7%
156 NVO NOVO-NORDISK A S Healthcare 7,264.0 $370K 0.10% NEW $50.88 -5.7%
157 DOV DOVER CORP Industrials 1,884.0 $368K 0.10% NEW $195.21 +16.1%
158 MU MICRON TECHNOLOGY INC Technology 1,283.0 $366K 0.10% NEW $285.41 +312.5%
159 EXACT SCIENCES CORP 3,599.0 $366K 0.10% NEW $101.56
160 IWN ISHARES TR 2,016.0 $365K 0.10% NEW $181.21 +21.5%
Page 8 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 33.1%
Financial Services 20.5%
Communication Services 13.7%
Healthcare 10.3%
Consumer Cyclical 8.2%
Industrials 6.6%
Consumer Defensive 3.0%
Energy 2.3%
Real Estate 1.9%
Utilities 0.5%