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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 8 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TLH ISHARES TR 4,005.0 $403K 0.11% +573.0 +16.7% $100.72 +0.5%
142 VGSH VANGUARD SCOTTSDALE FDS 6,857.0 $401K 0.11% $58.54 -0.5%
143 EEMV ISHARES INC 6,115.0 $396K 0.11% -611.0 -9.1% $64.73 +14.6%
144 SUSA ISHARES TR 2,983.0 $394K 0.11% -58.0 -1.9% $132.09 +14.7%
145 DOV DOVER CORP Industrials 1,888.0 $393K 0.11% $208.42 +8.4%
146 URTH ISHARES INC 2,166.0 $390K 0.11% $180.01 +10.6%
147 UNILEVER PLC 6,758.0 $385K 0.11% +205.0 +3.1% $56.97
148 NFLX NETFLIX INC. Communication Services 4,003.0 $385K 0.11% -772.0 -16.2% $96.15 -23.1%
149 IWN ISHARES TR 2,016.0 $382K 0.11% $189.59 +15.9%
150 IBDR ISHARES TR 15,483.0 $375K 0.11% -12K -44.5% $24.24 -0.0%
151 MBB ISHARES TR 3,934.0 $374K 0.11% -341.0 -8.0% $94.95 -0.0%
152 AZN ASTRAZENECA PLC Healthcare 1,894.0 $373K 0.11% NEW $197.02 -4.7%
153 CAT CATERPILLAR INC Industrials 524.0 $371K 0.10% +5.0 +1.0% $708.75 +41.5%
154 EMXC ISHARES INC 4,713.0 $371K 0.10% $78.65 +27.7%
155 VT VANGUARD INTL EQUITY INDEX F 2,666.0 $369K 0.10% $138.31 +11.6%
156 VV VANGUARD INDEX FDS 1,226.0 $366K 0.10% +81.0 +7.1% $298.83 +12.9%
157 DVY ISHARES TR 2,405.0 $364K 0.10% $151.41 +4.0%
158 BSCR INVESCO EXCH TRD SLF IDX FD 18,322.0 $360K 0.10% -2K -11.8% $19.63 -0.0%
159 EVSM MORGAN STANLEY ETF TRUST 6,997.0 $351K 0.10% $50.19 +0.5%
160 T AT&T INC Communication Services 11,862.0 $344K 0.10% +175.0 +1.5% $28.99 -22.2%
Page 8 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%