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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 8 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LMT LOCKHEED MARTIN CORP Industrials 928.0 $473K 0.12% +5.0 +0.5% $509.28 +11.1%
142 WFC WELLS FARGO & CO Financial Services 5,663.0 $468K 0.12% +285.0 +5.3% $82.64 +2.8%
143 VOD VODAFONE GROUP PLC Communication Services 35,324.0 $467K 0.12% NEW $13.23 +20.1%
144 JAJL INNOVATOR ETFS TRUST 15,451.0 $462K 0.12% -10K -38.5% $29.91 +1.2%
145 EEMV ISHARES INC 6,116.0 $460K 0.12% $75.27 +0.7%
146 IWN ISHARES TR 2,016.0 $446K 0.11% $221.20 +1.6%
147 UNILEVER PLC 7,105.0 $427K 0.11% +347.0 +5.1% $60.12
148 SPBW AIM ETF PRODUCTS TRUST 14,842.0 $426K 0.11% +3K +25.3% $28.70 +1.9%
149 GSK GSK PLC Healthcare 8,090.0 $424K 0.11% -565.0 -6.5% $52.42 -4.1%
150 SUSA ISHARES TR 2,739.0 $423K 0.11% -244.0 -8.2% $154.29 +3.5%
151 CVS CVS HEALTH CORP Healthcare 4,076.0 $422K 0.11% -61.0 -1.5% $103.46 -10.2%
152 VV VANGUARD INDEX FDS 1,226.0 $422K 0.11% $343.88 +3.3%
153 IEF ISHARES TR 4,445.0 $420K 0.11% $94.57 -1.4%
154 VGSH VANGUARD SCOTTSDALE FDS 6,857.0 $399K 0.10% $58.20 -0.1%
155 EMXC ISHARES INC 3,835.0 $392K 0.10% -878.0 -18.6% $102.29 -3.1%
156 IWO ISHARES TR 993.0 $391K 0.10% -45.0 -4.3% $394.09 -1.8%
157 GILD GILEAD SCIENCES INC Healthcare 3,081.0 $389K 0.10% -88.0 -2.8% $126.33 +17.8%
158 DOV DOVER CORP Industrials 1,730.0 $388K 0.10% -158.0 -8.4% $224.24 -10.0%
159 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,732.0 $388K 0.10% NEW $223.95 +27.1%
160 BAC BANK OF AMER CORP Financial Services 6,503.0 $371K 0.09% -459.0 -6.6% $56.98 +7.4%
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 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%