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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 9 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 INDB INDEPENDENT BK CORP MASS Financial Services 4,391.0 $368K 0.09% $83.72 -1.6%
162 NFLX NETFLIX INC. Communication Services 5,139.0 $367K 0.09% +1K +28.4% $71.40 +11.8%
163 NVO NOVO-NORDISK A S Healthcare 7,652.0 $367K 0.09% $47.94 -3.5%
164 SPBX AIM ETF PRODUCTS TRUST 12,269.0 $358K 0.09% +3K +31.6% $29.17 +2.2%
165 EVSM MORGAN STANLEY ETF TRUST 6,997.0 $352K 0.09% $50.31 -0.2%
166 ESGD ISHARES TR 3,387.0 $348K 0.09% +32.0 +0.9% $102.81 +4.0%
167 TLH ISHARES TR 3,463.0 $348K 0.09% -542.0 -13.5% $100.35 -2.7%
168 AZN ASTRAZENECA PLC Healthcare 1,830.0 $347K 0.09% -64.0 -3.4% $189.62 -13.2%
169 CMI CUMMINS INC Industrials 484.0 $345K 0.09% -53.0 -9.9% $713.33 -19.6%
170 GS GOLDMAN SACHS GROUP INC Financial Services 326.0 $330K 0.08% +53.0 +19.4% $1011.47 +2.9%
171 SCHD SCHWAB STRATEGIC TR 10,160.0 $322K 0.08% NEW $31.71 +9.8%
172 AOK ISHARES TR 7,621.0 $316K 0.08% $41.48 -0.0%
173 NTR NUTRIEN LTD Basic Materials 4,951.0 $312K 0.08% NEW $62.95 +16.1%
174 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 332.0 $311K 0.08% +59.0 +21.6% $935.94 -0.1%
175 IWR ISHARES TR 2,811.0 $310K 0.08% $110.30 +2.7%
176 IALT BLACKROCK ETF TRUST 10,953.0 $307K 0.08% NEW $28.05 +3.6%
177 TJX TJX COS INC NEW Consumer Cyclical 2,012.0 $305K 0.08% +399.0 +24.7% $151.49 -11.4%
178 GD GENERAL DYNAMICS CORP Industrials 855.0 $303K 0.08% -88.0 -9.3% $354.04 +7.3%
179 RY ROYAL BK CDA Financial Services 1,454.0 $301K 0.08% +15.0 +1.0% $206.97 -1.2%
180 SMA SMARTSTOP SELF STORAG REIT I Real Estate 9,140.0 $297K 0.08% -703.0 -7.1% $32.50 +2.7%
Page 9 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%