BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

BDFS Capital LLC

· CIK 0002112636
13F Portfolio $230M AUM 116 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 59 Added 26 Reduced 33 Exited
Page 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 USRT ISHARES TR 5,127 $303K 0.15% SOLD
22 IJK ISHARES TR 2,996 $301K 0.14% SOLD
23 IEI ISHARES TR 2,515 $298K 0.14% SOLD
24 IJS ISHARES TR 2,164 $256K 0.12% SOLD
25 TLH ISHARES TR 2,371 $239K 0.12% SOLD
26 MCD MCDONALDS CORP Consumer Cyclical 725 $225K 0.11% SOLD
27 PNC PNC FINL SVCS GROUP INC Financial Services 1,035 $215K 0.10% SOLD
28 HII HUNTINGTON INGALLS INDS INC Industrials 558 $212K 0.10% SOLD
29 SHEL SHELL PLC Energy 2,239 $208K 0.10% SOLD
30 IEF ISHARES TR 2,180 $208K 0.10% SOLD
31 TFLO ISHARES TR 4,099 $208K 0.10% SOLD
32 EFV ISHARES TR 2,706 $201K 0.10% SOLD
33 SPIB SPDR SERIES TRUST 5,991 $201K 0.10% SOLD
Page 2 of 2  ·  33 positions
Sector Allocation
Technology 36.1%
Industrials 17.8%
Financial Services 13.1%
Healthcare 8.7%
Consumer Defensive 8.3%
Consumer Cyclical 6.3%
Communication Services 5.3%
Utilities 2.7%
Basic Materials 1.3%
Real Estate 0.5%