Bridgefront Capital
AUSTIN, TXfiles as Bridgefront Capital, LLC
$380m in 486 US stocks at the end of 30 June 2026. The top 10 are 10.7% of the money. It changed about 69.1% of the portfolio this quarter.
Value
$380m
Stocks
486
Top 10 share
10.7%
Turnover
69.1%
What changed this quarter
New
Bought for the first time this quarter.
- Colgate-PalmoliveCL1.5% of the fund
- Coca-ColaKO1.0% of the fund
- Occidental PetroleumOXY0.7% of the fund
- Seagate Technology HoldingsSTX0.6% of the fund
- KKRKKR0.6% of the fund
- General MillsGIS0.6% of the fund
- CME GroupCME0.6% of the fund
- 3MMMM0.6% of the fund
- VisaV0.6% of the fund
- Johnson & JohnsonJNJ0.5% of the fund
- O'Reilly AutomotiveORLY0.5% of the fund
- GoDaddyGDDY0.5% of the fund
- Gilead SciencesGILD0.5% of the fund
- JPMorgan ChaseJPM0.5% of the fund
- Clean HarborsCLH0.5% of the fund
- Electronic ArtsEA0.5% of the fund
- Northrop GrummanNOC0.5% of the fund
- InsmedINSM0.5% of the fund
- Spotify TechnologySPOT0.5% of the fund
- Procore TechnologiesPCOR0.5% of the fund
- Healthpeak PropertiesDOC0.4% of the fund
- Carpenter TechnologyCRS0.4% of the fund
- CSXCSX0.4% of the fund
- Regency CentersREG0.4% of the fund
- AramarkARMK0.4% of the fund
Added
Bought more of a stock they already held.
- Kimberly-ClarkKMB1.3% of the fund+26%
- Tyson FoodsTSN1.3% of the fund+472%
- Constellation BrandsSTZ1.1% of the fund+33%
- Estee Lauder CompaniesEL1.0% of the fund+165%
- Molson Coors BeverageTAP1.0% of the fund+106%
- American TowerAMT0.9% of the fund+84%
- Agree RealtyADC0.8% of the fund+14%
- Wells Fargo & CompanyWFC0.8% of the fund+178%
- Trane TechnologiesTT0.8% of the fund+8%
- HalliburtonHAL0.7% of the fund+133%
- Spectrum Brands HoldingsSPB0.7% of the fund+644%
- Intuitive SurgicalISRG0.7% of the fund+13%
- Edgewell Personal CareEPC0.6% of the fund+223%
- Lam ResearchLRCX0.6% of the fund+296%
- IdacorpIDA0.6% of the fund+8%
- Mondelez InternationalMDLZ0.5% of the fund+15%
- nVent ElectricNVT0.5% of the fund+36%
- Albertsons CompaniesACI0.5% of the fund+140%
- SS&C Technologies HoldingsSSNC0.5% of the fund+84%
- Amazon.comAMZN0.5% of the fund+268%
- H2O AmericaHTO0.5% of the fund+512%
- NewsNWS0.5% of the fund+460%
- BlackRockBLK0.5% of the fund+464%
- Alkermes plc.ALKS0.4% of the fund+334%
- Invitation HomesINVH0.4% of the fund+12%
Cut
Sold some of their stake.
- Cbre GroupCBRE0.6% of the fund-17%
- Lockheed MartinLMT0.6% of the fund-3%
- Parker-HannifinPH0.5% of the fund-30%
- EPR PropertiesEPR0.5% of the fund-4%
- AmphenolAPH0.5% of the fund-40%
- Howmet AerospaceHWM0.4% of the fund-37%
- American International GroupAIG0.3% of the fund-52%
- Rhythm PharmaceuticalsRYTM0.3% of the fund-10%
- IntelINTC0.3% of the fund-21%
- Chipotle Mexican GrillCMG0.3% of the fund-29%
- SandiskSNDK0.3% of the fund-70%
- Arista NetworksANET0.3% of the fund-51%
- General MotorsGM0.3% of the fund-60%
- Advanced Micro DevicesAMD0.2% of the fund-65%
- Analog DevicesADI0.2% of the fund-65%
- Amkor TechnologyAMKR0.2% of the fund-79%
- NasdaqNDAQ0.2% of the fund-34%
- MastercardMA0.2% of the fund-62%
- HF SinclairDINO0.2% of the fund-45%
- BiohavenBHVN0.2% of the fund-37%
- Nebius GroupNBIS0.2% of the fund-18%
- General ElectricGE0.2% of the fund-65%
- StrideLRN0.2% of the fund-31%
- AmetekAME0.2% of the fund-65%
- Digi InternationalDGII0.2% of the fund-45%
Sold out
Sold their entire stake.
- Take TWO Interactive SoftwareTTWO-100%
- BroadcomAVGO-100%
- OvintivOVV-100%
- CloroxCLX-100%
- Lamb Weston HoldingsLW-100%
- EQTEQT-100%
- Celsius HoldingsCELH-100%
- AmgenAMGN-100%
- Micron TechnologyMU-100%
- Host Hotels & ResortsHST-100%
- LindeLIN-100%
- Cheniere EnergyLNG-100%
- Expand EnergyEXE-100%
- Simply Good FoodsSMPL-100%
- Crown HoldingsCCK-100%
- Royalty PharmaRPRX-100%
- DuPont de NemoursDD-100%
- Five BelowFIVE-100%
- Bellring BrandsBRBR-100%
- Consolidated EdisonED-100%
- Capital One FinancialCOF-100%
- NewsNWSA-100%
- Elanco Animal HealthELAN-100%
- PepsiCoPEP-100%
- Thermo Fisher ScientificTMO-100%
Holdings
- Electronic ArtsEA
- Share
- 0.5%
- Value
- $2m
- Shares
- 8,770
New
- ShellSHEL
- Share
- 0.4%
- Value
- $1m
- Shares
- 19,105
+643%
Showing the largest 100 of 486.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 0.6% since 30 June 2025.
Where the money is
Technology17.2%
Industrials13.9%
Health care12.4%
Financial services12.3%
Everyday goods11.8%
Retail & consumer8.8%
Real estate7.7%
Materials4.6%
Energy3.7%
Utilities3.5%
Media & telecom2.3%
Other1.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.