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CIK: 0001725690
Total reported value
$379.5M
$379.5M
578 檔
4.7%
According to the latest 13F quarterly dataset, Bridgefront Capital, LLC managed an equity portfolio of $379.5M at the end of Q2 2025, spanning 578 distinct U.S. exchange-listed positions.
Bridgefront Capital, LLC executed strategic sector rebalancing during Q2 2025, establishing 80 new positions while fully exiting 71 holdings and trimming 16 positions.
Showing top 200 holdings (of 578 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MA | Mastercard Inc - A | Stock-Financials | 1.08% | -0.30% | +39.13% | |
| 2 | INTU | Intuit Inc | Stock-Tech | 1.02% | +0.06% | NEW | |
| 3 | JBL | Jabil Inc | Stock-Tech | 0.92% | — | — | |
| 4 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.88% | -0.29% | EXIT | |
| 5 | CPB | THE Campbell's Company | Stock-Consumer Staples | 0.80% | — | — | |
| 6 | SPGI | S&p Global Inc | Stock-Financials | 0.78% | +0.38% | NEW | |
| 7 | ANET | Arista Networks Inc | Stock-Tech | 0.76% | -0.10% | +244.21% | |
| 8 | DHR | Danaher CORP | Stock-Healthcare | 0.71% | +0.03% | +43.67% | |
| 9 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.69% | +0.02% | +364.31% | |
| 10 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.67% | — | — | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 0.63% | — | — | |
| 12 | ETR | Entergy CORP | Stock-Utilities | 0.63% | — | +10.13% | |
| 13 | ADC | Agree Realty CORP | Stock-Real Estate | 0.61% | +0.15% | +42.88% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | — | +177.86% | |
| 15 | LNG | Cheniere Energy Inc | Stock-Energy | 0.57% | -0.61% | EXIT | |
| 16 | OC | Owens Corning | Stock-Industrials | 0.57% | +0.06% | NEW | |
| 17 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.57% | -0.45% | EXIT | |
| 18 | C | Citigroup Inc | Stock-Financials | 0.55% | +0.17% | +47.27% | |
| 19 | IT | Gartner Inc | Stock-Tech | 0.53% | +0.24% | +135.70% | |
| 20 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 0.52% | -1.06% | EXIT | |
| 21 | MDB | Mongodb Inc | Stock-Tech | 0.51% | +0.20% | NEW | |
| 22 | EXE | Expand Energy CORP | Stock-Energy | 0.51% | -0.60% | EXIT | |
| 23 | GM | General Motors Co | Stock-Consumer Disc | 0.50% | -0.33% | +200.58% | |
| 24 | TPR | Tapestry Inc | Stock-Consumer Disc | 0.50% | -0.35% | +47.43% | |
| 25 | EQIX | Equinix Inc | Stock-Real Estate | 0.49% | +0.27% | -24.83% | |
| 26 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.47% | -0.19% | EXIT | |
| 27 | WTW | Willis Towers Watson Public Limited Company | Stock-Financials | 0.47% | — | — | |
| 28 | ALLY | Ally Financial Inc | Stock-Financials | 0.47% | — | +290.00% | |
| 29 | EFX | Equifax Inc | Stock-Industrials | 0.46% | +0.17% | NEW | |
| 30 | ADSK | Autodesk Inc | Stock-Tech | 0.45% | -0.42% | EXIT | |
| 31 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.44% | — | +91.50% | |
| 32 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 0.44% | -0.08% | EXIT | |
| 33 | GEV | GE Vernova Inc | Stock-Industrials | 0.43% | — | — | |
| 34 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.43% | -0.05% | EXIT | |
| 35 | NDSN | Nordson CORP | Stock-Industrials | 0.43% | — | — | |
| 36 | EPAM | Epam Systems Inc | Stock-Tech | 0.43% | -0.22% | EXIT | |
| 37 | CLX | Clorox Company | Stock-Consumer Staples | 0.43% | -0.83% | EXIT | |
| 38 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.42% | +0.10% | NEW | |
| 39 | DOV | Dover CORP | Stock-Industrials | 0.42% | — | +25.59% | |
| 40 | XYL | Xylem Inc | Stock-Industrials | 0.40% | — | +581.38% | |
| 41 | PATH | Uipath Inc - Class A | Stock-Tech | 0.40% | +0.01% | — | |
| 42 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.39% | -0.38% | -31.25% | |
| 43 | TEL | TE Connectivity plc | Stock-Tech | 0.39% | — | — | |
| 44 | GE | General Electric | Stock-Industrials | 0.38% | -0.19% | +174.33% | |
| 45 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.38% | -0.57% | EXIT | |
| 46 | CRH | CRH plc | Stock-Materials | 0.37% | -0.05% | EXIT | |
| 47 | PNC | Pnc Financial Services Group | Stock-Financials | 0.37% | — | — | |
| 48 | CMI | Cummins Inc | Stock-Industrials | 0.36% | — | -29.91% | |
| 49 | MTZ | Mastec Inc | Stock-Industrials | 0.36% | — | — | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.36% | — | -24.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JBL | Jabil Inc | +0.9% | NEW | New buy |
| 2 | CPB | THE Campbell's Company | +0.8% | NEW | New buy |
| 3 | KVUE | Kenvue Inc | +0.7% | NEW | New buy |
| 4 | SCHW | Schwab (charles) CORP | +0.7% | +281.24% | Add |
| 5 | ABBV | Abbvie Inc | +0.6% | NEW | New buy |
| 6 | ANET | Arista Networks Inc | +0.6% | +244.21% | Add |
| 7 | SPGI | S&p Global Inc | +0.6% | +286.61% | Add |
| 8 | ISRG | Intuitive Surgical Inc | +0.5% | +364.31% | Add |
| 9 | TTWO | Take-two Interactive Softwre | +0.5% | NEW | New buy |
| 10 | CMCSA | Comcast Corp-class A | +0.5% | NEW | New buy |
| 11 | WTW | Willis Towers Watson Public Limited Company | +0.5% | NEW | New buy |
| 12 | EFX | Equifax Inc | +0.5% | NEW | New buy |
| 13 | GEV | GE Vernova Inc | +0.4% | NEW | New buy |
| 14 | NDSN | Nordson CORP | +0.4% | NEW | New buy |
| 15 | LNG | Cheniere Energy Inc | +0.4% | +252.08% | Add |
| 16 | PATH | Uipath Inc - Class A | +0.4% | NEW | New buy |
| 17 | TEL | TE Connectivity plc | +0.4% | NEW | New buy |
| 18 | CRH | CRH plc | +0.4% | NEW | New buy |
| 19 | PNC | Pnc Financial Services Group | +0.4% | NEW | New buy |
| 20 | MTZ | Mastec Inc | +0.4% | NEW | New buy |
| 21 | PG | Procter & Gamble Co/the | +0.4% | +177.86% | Add |
| 22 | ALLY | Ally Financial Inc | +0.4% | +290.00% | Add |
| 23 | TTEK | Tetra Tech Inc | +0.4% | NEW | New buy |
| 24 | DUOL | Duolingo | +0.4% | NEW | New buy |
| 25 | XYL | Xylem Inc | +0.3% | +581.38% | Add |
| 26 | RSG | Republic Services Inc | +0.3% | NEW | New buy |
| 27 | GM | General Motors Co | +0.3% | +200.58% | Add |
| 28 | RS | Reliance Inc | +0.3% | NEW | New buy |
| 29 | KEL | Kellanova | +0.3% | NEW | New buy |
| 30 | PINS | Pinterest Inc- Class A | +0.3% | NEW | New buy |
| 31 | PRMB | Primo Brands CORP | +0.3% | NEW | New buy |
| 32 | FTI | TechnipFMC plc | +0.3% | NEW | New buy |
| 33 | FIVE | Five Below | +0.3% | NEW | New buy |
| 34 | STX | Seagate Technology Holdings plc | +0.3% | NEW | New buy |
| 35 | P | Everpure Inc-a | +0.3% | NEW | New buy |
| 36 | UNP | Union Pacific CORP | +0.3% | NEW | New buy |
| 37 | FERG | Ferguson Enterprises Inc | +0.3% | NEW | New buy |
| 38 | POOL | Pool CORP | +0.3% | NEW | New buy |
| 39 | OVV | Ovintiv Inc | +0.3% | NEW | New buy |
| 40 | ULTA | Ulta Beauty Inc | +0.3% | NEW | New buy |
| 41 | MKC | Mccormick & Co-non Vtg Shrs | +0.3% | NEW | New buy |
| 42 | FCN | Fti Consulting Inc | +0.3% | NEW | New buy |
| 43 | CF | Cf Industries Holdings Inc | +0.3% | NEW | New buy |
| 44 | IT | Gartner Inc | +0.3% | +135.70% | Add |
| 45 | TMO | Thermo Fisher Scientific Inc | +0.3% | +154.74% | Add |
| 46 | MDB | Mongodb Inc | +0.3% | +90.55% | Add |
| 47 | DRI | Darden Restaurants Inc | +0.3% | +174.89% | Add |
| 48 | WDC | Western Digital CORP | +0.3% | NEW | New buy |
| 49 | BMY | Bristol-myers Squibb Co | +0.3% | NEW | New buy |
| 50 | TTD | Trade Desk Inc/the -class A | +0.3% | NEW | New buy |
According to official SEC Form 13F filings, Bridgefront Capital, LLC reported a total U.S. public equity portfolio value of $379.5M across 578 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MA, INTU, JBL) accounted for 4.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
JBL
市值: $3.5M
Top Position Liquidated / Trimmed
ICE
前期市值: $2.8M
During Q2 2025, Bridgefront Capital, LLC's top holdings by market value included MA (1.1%)、INTU (1.0%)、JBL (0.9%). The largest single position, MA, represented 1.1% of total portfolio value.
In Q2 2025, Bridgefront Capital, LLC made 200 total portfolio adjustments, initiating 80 new buys, adding to 33 positions, trimming 16 holdings, and fully liquidating 71 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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