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CIK: 0001725690
Total reported value
$379.5M
$379.5M
561 檔
4.2%
In Q3 2025, Bridgefront Capital, LLC's U.S. equity holdings reached a combined market value of $379.5M, distributed across 561 disclosed stock positions.
Bridgefront Capital, LLC executed strategic sector rebalancing during Q3 2025, establishing 83 new positions while fully exiting 90 holdings and trimming 14 positions.
Showing top 200 holdings (of 561 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | Stock-Tech | 1.30% | +0.56% | +143.55% | |
| 2 | HON | Honeywell International Inc | Stock-Industrials | 0.91% | — | +264.75% | |
| 3 | ADSK | Autodesk Inc | Stock-Tech | 0.90% | -0.42% | EXIT | |
| 4 | GWRE | Guidewire Software Inc | Stock-Tech | 0.78% | -0.18% | EXIT | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 0.76% | +0.56% | NEW | |
| 6 | MO | Altria Group Inc | Stock-Consumer Staples | 0.76% | +0.30% | NEW | |
| 7 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.76% | -0.38% | +90.06% | |
| 8 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 0.74% | +1.04% | +337.63% | |
| 9 | C | Citigroup Inc | Stock-Financials | 0.71% | +0.17% | -3.35% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.67% | — | +4.67% | |
| 11 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 0.67% | — | +740.26% | |
| 12 | IFF | Intl Flavors & Fragrances | Stock-Materials | 0.61% | — | — | |
| 13 | CRH | CRH plc | Stock-Materials | 0.59% | -0.05% | EXIT | |
| 14 | GEN | Gen Digital Inc | Stock-Tech | 0.56% | -0.42% | EXIT | |
| 15 | ADI | Analog Devices Inc | Stock-Tech | 0.56% | -0.27% | +110.71% | |
| 16 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.54% | +0.26% | — | |
| 17 | MTZ | Mastec Inc | Stock-Industrials | 0.51% | — | +2.47% | |
| 18 | ZS | Zscaler Inc | Stock-Tech | 0.51% | — | +233.29% | |
| 19 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.51% | — | +101.76% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.50% | +0.05% | +242.22% | |
| 21 | BRBR | Bellring Brands Inc | Stock-Consumer Staples | 0.50% | -0.53% | EXIT | |
| 22 | PCTY | Paylocity Holding CORP | Stock-Tech | 0.50% | -0.14% | EXIT | |
| 23 | COF | Capital One Financial CORP | Stock-Financials | 0.49% | -0.48% | EXIT | |
| 24 | BAX | Baxter International Inc | Stock-Healthcare | 0.48% | — | — | |
| 25 | HAS | Hasbro Inc | Stock-Consumer Disc | 0.48% | +0.11% | — | |
| 26 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.47% | +0.47% | NEW | |
| 27 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.46% | — | +39.18% | |
| 28 | MCO | Moody's CORP | Stock-Financials | 0.46% | — | — | |
| 29 | PATH | Uipath Inc - Class A | Stock-Tech | 0.45% | +0.01% | -1.56% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | -0.40% | EXIT | |
| 31 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.44% | — | +51.22% | |
| 32 | DHR | Danaher CORP | Stock-Healthcare | 0.44% | +0.03% | -44.22% | |
| 33 | DOV | Dover CORP | Stock-Industrials | 0.43% | — | +1.87% | |
| 34 | ANET | Arista Networks Inc | Stock-Tech | 0.43% | -0.10% | -64.12% | |
| 35 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.43% | — | +27.46% | |
| 36 | ADBE | Adobe Inc | Stock-Tech | 0.43% | — | +120.45% | |
| 37 | CPB | THE Campbell's Company | Stock-Consumer Staples | 0.42% | — | -53.83% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.42% | +0.38% | — | |
| 39 | TW | Tradeweb Markets Inc-class A | Stock-Financials | 0.42% | — | — | |
| 40 | ADC | Agree Realty CORP | Stock-Real Estate | 0.41% | +0.15% | -37.02% | |
| 41 | IOT | Samsara Inc-cl A | Stock-Tech | 0.41% | -0.19% | EXIT | |
| 42 | FISV | Fiserv Inc | Stock-Other | 0.41% | — | +168.77% | |
| 43 | EQIX | Equinix Inc | Stock-Real Estate | 0.41% | +0.27% | -23.14% | |
| 44 | ARMK | Aramark | Stock-Industrials | 0.41% | +0.39% | NEW | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.41% | — | -53.20% | |
| 46 | AMT | American Tower CORP | Stock-Real Estate | 0.39% | +0.40% | — | |
| 47 | A | Agilent Technologies Inc | Stock-Healthcare | 0.39% | -0.18% | EXIT | |
| 48 | JBL | Jabil Inc | Stock-Tech | 0.39% | — | -62.12% | |
| 49 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.39% | -0.19% | EXIT | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | -0.08% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +1.1% | +143.55% | Add |
| 2 | TSN | Tyson Foods Inc-cl A | +0.7% | +337.63% | Add |
| 3 | ADSK | Autodesk Inc | +0.7% | +76.76% | Add |
| 4 | ZS | Zscaler Inc | +0.5% | +233.29% | Add |
| 5 | PG | Procter & Gamble Co/the | +0.4% | +4.67% | Add |
| 6 | V | Visa Inc-class A Shares | +0.4% | +102.74% | Add |
| 7 | PCTY | Paylocity Holding CORP | +0.4% | +116.56% | Add |
| 8 | JNJ | Johnson & Johnson | +0.4% | +27.26% | Add |
| 9 | C | Citigroup Inc | +0.4% | -3.35% | Add |
| 10 | NOC | Northrop Grumman CORP | +0.3% | — | Add |
| 11 | DV | Doubleverify Holdings Inc | +0.3% | +179.21% | Add |
| 12 | ANET | Arista Networks Inc | +0.3% | -64.12% | Add |
| 13 | HON | Honeywell International Inc | +0.2% | +264.75% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | -0.2% | — | Trim |
| 15 | CSX | Csx CORP | -0.2% | — | Trim |
| 16 | ZBRA | Zebra Technologies Corp-cl A | -0.2% | — | Trim |
| 17 | LIN | Linde plc | -0.3% | — | Trim |
| 18 | USB | US Bancorp | -0.3% | — | Trim |
| 19 | EQIX | Equinix Inc | -0.3% | -23.14% | Trim |
| 20 | KNX | Knight-swift Transportation | -0.3% | — | Trim |
| 21 | TFC | Truist Financial CORP | -0.3% | — | Trim |
| 22 | AN | Autonation Inc | -0.4% | -46.25% | Trim |
| 23 | CPT | Camden Property Trust | -0.4% | +1.46% | Trim |
| 24 | BAC | Bank Of America CORP | -0.4% | -84.55% | Trim |
| 25 | OC | Owens Corning | -0.5% | -65.15% | Trim |
| 26 | HPQ | Hp Inc | -0.6% | — | Trim |
| 27 | ICE | Intercontinental Exchange In | -0.6% | — | Trim |
| 28 | DIS | Walt Disney Co/the | — | EXIT | Sold out |
| 29 | MA | Mastercard Inc - A | — | EXIT | Sold out |
| 30 | INTU | Intuit Inc | — | EXIT | Sold out |
| 31 | GWRE | Guidewire Software Inc | — | NEW | New buy |
| 32 | MO | Altria Group Inc | — | NEW | New buy |
| 33 | PFE | Pfizer Inc | — | EXIT | Sold out |
| 34 | KDP | Keurig Dr Pepper Inc | — | NEW | New buy |
| 35 | ETR | Entergy CORP | — | EXIT | Sold out |
| 36 | IFF | Intl Flavors & Fragrances | — | NEW | New buy |
| 37 | EVRG | Evergy Inc | — | EXIT | Sold out |
| 38 | EXE | Expand Energy CORP | — | EXIT | Sold out |
| 39 | CRH | CRH plc | — | NEW | New buy |
| 40 | GEN | Gen Digital Inc | — | NEW | New buy |
| 41 | CNC | Centene CORP | — | EXIT | Sold out |
| 42 | SNOW | Snowflake Inc | — | EXIT | Sold out |
| 43 | CMI | Cummins Inc | — | EXIT | Sold out |
| 44 | STZ | Constellation Brands Inc-a | — | NEW | New buy |
| 45 | HRB | H&r Block Inc | — | EXIT | Sold out |
| 46 | CDW | Cdw Corp/de | — | EXIT | Sold out |
| 47 | ADP | Automatic Data Processing | — | EXIT | Sold out |
| 48 | AEP | American Electric Power | — | EXIT | Sold out |
| 49 | MTZ | Mastec Inc | — | NEW | New buy |
| 50 | LMT | Lockheed Martin CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, Bridgefront Capital, LLC reported a total U.S. public equity portfolio value of $379.5M across 561 disclosed positions in Q3 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 LRCX, HON, ADSK) accounted for 4.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
GWRE
市值: $2.6M
Top Position Liquidated / Trimmed
DIS
前期市值: $4.0M
During Q3 2025, Bridgefront Capital, LLC's top holdings by market value included LRCX (1.3%)、HON (0.9%)、ADSK (0.9%). The largest single position, LRCX, represented 1.3% of total portfolio value.
In Q3 2025, Bridgefront Capital, LLC made 200 total portfolio adjustments, initiating 83 new buys, adding to 13 positions, trimming 14 holdings, and fully liquidating 90 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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