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CIK: 0001725690
Total reported value
$379.5M
$379.5M
492 檔
5.8%
According to the latest 13F quarterly dataset, Bridgefront Capital, LLC managed an equity portfolio of $379.5M at the end of Q4 2025, spanning 492 distinct U.S. exchange-listed positions.
In Q4 2025, Bridgefront Capital, LLC displayed an active expansion posture, initiating 73 new positions and adding to 46 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 492 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 1.33% | +0.05% | +230.71% | |
| 2 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 1.16% | +0.26% | +144.43% | |
| 3 | ELF | Elf Beauty Inc | Stock-Consumer Staples | 1.14% | — | — | |
| 4 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.94% | — | +1340.26% | |
| 5 | LNG | Cheniere Energy Inc | Stock-Energy | 0.94% | -0.61% | EXIT | |
| 6 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.88% | -0.18% | +273.46% | |
| 7 | GIS | General Mills Inc | Stock-Consumer Staples | 0.87% | +0.60% | NEW | |
| 8 | MDB | Mongodb Inc | Stock-Tech | 0.83% | +0.20% | NEW | |
| 9 | A | Agilent Technologies Inc | Stock-Healthcare | 0.82% | -0.18% | EXIT | |
| 10 | FIVE | Five Below | Stock-Consumer Disc | 0.81% | -0.55% | EXIT | |
| 11 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.75% | — | +178.85% | |
| 12 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.74% | — | — | |
| 13 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.72% | -0.38% | EXIT | |
| 14 | PFE | Pfizer Inc | Stock-Healthcare | 0.72% | +0.38% | NEW | |
| 15 | SUI | Sun Communities Inc | Stock-Real Estate | 0.70% | — | — | |
| 16 | BLDR | Builders Firstsource Inc | Stock-Industrials | 0.68% | — | +686.34% | |
| 17 | PRGO | Perrigo Company plc | Stock-Healthcare | 0.65% | — | — | |
| 18 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.65% | +0.22% | — | |
| 19 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.64% | -0.21% | EXIT | |
| 20 | AHR | American Healthcare Reit Inc | Stock-Real Estate | 0.64% | — | +111.33% | |
| 21 | ADSK | Autodesk Inc | Stock-Tech | 0.63% | -0.42% | EXIT | |
| 22 | HOG | Harley-davidson Inc | Stock-Consumer Disc | 0.58% | — | — | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.58% | +0.29% | +106.35% | |
| 24 | MKTX | Marketaxess Holdings Inc | Stock-Financials | 0.58% | — | +76.65% | |
| 25 | MSI | Motorola Solutions Inc | Stock-Tech | 0.57% | — | — | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.57% | -0.31% | EXIT | |
| 27 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.57% | -0.38% | -9.69% | |
| 28 | PBH | Prestige Consumer Healthcare | Stock-Healthcare | 0.56% | — | — | |
| 29 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.55% | +0.09% | — | |
| 30 | UTHR | United Therapeutics CORP | Stock-Healthcare | 0.55% | +0.13% | +65.25% | |
| 31 | TEL | TE Connectivity plc | Stock-Tech | 0.55% | — | +108.66% | |
| 32 | RBRK | Rubrik Inc-a | Stock-Tech | 0.54% | -0.54% | +362.54% | |
| 33 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.54% | -0.30% | EXIT | |
| 34 | TTEK | Tetra Tech Inc | Stock-Industrials | 0.54% | -0.29% | — | |
| 35 | ENR | Energizer Holdings Inc | Stock-Other | 0.53% | — | +479.75% | |
| 36 | OKTA | Okta Inc | Stock-Tech | 0.53% | — | — | |
| 37 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.50% | -0.19% | EXIT | |
| 38 | TAP | Molson Coors Beverage Co - B | Stock-Consumer Staples | 0.49% | +0.47% | — | |
| 39 | AVT | Avnet Inc | Stock-Tech | 0.48% | -0.27% | EXIT | |
| 40 | TER | Teradyne Inc | Stock-Tech | 0.48% | -0.28% | EXIT | |
| 41 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.47% | — | — | |
| 42 | MU | Micron Technology Inc | Stock-Tech | 0.47% | -0.71% | EXIT | |
| 43 | RL | Ralph Lauren CORP | Stock-Consumer Disc | 0.47% | -0.27% | EXIT | |
| 44 | PRU | Prudential Financial Inc | Stock-Financials | 0.46% | — | +277.07% | |
| 45 | WEN | Wendy's Co/the | Stock-Consumer Disc | 0.46% | -0.38% | EXIT | |
| 46 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.45% | — | +24.50% | |
| 47 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.45% | — | — | |
| 48 | CMS | Cms Energy CORP | Stock-Utilities | 0.45% | -0.07% | EXIT | |
| 49 | DUOL | Duolingo | Stock-Tech | 0.43% | — | +241.97% | |
| 50 | HRB | H&r Block Inc | Stock-Consumer Disc | 0.43% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MCD | Mcdonald's CORP | +0.9% | +1340.26% | Add |
| 2 | MSFT | Microsoft CORP | +0.8% | +230.71% | Add |
| 3 | GIS | General Mills Inc | +0.8% | +974.02% | Add |
| 4 | MDB | Mongodb Inc | +0.7% | +626.51% | Add |
| 5 | FIVE | Five Below | +0.7% | +541.13% | Add |
| 6 | ROST | Ross Stores Inc | +0.7% | +273.46% | Add |
| 7 | STZ | Constellation Brands Inc-a | +0.6% | +144.43% | Add |
| 8 | LNG | Cheniere Energy Inc | +0.6% | +271.99% | Add |
| 9 | BLDR | Builders Firstsource Inc | +0.6% | +686.34% | Add |
| 10 | TTD | Trade Desk Inc/the -class A | +0.4% | +730.36% | Add |
| 11 | A | Agilent Technologies Inc | +0.4% | +132.89% | Add |
| 12 | WEN | Wendy's Co/the | +0.4% | +2042.76% | Add |
| 13 | MRSH | Marsh & Mclennan Cos | +0.4% | +178.85% | Add |
| 14 | ENR | Energizer Holdings Inc | +0.4% | +479.75% | Add |
| 15 | RBRK | Rubrik Inc-a | +0.4% | +362.54% | Add |
| 16 | NOG | Northern Oil And Gas Inc | +0.3% | +670.13% | Add |
| 17 | AHR | American Healthcare Reit Inc | +0.3% | +111.33% | Add |
| 18 | PRU | Prudential Financial Inc | +0.3% | +277.07% | Add |
| 19 | GDDY | Godaddy Inc - Class A | +0.3% | +462.11% | Add |
| 20 | ETN | Eaton Corporation plc | +0.3% | +585.21% | Add |
| 21 | CI | THE Cigna Group | +0.3% | +435.12% | Add |
| 22 | NOW | Servicenow Inc | +0.3% | +2489.41% | Add |
| 23 | NFLX | Netflix Inc | +0.3% | +3821.34% | Add |
| 24 | ETSY | Etsy Inc | +0.3% | +472.83% | Add |
| 25 | NVDA | Nvidia CORP | +0.3% | +106.35% | Add |
| 26 | TEL | TE Connectivity plc | +0.3% | +108.66% | Add |
| 27 | MU | Micron Technology Inc | +0.3% | +48.78% | Add |
| 28 | CMS | Cms Energy CORP | +0.2% | +162.04% | Add |
| 29 | CALY | Callaway Golf Company | +0.2% | +446.40% | Add |
| 30 | UTHR | United Therapeutics CORP | +0.2% | +65.25% | Add |
| 31 | CAG | Conagra Brands Inc | +0.2% | +197.59% | Add |
| 32 | MKTX | Marketaxess Holdings Inc | +0.2% | +76.65% | Add |
| 33 | AVT | Avnet Inc | +0.2% | +129.52% | Add |
| 34 | PLTR | Palantir Technologies Inc-a | +0.2% | +213.77% | Add |
| 35 | PCG | P G & E CORP | +0.2% | +207.65% | Add |
| 36 | CCL1EUR | Carnival CORP LTD | +0.2% | +137.86% | Add |
| 37 | NU | Nu Holdings Ltd. | +0.2% | +151.10% | Add |
| 38 | ZBRA | Zebra Technologies Corp-cl A | +0.2% | +280.41% | Add |
| 39 | WMS | Advanced Drainage Systems In | +0.2% | +299.17% | Add |
| 40 | RL | Ralph Lauren CORP | +0.2% | +70.79% | Add |
| 41 | CRS | Carpenter Technology | +0.2% | +189.37% | Add |
| 42 | CRDO | Credo Technology Group Holding Ltd | +0.2% | +105.61% | Add |
| 43 | CTVA | Corteva Inc | +0.2% | +171.99% | Add |
| 44 | OGE | Oge Energy CORP | +0.2% | +125.55% | Add |
| 45 | DUOL | Duolingo | +0.2% | +241.97% | Add |
| 46 | EBAY | Ebay Inc | +0.2% | +91.76% | Add |
| 47 | DHR | Danaher CORP | -0.3% | -62.40% | Trim |
| 48 | ADBE | Adobe Inc | -0.3% | -70.73% | Trim |
| 49 | HAS | Hasbro Inc | -0.3% | -65.82% | Trim |
| 50 | MTZ | Mastec Inc | -0.3% | -63.08% | Trim |
According to official SEC Form 13F filings, Bridgefront Capital, LLC reported a total U.S. public equity portfolio value of $379.5M across 492 disclosed positions in Q4 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 MSFT, STZ, ELF) accounted for 5.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
ELF
市值: $4.5M
Top Position Liquidated / Trimmed
HON
前期市值: $3.1M
During Q4 2025, Bridgefront Capital, LLC's top holdings by market value included MSFT (1.3%)、STZ (1.2%)、ELF (1.1%). The largest single position, MSFT, represented 1.3% of total portfolio value.
In Q4 2025, Bridgefront Capital, LLC made 200 total portfolio adjustments, initiating 73 new buys, adding to 46 positions, trimming 11 holdings, and fully liquidating 70 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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