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CIK: 0001725690
Total reported value
$379.5M
$379.5M
503 檔
4.9%
During the Q1 2026 filing period, Bridgefront Capital, LLC (CIK: 0001725690) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $379.5M across 503 reported positions.
Bridgefront Capital, LLC executed strategic sector rebalancing during Q1 2026, establishing 80 new positions while fully exiting 75 holdings and trimming 26 positions.
Showing top 200 holdings (of 503 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 1.06% | -1.06% | EXIT | |
| 2 | TPG | Tpg Inc | Stock-Financials | 0.95% | -0.88% | — | |
| 3 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.87% | +0.26% | -30.91% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 0.86% | -0.86% | EXIT | |
| 5 | OVV | Ovintiv Inc | Stock-Energy | 0.86% | -0.86% | EXIT | |
| 6 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.85% | +0.45% | — | |
| 7 | CLX | Clorox Company | Stock-Consumer Staples | 0.83% | -0.83% | EXIT | |
| 8 | LW | Lamb Weston Holdings Inc | Stock-Consumer Staples | 0.78% | -0.78% | EXIT | |
| 9 | KEYS | Keysight Technologies In | Stock-Tech | 0.77% | -0.69% | — | |
| 10 | EQT | Eqt CORP | Stock-Energy | 0.75% | -0.75% | EXIT | |
| 11 | CELH | Celsius Holdings Inc | Stock-Consumer Staples | 0.72% | -0.72% | EXIT | |
| 12 | AMGN | Amgen Inc | Stock-Healthcare | 0.72% | -0.72% | EXIT | |
| 13 | MU | Micron Technology Inc | Stock-Tech | 0.71% | -0.71% | EXIT | |
| 14 | HST | Host Hotels & Resorts Inc | Stock-Real Estate | 0.68% | -0.68% | EXIT | |
| 15 | ADC | Agree Realty CORP | Stock-Real Estate | 0.68% | +0.15% | +157.92% | |
| 16 | PR | Permian Resources Corp-cl A | Stock-Energy | 0.67% | -0.59% | +50.43% | |
| 17 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.67% | -0.08% | +762.87% | |
| 18 | AIG | American International Group | Stock-Financials | 0.66% | -0.33% | — | |
| 19 | PH | Parker Hannifin CORP | Stock-Industrials | 0.66% | -0.13% | — | |
| 20 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.66% | +0.02% | +186.25% | |
| 21 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.66% | -0.09% | — | |
| 22 | RBRK | Rubrik Inc-a | Stock-Tech | 0.65% | -0.54% | +89.91% | |
| 23 | LIN | Linde plc | Stock-Materials | 0.64% | -0.64% | EXIT | |
| 24 | AMAT | Applied Materials Inc | Stock-Tech | 0.61% | -0.49% | — | |
| 25 | LNG | Cheniere Energy Inc | Stock-Energy | 0.61% | -0.61% | EXIT | |
| 26 | EXE | Expand Energy CORP | Stock-Energy | 0.60% | -0.60% | EXIT | |
| 27 | GM | General Motors Co | Stock-Consumer Disc | 0.59% | -0.33% | +854.20% | |
| 28 | TT | Trane Technologies plc | Stock-Industrials | 0.59% | +0.20% | — | |
| 29 | SMPL | Simply Good Foods Co/the | Stock-Other | 0.59% | -0.59% | EXIT | |
| 30 | CCK | Crown Holdings Inc | Stock-Consumer Disc | 0.58% | -0.58% | EXIT | |
| 31 | RPRX | Royalty Pharma plc | Stock-Healthcare | 0.58% | -0.58% | EXIT | |
| 32 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.57% | -0.57% | EXIT | |
| 33 | FIVE | Five Below | Stock-Consumer Disc | 0.55% | -0.55% | EXIT | |
| 34 | BRBR | Bellring Brands Inc | Stock-Consumer Staples | 0.53% | -0.53% | EXIT | |
| 35 | APH | Amphenol Corp-cl A | Stock-Tech | 0.53% | -0.07% | +263.81% | |
| 36 | C | Citigroup Inc | Stock-Financials | 0.52% | +0.17% | — | |
| 37 | LKQ | Lkq CORP | Stock-Consumer Disc | 0.52% | -0.42% | +373.72% | |
| 38 | AMKR | Amkor Technology Inc | Stock-Tech | 0.52% | -0.30% | — | |
| 39 | ED | Consolidated Edison Inc | Stock-Utilities | 0.51% | -0.51% | EXIT | |
| 40 | ADI | Analog Devices Inc | Stock-Tech | 0.51% | -0.27% | — | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.51% | -0.30% | — | |
| 42 | IDA | Idacorp Inc | Stock-Utilities | 0.50% | +0.11% | — | |
| 43 | COF | Capital One Financial CORP | Stock-Financials | 0.48% | -0.48% | EXIT | |
| 44 | TAP | Molson Coors Beverage Co - B | Stock-Consumer Staples | 0.48% | +0.47% | +8.26% | |
| 45 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.48% | -0.38% | +28.87% | |
| 46 | TPR | Tapestry Inc | Stock-Consumer Disc | 0.47% | -0.35% | — | |
| 47 | POR | Portland General Electric Co | Stock-Utilities | 0.47% | -0.40% | — | |
| 48 | NWSA | News CORP - Class A | Stock-Comm Services | 0.47% | -0.47% | EXIT | |
| 49 | AMT | American Tower CORP | Stock-Real Estate | 0.46% | +0.40% | +58.65% | |
| 50 | ELAN | Elanco Animal Health Inc | Stock-Healthcare | 0.46% | -0.46% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.8% | +1118.65% | Add |
| 2 | EQT | Eqt CORP | +0.7% | +1120.41% | Add |
| 3 | CBRE | Cbre Group Inc - A | +0.6% | +762.87% | Add |
| 4 | GM | General Motors Co | +0.5% | +854.20% | Add |
| 5 | ADC | Agree Realty CORP | +0.4% | +157.92% | Add |
| 6 | NWSA | News CORP - Class A | +0.4% | +716.98% | Add |
| 7 | LKQ | Lkq CORP | +0.4% | +373.72% | Add |
| 8 | ISRG | Intuitive Surgical Inc | +0.4% | +186.25% | Add |
| 9 | PR | Permian Resources Corp-cl A | +0.4% | +50.43% | Add |
| 10 | APH | Amphenol Corp-cl A | +0.4% | +263.81% | Add |
| 11 | CCK | Crown Holdings Inc | +0.3% | +146.93% | Add |
| 12 | AME | Ametek Inc | +0.3% | +260.82% | Add |
| 13 | EXE | Expand Energy CORP | +0.3% | +118.51% | Add |
| 14 | TTC | Toro Co | +0.3% | +266.47% | Add |
| 15 | AXS | AXIS Capital Holdings Limited | +0.3% | +374.88% | Add |
| 16 | EPR | Epr Properties | +0.3% | +157.72% | Add |
| 17 | MU | Micron Technology Inc | +0.2% | +29.52% | Add |
| 18 | DT | Dynatrace Inc | +0.2% | +218.79% | Add |
| 19 | GE | General Electric | +0.2% | +158.25% | Add |
| 20 | NU | Nu Holdings Ltd. | -0.2% | -54.53% | Trim |
| 21 | ZWS | Zurn Elkay Water Solutions C | -0.2% | -71.07% | Trim |
| 22 | SFM | Sprouts Farmers Market Inc | -0.2% | -73.08% | Trim |
| 23 | BLK | Blackrock Inc | -0.2% | -73.18% | Trim |
| 24 | TTD | Trade Desk Inc/the -class A | -0.2% | -5.59% | Trim |
| 25 | IDYA | Ideaya Biosciences Inc | -0.3% | -82.43% | Trim |
| 26 | NFLX | Netflix Inc | -0.3% | -61.59% | Trim |
| 27 | AAPL | Apple Inc | -0.3% | -40.98% | Trim |
| 28 | FIVE | Five Below | -0.3% | -43.48% | Trim |
| 29 | LITE | Lumentum Holdings Inc | -0.3% | -81.99% | Trim |
| 30 | OGE | Oge Energy CORP | -0.3% | -73.82% | Trim |
| 31 | EBAY | Ebay Inc | -0.3% | -66.73% | Trim |
| 32 | STZ | Constellation Brands Inc-a | -0.3% | -30.91% | Trim |
| 33 | CMCSA | Comcast Corp-class A | -0.3% | -59.62% | Trim |
| 34 | NOG | Northern Oil And Gas Inc | -0.3% | -81.84% | Trim |
| 35 | LNG | Cheniere Energy Inc | -0.3% | -54.87% | Trim |
| 36 | HRB | H&r Block Inc | -0.3% | -71.88% | Trim |
| 37 | VEEV | Veeva Systems Inc-class A | -0.3% | -32.79% | Trim |
| 38 | CMS | Cms Energy CORP | -0.4% | -86.32% | Trim |
| 39 | SHW | Sherwin-williams Co/the | -0.4% | -66.67% | Trim |
| 40 | NVDA | Nvidia CORP | -0.4% | -74.46% | Trim |
| 41 | WST | West Pharmaceutical Services | -0.5% | -65.81% | Trim |
| 42 | UTHR | United Therapeutics CORP | -0.5% | -88.07% | Trim |
| 43 | ROST | Ross Stores Inc | -0.6% | -67.87% | Trim |
| 44 | A | Agilent Technologies Inc | -0.6% | -73.73% | Trim |
| 45 | MSFT | Microsoft CORP | -1.2% | -89.05% | Trim |
| 46 | ELF | Elf Beauty Inc | — | EXIT | Sold out |
| 47 | TTWO | Take-two Interactive Softwre | — | NEW | New buy |
| 48 | TPG | Tpg Inc | — | NEW | New buy |
| 49 | MCD | Mcdonald's CORP | — | EXIT | Sold out |
| 50 | GIS | General Mills Inc | — | 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 503 disclosed positions in Q1 2026.
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 TTWO, TPG, STZ) accounted for 4.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
TTWO
市值: $4.3M
Top Position Liquidated / Trimmed
ELF
前期市值: $4.5M
During Q1 2026, Bridgefront Capital, LLC's top holdings by market value included TTWO (1.1%)、TPG (0.9%)、STZ (0.9%). The largest single position, TTWO, represented 1.1% of total portfolio value.
In Q1 2026, Bridgefront Capital, LLC made 200 total portfolio adjustments, initiating 80 new buys, adding to 19 positions, trimming 26 holdings, and fully liquidating 75 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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