Bridgefront Capital, LLC Portfolio Holdings

Bridgefront Capital, LLC

  • $350 Million
  • Q2 2025

Bridgefront Capital, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $350 Million distributed in 578 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mastercard Inc with a value of $4.08M, Intuit Inc with a value of $3.86M, Jabil Inc with a value of $3.49M, Schwab Charles Corp with a value of $3.31M, and Campbell Soup CO with a value of $3M.

Examining the 13F form we can see an increase of $18.7M in the current position value, from $331M to 350M.

Bridgefront Capital, LLC is based out at Austin, TX

Below you can find more details about Bridgefront Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $350 Million
Technology: $70.6 Million
Industrials: $54.4 Million
Healthcare: $43.4 Million
Financial Services: $39.7 Million
Consumer Cyclical: $36.8 Million
Real Estate: $24.1 Million
Consumer Defensive: $20.5 Million
Energy: $17.2 Million
Other: $42.4 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$31B
$3.49 Million 1.0% of portfolio
15,996
Q2 2025 New
$179B
$3.31 Million 0.95% of portfolio
36,332
Q2 2025 Added 281.24%
$182B
$2.95 Million 0.84% of portfolio
5,602
Q2 2025 Added 286.61%
$150B
$2.68 Million 0.77% of portfolio
13,570
Q2 2025 Added 43.67%
$169B
$2.6 Million 0.74% of portfolio
4,787
Q2 2025 Added 364.31%
$18.5B
$2.36 Million 0.67% of portfolio
28,414
Q2 2025 Added 10.13%
$57.4B
$2.17 Million 0.62% of portfolio
8,904
Q2 2025 Added 252.08%
$14B
$2.15 Million 0.62% of portfolio
15,663
Q2 2025 Reduced 6.11%
$187B
$2.13 Million 0.61% of portfolio
5,263
Q2 2025 Added 154.74%
$185B
$2.09 Million 0.6% of portfolio
24,554
Q2 2025 Added 47.27%
$18.1B
$2.01 Million 0.57% of portfolio
4,971
Q2 2025 Added 135.7%
$38.7B
$1.95 Million 0.56% of portfolio
8,013
Q2 2025 New
$14.3B
$1.93 Million 0.55% of portfolio
9,179
Q2 2025 Added 90.55%
$76.9B
$1.9 Million 0.54% of portfolio
38,571
Q2 2025 Added 200.58%
$71.7B
$1.84 Million 0.53% of portfolio
2,316
Q2 2025 Reduced 24.83%
$26.8B
$1.87 Million 0.53% of portfolio
21,312
Q2 2025 Added 47.43%
$141B
$1.78 Million 0.51% of portfolio
49,947
Q2 2025 New
$11.5B
$1.77 Million 0.51% of portfolio
45,501
Q2 2025 Added 290.0%
$29.5B
$1.72 Million 0.49% of portfolio
6,645
Q2 2025 New
$10.6B
$1.69 Million 0.48% of portfolio
9,086
Q2 2025 Added 137.54%
$55.4B
$1.67 Million 0.48% of portfolio
10,385
Q2 2025 Added 91.5%
$15.9B
$1.65 Million 0.47% of portfolio
9,998
Q2 2025 Added 66.69%
$15.2B
$1.61 Million 0.46% of portfolio
13,372
Q2 2025 Added 91.63%
$25.1B
$1.62 Million 0.46% of portfolio
7,411
Q2 2025 Added 174.89%
$12.3B
$1.61 Million 0.46% of portfolio
7,506
Q2 2025 New
$47.6B
$1.59 Million 0.45% of portfolio
20,266
Q2 2025 Added 84.57%
$25B
$1.58 Million 0.45% of portfolio
8,632
Q2 2025 Added 25.59%
$147B
$1.49 Million 0.43% of portfolio
13,847
Q2 2025 Reduced 31.25%
$25.8B
$1.52 Million 0.43% of portfolio
11,713
Q2 2025 Added 581.38%
$36B
$1.42 Million 0.4% of portfolio
20,670
Q2 2025 Added 20.52%
$10.4B
$1.4 Million 0.4% of portfolio
16,308
Q2 2025 Reduced 12.1%
$77.3B
$1.38 Million 0.39% of portfolio
7,400
Q2 2025 New
$14.4B
$1.36 Million 0.39% of portfolio
8,009
Q2 2025 New
$56.3B
$1.37 Million 0.39% of portfolio
4,185
Q2 2025 Reduced 29.91%
$19.3B
$1.34 Million 0.38% of portfolio
2,733
Q2 2025 Added 154.94%
$53.1B
$1.35 Million 0.38% of portfolio
5,473
Q2 2025 Added 63.62%
$25.8B
$1.29 Million 0.37% of portfolio
17,030
Q2 2025 Added 254.64%
$73.8B
$1.26 Million 0.36% of portfolio
5,129
Q2 2025 New
$16.9B
$1.25 Million 0.36% of portfolio
3,979
Q2 2025 New
$70.6B
$1.24 Million 0.35% of portfolio
11,740
Q2 2025 Added 70.89%
$42.5B
$1.24 Million 0.35% of portfolio
6,834
Q2 2025 Reduced 7.61%
$27.3B
$1.24 Million 0.35% of portfolio
15,617
Q2 2025 New
$20.5B
$1.24 Million 0.35% of portfolio
34,500
Q2 2025 New
$133B
$1.24 Million 0.35% of portfolio
1,616
Q2 2025 Added 139.05%
$38.3B
$1.21 Million 0.35% of portfolio
7,208
Q2 2025 Reduced 29.22%
$66.3B
$1.16 Million 0.33% of portfolio
14,977
Q2 2025 Reduced 23.59%
$37.5B
$1.16 Million 0.33% of portfolio
8,622
Q2 2025 Reduced 7.51%
$139B
$1.17 Million 0.33% of portfolio
9,492
Q2 2025 Added 150.18%
$15.7B
$1.17 Million 0.33% of portfolio
33,949
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 578
  • Current Value $350 Million
  • Prior Value $331 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 317 stocks
  • Additional Purchases 137 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 124 stocks
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