Bridgefront Capital, LLC

CIK

1725690

Location

AUSTIN, TX

Portfolio Value

Small $381,287,719

Diversification

Diversified

Filing Date

Global Rank

#4,528 / 8,797 ▼ 754 · as of Jun 2026

Top Industry

Household & Personal Products 5.1%

Period ended 3 months ago

Filed Aug 14, 2026 · 55d

23 quarters · since Dec 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

485 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

1.5%

+0.4 pts

Top 5

6.2%

+1.4 pts

Top 10

10.8%

+1.9 pts

HHI

Diversified+3

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	16.5%	$63,086,733	90
Consumer Defensive	13.5%	$51,632,474	28
Healthcare	13.0%	$49,596,667	79
Industrials	12.9%	$49,361,941	66
Financial Services	11.6%	$44,346,318	49
Consumer Cyclical	8.2%	$31,124,131	49
Real Estate	8.0%	$30,360,059	32
Energy	5.2%	$19,968,114	27
Communication Services	3.6%	$13,915,583	20
Utilities	3.5%	$13,412,611	17
Basic Materials	3.5%	$13,212,344	26
Unclassified	0.3%	$1,270,744	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
UTZ	Utz Brands, Inc.	+105,486	139,413	$1,073,480
WVE	Wave Life Sciences, Inc.	+89,308	101,454	$589,447
ACI	Albertsons Companies, Inc.	+82,522	141,552	$1,915,198
TSN	Tyson Foods, Inc.	+70,243	85,126	$4,873,463
EPC	EDGEWELL PERSONAL CARE Co	+61,728	89,367	$2,400,397
SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	+60,323	67,636	$390,936
PTEN	Patterson Uti Energy Inc	+60,014	132,703	$1,218,213
TAP	Molson Coors Beverage Co	+47,802	92,933	$3,620,669
HAL	Halliburton Co	+46,547	81,533	$2,768,045
NU	Nu Holdings Ltd.	+33,765	72,128	$963,630
EL	Estee Lauder Companies Inc	+31,305	50,230	$3,965,658
BBWI	Bath & Body Works, Inc.	+31,148	51,869	$1,199,729
ACHR	Archer Aviation Inc.	+27,532	52,599	$248,793
SPB	Spectrum Brands Holdings, Inc.	+26,315	30,404	$2,607,143
HTO	H2o America	+25,483	30,464	$1,851,297
AGIO	Agios Pharmaceuticals, Inc.	+24,546	31,097	$1,154,009
ALKS	Alkermes plc.	+24,358	31,649	$1,658,407
FIS	Fidelity National Information Services, Inc.	+24,125	36,088	$1,403,101
WFC	Wells Fargo & Company/Mn	+24,050	37,577	$3,105,363
GRND	Grindr Inc.	+22,030	35,058	$503,783
QGEN	Qiagen N.V.	+20,133	29,401	$1,149,579
SHEL	Shell plc	+16,535	19,105	$1,481,401
LUV	Southwest Airlines Co	+15,796	22,725	$1,168,519
CSGP	Costar Group, Inc.	+15,048	25,853	$732,156
JEF	Jefferies Financial Group Inc.	+14,159	20,896	$1,044,382
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PR	Permian Resources Corp	−109,438	17,428	$320,849
TPG	TPG Inc.	−88,375	6,377	$258,587
NVAX	Novavax Inc	−73,508	13,410	$126,322
LKQ	Lkq Corp	−56,154	14,966	$394,054
LUMN	Lumen Technologies, Inc.	−54,434	43,662	$335,324
ENVX	Enovix Corp	−50,430	43,826	$266,023
RBRK	Rubrik, Inc.	−48,416	5,069	$406,939
KD	Kyndryl Holdings, Inc.	−39,801	29,933	$338,542
TTEK	Tetra Tech Inc	−39,687	8,784	$253,769
AMKR	Amkor Technology, Inc.	−36,419	9,748	$840,570
WU	Western Union CO	−32,790	30,300	$233,310
OWL	Blue Owl Capital Inc.	−31,885	67,395	$589,706
GPK	Graphic Packaging Holding Co	−30,741	60,280	$637,159
POR	Portland General Electric Co /Or/	−30,270	5,406	$280,192
BHVN	Biohaven Ltd.	−30,027	51,351	$764,102
RUM	RUM Group Inc.	−29,878	18,279	$115,888
AES	Aes Corp	−27,615	21,471	$314,764
OUT	OUTFRONT Media Inc.	−23,915	17,955	$588,205
NWSA	News Corp	−23,562	63,159	$1,772,241
SNDX	Syndax Pharmaceuticals Inc	−21,715	9,386	$205,177
BSX	Boston Scientific Corp	−21,292	9,338	$398,545
GM	General Motors Co	−19,239	12,822	$988,319
AIG	American International Group, Inc.	−18,433	17,023	$1,268,724
WK	Workiva Inc	−16,953	10,902	$528,856
FRPT	Freshpet, Inc.	−15,993	10,803	$638,673
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CL	Colgate Palmolive Co	60,327	$5,530,779
KO	Coca Cola Co	48,186	$3,916,076
OXY	Occidental Petroleum Corp /De/	58,505	$2,841,587
STX	Seagate Technology Holdings plc	2,452	$2,366,180
KKR	KKR & Co. Inc.	25,680	$2,356,910
GIS	General Mills Inc	65,543	$2,280,896
CME	Cme Group Inc.	10,204	$2,253,349
MMM	3M Co	13,324	$2,157,288
V	Visa Inc.	6,234	$2,138,823
JNJ	Johnson & Johnson	7,888	$2,003,315
ORLY	O Reilly Automotive Inc	21,675	$1,996,050
GDDY	GoDaddy Inc.	23,191	$1,968,452
GILD	Gilead Sciences, Inc.	15,448	$1,951,700
JPM	Jpmorgan Chase & Co	5,885	$1,926,337
CLH	Clean Harbors Inc	6,091	$1,819,686
—		8,770	$1,798,200
NOC	Northrop Grumman Corp /De/	3,530	$1,797,864
INSM	INSMED Inc	16,808	$1,792,068
SPOT	Spotify Technology S.A.	3,800	$1,744,694
PCOR	Procore Technologies, Inc.	42,405	$1,722,491
DOC	Healthpeak Properties, Inc.	78,779	$1,685,870
CRS	Carpenter Technology Corp	2,610	$1,609,952
CSX	Csx Corp	32,013	$1,521,577
REG	Regency Centers Corp	18,885	$1,505,889
ARMK	Aramark	26,112	$1,485,772
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
TTWO	Take Two Interactive Software Inc	21,658	$4,277,455
AVGO	Broadcom Inc.	11,175	$3,458,774
OVV	Ovintiv Inc.	58,058	$3,446,322
CLX	Clorox Co /De/	32,222	$3,339,165
LW	Lamb Weston Holdings, Inc.	74,120	$3,132,311
EQT	EQT Corp	47,718	$3,036,773
CELH	Celsius Holdings, Inc.	81,736	$2,899,993
AMGN	Amgen Inc	8,228	$2,895,021
MU	Micron Technology Inc	8,485	$2,866,572
HST	Host Hotels & Resorts, Inc.	143,651	$2,752,353
LIN	Linde PLC	5,163	$2,559,608
LNG	Cheniere Energy, Inc.	8,672	$2,460,766
EXE	EXPAND ENERGY Corp	21,888	$2,402,864
SMPL	Simply Good Foods Co	164,282	$2,357,446
CCK	Crown Holdings, Inc.	23,169	$2,322,692
RPRX	Royalty Pharma plc	48,362	$2,319,925
DD	DuPont de Nemours, Inc.	50,055	$2,292,518
FIVE	Five Below, Inc	9,726	$2,222,196
BRBR	Bellring Brands, Inc.	133,140	$2,142,222
ED	Consolidated Edison Inc	18,128	$2,051,727
COF	Capital One Financial Corp	10,658	$1,944,338
ELAN	Elanco Animal Health Inc	76,917	$1,840,623
PEP	Pepsico Inc	11,840	$1,838,633
TMO	Thermo Fisher Scientific Inc.	3,644	$1,791,135
GEN	Gen Digital Inc.	90,025	$1,695,170
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

485 tracked positions · $381,287,719 total · filing declares 486 positions · $379,527,412 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 485 positions by value · page 1 of 10

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CL	Colgate Palmolive Co Consumer Defensive	NEW	60,327	NEW	$5,530,779	NEW	1.45%
KMB	Kimberly Clark Corp Consumer Defensive	Added	44,815	+9,233	$4,919,342	+43.3%	1.29%
TSN	Tyson Foods, Inc. Consumer Defensive	Added	85,126	+70,243	$4,873,463	+411.1%	1.28%
STZ	Constellation Brands, Inc. Consumer Defensive	Added	30,750	+7,547	$4,277,017	+22.9%	1.12%
EL	Estee Lauder Companies Inc Consumer Defensive	Added	50,230	+31,305	$3,965,658	+192.0%	1.04%
KO	Coca Cola Co Consumer Defensive	NEW	48,186	NEW	$3,916,076	NEW	1.03%
TAP	Molson Coors Beverage Co Consumer Defensive	Added	92,933	+47,802	$3,620,669	+86.3%	0.95%
APH	Amphenol Corp /De/ Technology	Reduced	9,984	-6,784	$3,520,757	−16.9%	0.92%
AMT	American Tower Corp /Ma/ Real Estate	Added	19,875	+9,085	$3,250,953	+74.6%	0.85%
ADC	Agree Realty Corp Real Estate	Added	41,513	+5,157	$3,144,194	+14.7%	0.82%
WFC	Wells Fargo & Company/Mn Financial Services	Added	37,577	+24,050	$3,105,363	+188.4%	0.81%
TT	Trane Technologies plc Industrials	Added	6,110	+436	$3,000,987	+26.9%	0.79%
OXY	Occidental Petroleum Corp /De/ Energy	NEW	58,505	NEW	$2,841,587	NEW	0.75%
HAL	Halliburton Co Energy	Added	81,533	+46,547	$2,768,045	+102.9%	0.73%
C	Citigroup Inc Financial Services	Added	18,688	+241	$2,615,572	+25.0%	0.69%
SPB	Spectrum Brands Holdings, Inc. Consumer Defensive	Added	30,404	+26,315	$2,607,143	+765.1%	0.68%
ISRG	Intuitive Surgical Inc Healthcare	Added	6,497	+772	$2,583,726	−2.1%	0.68%
EPC	EDGEWELL PERSONAL CARE Co Consumer Defensive	Added	89,367	+61,728	$2,400,397	+307.0%	0.63%
LRCX	Lam Research Corp Technology	Added	5,513	+4,121	$2,388,948	+703.2%	0.63%
STX	Seagate Technology Holdings plc Technology	NEW	2,452	NEW	$2,366,180	NEW	0.62%
KKR	KKR & Co. Inc. Financial Services	NEW	25,680	NEW	$2,356,910	NEW	0.62%
IDA	Idacorp Inc Utilities	Added	15,377	+1,202	$2,326,540	+14.8%	0.61%
GIS	General Mills Inc Consumer Defensive	NEW	65,543	NEW	$2,280,896	NEW	0.60%
CME	Cme Group Inc. Financial Services	NEW	10,204	NEW	$2,253,349	NEW	0.59%
CBRE	Cbre Group, Inc. Real Estate	Reduced	16,470	-3,281	$2,218,344	−17.1%	0.58%
MMM	3M Co Industrials	NEW	13,324	NEW	$2,157,288	NEW	0.57%
LMT	Lockheed Martin Corp Industrials	Reduced	4,224	-142	$2,151,959	−18.4%	0.56%
V	Visa Inc. Financial Services	NEW	6,234	NEW	$2,138,823	NEW	0.56%
PH	Parker-Hannifin Corp Industrials	Reduced	2,067	-882	$2,021,774	−23.4%	0.53%
JNJ	Johnson & Johnson Healthcare	NEW	7,888	NEW	$2,003,315	NEW	0.53%
ORLY	O Reilly Automotive Inc Consumer Cyclical	NEW	21,675	NEW	$1,996,050	NEW	0.52%
GDDY	GoDaddy Inc. Technology	NEW	23,191	NEW	$1,968,452	NEW	0.52%
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	33,755	+4,378	$1,952,389	+15.3%	0.51%
GILD	Gilead Sciences, Inc. Healthcare	NEW	15,448	NEW	$1,951,700	NEW	0.51%
JPM	Jpmorgan Chase & Co Financial Services	NEW	5,885	NEW	$1,926,337	NEW	0.51%
NVT	nVent Electric plc Industrials	Added	11,336	+2,976	$1,922,698	+94.4%	0.50%
ACI	Albertsons Companies, Inc. Consumer Defensive	Added	141,552	+82,522	$1,915,198	+90.4%	0.50%
SSNC	SS&C Technologies Holdings Inc Technology	Added	30,228	+13,775	$1,875,647	+68.7%	0.49%
AMZN	Amazon Com Inc Consumer Cyclical	Added	7,830	+5,703	$1,866,202	+321.3%	0.49%
HTO	H2o America Utilities	Added	30,464	+25,483	$1,851,297	+533.5%	0.49%
EPR	Epr Properties Real Estate	Reduced	31,590	-1,416	$1,832,535	+11.1%	0.48%
CLH	Clean Harbors Inc Industrials	NEW	6,091	NEW	$1,819,686	NEW	0.48%
		NEW	8,770	NEW	$1,798,200	NEW	0.47%
NOC	Northrop Grumman Corp /De/ Industrials	NEW	3,530	NEW	$1,797,864	NEW	0.47%
INSM	INSMED Inc Healthcare	NEW	16,808	NEW	$1,792,068	NEW	0.47%
NWSA	News Corp Communication Services	Reduced	63,159	-23,562	$1,772,241	−19.5%	0.46%
SPOT	Spotify Technology S.A. Communication Services	NEW	3,800	NEW	$1,744,694	NEW	0.46%
PCOR	Procore Technologies, Inc. Technology	NEW	42,405	NEW	$1,722,491	NEW	0.45%
BLK	BlackRock, Inc. Financial Services	Added	1,789	+1,472	$1,720,230	+464.3%	0.45%
DOC	Healthpeak Properties, Inc. Real Estate	NEW	78,779	NEW	$1,685,870	NEW	0.44%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.