Bridgelight Financial Advisors, Inc.
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
31 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 20.5% | $19,317,305 |
| Industrials | 16.4% | $15,464,324 |
| Unclassified | 14.7% | $13,792,781 |
| Technology | 13.4% | $12,575,600 |
| Energy | 10.6% | $10,004,268 |
| Healthcare | 10.6% | $9,970,275 |
| Consumer Defensive | 8.9% | $8,404,539 |
| Basic Materials | 2.8% | $2,654,154 |
| Communication Services | 1.2% | $1,095,675 |
| Consumer Cyclical | 0.5% | $457,347 |
| Real Estate | 0.3% | $303,775 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MAIN | Main Street Capital CORP | +29,960 | 166,563 | $8,641,288 | |
| MSFT | Microsoft Corp | +16,735 | 17,609 | $6,568,509 | |
| EPD | Enterprise Products Partners L.P. | +9,221 | 230,599 | $8,476,819 | |
| AMGN | Amgen Inc | +3,525 | 26,424 | $9,568,658 | |
| LMT | Lockheed Martin Corp | +76 | 865 | $440,682 | |
| ABBV | AbbVie Inc. | +72 | 1,596 | $401,617 | |
| NDAQ | Nasdaq, Inc. | +22 | 5,548 | $437,293 | |
| V | Visa Inc. | +17 | 783 | $268,639 | |
| HUBB | Hubbell Inc | +5 | 1,767 | $924,494 | |
| IR | Ingersoll Rand Inc. | +1 | 2,498 | $204,811 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CAT | Caterpillar Inc | −4,574 | 11,668 | $12,425,253 | |
| SPY | Spdr S&P 500 ETF Trust | −3,467 | 13,643 | $10,188,183 | |
| WMT | Walmart Inc. | −3,322 | 70,561 | $7,991,738 | |
| GLD | Spdr Gold Trust | −1,728 | 9,785 | $3,604,598 | |
| GS | Goldman Sachs Group Inc | −1,212 | 9,858 | $9,970,085 | |
| WMB | Williams Companies, Inc. | −383 | 14,303 | $1,063,285 | |
| GOOGL | Alphabet Inc. | −254 | 2,386 | $852,684 | |
| HD | Home Depot, Inc. | −218 | 721 | $254,282 | |
| NVDA | Nvidia Corp | −180 | 1,452 | $290,530 | |
| XOM | ExxonMobil Holdings Corp | −152 | 3,395 | $464,164 | |
| AAPL | Apple Inc. | −114 | 2,756 | $797,476 | |
| RTX | RTX Corp | −71 | 1,134 | $215,153 | |
| UL | Unilever PLC | −64 | 3,526 | $211,983 | |
| IRM | Iron Mountain Inc | −24 | 2,405 | $303,775 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 11,668 | $12,425,253 | 13.21% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 13,643 | $10,188,183 | 10.83% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 9,858 | $9,970,085 | 10.60% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 26,424 | $9,568,658 | 10.18% | |
| MAIN |
Main Street Capital CORP
Financial Services
|
Added | 166,563 | $8,641,288 | 9.19% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Added | 230,599 | $8,476,819 | 9.01% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 70,561 | $7,991,738 | 8.50% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 17,609 | $6,568,509 | 6.98% | |
| ASML |
Asml Holding NV
Technology
|
NEW | 2,270 | $4,516,028 | 4.80% | |
| GLD |
Spdr Gold Trust
|
Reduced | 9,785 | $3,604,598 | 3.83% | |
| SCCO |
Southern Copper Corp/
Basic Materials
|
NEW | 15,231 | $2,654,154 | 2.82% | |
| TT |
Trane Technologies plc
Industrials
|
Held | 2,553 | $1,253,931 | 1.33% | |
| WMB |
Williams Companies, Inc.
Energy
|
Reduced | 14,303 | $1,063,285 | 1.13% | |
| HUBB |
Hubbell Inc
Industrials
|
Added | 1,767 | $924,494 | 0.98% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 2,386 | $852,684 | 0.91% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 2,756 | $797,476 | 0.85% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 3,395 | $464,164 | 0.49% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 865 | $440,682 | 0.47% | |
| NDAQ |
Nasdaq, Inc.
Financial Services
|
Added | 5,548 | $437,293 | 0.47% | |
| STM |
STMicroelectronics N.V.
Technology
|
NEW | 5,382 | $403,057 | 0.43% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,596 | $401,617 | 0.43% | |
| IRM |
Iron Mountain Inc
Real Estate
|
Reduced | 2,405 | $303,775 | 0.32% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 1,452 | $290,530 | 0.31% | |
| V |
Visa Inc.
Financial Services
|
Added | 783 | $268,639 | 0.29% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 721 | $254,282 | 0.27% | |
| ECHO |
EchoStar CORP
Communication Services
|
NEW | 2,394 | $242,991 | 0.26% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 1,134 | $215,153 | 0.23% | |
| UL |
Unilever PLC
Consumer Defensive
|
Reduced | 3,526 | $211,983 | 0.23% | |
| IR |
Ingersoll Rand Inc.
Industrials
|
Added | 2,498 | $204,811 | 0.22% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
NEW | 852 | $203,065 | 0.22% | |
| KO |
Coca Cola Co
Consumer Defensive
|
NEW | 2,471 | $200,818 | 0.21% |
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.