Bridgefront Capital, LLC

Bridgefront Capital, LLC reported 486 holdings worth US$380M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Bridgefront Capital, LLC reported 486 holdings worth US$380M as of Jun 30, 2026. Largest: Colgate-palmolive Company, Kimberly-clark Corporation and Tyson Foods, Inc. Filed Aug 14, 2026 (Form 13F).

Holdings
486
Value as reported
US$380M

The filing in full

CompanySharesValue as reported% of portfolio
Colgate-palmolive Company60,327US$5.53M1.5%
Kimberly-clark Corporation44,815US$4.92M1.3%
Tyson Foods, Inc.85,126US$4.87M1.3%
Constellation Brands, Inc.30,750US$4.28M1.1%
Estee Lauder Companies, Inc. (the)50,230US$3.97M1.0%
Coca-cola Company (the)48,186US$3.92M1.0%
Molson Coors Beverage Company92,933US$3.62M0.95%
American Tower Corporation (reit)19,875US$3.25M0.86%
Agree Realty Corporation41,513US$3.14M0.83%
Wells Fargo & Company37,577US$3.11M0.82%
Occidental Petroleum Corporation58,505US$2.84M0.75%
Halliburton Company81,533US$2.77M0.73%
Citigroup, Inc.18,688US$2.62M0.69%
Spectrum Brands Holdings, Inc.30,404US$2.61M0.69%
Intuitive Surgical, Inc.6,497US$2.58M0.68%
Edgewell Personal Care Company89,367US$2.4M0.63%
Lam Research Corporation5,513US$2.39M0.63%
Kkr & Co. Inc.25,680US$2.36M0.62%
Idacorp, Inc.15,377US$2.33M0.61%
General Mills, Inc.65,543US$2.28M0.60%
Cme Group Inc.10,204US$2.25M0.59%
Cbre Group Inc16,470US$2.22M0.58%
3m Company13,324US$2.16M0.57%
Lockheed Martin Corporation4,224US$2.15M0.57%
Visa Inc.6,234US$2.14M0.56%
Parker-hannifin Corporation2,067US$2.02M0.53%
Johnson & Johnson7,888US$2M0.53%
O'reilly Automotive, Inc.21,675US$2M0.53%
Godaddy Inc.23,191US$1.97M0.52%
Mondelez International, Inc.33,755US$1.95M0.51%
Gilead Sciences, Inc.15,448US$1.95M0.51%
Jp Morgan Chase & Co.5,885US$1.93M0.51%
Albertsons Companies, Inc.142KUS$1.92M0.50%
Ss&c Technologies Holdings, Inc.30,228US$1.88M0.49%
Amazon.com, Inc.7,830US$1.87M0.49%
H2o America30,464US$1.85M0.49%
Epr Properties31,590US$1.83M0.48%
Clean Harbors, Inc.6,091US$1.82M0.48%
Electronic Arts Inc.8,770US$1.8M0.47%
Northrop Grumman Corporation3,530US$1.8M0.47%
Insmed Incorporated16,808US$1.79M0.47%
News Corporation71,375US$1.77M0.47%
Amphenol Corporation9,984US$1.76M0.46%
Procore Technologies, Inc.42,405US$1.72M0.45%
Blackrock, Inc.1,789US$1.72M0.45%
Healthpeak Properties, Inc.78,779US$1.69M0.44%
Invitation Homes Inc.54,482US$1.65M0.43%
Nvidia Corporation8,093US$1.62M0.43%
Carpenter Technology Corporation2,610US$1.61M0.42%
West Pharmaceutical Services, Inc.4,449US$1.6M0.42%
Corpay, Inc.4,649US$1.55M0.41%
Csx Corporation32,013US$1.52M0.40%
American Financial Group, Inc.10,837US$1.52M0.40%
Regency Centers Corporation18,885US$1.51M0.40%
Aramark26,112US$1.49M0.39%
Shell Plc19,105US$1.48M0.39%
Cvs Health Corporation14,176US$1.47M0.39%
Pacific Gas & Electric Co.86,687US$1.46M0.38%
Intercontinental Exchange Inc.11,744US$1.45M0.38%
Xpo, Inc.7,030US$1.44M0.38%
S&p Global Inc.3,529US$1.44M0.38%
Pfizer, Inc.59,596US$1.44M0.38%
Fidelity National Information Services, Inc.36,088US$1.4M0.37%
Equinix, Inc.1,322US$1.38M0.36%
Td Synnex Corporation5,150US$1.38M0.36%
Howmet Aerospace Inc.4,993US$1.34M0.35%
Reinsurance Group Of America, Incorporated6,312US$1.34M0.35%
Caretrust Reit, Inc.33,152US$1.34M0.35%
Rpm International Inc.11,852US$1.32M0.35%
Zillow Group, Inc.41,639US$1.31M0.35%
Texas Instruments Incorporated4,331US$1.29M0.34%
Gxo Logistics, Inc.25,241US$1.28M0.34%
Madison Square Garden Sports Corp.3,166US$1.27M0.34%
American International Group, Inc. New17,023US$1.27M0.33%
First Horizon Corporation48,907US$1.25M0.33%
Rhythm Pharmaceuticals, Inc.11,282US$1.25M0.33%
American Electric Power Company, Inc.9,123US$1.25M0.33%
Intel Corporation8,906US$1.24M0.33%
Hewlett Packard Enterprise Company27,156US$1.23M0.32%
Chipotle Mexican Grill, Inc.36,023US$1.22M0.32%
Hasbro, Inc.14,815US$1.22M0.32%
Patterson-uti Energy, Inc.133KUS$1.22M0.32%
Bath & Body Works, Inc.51,869US$1.2M0.32%
Wingstop Inc.6,776US$1.18M0.31%
Carlisle Companies Incorporated3,224US$1.17M0.31%
Southwest Airlines Company22,725US$1.17M0.31%
Six Flags Entertainment Corporation54,646US$1.16M0.31%
Gartner, Inc.8,955US$1.16M0.31%
Agios Pharmaceuticals, Inc.31,097US$1.15M0.30%
Altria Group, Inc.16,037US$1.15M0.30%
Viavi Solutions Inc.23,946US$1.14M0.30%
The Ensign Group, Inc.7,121US$1.14M0.30%
Sysco Corporation13,376US$1.12M0.29%
Sandisk Corporation485US$1.1M0.29%
Centene Corporation17,117US$1.1M0.29%
Texas Roadhouse, Inc.5,615US$1.08M0.29%
Netstreit Corp.50,928US$1.08M0.28%
Utz Brands Inc139KUS$1.07M0.28%
Danaher Corporation5,634US$1.07M0.28%
Solstice Advanced Materials Inc.12,110US$1.07M0.28%

Every holding of Bridgefront Capital, LLC

Source

View original at SEC

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