Bridgelight Financial Advisors, Inc.
Bridgelight Financial Advisors, Inc. reported 49 holdings worth US$146M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 30, 2026
Bridgelight Financial Advisors, Inc. reported 49 holdings worth US$146M as of Jun 30, 2026. Largest: Caterpillar, Inc., Goldman Sachs Group, Inc. (the) and Amgen Inc. Filed Jul 30, 2026 (Form 13F).
- Holdings
- 49
- Value as reported
- US$146M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Caterpillar, Inc. | 11,668 | US$12.4M | 8.5% |
| Goldman Sachs Group, Inc. (the) | 9,858 | US$9.97M | 6.8% |
| Amgen Inc. | 26,424 | US$9.57M | 6.6% |
| Main Street Capital Corporation | 167K | US$8.64M | 5.9% |
| Enterprise Products Partners L.p. | 231K | US$8.48M | 5.8% |
| Walmart Inc. | 70,561 | US$7.99M | 5.5% |
| Microsoft Corp. | 17,609 | US$6.57M | 4.5% |
| Asml Holding Nv | 2,270 | US$4.52M | 3.1% |
| Southern Copper Corporation | 15,231 | US$2.65M | 1.8% |
| Williams Companies, Inc. (the) | 14,303 | US$1.06M | 0.73% |
| Hubbell Inc | 1,767 | US$925K | 0.63% |
| Alphabet Inc (google) Class C | 2,386 | US$853K | 0.58% |
| Apple Inc | 2,756 | US$797K | 0.55% |
| Exxon Mobil Corporation | 3,395 | US$464K | 0.32% |
| Lockheed Martin Corporation | 865 | US$441K | 0.30% |
| Nasdaq, Inc. | 5,548 | US$437K | 0.30% |
| Stmicroelectronics Nv | 5,382 | US$403K | 0.28% |
| Abbvie Inc. | 1,596 | US$402K | 0.28% |
| Iron Mountain Incorporated (delaware) | 2,405 | US$304K | 0.21% |
| Nvidia Corporation | 1,452 | US$291K | 0.20% |
| Visa Inc. | 783 | US$269K | 0.18% |
| Home Depot, Inc. (the) | 721 | US$254K | 0.17% |
| Echostar Corporation | 2,394 | US$243K | 0.17% |
| Rtx Corporation | 1,134 | US$215K | 0.15% |
| Unilever Plc | 3,526 | US$212K | 0.15% |
| Ingersoll Rand Inc. | 2,498 | US$205K | 0.14% |
| Amazon.com, Inc. | 852 | US$203K | 0.14% |
| Coca-cola Company (the) | 2,471 | US$201K | 0.14% |
Source
View original at SEC
Related