Holdings
BDFS Capital LLC
As of Sep 30, 2026, BDFS Capital LLC reported 58 positions worth US$48.6M. Largest: Nvidia Corporation, Apple Inc and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 17,677 | US$4.04M | +67 | Sep 30, 2026 |
| Apple Inc | 11,304 | US$3.76M | −60 | Sep 30, 2026 |
| Microsoft Corp. | 6,104 | US$3.13M | +310 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 6,617 | US$2.26M | +235 | Sep 30, 2026 |
| Meta Platforms, Inc. | 2,512 | US$1.82M | −274 | Sep 30, 2026 |
| Amazon.com, Inc. | 6,730 | US$1.68M | −142 | Sep 30, 2026 |
| Northrop Grumman Corporation | 3,366 | US$1.63M | no change | Sep 30, 2026 |
| Johnson & Johnson | 5,609 | US$1.48M | −7 | Sep 30, 2026 |
| Boeing Company (the) | 7,831 | US$1.46M | −100 | Sep 30, 2026 |
| Monolithic Power Systems, Inc. | 865 | US$1.17M | +34 | Sep 30, 2026 |