Bridgefront Capital, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Bridgefront Capital, Llc disclosed 476 stock positions valued at approximately $379.53M as of quarter-end June 30, 2026. The largest holdings include COLGATE PALMOLIVE CO, KIMBERLY-CLARK CORP, and TYSON FOODS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 476
- Portfolio Value
- $379.53M
Holdings by Sector
Bridgefront Capital, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 1.46% | 60,327 | +60,327 | +100.00% | $5,530,779 |
| KIMBERLY-CLARK CORP | KMB | Consumer Defensive | 1.30% | 44,815 | +9,233 | +25.95% | $4,919,343 |
| TYSON FOODS INC | TSN | Consumer Defensive | 1.28% | 85,126 | +70,243 | +471.97% | $4,873,464 |
| CONSTELLATION BRANDS INC | STZ | Consumer Defensive | 1.13% | 30,750 | +7,547 | +32.53% | $4,277,018 |
| LAUDER ESTEE COS INC | EL | Consumer Defensive | 1.04% | 50,230 | +31,305 | +165.42% | $3,965,659 |
| COCA COLA CO | KO | Consumer Defensive | 1.03% | 48,186 | +37,418 | +347.49% | $3,916,076 |
| MOLSON COORS BEVERAGE CO | TAP | Consumer Defensive | 0.95% | 92,933 | +47,802 | +105.92% | $3,620,670 |
| AMERICAN TOWER CORP | AMT | Real Estate | 0.86% | 19,875 | +9,085 | +84.20% | $3,250,954 |
| AGREE RLTY CORP | ADC | Real Estate | 0.83% | 41,513 | +5,157 | +14.18% | $3,144,195 |
| WELLS FARGO & CO | WFC | Financial Services | 0.82% | 37,577 | +24,050 | +177.79% | $3,105,363 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.79% | 6,110 | +436 | +7.68% | $3,000,988 |
| OCCIDENTAL PETE CORP | OXY | Energy | 0.75% | 58,505 | +58,505 | +100.00% | $2,841,588 |
| HALLIBURTON CO | HAL | Energy | 0.73% | 81,533 | +46,547 | +133.04% | $2,768,045 |
| CITIGROUP INC | C | Financial Services | 0.69% | 18,688 | +241 | +1.31% | $2,615,572 |
| SPECTRUM BRANDS HOLDINGS INC | SPB | Consumer Defensive | 0.69% | 30,404 | +26,315 | +643.56% | $2,607,143 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.68% | 6,497 | +772 | +13.48% | $2,583,727 |
| EDGEWELL PERSONAL CARE CO | EPC | Consumer Defensive | 0.63% | 89,367 | +61,728 | +223.34% | $2,400,398 |
| LAM RESEARCH CORP | LRCX | Other | 0.63% | 5,513 | +4,121 | +296.05% | $2,388,948 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 0.62% | 2,452 | +2,452 | +100.00% | $2,366,180 |
| KKR & CO INC | KKR | Financial Services | 0.62% | 25,680 | +19,765 | +334.15% | $2,356,910 |
| IDACORP INC | IDA | Utilities | 0.61% | 15,377 | +1,202 | +8.48% | $2,326,540 |
| GENERAL MILLS INC | GIS | Consumer Defensive | 0.60% | 65,543 | -8,693 | -11.71% | $2,280,896 |
| CME GROUP INC | CME | Financial Services | 0.59% | 10,204 | +10,204 | +100.00% | $2,253,349 |
| CBRE GROUP INC | CBRE | Real Estate | 0.58% | 16,470 | -3,281 | -16.61% | $2,218,344 |
| 3M CO | MMM | Industrials | 0.57% | 13,324 | +8,896 | +200.90% | $2,157,289 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.57% | 4,224 | -142 | -3.25% | $2,151,959 |
| VISA INC | V | Financial Services | 0.56% | 6,234 | +6,234 | +100.00% | $2,138,823 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.53% | 2,067 | -882 | -29.91% | $2,021,774 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.53% | 7,888 | +4,327 | +121.51% | $2,003,315 |
| OREILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 0.53% | 21,675 | +21,675 | +100.00% | $1,996,051 |
Showing 30 of 476 holdings in the latest reporting period.