Bridgefront Capital, LLC Top Holdings and 13F Report (2025) About Bridgefront Capital, LLCInvestment ActivityBridgefront Capital, LLC has $296.58 million in total holdings as of December 31, 2024.Bridgefront Capital, LLC owns shares of 550 different stocks, but just 306 companies or ETFs make up 80% of its holdings.Approximately 65.40% of the portfolio was purchased this quarter.About 53.80% of the portfolio was sold this quarter.This quarter, Bridgefront Capital, LLC has purchased 501 new stocks and bought additional shares in 110 stocks.Bridgefront Capital, LLC sold shares of 112 stocks and completely divested from 278 stocks this quarter.Largest Holdings TJX Companies $3,437,769Walt Disney $2,951,889General Mills $2,697,216Schlumberger $2,205,163Carvana $2,145,448 Largest New Holdings this Quarter TJX Companies $3,437,769 HoldingWalt Disney $2,951,889 HoldingGeneral Mills $2,697,216 HoldingSchlumberger $2,205,163 HoldingRepublic Services $2,138,946 Holding Largest Purchases this Quarter TJX Companies 28,456 shares (about $3.44M)Walt Disney 26,510 shares (about $2.95M)General Mills 42,296 shares (about $2.70M)Schlumberger 57,516 shares (about $2.21M)Republic Services 10,632 shares (about $2.14M) Largest Sales this Quarter Sprouts Farmers Market 14,928 shares (about $1.90M)Alphabet 9,613 shares (about $1.82M)Mastercard 2,733 shares (about $1.44M)Intercontinental Exchange 9,407 shares (about $1.40M)Brinker International 10,225 shares (about $1.35M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBridgefront Capital, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTJXTJX Companies$3,437,769$3,437,769 ▲New Holding28,4561.2%Retail/WholesaleDISWalt Disney$2,951,889$2,951,889 ▲New Holding26,5101.0%Consumer DiscretionaryGISGeneral Mills$2,697,216$2,697,216 ▲New Holding42,2960.9%Consumer StaplesSLBSchlumberger$2,205,163$2,205,163 ▲New Holding57,5160.7%Oils/EnergyCVNACarvana$2,145,448$1,829,223 ▲578.5%10,5500.7%Retail/WholesaleRSGRepublic Services$2,138,946$2,138,946 ▲New Holding10,6320.7%Business ServicesEVERGY INC$2,061,433$2,061,433 ▲New Holding33,4920.7%COMTRGPTarga Resources$2,034,365$1,315,367 ▲182.9%11,3970.7%Oils/EnergyTFCTruist Financial$2,004,850$1,070,705 ▲114.6%46,2160.7%FinanceGOOGLAlphabet$1,936,539$1,819,741 ▼-48.4%10,2300.7%Computer and TechnologyMSFTMicrosoft$1,905,180$1,905,180 ▲New Holding4,5200.6%Computer and TechnologyAREAlexandria Real Estate Equities$1,888,763$1,888,763 ▲New Holding19,3620.6%FinanceCHENIERE ENERGY INC$1,874,526$1,874,526 ▲New Holding8,7240.6%COM NEWDDDuPont de Nemours$1,846,699$1,277,111 ▲224.2%24,2190.6%Basic MaterialsMAMastercard$1,805,082$1,439,116 ▼-44.4%3,4280.6%Business ServicesVZVerizon Communications$1,779,635$1,779,635 ▲New Holding44,5020.6%Computer and TechnologyMTNVail Resorts$1,732,413$1,732,413 ▲New Holding9,2420.6%Consumer DiscretionaryPNWPinnacle West Capital$1,691,924$1,437,275 ▲564.4%19,9590.6%UtilitiesICEIntercontinental Exchange$1,639,259$1,401,737 ▼-46.1%11,0010.6%FinanceDVNDevon Energy$1,606,618$1,232,252 ▲329.2%49,0870.5%Oils/EnergyTTTrane Technologies$1,591,529$757,167 ▲90.7%4,3090.5%ConstructionAMGNAmgen$1,545,335$808,766 ▲109.8%5,9290.5%MedicalATOAtmos Energy$1,530,577$1,530,577 ▲New Holding10,9900.5%UtilitiesPLNTPlanet Fitness$1,526,948$166,102 ▲12.2%15,4440.5%Consumer DiscretionaryTXRHTexas Roadhouse$1,508,395$448,008 ▲42.2%8,3600.5%Retail/WholesaleVVisa$1,470,218$1,321,047 ▼-47.3%4,6520.5%Business ServicesOXYOccidental Petroleum$1,463,277$165,820 ▲12.8%29,6150.5%Oils/EnergySPOTSpotify Technology$1,458,906$213,848 ▼-12.8%3,2610.5%Business ServicesUNHUnitedHealth Group$1,457,889$1,457,889 ▲New Holding2,8820.5%MedicalCAHCardinal Health$1,442,894$768,282 ▲113.9%12,2000.5%MedicalOHIOmega Healthcare Investors$1,441,820$775,433 ▲116.4%38,0930.5%FinanceARISTA NETWORKS INC$1,414,895$1,414,895 ▲New Holding12,8010.5%COM SHSLULULululemon Athletica$1,372,087$428,682 ▲45.4%3,5880.5%Consumer DiscretionaryEQHEquitable$1,307,977$332,454 ▼-20.3%27,7290.4%FinanceRBLXRoblox$1,294,618$1,294,618 ▲New Holding22,3750.4%Consumer DiscretionaryLENLennar$1,289,651$815,902 ▲172.2%9,4570.4%ConstructionDKSDICK'S Sporting Goods$1,270,520$1,270,520 ▲New Holding5,5520.4%Retail/WholesaleBUNGE GLOBAL SA$1,260,179$1,067,956 ▲555.6%16,2060.4%COM SHSNEMNewmont$1,249,140$1,249,140 ▲New Holding33,5610.4%Basic MaterialsCOPConocoPhillips$1,233,675$202,704 ▼-14.1%12,4400.4%Oils/EnergyAMTAmerican Tower$1,231,231$973,540 ▲377.8%6,7130.4%FinancePKGPackaging Co. of America$1,227,184$1,227,184 ▲New Holding5,4510.4%Industrial ProductsCRH PLC$1,221,264$208,633 ▲20.6%13,2000.4%ORDKOCoca-Cola$1,220,421$1,220,421 ▲New Holding19,6020.4%Consumer StaplesVVVValvoline$1,209,968$420,448 ▲53.3%33,4430.4%Retail/WholesaleMDBMongoDB$1,202,696$837,650 ▲229.5%5,1660.4%Computer and TechnologyXOMExxon Mobil$1,193,274$1,193,274 ▲New Holding11,0930.4%Oils/EnergyWYWeyerhaeuser$1,183,173$1,183,173 ▲New Holding42,0310.4%ConstructionROSTRoss Stores$1,182,931$1,182,931 ▲New Holding7,8200.4%Retail/WholesaleCTRECareTrust REIT$1,173,997$1,173,997 ▲New Holding43,4010.4%FinanceKMXCarMax$1,170,967$1,170,967 ▲New Holding14,3220.4%Retail/WholesaleNDSNNordson$1,164,839$1,164,839 ▲New Holding5,5670.4%Industrial ProductsADCAgree Realty$1,162,214$479,906 ▲70.3%16,4970.4%FinanceALLAllstate$1,155,005$1,157 ▼-0.1%5,9910.4%FinanceSYFSynchrony Financial$1,145,755$1,145,755 ▲New Holding17,6270.4%FinanceEMEEMCOR Group$1,132,934$467,517 ▲70.3%2,4960.4%ConstructionTRMBTrimble$1,113,672$1,113,672 ▲New Holding15,7610.4%Industrial ProductsESSEssex Property Trust$1,087,526$1,087,526 ▲New Holding3,8100.4%FinanceCRLCharles River Laboratories International$1,078,987$371,784 ▲52.6%5,8450.4%MedicalCEGConstellation Energy$1,076,493$251,450 ▲30.5%4,8120.4%Oils/EnergySHOPShopify$1,064,151$1,064,151 ▲New Holding10,0080.4%Computer and TechnologyFDSFactSet Research Systems$1,058,537$584,981 ▲123.5%2,2040.4%Business ServicesCTASCintas$1,057,650$205,903 ▼-16.3%5,7890.4%Business ServicesSSBSouthState$1,029,121$1,029,121 ▲New Holding10,3450.3%FinanceSNOWSnowflake$995,790$415,981 ▼-29.5%6,4490.3%Computer and TechnologyCOOPER COS INC$989,259$989,259 ▲New Holding10,7610.3%COMFERGUSON ENTERPRISES INC$969,736$258,272 ▼-21.0%5,5870.3%COMMON STOCK NEWGVAGranite Construction$969,546$969,546 ▲New Holding11,0540.3%ConstructionCAKECheesecake Factory$967,491$649,074 ▲203.8%20,3940.3%Retail/WholesaleACMAECOM$964,157$681,084 ▲240.6%9,0260.3%ConstructionTEAMAtlassian$958,674$393,059 ▼-29.1%3,9390.3%Computer and TechnologyFIVEFive Below$958,180$563,215 ▲142.6%9,1290.3%Retail/WholesaleQCOMQUALCOMM$947,682$947,682 ▲New Holding6,1690.3%Computer and TechnologyIBKRInteractive Brokers Group$937,588$937,588 ▲New Holding5,3070.3%FinanceCOSTCostco Wholesale$921,768$647,803 ▲236.5%1,0060.3%Retail/WholesaleCLColgate-Palmolive$921,555$435,459 ▲89.6%10,1370.3%Consumer StaplesRCLRoyal Caribbean Cruises$921,145$271,753 ▼-22.8%3,9930.3%Consumer DiscretionarySTZConstellation Brands$910,962$910,962 ▲New Holding4,1220.3%Consumer StaplesAXSMAxsome Therapeutics$893,059$893,059 ▲New Holding10,5550.3%MedicalMRVLMarvell Technology$887,245$887,245 ▲New Holding8,0330.3%Computer and TechnologyCLXClorox$883,673$883,673 ▲New Holding5,4410.3%Consumer StaplesOSKOshkosh$882,725$52,193 ▼-5.6%9,2850.3%Auto/Tires/TrucksSJMJ. M. Smucker$878,427$878,427 ▲New Holding7,9770.3%Consumer StaplesIRMIron Mountain$876,617$876,617 ▲New Holding8,3400.3%Business ServicesAXTAAxalta Coating Systems$872,199$117,477 ▲15.6%25,4880.3%Basic MaterialsTPRTapestry$867,256$237,867 ▲37.8%13,2750.3%Retail/WholesaleLINDE PLC$864,135$864,135 ▲New Holding2,0640.3%SHSIDCCInterDigital$857,986$162,725 ▲23.4%4,4290.3%Computer and TechnologyEATBrinker International$856,578$1,352,666 ▼-61.2%6,4750.3%Retail/WholesaleCSCOCisco Systems$855,736$855,736 ▲New Holding14,4550.3%Computer and TechnologyROPRoper Technologies$847,875$132,042 ▼-13.5%1,6310.3%Computer and TechnologyEPAMEPAM Systems$847,364$39,983 ▲5.0%3,6240.3%Computer and TechnologyNVSNovartis$842,218$842,218 ▲New Holding8,6550.3%MedicalMSCIMSCI$838,814$369,606 ▲78.8%1,3980.3%FinanceTE CONNECTIVITY PLC$838,805$838,805 ▲New Holding5,8670.3%ORD SHSADBEAdobe$836,888$266,363 ▲46.7%1,8820.3%Computer and TechnologyBALLBall$835,164$368,268 ▲78.9%15,1490.3%Industrial ProductsWYNNWynn Resorts$823,259$137,253 ▲20.0%9,5550.3%Consumer DiscretionaryPAYCPaycom Software$822,545$822,545 ▲New Holding4,0130.3%Computer and TechnologyKEXKirby$820,267$820,267 ▲New Holding7,7530.3%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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