Fund HoldingsBridgefront Capital, LLC

Total Portfolio Value
$131.62M
Total Bought
$96.27M
Total Sold
$98.01M
Net Transaction
-$1.73M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
INTUIT(INTU)02,049+2,04901,3321.01%+1,332
VISA INC(V)03,776+3,77601,0540.80%+1,054
UNITED PARCEL SERVICE INC(UPS)06,979+6,97901,0370.79%+1,037
LABORATORY CORP AMER HLDGS04,688+4,68801,0240.78%+1,024
DANAHER CORPORATION(DHR)04,052+4,05201,0120.77%+1,012
PARKER-HANNIFIN CORP(PH)01,577+1,57708760.67%+876
S&P GLOBAL INC(SPGI)02,022+2,02208600.65%+860
PROCTER AND GAMBLE CO(PG)05,225+5,22508480.64%+848
UNITEDHEALTH GROUP INC(UNH)01,704+1,70408430.64%+843
SMUCKER J M CO(SJM)06,661+6,66108380.64%+838
JACOBS SOLUTIONS INC(J)05,332+5,33208200.62%+820
AVALONBAY CMNTYS INC04,328+4,32808030.61%+803
EXXON MOBIL CORP06,671+6,67107750.59%+775
GARMIN LTD(GRMN)05,155+5,15507670.58%+767
TRI POINTE HOMES INC
COM
019,717+19,71707620.58%+762
KEURIG DR PEPPER INC(KDP)024,351+24,35107470.57%+747
WENDYS CO(WEN)055,229+55,22901,0410.79%+1,041
SHERWIN WILLIAMS CO(SHW)02,115+2,11507350.56%+735
BLOCK H & R INC014,696+14,69607220.55%+722
HOWMET AEROSPACE INC(HWM)6,52815,669+9,1413531,0720.81%+719
EQUITABLE HLDGS INC018,840+18,84007160.54%+716
ZOETIS INC(ZTS)04,222+4,22207140.54%+714
GILEAD SCIENCES INC(GILD)09,424+9,42406900.52%+690
DT MIDSTREAM INC(DTM)011,141+11,14106810.52%+681
OKTA INC(OKTA)06,333+6,33306630.50%+663
SOUTHERN CO(SO)09,008+9,00806460.49%+646
AMERICAN TOWER CORP NEW(AMT)03,201+3,20106320.48%+632
XPO INC(XPO)05,173+5,17306310.48%+631
CARLYLE GROUP INC(CG)013,329+13,32906250.48%+625
HUNTSMAN CORP(HUN)023,454+23,45406110.46%+611
HARTFORD FINL SVCS GROUP INC(HIG)05,878+5,87806060.46%+606
GALLAGHER ARTHUR J & CO(AJG)02,416+2,41606040.46%+604
TAIWAN SEMICONDUCTOR MFG LTD(TSM)04,391+4,39105970.45%+597
GROCERY OUTLET HLDG CORP(GO)020,353+20,35305860.45%+586
SM ENERGY CO(SM)015,952+15,95207950.60%+795
LIBERTY BROADBAND CORP(LBRDA)010,069+10,06905760.44%+576
EQUITY RESIDENTIAL(EQR)08,936+8,93605640.43%+564
INTERCONTINENTAL EXCHANGE IN(ICE)04,096+4,09605630.43%+563
APPLIED MATLS INC02,718+2,71805610.43%+561
LEAR CORP(LEA)03,854+3,85405580.42%+558
ARISTA NETWORKS INC01,879+1,87905450.41%+545
LULULEMON ATHLETICA INC(LULU)01,383+1,38305400.41%+540
CHARTER COMMUNICATIONS INC N(CHTR)01,823+1,82305300.40%+530
HSBC HLDGS PLC(HSBC)013,103+13,10305160.39%+516
BERKLEY W R CORP05,828+5,82805150.39%+515
EPAM SYS INC(EPAM)01,861+1,86105140.39%+514
JOHNSON & JOHNSON(JNJ)03,227+3,22705100.39%+510
SKECHERS U S A INC08,164+8,16405000.38%+500
JACK IN THE BOX INC07,172+7,17204910.37%+491
MCDONALDS CORP(MCD)01,714+1,71404830.37%+483
ROSS STORES INC(ROST)03,282+3,28204820.37%+482
ONE GAS INC(OGS)07,401+7,40104780.36%+478
MASTERCARD INCORPORATED(MA)0975+97504700.36%+470
L3HARRIS TECHNOLOGIES INC(LHX)02,195+2,19504680.36%+468
CITIGROUP INC(C)07,349+7,34904650.35%+465
COMSTOCK RES INC(CRK)050,067+50,06704650.35%+465
HCA HEALTHCARE INC(HCA)01,388+1,38804630.35%+463
EVERCORE INC(EVR)02,401+2,40104620.35%+462
EOG RES INC(EOG)03,589+3,58904590.35%+459
LYONDELLBASELL INDUSTRIES N
SHS - A -
04,464+4,46404570.35%+457
CHEVRON CORP NEW(CVX)02,882+2,88204550.35%+455
ZSCALER INC(ZS)02,302+2,30204430.34%+443
VITAL ENERGY INC08,407+8,40704420.34%+442
BIO-TECHNE CORP(TECH)06,227+6,22704380.33%+438
REALTY INCOME CORP(O)10,07118,737+8,6665781,0140.77%+435
BOSTON PROPERTIES INC(BXP)06,618+6,61804320.33%+432
ARCH CAP GROUP LTD
ORD
04,581+4,58104230.32%+423
TOLL BROTHERS INC(TOL)03,259+3,25904220.32%+422
CROWDSTRIKE HLDGS INC(CRWD)1,4162,436+1,0203627810.59%+419
WINGSTOP INC(WING)01,116+1,11604090.31%+409
O-I GLASS INC(OI)024,637+24,63704090.31%+409
UNION PAC CORP(UNP)01,660+1,66004080.31%+408
BUILDERS FIRSTSOURCE INC(BLDR)01,945+1,94504060.31%+406
WESTERN DIGITAL CORP.(WDC)05,895+5,89504020.31%+402
INSPERITY INC(NSP)03,653+3,65304000.30%+400
VORNADO RLTY TR(VNO)013,891+13,89104000.30%+400
SILGAN HLDGS INC(SLGN)08,221+8,22103990.30%+399
CYTOKINETICS INC(CYTK)05,691+5,69103990.30%+399
CABOT CORP(CBT)04,208+4,20803880.29%+388
WHIRLPOOL CORP(WHR)03,234+3,23403870.29%+387
10X GENOMICS INC(TXG)010,285+10,28503860.29%+386
TRAVEL PLUS LEISURE CO(TNL)07,839+7,83903840.29%+384
TECHNIPFMC PLC(FTI)025,964+25,96406520.50%+652
INTERPUBLIC GROUP COS INC011,408+11,40803720.28%+372
MONGODB INC(MDB)01,034+1,03403710.28%+371
GLOBUS MED INC(GMED)06,894+6,89403700.28%+370
SANMINA CORPORATION(SANM)05,859+5,85903640.28%+364
SOFI TECHNOLOGIES INC(SOFI)049,066+49,06603580.27%+358
MAGNA INTL INC(MGA)06,560+6,56003570.27%+357
GUESS INC011,336+11,33603570.27%+357
ALLIANT ENERGY CORP(LNT)07,031+7,03103540.27%+354
TARGA RES CORP(TRGP)03,146+3,14603520.27%+352
GMS INC03,609+3,60903510.27%+351
INTEGER HLDGS CORP(ITGR)02,981+2,98103480.26%+348
NATERA INC(NTRA)03,798+3,79803470.26%+347
MCGRATH RENTCORP(MGRC)02,812+2,81203470.26%+347
AXCELIS TECHNOLOGIES INC03,109+3,10903470.26%+347
JACKSON FINANCIAL INC(JXN)05,184+5,18403430.26%+343
WILLIS TOWERS WATSON PLC LTD(WTW)01,234+1,23403390.26%+339
VENTAS INC(VTR)021,905+21,90509540.72%+954
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