Fund HoldingsBridgefront Capital, LLC

Total Portfolio Value
$142.65M
Total Bought
$99.03M
Total Sold
$140.48M
Net Transaction
-$41.45M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
MCDONALDS CORP(MCD)06,731+6,73101,7731.24%+1,773
APPLE INC(AAPL)010,282+10,28201,7601.23%+1,760
AMERICAN EXPRESS CO(AXP)010,463+10,46301,5611.09%+1,561
HASBRO INC(HAS)020,656+20,65601,3660.96%+1,366
ADOBE INC(ADBE)02,990+2,99001,5251.07%+1,525
WYNN RESORTS LTD(WYNN)012,735+12,73501,1770.82%+1,177
EDWARDS LIFESCIENCES CORP016,572+16,57201,1480.80%+1,148
MARATHON PETE CORP(MPC)07,313+7,31301,1070.78%+1,107
MICROSOFT CORP(MSFT)03,477+3,47701,0980.77%+1,098
UNITED PARCEL SERVICE INC(UPS)06,514+6,51401,0150.71%+1,015
RTX CORPORATION(RTX)013,605+13,60509790.69%+979
THE CIGNA GROUP(CI)03,379+3,37909670.68%+967
ABBOTT LABS09,648+9,64809340.66%+934
LAUDER ESTEE COS INC(EL)06,257+6,25709040.63%+904
BLOCK INC(XYZ)018,671+18,67108260.58%+826
WOODWARD INC(WWD)06,396+6,39607950.56%+795
FISERV INC(FISV)06,781+6,78107660.54%+766
PROCTER AND GAMBLE CO(PG)05,194+5,19407580.53%+758
EDISON INTL(EIX)019,109+19,10901,2090.85%+1,209
BOYD GAMING CORP(BYD)011,457+11,45706970.49%+697
QUEST DIAGNOSTICS INC(DGX)05,689+5,68906930.49%+693
ENTERGY CORP NEW(ETR)07,429+7,42906870.48%+687
VERISK ANALYTICS INC(VRSK)02,854+2,85406740.47%+674
EATON CORP PLC(ETN)03,156+3,15606730.47%+673
LOEWS CORP(L)010,567+10,56706690.47%+669
HENRY SCHEIN INC(HSIC)08,966+8,96606660.47%+666
DOLLAR GEN CORP NEW(DG)06,231+6,23106590.46%+659
PFIZER INC(PFE)028,365+28,36509410.66%+941
LAS VEGAS SANDS CORP(LVS)014,253+14,25306530.46%+653
LEIDOS HOLDINGS INC(LDOS)06,790+6,79006260.44%+626
SOUTHERN COPPER CORP(SCCO)08,239+8,23906200.43%+620
CISCO SYS INC(CSCO)011,469+11,46906170.43%+617
APPLIED MATLS INC04,429+4,42906130.43%+613
VISA INC(V)02,662+2,66206120.43%+612
TEXAS INSTRS INC(TXN)03,767+3,76705990.42%+599
CONSTELLATION BRANDS INC(STZ)02,350+2,35005910.41%+591
HOME DEPOT INC(HD)01,893+1,89305720.40%+572
ALPHABET INC(GOOG)04,260+4,26005620.39%+562
LOCKHEED MARTIN CORP(LMT)1,3042,823+1,5196001,1540.81%+554
VERIZON COMMUNICATIONS INC(VZ)016,994+16,99405510.39%+551
HP INC(HPQ)021,301+21,30105470.38%+547
LOUISIANA PAC CORP(LPX)09,591+9,59105300.37%+530
AMERICAN AIRLS GROUP INC(AAL)041,182+41,18205280.37%+528
ANTERO RESOURCES CORP(AR)020,622+20,62205230.37%+523
NETFLIX INC(NFLX)01,374+1,37405190.36%+519
WASTE CONNECTIONS INC(WCN)03,815+3,81505120.36%+512
CONSTELLATION ENERGY CORP(CEG)04,680+4,68005100.36%+510
COMMERCIAL METALS CO(CMC)010,320+10,32005100.36%+510
ALIBABA GROUP HLDG LTD(BABA)05,788+5,78805020.35%+502
APTARGROUP INC03,920+3,92004900.34%+490
NVENT ELECTRIC PLC(NVT)09,082+9,08204810.34%+481
SM ENERGY CO(SM)012,030+12,03004770.33%+477
JOHNSON CTLS INTL PLC
SHS
08,945+8,94504760.33%+476
DEERE & CO(DE)01,254+1,25404730.33%+473
IQVIA HLDGS INC(IQV)02,350+2,35004620.32%+462
CULLEN FROST BANKERS INC(CFR)05,044+5,04404600.32%+460
COUSINS PPTYS INC(CUZ)022,577+22,57704600.32%+460
SABRA HEALTH CARE REIT INC(SBRA)032,773+32,77304570.32%+457
ROYAL CARIBBEAN GROUP
COM
04,953+4,95304560.32%+456
PNM RES INC(TXNM)010,186+10,18604540.32%+454
HF SINCLAIR CORP(DINO)07,952+7,95204530.32%+453
EVERGY INC(EVRG)08,918+8,91804520.32%+452
ARISTA NETWORKS INC02,455+2,45504520.32%+452
SALESFORCE INC(CRM)2,9375,271+2,3346201,0690.75%+448
TOPBUILD CORP01,763+1,76304440.31%+444
BOSTON PROPERTIES INC(BXP)07,431+7,43104420.31%+442
CAMPBELL SOUP CO(CPB)010,631+10,63104370.31%+437
PAR PAC HOLDINGS INC(PARR)012,080+12,08004340.30%+434
KILROY RLTY CORP(KRC)013,678+13,67804320.30%+432
GENERAL ELECTRIC CO(GE)03,796+3,79604200.29%+420
FLEX LTD(FLEX)015,300+15,30004130.29%+413
OLD DOMINION FREIGHT LINE IN(ODFL)0999+99904090.29%+409
AGILENT TECHNOLOGIES INC(A)07,666+7,66608570.60%+857
RALPH LAUREN CORP(RL)03,508+3,50804070.29%+407
SCORPIO TANKERS INC(STNG)07,522+7,52204070.29%+407
MERCADOLIBRE INC(MELI)0318+31804030.28%+403
APA CORPORATION(APA)015,133+15,13306220.44%+622
DROPBOX INC(DBX)014,675+14,67504000.28%+400
CHARLES RIV LABS INTL INC(CRL)02,023+2,02303960.28%+396
AXIS CAP HLDGS LTD
SHS
07,020+7,02003960.28%+396
SCHWAB CHARLES CORP(SCHW)07,188+7,18803950.28%+395
CASEYS GEN STORES INC(CASY)01,447+1,44703930.28%+393
WORKDAY INC(WDAY)01,827+1,82703930.28%+393
SOUTHWESTERN ENERGY CO060,404+60,40403900.27%+390
CARLYLE GROUP INC(CG)012,907+12,90703890.27%+389
MURPHY OIL CORP(MUR)08,565+8,56503880.27%+388
CHECK POINT SOFTWARE TECH LT
ORD
02,913+2,91303880.27%+388
POST HLDGS INC(POST)04,508+4,50803870.27%+387
ARCH CAP GROUP LTD
ORD
04,761+4,76103790.27%+379
DELL TECHNOLOGIES INC(DELL)05,471+5,47103770.26%+377
VICI PPTYS INC(VICI)012,929+12,92903760.26%+376
TEMPUR SEALY INTL INC(SGI)08,647+8,64703750.26%+375
HUBSPOT INC(HUBS)0756+75603720.26%+372
TAKEDA PHARMACEUTICAL CO LTD(TAK)023,935+23,93503700.26%+370
DARDEN RESTAURANTS INC(DRI)02,545+2,54503640.26%+364
NEWS CORP NEW(NWS)017,404+17,40403630.25%+363
FIRST INDL RLTY TR INC(FR)07,626+7,62603630.25%+363
MASCO CORP(MAS)06,744+6,74403600.25%+360
CMS ENERGY CORP(CMS)06,775+6,77503600.25%+360
MCKESSON CORP(MCK)0827+82703600.25%+360
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