Fund HoldingsBridgefront Capital, LLC

Total Portfolio Value
$296.58M
Total Bought
$193.96M
Total Sold
$157.41M
Net Transaction
+$36.55M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
TJX COS INC NEW(TJX)028,456+28,45603,4381.16%+3,438
DISNEY WALT CO(DIS)026,510+26,51002,9521.00%+2,952
GENERAL MLS INC(GIS)042,296+42,29602,6970.91%+2,697
SCHLUMBERGER LTD(SLB)057,516+57,51602,2050.74%+2,205
REPUBLIC SVCS INC(RSG)010,632+10,63202,1390.72%+2,139
EVERGY INC(EVRG)033,492+33,49202,0610.70%+2,061
MICROSOFT CORP(MSFT)04,520+4,52001,9050.64%+1,905
ALEXANDRIA REAL ESTATE EQ IN019,362+19,36201,8890.64%+1,889
CARVANA CO(CVNA)010,550+10,55002,1450.72%+2,145
CHENIERE ENERGY INC(LNG)08,724+8,72401,8750.63%+1,875
VERIZON COMMUNICATIONS INC(VZ)044,502+44,50201,7800.60%+1,780
VAIL RESORTS INC(MTN)09,242+9,24201,7320.58%+1,732
ATMOS ENERGY CORP(ATO)010,990+10,99001,5310.52%+1,531
UNITEDHEALTH GROUP INC(UNH)02,882+2,88201,4580.49%+1,458
TARGA RES CORP(TRGP)4,02811,397+7,3695962,0340.69%+1,438
PINNACLE WEST CAP CORP(PNW)019,959+19,95901,6920.57%+1,692
ARISTA NETWORKS INC(ANET)012,801+12,80101,4150.48%+1,415
ROBLOX CORP(RBLX)022,375+22,37501,2950.44%+1,295
DICKS SPORTING GOODS INC(DKS)05,552+5,55201,2710.43%+1,271
NEWMONT CORP(NEM)033,561+33,56101,2490.42%+1,249
PACKAGING CORP AMER(PKG)05,451+5,45101,2270.41%+1,227
COCA COLA CO(KO)019,602+19,60201,2200.41%+1,220
EXXON MOBIL CORP011,093+11,09301,1930.40%+1,193
WEYERHAEUSER CO MTN BE(WY)042,031+42,03101,1830.40%+1,183
ROSS STORES INC(ROST)07,820+7,82001,1830.40%+1,183
DUPONT DE NEMOURS INC(DD)7,47024,219+16,7496661,8470.62%+1,181
CARETRUST REIT INC(CTRE)043,401+43,40101,1740.40%+1,174
CARMAX INC(KMX)014,322+14,32201,1710.39%+1,171
NORDSON CORP(NDSN)05,567+5,56701,1650.39%+1,165
DEVON ENERGY CORP NEW(DVN)049,087+49,08701,6070.54%+1,607
SYNCHRONY FINANCIAL(SYF)017,627+17,62701,1460.39%+1,146
TRIMBLE INC(TRMB)015,761+15,76101,1140.38%+1,114
ESSEX PPTY TR INC(ESS)03,810+3,81001,0880.37%+1,088
TRUIST FINL CORP(TFC)21,53446,216+24,6829212,0050.68%+1,084
SHOPIFY INC(SHOP)010,008+10,00801,0640.36%+1,064
SOUTHSTATE CORPORATION010,345+10,34501,0290.35%+1,029
BUNGE GLOBAL SA(BG)016,206+16,20601,2600.42%+1,260
COOPER COS INC(COO)010,761+10,76109890.33%+989
GRANITE CONSTR INC(GVA)011,054+11,05409700.33%+970
QUALCOMM INC(QCOM)06,169+6,16909480.32%+948
INTERACTIVE BROKERS GROUP IN(IBKR)05,307+5,30709380.32%+938
CONSTELLATION BRANDS INC(STZ)04,122+4,12209110.31%+911
AMERICAN TOWER CORP NEW(AMT)06,713+6,71301,2310.42%+1,231
AXSOME THERAPEUTICS INC(AXSM)010,555+10,55508930.30%+893
MARVELL TECHNOLOGY INC(MRVL)08,033+8,03308870.30%+887
CLOROX CO DEL(CLX)05,441+5,44108840.30%+884
SMUCKER J M CO(SJM)07,977+7,97708780.30%+878
IRON MTN INC DEL(IRM)08,340+8,34008770.30%+877
LINDE PLC(LIN)02,064+2,06408640.29%+864
CISCO SYS INC(CSCO)014,455+14,45508560.29%+856
NOVARTIS AG(NVS)08,655+8,65508420.28%+842
TE CONNECTIVITY PLC(TEL)05,867+5,86708390.28%+839
PAYCOM SOFTWARE INC(PAYC)04,013+4,01308230.28%+823
KIRBY CORP(KEX)07,753+7,75308200.28%+820
HOULIHAN LOKEY INC(HLI)04,714+4,71408190.28%+819
CARDINAL HEALTH INC(CAH)012,200+12,20001,4430.49%+1,443
CHAMPIONX CORPORATION029,501+29,50108020.27%+802
SCHWAB CHARLES CORP(SCHW)010,781+10,78107980.27%+798
IDEX CORP(IEX)03,800+3,80007950.27%+795
ZOETIS INC(ZTS)04,816+4,81607850.26%+785
MONGODB INC(MDB)05,166+5,16601,2030.41%+1,203
KRAFT HEINZ CO(KHC)024,909+24,90907650.26%+765
CARNIVAL CORP030,423+30,42307580.26%+758
TRANSDIGM GROUP INC(TDG)0595+59507540.25%+754
OMEGA HEALTHCARE INVS INC(OHI)17,60638,093+20,4877171,4420.49%+725
CROWN CASTLE INC(CCI)07,929+7,92907200.24%+720
TRANE TECHNOLOGIES PLC(TT)04,309+4,30901,5920.54%+1,592
STAG INDL INC(STAG)021,062+21,06207120.24%+712
EXTRA SPACE STORAGE INC(EXR)04,702+4,70207030.24%+703
LULULEMON ATHLETICA INC(LULU)2,4673,588+1,1216691,3720.46%+703
INTERNATIONAL FLAVORS&FRAGRA(IFF)08,260+8,26006980.24%+698
DANAHER CORPORATION(DHR)03,041+3,04106980.24%+698
CHEESECAKE FACTORY INC(CAKE)020,394+20,39409670.33%+967
AECOM(ACM)09,026+9,02609640.33%+964
DOLLAR GEN CORP NEW(DG)09,061+9,06106870.23%+687
CUBESMART(CUBE)015,956+15,95606840.23%+684
CRISPR THERAPEUTICS AG(CRSP)017,264+17,26406800.23%+680
UIPATH INC(PATH)052,534+52,53406680.23%+668
TALEN ENERGY CORP(TLN)03,314+3,31406680.23%+668
OLD DOMINION FREIGHT LINE IN(ODFL)03,764+3,76406640.22%+664
NASDAQ INC(NDAQ)08,552+8,55206610.22%+661
HASBRO INC(HAS)011,763+11,76306580.22%+658
COSTCO WHSL CORP NEW(COST)01,006+1,00609220.31%+922
CHEMOURS CO(CC)038,370+38,37006480.22%+648
LENNAR CORP(LEN)3,4749,457+5,9836511,2900.43%+638
AMGEN INC(AMGN)2,8265,929+3,1039111,5450.52%+635
FIVE BELOW INC(FIVE)09,129+9,12909580.32%+958
AMCOR PLC(AMCR)065,623+65,62306180.21%+618
APPLIED MATLS INC03,797+3,79706180.21%+618
FACTSET RESH SYS INC(FDS)02,204+2,20401,0590.36%+1,059
DARDEN RESTAURANTS INC(DRI)03,169+3,16905920.20%+592
WILLIAMS SONOMA INC(WSM)03,180+3,18005890.20%+589
EQT CORP(EQT)012,771+12,77105890.20%+589
AMAZON COM INC(AMZN)02,680+2,68005880.20%+588
CRACKER BARREL OLD CTRY STOR(CBRL)010,976+10,97605800.20%+580
L3HARRIS TECHNOLOGIES INC(LHX)02,744+2,74405770.19%+577
FMC CORP(FMC)011,712+11,71205690.19%+569
STIFEL FINL CORP(SF)05,360+5,36005690.19%+569
HOWMET AEROSPACE INC(HWM)05,168+5,16805650.19%+565
REPLIGEN CORP(RGEN)03,904+3,90405620.19%+562
Page 1 of 1