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Livermore
Livermore
ZHEN

Bridgefront Capital, LLC

SEC CIK
0001725690
Latest filing
Aug 14, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
428
+25 vs. Q1 2023
Portfolio value
$184.8M
+$20.9M (+12.7%) vs. Q1 2023
Filed
Aug 14, 2023
SEC
Holdings of Bridgefront Capital, LLC in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
SKXSkechers USA IncCL A33,207$1.75M0.9%+8,534+34.6%AddedHistory
GPCGenuine Parts CoStock10,279$1.74M0.9%+434+4.4%AddedHistory
DECKDeckers Outdoor CorpCOM2,796$1.48M0.8%+2,796NewHistory
ORLYO Reilly Automotive IncStock1,528$1.46M0.8%+594+63.6%AddedHistory
ELFe.l.f. Beauty, Inc.COM12,502$1.43M0.8%−156−1.2%ReducedHistory
ABBVAbbVie Inc.Stock10,247$1.38M0.7%+10,247NewHistory
BMYBristol Myers Squibb CoStock20,934$1.34M0.7%+20,934NewHistory
CCitigroup IncStock27,461$1.26M0.7%+1,170+4.5%AddedHistory
MAMastercard IncStock3,188$1.25M0.7%+76+2.4%AddedHistory
TXRHTexas Roadhouse, Inc.COM10,783$1.21M0.7%+10,783NewHistory
HLTHilton Worldwide Holdings Inc.COM8,095$1.18M0.6%+8,095NewHistory
TRPTC Energy CorpCOM29,090$1.18M0.6%+22,582+347.0%AddedHistory
GSGoldman Sachs Group IncStock3,609$1.16M0.6%+3,609NewHistory
SRESempraStock7,783$1.13M0.6%+7,783NewHistory
NTAPNetApp, Inc.Stock14,513$1.11M0.6%+6,219+75.0%AddedHistory
WUWestern Union COStock94,046$1.10M0.6%+69,249+279.3%AddedHistory
HESHess CorpStock8,034$1.09M0.6%+8,034NewHistory
ADPAutomatic Data Processing IncStock4,939$1.09M0.6%+4,939NewHistory
CBChubb LtdStock5,474$1.05M0.6%+5,474NewHistory
PPGPPG Industries IncStock7,044$1.04M0.6%+7,044NewHistory
CDNSCadence Design Systems IncStock4,365$1.02M0.6%+4,365NewHistory
VTRVentas, Inc.REIT21,530$1.02M0.6%+7,735+56.1%AddedHistory
STTState Street CorpCOM13,690$1.00M0.5%+13,690NewHistory
TSCOTractor Supply CoCOM4,498$994.5K0.5%+4,498NewHistory
PNCPNC Financial Services Group, Inc.Stock7,861$990.1K0.5%+7,861NewHistory
TFCTruist Financial CorpCOM31,672$961.2K0.5%−10,422−24.8%ReducedHistory
LIILennox International IncCOM2,943$959.6K0.5%+2,943NewHistory
HUMHumana IncStock2,142$957.8K0.5%+2,142NewHistory
EOGEOG Resources IncStock8,315$951.6K0.5%+8,315NewHistory
AREAlexandria Real Estate Equities, Inc.COM8,109$920.3K0.5%+8,109NewHistory
AONAon plcCL A2,612$901.7K0.5%+2,612NewHistory
RMDResmed IncCOM4,123$900.9K0.5%+4,123NewHistory
IEXIdex CorpCOM4,171$897.8K0.5%+1,501+56.2%AddedHistory
BSXBoston Scientific CorpStock16,482$891.5K0.5%+12,224+287.1%AddedHistory
MRSHMarsh & McLennan Companies, Inc.Stock4,685$881.2K0.5%−773−14.2%ReducedHistory
FCXFreeport-McMoran IncStock21,746$869.8K0.5%+21,746NewHistory
PFGPrincipal Financial Group IncCOM11,425$866.5K0.5%+11,425NewHistory
LUVSouthwest Airlines CoCOM23,655$856.5K0.5%+23,655NewHistory
TRIPTripAdvisor, Inc.COM51,786$854.0K0.5%+51,786NewHistory
VSTVistra Corp.Stock32,341$849.0K0.5%+32,341NewHistory
VVVValvoline IncCOM22,061$827.5K0.4%+22,061NewHistory
AZOAutoZone IncCOM330$822.8K0.4%+330NewHistory
KMXCarMax IncCOM9,802$820.4K0.4%+9,802NewHistory
NDAQNasdaq, Inc.COM16,303$812.7K0.4%+16,303NewHistory
TJXTJX Companies IncStock9,505$805.9K0.4%−1,248−11.6%ReducedHistory
CHHChoice Hotels International IncCOM6,837$803.5K0.4%+6,837NewHistory
VLOValero Energy CorpStock6,530$766.0K0.4%+6,530NewHistory
ELVElevance Health, Inc.Stock1,702$756.2K0.4%+606+55.3%AddedHistory
LECOLincoln Electric Holdings IncCOM3,783$751.4K0.4%+1,779+88.8%AddedHistory
TAT&T Inc.Stock46,684$744.6K0.4%+46,684NewHistory
VRSNVerisign IncCOM3,295$744.6K0.4%+342+11.6%AddedHistory
CPRTCopart IncCOM7,993$729.0K0.4%+1,054+15.2%AddedHistory
CMGChipotle Mexican Grill IncCOM340$727.3K0.4%+340NewHistory
TMOThermo Fisher Scientific Inc.Stock1,392$726.3K0.4%+1,392NewHistory
ENTGEntegris IncCOM6,553$726.2K0.4%+6,553NewHistory
UDRUDR, Inc.COM16,851$723.9K0.4%+16,851NewHistory
CROXCrocs, Inc.COM6,284$706.6K0.4%+6,284NewHistory
CLColgate Palmolive CoStock9,132$703.5K0.4%+9,132NewHistory
VNOVornado Realty TrustSH BEN INT38,612$700.4K0.4%+38,612NewHistory
LBRDKLiberty Broadband CorpCOM SER C8,740$700.2K0.4%+5,431+164.1%AddedHistory
MANHManhattan Associates IncStock3,496$698.8K0.4%+3,496NewHistory
TAPMolson Coors Beverage CoCL B10,573$696.1K0.4%+10,573NewHistory
WHWyndham Hotels & Resorts, Inc.COM10,089$691.8K0.4%+10,089NewHistory
MCOMoodys CorpStock1,987$690.9K0.4%+1,987NewHistory
STAGSTAG Industrial, Inc.COM19,039$683.1K0.4%+19,039NewHistory
IARTIntegra Lifesciences Holdings CorpCOM NEW16,348$672.4K0.4%+12,254+299.3%AddedHistory
INSPInspire Medical Systems, Inc.COM2,056$667.5K0.4%+2,056NewHistory
ETSYEtsy IncCOM7,768$657.3K0.4%+5,721+279.5%AddedHistory
BNSBank of Nova ScotiaCOM13,085$654.8K0.4%+13,085NewHistory
PNWPinnacle West Capital CorpCOM8,024$653.6K0.4%+8,024NewHistory
LHLabcorp Holdings Inc.COM NEW2,695$650.4K0.4%+491+22.3%AddedHistory
SNPSSynopsys IncCOM1,492$649.6K0.4%+470+46.0%AddedHistory
OXYOccidental Petroleum CorpStock10,963$644.6K0.3%+5,505+100.9%AddedHistory
SPOTSpotify Technology S.A.Stock3,963$636.3K0.3%+111+2.9%AddedHistory
GOOGLAlphabet Inc.Stock5,309$635.5K0.3%+2,434+84.7%AddedHistory
GPNGlobal Payments IncStock6,425$633.0K0.3%+6,425NewHistory
CUBECubeSmartREIT14,095$629.5K0.3%+14,095NewHistory
MAAMid America Apartment Communities Inc.COM4,133$627.6K0.3%+2,773+203.9%AddedHistory
ROPRoper Technologies IncStock1,296$623.1K0.3%+1,296NewHistory
HONHoneywell International IncCOM2,997$621.9K0.3%+149+5.2%AddedHistory
CRMSalesforce, Inc.Stock2,937$620.5K0.3%+2,937NewHistory
BMOBank of MontrealCOM6,840$617.7K0.3%+6,840NewHistory
KBRKBR, Inc.COM9,452$614.9K0.3%+9,452NewHistory
MROMarathon Oil CorpCOM26,680$614.2K0.3%+2,591+10.8%AddedHistory
MARMarriott International IncStock3,309$607.8K0.3%+182+5.8%AddedHistory
ANFAbercrombie & Fitch CoCL A16,094$606.4K0.3%+6,039+60.1%AddedHistory
VMRKVivmark ResidentialSH BEN INT9,175$605.3K0.3%−3,620−28.3%ReducedHistory
TPHTri Pointe Homes, Inc.COM18,347$602.9K0.3%+8,132+79.6%AddedHistory
AMZNAmazon Com IncStock4,610$601.0K0.3%+4,610NewHistory
LMTLockheed Martin CorpStock1,304$600.3K0.3%−1,044−44.5%ReducedHistory
PNRPENTAIR plcSHS9,247$597.4K0.3%+9,247NewHistory
GRMNGarmin LtdSHS5,687$593.1K0.3%−1,918−25.2%ReducedHistory
AGCOAGCO CorpCOM4,502$591.7K0.3%+4,502NewHistory
XRAYDentsply Sirona Inc.Stock14,720$589.1K0.3%+14,720NewHistory
WINGWingstop Inc.COM2,943$589.1K0.3%+2,943NewHistory
ADCAgree Realty CorpCOM8,972$586.7K0.3%+8,972NewHistory
KKellanovaStock8,668$584.2K0.3%+8,668NewHistory
CALYCallaway Golf CoCOM29,255$580.7K0.3%+29,255NewHistory
MUMicron Technology IncStock9,194$580.2K0.3%+9,194NewHistory
FDXFedEx CorpStock2,321$575.4K0.3%−2,721−54.0%ReducedHistory

Sold out since Q1 2023 (294)

Positions held at the end of Q1 2023 that are gone from this filing.

The largest 100 of 294 by value last quarter.

Positions of Bridgefront Capital, LLC sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
GWWW.W. Grainger, Inc.Stock2,633$1.81M1.1%History
CVSCVS Health CorpStock23,183$1.72M1.1%History
LSILife Storage, Inc.COM12,533$1.64M1.0%History
EDConsolidated Edison IncStock16,683$1.60M1.0%History
WFCWells Fargo & CompanyStock40,331$1.51M0.9%History
JNJJohnson & JohnsonStock8,791$1.36M0.8%History
HASHasbro, Inc.COM24,965$1.34M0.8%History
PMPhilip Morris International Inc.Stock13,107$1.27M0.8%History
CAGConagra Brands Inc.Stock31,808$1.19M0.7%History
WRBBerkley W R CorpCOM18,268$1.14M0.7%History
IQVIQVIA Holdings Inc.Stock5,529$1.10M0.7%History
GMGeneral Motors CoCOM29,947$1.10M0.7%History
WMTWalmart Inc.Stock7,416$1.09M0.7%History
SCHWSchwab Charles CorpStock20,217$1.06M0.6%History
ITGartner IncCOM3,055$995.2K0.6%History
HRBH&R Block IncCOM27,980$986.3K0.6%History
ATVIActivision Blizzard, Inc.COM11,141$953.6K0.6%History
NSCNorfolk Southern CorpStock4,442$941.7K0.6%History
PCARPaccar IncCOM11,956$875.2K0.5%History
IRIngersoll Rand Inc.COM14,885$866.0K0.5%History
NSITInsight Enterprises IncCOM5,561$795.0K0.5%History
NOWServiceNow, Inc.Stock1,679$780.3K0.5%History
CNCCentene CorpStock12,262$775.1K0.5%History
JPMJPMorgan Chase & CoStock5,907$769.7K0.5%History
FLEXFlex Ltd.Stock31,904$734.1K0.4%History
BKRBaker Hughes CoCL A24,795$715.6K0.4%History
HWMHowmet Aerospace Inc.Stock16,676$706.6K0.4%History
JLLJones Lang Lasalle IncCOM4,801$698.5K0.4%History
CICigna GroupStock2,685$686.1K0.4%History
DELLDell Technologies Inc.Stock16,831$676.8K0.4%History
DGDollar General CorpCOM3,174$668.0K0.4%History
SWKSSkyworks Solutions, Inc.Stock5,637$665.1K0.4%History
BKHBlack Hills CorpCOM10,286$649.0K0.4%History
WTWWillis Towers Watson PLCSHS2,699$627.2K0.4%History
WCCWesco International IncCOM4,035$623.6K0.4%History
DPZDominos Pizza IncCOM1,879$619.8K0.4%History
JCIJohnson Controls International plcStock10,151$611.3K0.4%History
CPAYCorpay, Inc.COM2,887$608.7K0.4%History
DLTRDollar Tree, Inc.COM4,185$600.8K0.4%History
SFStifel Financial CorpCOM9,970$589.1K0.4%History
WYNNWynn Resorts LtdCOM5,245$587.0K0.4%History
GMEDGlobus Medical IncStock10,228$579.3K0.4%History
WSOWatsco IncCOM1,813$576.8K0.4%History
CASYCaseys General Stores IncCOM2,616$566.3K0.3%History
MNSTMonster Beverage CorpCOM10,318$557.3K0.3%History
AVTRAvantor, Inc.COM26,338$556.8K0.3%History
LHXL3HARRIS Technologies, Inc.Stock2,825$554.4K0.3%History
ACHCAcadia Healthcare Company, Inc.COM7,618$550.4K0.3%History
JBHTHunt J B Transport Services IncCOM3,092$542.5K0.3%History
WTRGEssential Utilities, Inc.COM12,404$541.4K0.3%History
AMATApplied Materials IncStock4,399$540.3K0.3%History
KMIKinder Morgan, Inc.Stock30,598$535.8K0.3%History
SPGIS&P Global Inc.Stock1,544$532.3K0.3%History
TDToronto Dominion BankStock8,877$531.7K0.3%History
CHWYChewy, Inc.CL A14,114$527.6K0.3%History
DLBDolby Laboratories, Inc.COM CL A6,160$526.2K0.3%History
TFXTeleflex IncCOM2,063$522.6K0.3%History
APGAPi Group CorpCOM STK23,147$520.3K0.3%History
CORCencora, Inc.Stock3,214$514.6K0.3%History
FEFirstenergy CorpCOM12,665$507.4K0.3%History
ADIAnalog Devices IncStock2,570$506.9K0.3%History
VRNSVaronis Systems IncCOM19,410$504.9K0.3%History
SPLKSplunk IncCOM5,184$497.0K0.3%History
COLDAmericold Realty TrustCOM17,403$495.1K0.3%History
ALTRAltair Engineering Inc.COM CL A6,677$481.5K0.3%History
CMCSAComcast CorpStock12,682$480.8K0.3%History
KDPKeurig Dr Pepper Inc.COM13,586$479.3K0.3%History
EQTEQT CorpStock14,879$474.8K0.3%History
HSYHershey CoCOM1,860$473.2K0.3%History
GOOGAlphabet Inc.Stock4,521$470.2K0.3%History
DALDelta Air Lines, Inc.COM NEW13,372$466.9K0.3%History
NINisource Inc.COM16,606$464.3K0.3%History
EEFTEuronet Worldwide, Inc.COM4,140$463.3K0.3%History
PINSPinterest, Inc.CL A16,883$460.4K0.3%History
DTMDT Midstream, Inc.COMMON STOCK9,232$455.8K0.3%History
TMHCTaylor Morrison Home CorpCOM11,879$454.5K0.3%History
PYPLPayPal Holdings, Inc.Stock5,916$449.3K0.3%History
RRRRed Rock Resorts, Inc.CL A10,042$447.6K0.3%History
UFPIUfp Industries IncCOM5,616$446.3K0.3%History
AEEAmeren CorpCOM5,103$440.8K0.3%History
AWIArmstrong World Industries IncCOM6,186$440.7K0.3%History
PORPortland General Electric CoCOM NEW8,993$439.7K0.3%History
MKTXMarketaxess Holdings IncCOM1,123$439.4K0.3%History
TRIThomson Reuters CorpCOM NEW3,340$434.6K0.3%History
JNPRJuniper Networks IncCOM12,516$430.8K0.3%History
EFXEquifax IncCOM2,100$426.0K0.3%History
BXPBXP, Inc.COM7,852$424.9K0.3%History
RRCRange Resources CorpCOM15,823$418.8K0.3%History
LAMRLamar Advertising CoREIT4,191$418.6K0.3%History
AVYAvery Dennison CorpCOM2,330$416.9K0.3%History
OLLIOllie's Bargain Outlet Holdings, Inc.Stock7,089$410.7K0.3%History
JACKJack in the Box IncCOM4,645$406.9K0.2%History
OZKBank OZKCOM11,842$405.0K0.2%History
AQUAEvoqua Water Technologies Corp.COM8,135$404.5K0.2%History
GNTXGentex CorpCOM14,422$404.2K0.2%History
TTTrane Technologies plcSHS2,187$402.4K0.2%History
MTHMeritage Homes CORPCOM3,422$399.6K0.2%History
CSLCarlisle Companies IncCOM1,763$398.6K0.2%History
NOVNOV Inc.COM21,457$397.2K0.2%History
UNMUnum GroupStock9,870$390.5K0.2%History