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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
MDBMongoDB, Inc.CL A782$321.4K0.2%+782NewHistory
BEPCBrookfield Renewable CorpCL A SUB VTG10,259$323.4K0.2%+10,259NewHistory
ABMAbm Industries IncCOM7,604$324.3K0.2%+7,604NewHistory
CCICrown Castle Inc.REIT2,857$325.5K0.2%−1,194−29.5%ReducedHistory
CBUCommunity Financial System, Inc.COM6,999$328.1K0.2%+6,999NewHistory
HEIHeico CorpCOM1,863$329.6K0.2%−644−25.7%ReducedHistory
ALBAlbemarle CorpStock1,482$330.6K0.2%+1,482NewHistory
FOXAFox CorpCL A COM9,757$331.7K0.2%+9,757NewHistory
HOODRobinhood Markets, Inc.Stock33,265$332.0K0.2%+33,265NewHistory
HIMSHims & Hers Health, Inc.Stock35,357$332.4K0.2%+35,357NewHistory
DEIDouglas Emmett IncCOM26,641$334.9K0.2%+9,510+55.5%AddedHistory
NVONovo Nordisk A SADR2,077$336.1K0.2%+2,077NewHistory
BRKRBruker CorpCOM4,555$336.7K0.2%−527−10.4%ReducedHistory
EPAMEPAM Systems, Inc.COM1,508$338.9K0.2%+1,508NewHistory
JBLJabil IncStock3,152$340.2K0.2%+3,152NewHistory
CWSTCasella Waste Systems IncCL A3,768$340.8K0.2%+3,768NewHistory
ALSumisho Air Lease CorpCL A8,175$342.1K0.2%−4,233−34.1%ReducedHistory
TTEKTetra Tech IncCOM2,091$342.4K0.2%+2,091NewHistory
CPTCamden Property TrustREIT3,155$343.5K0.2%+3,155NewHistory
PAYCPaycom Software, Inc.Stock1,070$343.7K0.2%+1,070NewHistory
SEESealed Air CorpCOM8,710$348.4K0.2%+8,710NewHistory
LEGLeggett & Platt IncStock11,849$351.0K0.2%+11,849NewHistory
CFCF Industries Holdings, Inc.COM5,060$351.3K0.2%+5,060NewHistory
EYENational Vision Holdings, Inc.COM14,492$352.0K0.2%+14,492NewHistory
MTNVail Resorts IncCOM1,406$354.0K0.2%+34+2.5%AddedHistory
EXPDExpeditors International of Washington IncCOM2,948$357.1K0.2%+2,948NewHistory
AGRAvangrid, Inc.COM9,502$358.0K0.2%−2,736−22.4%ReducedHistory
PTENPatterson Uti Energy IncCOM30,023$359.4K0.2%+13,230+78.8%AddedHistory
MPMP Materials Corp.COM CL A15,772$360.9K0.2%+4,064+34.7%AddedHistory
AMDAdvanced Micro Devices IncStock3,180$362.2K0.2%+3,180NewHistory
LSTRLandstar System IncCOM1,885$362.9K0.2%+1,885NewHistory
ROLRollins IncCOM8,481$363.2K0.2%+8,481NewHistory
WDCWestern Digital CorpCOM9,665$366.6K0.2%+4,286+79.7%AddedHistory
LNGCheniere Energy, Inc.COM NEW2,427$369.8K0.2%+1,136+88.0%AddedHistory
QGENQiagen N.V.SHS NEW8,229$370.6K0.2%+8,229NewHistory
ATKRAtkore Inc.COM2,385$371.9K0.2%+2,385NewHistory
LEALear CorpCOM NEW2,597$372.8K0.2%+2,597NewHistory
SGENSeagen Inc.COM1,941$373.6K0.2%+533+37.9%AddedHistory
PODDInsulet CorpStock1,299$374.6K0.2%+1,299NewHistory
SNOWSnowflake Inc.Stock2,132$375.2K0.2%+2,132NewHistory
MSIMotorola Solutions, Inc.Stock1,299$381.0K0.2%+1,299NewHistory
FLOFlowers Foods IncCOM15,466$384.8K0.2%+15,466NewHistory
REGNRegeneron Pharmaceuticals, Inc.COM539$387.3K0.2%+539NewHistory
BACBank of America CorpStock13,506$387.5K0.2%−1,754−11.5%ReducedHistory
JKHYJack Henry & Associates IncStock2,322$388.5K0.2%+2,322NewHistory
PDPagerDuty, Inc.COM17,320$389.4K0.2%+17,320NewHistory
DDominion Energy, IncStock7,537$390.3K0.2%−10,722−58.7%ReducedHistory
ESEversource EnergyStock5,505$390.4K0.2%+5,505NewHistory
NCLHNorwegian Cruise Line Holdings Ltd.SHS17,960$391.0K0.2%−12,489−41.0%ReducedHistory
LNWOLight & Wonder, Inc.COM5,752$395.5K0.2%+5,752NewHistory
YETIYETI Holdings, Inc.COM10,187$395.7K0.2%+10,187NewHistory
PFGCPerformance Food Group CoCOM6,578$396.3K0.2%+6,578NewHistory
HOGHarley-Davidson, Inc.COM11,332$399.0K0.2%−426−3.6%ReducedHistory
CGNXCognex CorpCOM7,131$399.5K0.2%+1,702+31.4%AddedHistory
MMSIMerit Medical Systems IncCOM4,829$403.9K0.2%+4,829NewHistory
BUDAnheuser-Busch InBev SA/NVADR7,135$404.7K0.2%+7,135NewHistory
HUNHuntsman CORPCOM15,035$406.2K0.2%+15,035NewHistory
NTRNutrien Ltd.COM6,906$407.8K0.2%+6,906NewHistory
SKYWSkywest IncCOM10,038$408.7K0.2%+10,038NewHistory
BGBunge Global SACOM4,372$412.5K0.2%+4,372NewHistory
PBAPembina Pipeline CorpCOM13,155$413.6K0.2%+13,155NewHistory
DHIHorton D R IncCOM3,404$414.2K0.2%+3,404NewHistory
MRNAModerna, Inc.Stock3,418$415.3K0.2%+3,418NewHistory
FSLRFirst Solar, Inc.Stock2,194$417.1K0.2%+2,194NewHistory
INCYIncyte CorpCOM6,722$418.4K0.2%+6,722NewHistory
SAICScience Applications International CorpCOM3,740$420.7K0.2%+3,740NewHistory
METMetlife IncStock7,456$421.5K0.2%+7,456NewHistory
CCLCarnival Corp Ltd.UNIT 99/99/999922,446$422.7K0.2%−56,819−71.7%ReducedHistory
GNRCGenerac Holdings Inc.Stock2,837$423.1K0.2%+286+11.2%AddedHistory
BSYBentley Systems IncCOM CL B7,808$423.4K0.2%+7,808NewHistory
PINCPremier, Inc.CL A15,449$427.3K0.2%+15,449NewHistory
CELHCelsius Holdings, Inc.COM NEW2,866$427.6K0.2%+2,866NewHistory
VCVisteon CorpCOM NEW2,984$428.5K0.2%+1,573+111.5%AddedHistory
PENPenumbra IncCOM1,247$429.0K0.2%+1,247NewHistory
NRGNRG Energy, Inc.Stock11,563$432.3K0.2%+11,563NewHistory
SRCSpirit Realty Capital, Inc.COM NEW10,981$432.4K0.2%−3,180−22.5%ReducedHistory
CVXChevron CorpStock2,749$432.6K0.2%+2,749NewHistory
MSMorgan StanleyStock5,075$433.4K0.2%+5,075NewHistory
TYLTyler Technologies IncCOM1,041$433.5K0.2%+1,041NewHistory
INGRIngredion IncCOM4,100$434.4K0.2%+686+20.1%AddedHistory
UNFIUnited Natural Foods IncCOM22,311$436.2K0.2%+22,311NewHistory
FROFrontline plcCOM30,052$436.7K0.2%+30,052NewHistory
EDITEditas Medicine, Inc.COM53,320$438.8K0.2%+22,601+73.6%AddedHistory
EMREmerson Electric CoStock4,874$440.6K0.2%+4,874NewHistory
TGTTarget CorpStock3,348$441.6K0.2%+3,348NewHistory
APTVAptiv PLCSHS4,327$441.7K0.2%+4,327NewHistory
BURLBurlington Stores, Inc.COM2,815$443.1K0.2%+2,815NewHistory
SNXTD Synnex CorpCOM4,743$445.8K0.2%+4,743NewHistory
ROKURoku, IncCOM CL A6,996$447.5K0.2%−8,628−55.2%ReducedHistory
AAgilent Technologies, Inc.COM3,733$448.9K0.2%−520−12.2%ReducedHistory
WSTWest Pharmaceutical Services IncCOM1,176$449.8K0.2%+1,176NewHistory
SITESiteOne Landscape Supply, Inc.COM2,692$450.5K0.2%+1,045+63.4%AddedHistory
GILDGilead Sciences, Inc.Stock5,890$453.9K0.2%+5,890NewHistory
GOOSCanada Goose Holdings Inc.SHS SUB VTG25,511$454.1K0.2%+13,315+109.2%AddedHistory
MEDPMedpace Holdings, Inc.COM1,906$457.8K0.2%+1,906NewHistory
CVECenovus Energy Inc.COM27,158$461.1K0.2%+27,158NewHistory
CPACopa Holdings, S.A.CL A4,177$461.9K0.2%+4,177NewHistory
ABNBAirbnb, Inc.Stock3,634$465.7K0.3%+3,634NewHistory
BENFranklin Templeton IncCOM17,515$467.8K0.3%+17,515NewHistory
DHRDanaher CorpStock1,956$469.4K0.3%+1,956NewHistory

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