Skip to main content
Livermore
Livermore
ZHEN

Bridgefront Capital, LLC

SEC CIK
0001725690
Latest filing
Aug 14, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
355
+8 vs. Q4 2023
Portfolio value
$131.6M
−$856.0K (−0.6%) vs. Q4 2023
Filed
May 15, 2024
SEC
Holdings of Bridgefront Capital, LLC in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
INTUIntuit Inc.Stock2,049$1.33M1.0%+2,049NewHistory
HWMHowmet Aerospace Inc.Stock15,669$1.07M0.8%+9,141+140.0%AddedHistory
VVisa Inc.Stock3,776$1.05M0.8%+3,776NewHistory
WENWendy's CoStock55,229$1.04M0.8%+39,736+256.5%AddedHistory
UPSUnited Parcel Service IncStock6,979$1.04M0.8%+6,979NewHistory
LHLabcorp Holdings Inc.COM NEW4,688$1.02M0.8%+4,688NewHistory
ORealty Income CorpREIT18,737$1.01M0.8%+8,666+86.0%AddedHistory
DHRDanaher CorpStock4,052$1.01M0.8%+4,052NewHistory
VTRVentas, Inc.REIT21,905$953.7K0.7%+9,565+77.5%AddedHistory
PHParker-Hannifin CorpStock1,577$876.5K0.7%+1,577NewHistory
SPGIS&P Global Inc.Stock2,022$860.3K0.7%+2,022NewHistory
PGProcter & Gamble CoStock5,225$847.8K0.6%+5,225NewHistory
UNHUnitedHealth Group IncStock1,704$843.0K0.6%+1,704NewHistory
SJMJ M SMUCKER CoStock6,661$838.4K0.6%+6,661NewHistory
MMM3M CoStock7,882$836.0K0.6%−20.0%ReducedHistory
AMEAmetek IncCOM4,493$821.8K0.6%+929+26.1%AddedHistory
JJacobs Solutions Inc.COM5,332$819.7K0.6%+5,332NewHistory
NVDANVIDIA CorpStock900$813.2K0.6%−118−11.6%ReducedHistory
AVBAvalonbay Communities IncCOM4,328$803.1K0.6%+4,328NewHistory
SMSM Energy CoCOM15,952$795.2K0.6%+10,352+184.9%AddedHistory
CRWDCrowdStrike Holdings, Inc.Stock2,436$781.0K0.6%+1,020+72.0%AddedHistory
XOMExxonMobil Holdings CorpCOM6,671$775.4K0.6%+6,671NewHistory
GRMNGarmin LtdSHS5,155$767.4K0.6%+5,155NewHistory
TPHTri Pointe Homes, Inc.COM19,717$762.3K0.6%+19,717NewHistory
RSGRepublic Services, Inc.COM3,928$752.0K0.6%+138+3.6%AddedHistory
KDPKeurig Dr Pepper Inc.COM24,351$746.8K0.6%+24,351NewHistory
SHWSherwin Williams CoCOM2,115$734.6K0.6%+2,115NewHistory
HRBH&R Block IncCOM14,696$721.7K0.5%+14,696NewHistory
EQHEquitable Holdings, Inc.COM18,840$716.1K0.5%+18,840NewHistory
ZTSZoetis Inc.Stock4,222$714.4K0.5%+4,222NewHistory
TAT&T Inc.Stock39,678$698.3K0.5%+13,275+50.3%AddedHistory
GILDGilead Sciences, Inc.Stock9,424$690.3K0.5%+9,424NewHistory
DTMDT Midstream, Inc.COMMON STOCK11,141$680.7K0.5%+11,141NewHistory
MUMicron Technology IncStock5,672$668.7K0.5%+482+9.3%AddedHistory
VRSNVerisign IncCOM3,504$664.0K0.5%−422−10.7%ReducedHistory
OKTAOkta, Inc.CL A6,333$662.6K0.5%+6,333NewHistory
FTITechnipFMC plcCOM25,964$652.0K0.5%+12,158+88.1%AddedHistory
FTVFortive CorpStock7,549$649.4K0.5%−1,786−19.1%ReducedHistory
SOSouthern CoStock9,008$646.2K0.5%+9,008NewHistory
AMTAmerican Tower CorpREIT3,201$632.5K0.5%+3,201NewHistory
XPOXPO, Inc.COM5,173$631.3K0.5%+5,173NewHistory
CGCarlyle Group Inc.COM13,329$625.3K0.5%+13,329NewHistory
PFEPfizer IncStock22,362$620.5K0.5%−247−1.1%ReducedHistory
ORCLOracle CorpStock4,933$619.6K0.5%−15−0.3%ReducedHistory
HUNHuntsman CORPCOM23,454$610.5K0.5%+23,454NewHistory
HIGHartford Insurance Group, Inc.Stock5,878$605.7K0.5%+5,878NewHistory
AJGArthur J. Gallagher & Co.COM2,416$604.1K0.5%+2,416NewHistory
TRPTC Energy CorpCOM14,874$597.9K0.5%+78+0.5%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR4,391$597.4K0.5%+4,391NewHistory
AKAMAkamai Technologies IncCOM5,488$596.9K0.5%+612+12.6%AddedHistory
LEVILevi Strauss & CoCL A COM STK29,708$593.9K0.5%+12,863+76.4%AddedHistory
GOGrocery Outlet Holding Corp.COM20,353$585.8K0.4%+20,353NewHistory
CAGConagra Brands Inc.Stock19,633$581.9K0.4%+11,105+130.2%AddedHistory
LBRDKLiberty Broadband CorpCOM SER C10,069$576.2K0.4%+10,069NewHistory
BPBP PLCADR14,981$564.5K0.4%+7,228+93.2%AddedHistory
VMRKVivmark ResidentialSH BEN INT8,936$564.0K0.4%+8,936NewHistory
ICEIntercontinental Exchange, Inc.Stock4,096$562.9K0.4%+4,096NewHistory
AMATApplied Materials IncStock2,718$560.5K0.4%+2,718NewHistory
DXCDXC Technology CoStock26,386$559.6K0.4%+11,634+78.9%AddedHistory
LEALear CorpCOM NEW3,854$558.4K0.4%+3,854NewHistory
ANETArista Networks, Inc.COM1,879$544.9K0.4%+1,879NewHistory
SNPSSynopsys IncCOM950$542.9K0.4%−897−48.6%ReducedHistory
LULUlululemon athletica inc.Stock1,383$540.3K0.4%+1,383NewHistory
CHTRCharter Communications, Inc.CL A1,823$529.8K0.4%+1,823NewHistory
GMGeneral Motors CoCOM11,566$524.5K0.4%+2,847+32.7%AddedHistory
SCIService Corp InternationalCOM7,034$522.0K0.4%−5,418−43.5%ReducedHistory
HSBCHSBC Holdings PLCSPON ADR NEW13,103$515.7K0.4%+13,103NewHistory
WRBBerkley W R CorpCOM5,828$515.4K0.4%+5,828NewHistory
EPAMEPAM Systems, Inc.COM1,861$513.9K0.4%+1,861NewHistory
JNJJohnson & JohnsonStock3,227$510.5K0.4%+3,227NewHistory
SKXSkechers USA IncCL A8,164$500.1K0.4%+8,164NewHistory
JACKJack in the Box IncCOM7,172$491.1K0.4%+7,172NewHistory
MCDMcDonalds CorpStock1,714$483.3K0.4%+1,714NewHistory
ROSTRoss Stores, Inc.COM3,282$481.7K0.4%+3,282NewHistory
VLOValero Energy CorpStock2,811$479.8K0.4%+937+50.0%AddedHistory
TMOThermo Fisher Scientific Inc.Stock822$477.8K0.4%+336+69.1%AddedHistory
OGSONE Gas, Inc.COM7,401$477.6K0.4%+7,401NewHistory
OXYOccidental Petroleum CorpStock7,336$476.8K0.4%−5,439−42.6%ReducedHistory
MAMastercard IncStock975$469.5K0.4%+975NewHistory
LHXL3HARRIS Technologies, Inc.Stock2,195$467.8K0.4%+2,195NewHistory
NFLXNetflix IncStock766$465.2K0.4%+265+52.9%AddedHistory
CCitigroup IncStock7,349$464.8K0.4%+7,349NewHistory
CRKComstock Resources IncCOM50,067$464.6K0.4%+50,067NewHistory
HCAHCA Healthcare, Inc.COM1,388$462.9K0.4%+1,388NewHistory
EVREvercore Inc.CLASS A2,401$462.4K0.4%+2,401NewHistory
EOGEOG Resources IncStock3,589$458.8K0.3%+3,589NewHistory
METAMeta Platforms, Inc.Stock942$457.4K0.3%−1,078−53.4%ReducedHistory
LYBLyondellBasell Industries N.V.SHS - A -4,464$456.6K0.3%+4,464NewHistory
CVXChevron CorpStock2,882$454.6K0.3%+2,882NewHistory
PCVXVaxcyte, Inc.COM6,594$450.4K0.3%+3,385+105.5%AddedHistory
ZSZscaler, Inc.Stock2,302$443.4K0.3%+2,302NewHistory
VTLEVital Energy, Inc.COM8,407$441.7K0.3%+8,407NewHistory
TECHBIO-TECHNE CorpCOM6,227$438.3K0.3%+6,227NewHistory
BXPBXP, Inc.COM6,618$432.2K0.3%+6,618NewHistory
BTIBritish American Tobacco p.l.c.SPONSORED ADR14,171$432.2K0.3%−5,455−27.8%ReducedHistory
ADBEAdobe Inc.Stock855$431.4K0.3%+98+12.9%AddedHistory
SNASnap-on IncCOM1,455$431.0K0.3%−2,418−62.4%ReducedHistory
HUMHumana IncStock1,235$428.2K0.3%−2,038−62.3%ReducedHistory
EATBrinker International, IncStock8,553$424.9K0.3%+830+10.7%AddedHistory
ACGLArch Capital Group Ltd.Stock4,581$423.5K0.3%+4,581NewHistory

Sold out since Q4 2023 (236)

Positions held at the end of Q4 2023 that are gone from this filing.

The largest 100 of 236 by value last quarter.

Positions of Bridgefront Capital, LLC sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
RLRalph Lauren CorpCL A12,330$1.78M1.3%History
EFXEquifax IncCOM5,150$1.27M1.0%History
MSFTMicrosoft CorpStock3,257$1.22M0.9%History
HDHome Depot, Inc.Stock3,093$1.07M0.8%History
MOAltria Group, Inc.Stock24,339$981.8K0.7%History
HSYHershey CoCOM5,216$972.5K0.7%History
AONAon plcCL A3,232$940.6K0.7%History
OCOwens CorningStock6,141$910.3K0.7%History
ORLYO Reilly Automotive IncStock924$877.9K0.7%History
KSSKOHLS CorpStock29,936$858.6K0.6%History
SYYSysco CorpStock11,502$841.1K0.6%History
MPCMarathon Petroleum CorpStock5,650$838.2K0.6%History
DELLDell Technologies Inc.Stock9,699$742.0K0.6%History
APHAmphenol CorpCL A7,191$712.8K0.5%History
PHMPultegroup IncCOM6,856$707.7K0.5%History
WECWec Energy Group, Inc.Stock8,150$686.0K0.5%History
YETIYETI Holdings, Inc.COM13,013$673.8K0.5%History
EGEverest Group, Ltd.COM1,885$666.5K0.5%History
TJXTJX Companies IncStock7,079$664.1K0.5%History
TFCTruist Financial CorpCOM17,711$653.9K0.5%History
ETREntergy CorpCOM6,371$644.7K0.5%History
GGenpact LTDSHS18,567$644.5K0.5%History
FRTFederal Realty Investment TrustSH BEN INT NEW6,253$644.4K0.5%History
CAHCardinal Health IncStock6,383$643.4K0.5%History
MCMoelis & CoCL A11,363$637.8K0.5%History
IBNIcici Bank LtdADR26,444$630.4K0.5%History
AWKAmerican Water Works Company, Inc.Stock4,593$606.2K0.5%History
APPAppLovin CorpCOM CL A15,041$599.4K0.5%History
RMDResmed IncCOM3,469$596.7K0.5%History
APDAir Products & Chemicals, Inc.Stock2,144$587.0K0.4%History
ARWArrow Electronics, Inc.COM4,674$571.4K0.4%History
MSMorgan StanleyStock6,088$567.7K0.4%History
HSTHost Hotels & Resorts, Inc.COM29,132$567.2K0.4%History
NUENucor CorpCOM3,225$561.3K0.4%History
CFGCitizens Financial Group IncCOM16,875$559.2K0.4%History
AOSSmith A O CorpCOM6,776$558.6K0.4%History
LDOSLeidos Holdings, Inc.COM5,160$558.5K0.4%History
GOOGLAlphabet Inc.Stock3,949$551.6K0.4%History
BERYBerry Global Group, Inc.COM8,054$542.8K0.4%History
ULUnilever PLCSPON ADR NEW11,100$538.1K0.4%History
NOWServiceNow, Inc.Stock761$537.6K0.4%History
FLEXFlex Ltd.Stock17,522$533.7K0.4%History
IPInternational Paper CoCOM14,729$532.5K0.4%History
EGPEastgroup Properties IncCOM2,829$519.2K0.4%History
TWTradeweb Markets Inc.Stock5,650$513.5K0.4%History
FHNFirst Horizon CorpCOM35,907$508.4K0.4%History
URIUnited Rentals, Inc.COM881$505.2K0.4%History
MPWRMonolithic Power Systems, Inc.COM798$503.4K0.4%History
LYFTLyft, Inc.CL A COM33,195$497.6K0.4%History
MSIMotorola Solutions, Inc.Stock1,581$495.0K0.4%History
DEDeere & CoStock1,217$486.6K0.4%History
BAXBaxter International IncStock12,204$471.8K0.4%History
LVSLas Vegas Sands CorpCOM9,579$471.4K0.4%History
EMNEastman Chemical CoStock5,198$466.9K0.4%History
TOSTToast, Inc.Stock25,375$463.3K0.3%History
IFFInternational Flavors & Fragrances IncCOM5,643$456.9K0.3%History
TTDTrade Desk, Inc.Stock6,339$456.2K0.3%History
NTRNutrien Ltd.COM7,799$439.3K0.3%History
ZZillow Group, Inc.CL C CAP STK7,580$438.6K0.3%History
FDXFedEx CorpStock1,729$437.4K0.3%History
BKRBaker Hughes CoCL A12,780$436.8K0.3%History
MTNVail Resorts IncCOM2,037$434.8K0.3%History
FNBFNB CorpCOM31,269$430.6K0.3%History
TGTTarget CorpStock3,023$430.5K0.3%History
DECKDeckers Outdoor CorpCOM630$421.1K0.3%History
AFGAmerican Financial Group IncCOM3,520$418.5K0.3%History
COURCoursera, Inc.COM21,507$416.6K0.3%History
MMacy's, Inc.COM20,648$415.4K0.3%History
VZVerizon Communications IncStock11,012$415.2K0.3%History
CHHChoice Hotels International IncCOM3,539$401.0K0.3%History
ALSumisho Air Lease CorpCL A9,549$400.5K0.3%History
FHIFederated Hermes, Inc.CL B11,776$398.7K0.3%History
CTRACoterra Energy Inc.Stock15,621$398.6K0.3%History
ROLRollins IncCOM9,092$397.0K0.3%History
DGDollar General CorpCOM2,912$395.9K0.3%History
APOApollo Global Management, Inc.COM4,229$394.1K0.3%History
PXDPioneer Natural Resources CoCOM1,733$389.7K0.3%History
AXNXAxonics, Inc.COM6,144$382.3K0.3%History
FNVFranco Nevada CorpStock3,424$379.4K0.3%History
TXTTextron IncCOM4,686$376.8K0.3%History
DAYDayforce, Inc.COM5,553$372.7K0.3%History
MOHMolina Healthcare, Inc.COM1,030$372.1K0.3%History
HHHHoward Hughes Holdings Inc.COM4,327$370.2K0.3%History
ANSSAnsys IncCOM1,014$368.0K0.3%History
NTAPNetApp, Inc.Stock4,127$363.8K0.3%History
PODDInsulet CorpStock1,643$356.5K0.3%History
CIENCiena CorpCOM NEW7,856$353.6K0.3%History
EMREmerson Electric CoStock3,546$345.1K0.3%History
IMGNImmunoGen, Inc.COM11,509$341.2K0.3%History
MFCManulife Financial CorpCOM15,438$341.2K0.3%History
FWONKLiberty Media CorpCOM LBTY ONE S C5,375$339.3K0.3%History
WLKWestlake CorpCOM2,348$328.6K0.2%History
HGVHilton Grand Vacations Inc.COM8,123$326.4K0.2%History
AVYAvery Dennison CorpCOM1,595$322.4K0.2%History
EVRGEvergy, Inc.Stock6,090$317.9K0.2%History
VYXNCR Voyix CorpCOM18,767$317.4K0.2%History
PNRPENTAIR plcSHS4,317$313.9K0.2%History
WTRGEssential Utilities, Inc.COM8,381$313.0K0.2%History
BKEBuckle IncCOM6,560$311.7K0.2%History
DXCMDexcom IncCOM2,510$311.5K0.2%History