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Livermore
Livermore
ZHEN

Bridgefront Capital, LLC

SEC CIK
0001725690
Latest filing
Aug 14, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
590
+40 vs. Q4 2024
Portfolio value
$346.2M
+$49.6M (+16.7%) vs. Q4 2024
Filed
May 15, 2025
SEC
Holdings of Bridgefront Capital, LLC in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
DISWalt Disney CoStock40,592$4.01M1.2%+14,082+53.1%AddedHistory
MAMastercard IncStock5,219$2.86M0.8%+1,791+52.2%AddedHistory
ICEIntercontinental Exchange, Inc.Stock15,947$2.75M0.8%+4,946+45.0%AddedHistory
INTUIntuit Inc.Stock4,437$2.72M0.8%+4,437NewHistory
EQIXEquinix IncCOM3,081$2.51M0.7%+3,081NewHistory
OCOwens CorningStock16,683$2.38M0.7%+12,468+295.8%AddedHistory
PFEPfizer IncStock92,271$2.34M0.7%+64,402+231.1%AddedHistory
HONHoneywell International IncCOM11,028$2.34M0.7%+11,028NewHistory
HPQHP IncStock83,480$2.31M0.7%+83,480NewHistory
ETREntergy CorpCOM25,801$2.21M0.6%+25,801NewHistory
EVRGEvergy, Inc.Stock30,118$2.08M0.6%−3,374−10.1%ReducedHistory
EXEExpand Energy CorpCOM18,553$2.07M0.6%+18,553NewHistory
BSXBoston Scientific CorpStock20,140$2.03M0.6%+20,140NewHistory
DHRDanaher CorpStock9,445$1.94M0.6%+6,404+210.6%AddedHistory
CNCCentene CorpStock31,281$1.90M0.5%+20,822+199.1%AddedHistory
SNOWSnowflake Inc.Stock12,882$1.88M0.5%+6,433+99.8%AddedHistory
CMICummins IncStock5,971$1.87M0.5%+5,971NewHistory
HRBH&R Block IncCOM33,657$1.85M0.5%+33,657NewHistory
LINLinde PLCStock3,945$1.84M0.5%+1,881+91.1%AddedHistory
CDWCDW CorpCOM11,319$1.81M0.5%+9,515+527.4%AddedHistory
USBUS Bancorp DECOM NEW42,257$1.78M0.5%+29,810+239.5%AddedHistory
KNXKnight-Swift Transportation Holdings Inc.CL A40,804$1.77M0.5%+36,481+843.9%AddedHistory
ADPAutomatic Data Processing IncStock5,760$1.76M0.5%+5,760NewHistory
AEPAmerican Electric Power Co IncStock16,059$1.75M0.5%+16,059NewHistory
LMTLockheed Martin CorpStock3,880$1.73M0.5%+3,880NewHistory
TRGPTarga Resources Corp.COM8,529$1.71M0.5%−2,868−25.2%ReducedHistory
ADCAgree Realty CorpCOM22,024$1.70M0.5%+5,527+33.5%AddedHistory
STTState Street CorpCOM18,764$1.68M0.5%+18,764NewHistory
NWSANews CorpCL A60,972$1.66M0.5%+43,830+255.7%AddedHistory
ANAutonation, Inc.COM10,137$1.64M0.5%+8,034+382.0%AddedHistory
TFCTruist Financial CorpCOM39,653$1.63M0.5%−6,563−14.2%ReducedHistory
CSXCSX CorpStock54,712$1.61M0.5%+36,418+199.1%AddedHistory
BACBank of America CorpStock37,914$1.58M0.5%+37,914NewHistory
AAgilent Technologies, Inc.COM13,475$1.58M0.5%+10,674+381.1%AddedHistory
CPTCamden Property TrustREIT12,669$1.55M0.4%+12,669NewHistory
GOOGLAlphabet Inc.Stock9,754$1.51M0.4%−476−4.7%ReducedHistory
CRMSalesforce, Inc.Stock5,508$1.48M0.4%+5,508NewHistory
NUENucor CorpCOM12,226$1.47M0.4%+8,710+247.7%AddedHistory
PNRPENTAIR plcSHS16,711$1.46M0.4%+12,644+310.9%AddedHistory
SHOPShopify Inc.Stock14,802$1.41M0.4%+4,794+47.9%AddedHistory
TRVTravelers Companies, Inc.Stock5,339$1.41M0.4%+3,541+196.9%AddedHistory
CAHCardinal Health IncStock10,184$1.40M0.4%−2,016−16.5%ReducedHistory
UPSUnited Parcel Service IncStock12,625$1.39M0.4%+10,435+476.5%AddedHistory
MDTMedtronic plcStock15,411$1.38M0.4%+11,942+344.2%AddedHistory
PNWPinnacle West Capital CorpCOM14,415$1.37M0.4%−5,544−27.8%ReducedHistory
SYFSynchrony FinancialCOM25,650$1.36M0.4%+8,023+45.5%AddedHistory
PKGPackaging Corp of AmericaStock6,822$1.35M0.4%+1,371+25.2%AddedHistory
MSCIMSCI Inc.Stock2,386$1.35M0.4%+988+70.7%AddedHistory
OGEOGE Energy Corp.COM28,744$1.32M0.4%+18,912+192.4%AddedHistory
WDAYWorkday, Inc.CL A5,650$1.32M0.4%+5,650NewHistory
NDAQNasdaq, Inc.COM17,280$1.31M0.4%+8,728+102.1%AddedHistory
VVisa Inc.Stock3,716$1.30M0.4%−936−20.1%ReducedHistory
ADIAnalog Devices IncStock6,426$1.30M0.4%+6,426NewHistory
DLTRDollar Tree, Inc.COM17,211$1.29M0.4%+17,211NewHistory
DDDuPont de Nemours, Inc.COM17,151$1.28M0.4%−7,068−29.2%ReducedHistory
LVSLas Vegas Sands CorpCOM32,974$1.27M0.4%+21,870+197.0%AddedHistory
AMEAmetek IncCOM7,397$1.27M0.4%+6,061+453.7%AddedHistory
ZBRAZebra Technologies CorpCL A4,454$1.26M0.4%+4,454NewHistory
PSXPhillips 66Stock10,061$1.24M0.4%+3,430+51.7%AddedHistory
OKEONEOK IncCOM12,243$1.21M0.4%+12,243NewHistory
DOVDOVER CorpCOM6,873$1.21M0.3%+4,289+166.0%AddedHistory
MRVLMarvell Technology, Inc.COM19,600$1.21M0.3%+11,567+144.0%AddedHistory
VMCVulcan Materials COCOM5,100$1.19M0.3%+5,100NewHistory
ARAntero Resources CorpCOM29,344$1.19M0.3%+29,344NewHistory
CCitigroup IncStock16,673$1.18M0.3%+16,673NewHistory
PRUPrudential Financial IncStock9,964$1.11M0.3%+9,964NewHistory
ELEstee Lauder Companies IncCL A16,786$1.11M0.3%+16,786NewHistory
ELSEquity Lifestyle Properties IncCOM16,507$1.10M0.3%+6,372+62.9%AddedHistory
DGXQuest Diagnostics IncCOM6,456$1.09M0.3%+6,456NewHistory
HDHome Depot, Inc.Stock2,958$1.08M0.3%+2,958NewHistory
PEPPepsiCo IncStock7,217$1.08M0.3%+7,217NewHistory
AMATApplied Materials IncStock7,435$1.08M0.3%+3,638+95.8%AddedHistory
NNNNNN REIT, Inc.REIT24,966$1.06M0.3%+24,966NewHistory
GRMNGarmin LtdSHS4,877$1.06M0.3%+3,464+245.2%AddedHistory
CHHChoice Hotels International IncCOM7,955$1.06M0.3%+7,955NewHistory
EMEEMCOR Group, Inc.Stock2,856$1.06M0.3%+360+14.4%AddedHistory
NYTNew York Times CoCL A21,157$1.05M0.3%+9,462+80.9%AddedHistory
INVHInvitation Homes Inc.COM30,025$1.05M0.3%+30,025NewHistory
TMOThermo Fisher Scientific Inc.Stock2,066$1.03M0.3%+1,076+108.7%AddedHistory
CLXClorox CoStock6,978$1.03M0.3%+1,537+28.2%AddedHistory
NVSNovartis AGADR9,153$1.02M0.3%+498+5.8%AddedHistory
TPRTapestry, Inc.COM14,456$1.02M0.3%+1,181+8.9%AddedHistory
ATOAtmos Energy CorpCOM6,563$1.01M0.3%−4,427−40.3%ReducedHistory
AMAntero Midstream CorpStock55,863$1.01M0.3%+55,863NewHistory
TJXTJX Companies IncStock8,216$1.00M0.3%−20,240−71.1%ReducedHistory
ITGRInteger Holdings CorpCOM8,338$984.0K0.3%+8,338NewHistory
MASMasco CorpCOM14,048$976.9K0.3%+7,629+118.9%AddedHistory
NXSTNexstar Media Group, Inc.COMMON STOCK5,398$967.4K0.3%+2,805+108.2%AddedHistory
KSSKOHLS CorpStock117,008$957.1K0.3%+82,362+237.7%AddedHistory
FAFFirst American Financial CorpStock14,572$956.4K0.3%+14,572NewHistory
FRFirst Industrial Realty Trust IncCOM17,639$951.8K0.3%+10,158+135.8%AddedHistory
COSTCostco Wholesale CorpStock999$944.8K0.3%−7−0.7%ReducedHistory
AVBAvalonbay Communities IncCOM4,393$942.8K0.3%+4,393NewHistory
BGBunge Global SACOM SHS12,196$932.0K0.3%−4,010−24.7%ReducedHistory
ADBEAdobe Inc.Stock2,420$928.1K0.3%+538+28.6%AddedHistory
DDOGDatadog, Inc.CL A COM9,322$924.8K0.3%+9,322NewHistory
HASHasbro, Inc.COM14,957$919.7K0.3%+3,194+27.2%AddedHistory
CECelanese CorpStock16,169$917.9K0.3%+16,169NewHistory
SFMSprouts Farmers Market, Inc.COM5,998$915.5K0.3%+480+8.7%AddedHistory
DDominion Energy, IncStock16,178$907.1K0.3%+8,633+114.4%AddedHistory

Sold out since Q4 2024 (302)

Positions held at the end of Q4 2024 that are gone from this filing.

The largest 100 of 302 by value last quarter.

Positions of Bridgefront Capital, LLC sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
SLBSLB LimitedStock57,516$2.21M0.7%History
RSGRepublic Services, Inc.COM10,632$2.14M0.7%History
MSFTMicrosoft CorpStock4,520$1.91M0.6%History
VZVerizon Communications IncStock44,502$1.78M0.6%History
MTNVail Resorts IncCOM9,242$1.73M0.6%History
TTTrane Technologies plcSHS4,309$1.59M0.5%History
AMGNAmgen IncStock5,929$1.55M0.5%History
TXRHTexas Roadhouse, Inc.COM8,360$1.51M0.5%History
UNHUnitedHealth Group IncStock2,882$1.46M0.5%History
OHIOmega Healthcare Investors IncCOM38,093$1.44M0.5%History
LULUlululemon athletica inc.Stock3,588$1.37M0.5%History
EQHEquitable Holdings, Inc.COM27,729$1.31M0.4%History
DKSDick's Sporting Goods, Inc.Stock5,552$1.27M0.4%History
NEMNEWMONT CorpStock33,561$1.25M0.4%History
COPConocoPhillipsStock12,440$1.23M0.4%History
CRHCRH Public Ltd CoORD13,200$1.22M0.4%History
KOCoca Cola CoStock19,602$1.22M0.4%History
XOMExxonMobil Holdings CorpCOM11,093$1.19M0.4%History
ROSTRoss Stores, Inc.COM7,820$1.18M0.4%History
CTRECareTrust REIT, Inc.COM43,401$1.17M0.4%History
KMXCarMax IncCOM14,322$1.17M0.4%History
NDSNNordson CorpCOM5,567$1.16M0.4%History
ALLAllstate CorpStock5,991$1.16M0.4%History
TRMBTrimble Inc.COM15,761$1.11M0.4%History
CRLCharles River Laboratories International, Inc.COM5,845$1.08M0.4%History
CEGConstellation Energy CorpStock4,812$1.08M0.4%History
SSBSouthState Bank CorpCOM10,345$1.03M0.3%History
COOCooper Companies, Inc.COM10,761$989.3K0.3%History
FERGFerguson Enterprises Inc.COMMON STOCK NEW5,587$969.7K0.3%History
ACMAecomCOM9,026$964.2K0.3%History
FIVEFive Below, IncCOM9,129$958.2K0.3%History
QCOMQualcomm IncStock6,169$947.7K0.3%History
CLColgate Palmolive CoStock10,137$921.6K0.3%History
STZConstellation Brands, Inc.Stock4,122$911.0K0.3%History
AXSMAxsome Therapeutics, Inc.COM10,555$893.1K0.3%History
SJMJ M SMUCKER CoStock7,977$878.4K0.3%History
IRMIron Mountain IncCOM8,340$876.6K0.3%History
AXTAAxalta Coating Systems Ltd.COM25,488$872.2K0.3%History
CSCOCisco Systems, Inc.Stock14,455$855.7K0.3%History
ROPRoper Technologies IncStock1,631$847.9K0.3%History
TELTE Connectivity plcStock5,867$838.8K0.3%History
BALLBALL CorpCOM15,149$835.2K0.3%History
KEXKirby CorpCOM7,753$820.3K0.3%History
HLIHoulihan Lokey, Inc.CL A4,714$818.6K0.3%History
PMPhilip Morris International Inc.Stock6,797$818.0K0.3%History
KRKroger CoStock12,971$793.2K0.3%History
WBDWarner Bros. Discovery, Inc.Stock72,007$761.1K0.3%History
BTUPeabody Energy CorpCOM36,216$758.4K0.3%History
CCLCarnival Corp Ltd.UNIT 99/99/999930,423$758.1K0.3%History
TDGTransDigm Group INCCOM595$754.0K0.3%History
ZZillow Group, Inc.CL C CAP STK9,993$740.0K0.2%History
EIXEdison InternationalStock9,260$739.3K0.2%History
CCICrown Castle Inc.REIT7,929$719.6K0.2%History
MMacy's, Inc.COM42,196$714.4K0.2%History
MCKMcKesson CorpStock1,233$702.7K0.2%History
IFFInternational Flavors & Fragrances IncCOM8,260$698.4K0.2%History
UBERUber Technologies, IncStock11,566$697.7K0.2%History
DGDollar General CorpCOM9,061$687.0K0.2%History
PATHUiPath, Inc.Stock52,534$667.7K0.2%History
PGRProgressive CorpStock2,785$667.3K0.2%History
ODFLOld Dominion Freight Line, Inc.COM3,764$664.0K0.2%History
LLoews CorpCOM7,674$649.9K0.2%History
CCChemours CoStock38,370$648.5K0.2%History
CNKCinemark Holdings, Inc.COM20,768$643.4K0.2%History
PANWPalo Alto Networks IncStock3,491$635.2K0.2%History
FTDRFrontdoor, Inc.COM11,345$620.2K0.2%History
GFSGLOBALFOUNDRIES Inc.Stock14,411$618.4K0.2%History
AMCRAmcor plcORD65,623$617.5K0.2%History
VEEVVeeva Systems IncStock2,878$605.1K0.2%History
CARTMaplebear Inc.COM14,290$591.9K0.2%History
AMZNAmazon Com IncStock2,680$588.0K0.2%History
LHXL3HARRIS Technologies, Inc.Stock2,744$577.0K0.2%History
FMCFMC CorpCOM NEW11,712$569.3K0.2%History
SFStifel Financial CorpCOM5,360$568.6K0.2%History
LPLALPL Financial Holdings Inc.COM1,733$565.8K0.2%History
HWMHowmet Aerospace Inc.Stock5,168$565.2K0.2%History
RGENRepligen CorpCOM3,904$561.9K0.2%History
FTVFortive CorpStock7,491$561.8K0.2%History
EDConsolidated Edison IncStock6,260$558.6K0.2%History
WAYWaystar Holding Corp.COM14,865$545.5K0.2%History
PPLIPeople IncCOM NEW12,598$543.5K0.2%History
COINCoinbase Global, Inc.COM CL A2,171$539.1K0.2%History
CBChubb LtdStock1,946$537.7K0.2%History
APHAmphenol CorpCL A7,609$528.4K0.2%History
CRBGCorebridge Financial, Inc.COM17,654$528.4K0.2%History
NRGNRG Energy, Inc.Stock5,855$528.2K0.2%History
MTZMastec IncCOM3,870$526.9K0.2%History
GEVGE Vernova Inc.Stock1,598$525.6K0.2%History
WCNWaste Connections, Inc.COM3,060$525.0K0.2%History
CVSCVS Health CorpStock11,644$522.7K0.2%History
LEVILevi Strauss & CoCL A COM STK29,841$516.2K0.2%History
HGVHilton Grand Vacations Inc.COM13,191$513.8K0.2%History
EFOREverforth IncCOM6,140$511.7K0.2%History
SBACSba Communications CorpCL A2,492$507.9K0.2%History
WMWaste Management IncStock2,512$506.9K0.2%History
AALAmerican Airlines Group Inc.Stock28,895$503.6K0.2%History
BLMNBloomin' Brands, Inc.COM39,963$487.9K0.2%History
TSCOTractor Supply CoCOM9,152$485.6K0.2%History
SYNASYNAPTICS IncStock6,358$485.2K0.2%History
SDRLSEADRILL LtdCOM12,403$482.8K0.2%History