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Livermore
Livermore
ZHEN

Bridgefront Capital, LLC

SEC CIK
0001725690
Latest filing
Aug 14, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
578
−12 vs. Q1 2025
Portfolio value
$377.3M
+$31.1M (+9.0%) vs. Q1 2025
Filed
Aug 14, 2025
SEC
Holdings of Bridgefront Capital, LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
MAMastercard IncStock7,261$4.08M1.1%+2,042+39.1%AddedHistory
INTUIntuit Inc.Stock4,896$3.86M1.0%+459+10.3%AddedHistory
JBLJabil IncStock15,996$3.49M0.9%+15,996NewHistory
SCHWSchwab Charles CorpStock36,332$3.31M0.9%+26,802+281.2%AddedHistory
CPBCAMPBELL'S CoCOM97,937$3.00M0.8%+97,937NewHistory
SPGIS&P Global Inc.Stock5,602$2.95M0.8%+4,153+286.6%AddedHistory
ANETArista Networks, Inc.Stock28,008$2.87M0.8%+19,871+244.2%AddedHistory
DHRDanaher CorpStock13,570$2.68M0.7%+4,125+43.7%AddedHistory
ISRGIntuitive Surgical IncCOM NEW4,787$2.60M0.7%+3,756+364.3%AddedHistory
KVUEKenvue Inc.Stock120,872$2.53M0.7%+120,872NewHistory
ABBVAbbVie Inc.Stock12,742$2.37M0.6%+12,742NewHistory
ETREntergy CorpCOM28,414$2.36M0.6%+2,613+10.1%AddedHistory
ADCAgree Realty CorpCOM31,467$2.30M0.6%+9,443+42.9%AddedHistory
PGProcter & Gamble CoStock14,257$2.27M0.6%+9,126+177.9%AddedHistory
LNGCheniere Energy, Inc.COM NEW8,904$2.17M0.6%+6,375+252.1%AddedHistory
OCOwens CorningStock15,663$2.15M0.6%−1,020−6.1%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock5,263$2.13M0.6%+3,197+154.7%AddedHistory
CCitigroup IncStock24,554$2.09M0.6%+7,881+47.3%AddedHistory
ITGartner IncCOM4,971$2.01M0.5%+2,862+135.7%AddedHistory
TTWOTake Two Interactive Software IncCOM8,013$1.95M0.5%+8,013NewHistory
MDBMongoDB, Inc.CL A9,179$1.93M0.5%+4,362+90.6%AddedHistory
EXEExpand Energy CorpCOM16,308$1.91M0.5%−2,245−12.1%ReducedHistory
GMGeneral Motors CoCOM38,571$1.90M0.5%+25,739+200.6%AddedHistory
TPRTapestry, Inc.COM21,312$1.87M0.5%+6,856+47.4%AddedHistory
EQIXEquinix IncCOM2,316$1.84M0.5%−765−24.8%ReducedHistory
CMCSAComcast CorpStock49,947$1.78M0.5%+49,947NewHistory
WTWWillis Towers Watson PLCSHS5,786$1.77M0.5%+5,786NewHistory
ALLYAlly Financial Inc.Stock45,501$1.77M0.5%+33,834+290.0%AddedHistory
EFXEquifax IncCOM6,645$1.72M0.5%+6,645NewHistory
ADSKAutodesk, Inc.COM5,473$1.69M0.4%+2,128+63.6%AddedHistory
SPGSimon Property Group Inc.REIT10,385$1.67M0.4%+4,962+91.5%AddedHistory
SFMSprouts Farmers Market, Inc.COM9,998$1.65M0.4%+4,000+66.7%AddedHistory
GEVGE Vernova Inc.Stock3,097$1.64M0.4%+3,097NewHistory
DRIDarden Restaurants IncCOM7,411$1.62M0.4%+4,715+174.9%AddedHistory
NDSNNordson CorpCOM7,506$1.61M0.4%+7,506NewHistory
EPAMEPAM Systems, Inc.COM9,086$1.61M0.4%+5,261+137.5%AddedHistory
CLXClorox CoStock13,372$1.61M0.4%+6,394+91.6%AddedHistory
EWEdwards Lifesciences CorpStock20,266$1.59M0.4%+9,286+84.6%AddedHistory
DOVDOVER CorpCOM8,632$1.58M0.4%+1,759+25.6%AddedHistory
XYLXylem Inc.COM11,713$1.52M0.4%+9,994+581.4%AddedHistory
PATHUiPath, Inc.Stock117,138$1.50M0.4%+117,138NewHistory
BSXBoston Scientific CorpStock13,847$1.49M0.4%−6,293−31.2%ReducedHistory
TELTE Connectivity plcStock8,627$1.46M0.4%+8,627NewHistory
GEGeneral Electric CoStock5,632$1.45M0.4%+3,579+174.3%AddedHistory
DDDuPont de Nemours, Inc.COM20,670$1.42M0.4%+3,519+20.5%AddedHistory
CRHCRH Public Ltd CoORD15,152$1.39M0.4%+15,152NewHistory
PNCPNC Financial Services Group, Inc.Stock7,400$1.38M0.4%+7,400NewHistory
CMICummins IncStock4,185$1.37M0.4%−1,786−29.9%ReducedHistory
MTZMastec IncCOM8,009$1.36M0.4%+8,009NewHistory
BACBank of America CorpStock28,665$1.36M0.4%−9,249−24.4%ReducedHistory
TTEKTetra Tech IncCOM37,145$1.34M0.4%+37,145NewHistory
CWCurtiss Wright CorpStock2,733$1.34M0.4%+1,661+154.9%AddedHistory
ESTCElastic N.V.ORD SHS15,801$1.33M0.4%+9,760+161.6%AddedHistory
DUOLDuolingo, Inc.CL A COM3,240$1.33M0.4%+3,240NewHistory
VVisa Inc.Stock3,727$1.32M0.4%+11+0.3%AddedHistory
LRCXLam Research CorpStock13,528$1.32M0.3%+4,850+55.9%AddedHistory
SRESempraStock17,030$1.29M0.3%+12,228+254.6%AddedHistory
RSGRepublic Services, Inc.COM5,129$1.26M0.3%+5,129NewHistory
RSReliance, Inc.COM3,979$1.25M0.3%+3,979NewHistory
KKellanovaStock15,617$1.24M0.3%+15,617NewHistory
SPOTSpotify Technology S.A.Stock1,616$1.24M0.3%+940+139.1%AddedHistory
PINSPinterest, Inc.CL A34,500$1.24M0.3%+34,500NewHistory
AMEAmetek IncCOM6,834$1.24M0.3%−563−7.6%ReducedHistory
RBLXRoblox CorpStock11,740$1.24M0.3%+4,870+70.9%AddedHistory
PRMBPrimo Brands CorpCLASS A COM SHS41,586$1.23M0.3%+41,586NewHistory
CAHCardinal Health IncStock7,208$1.21M0.3%−2,976−29.2%ReducedHistory
MUMicron Technology IncStock9,492$1.17M0.3%+5,698+150.2%AddedHistory
FTITechnipFMC plcCOM33,949$1.17M0.3%+33,949NewHistory
MRVLMarvell Technology, Inc.COM14,977$1.16M0.3%−4,623−23.6%ReducedHistory
FIVEFive Below, IncCOM8,836$1.16M0.3%+8,836NewHistory
DDOGDatadog, Inc.CL A COM8,622$1.16M0.3%−700−7.5%ReducedHistory
JCIJohnson Controls International plcStock10,820$1.14M0.3%+7,228+201.2%AddedHistory
STXSeagate Technology Holdings plcORD SHS7,867$1.14M0.3%+7,867NewHistory
PEverpure, Inc.CL A19,641$1.13M0.3%+19,641NewHistory
UNPUnion Pacific CorpStock4,868$1.12M0.3%+4,868NewHistory
ARAntero Resources CorpCOM27,719$1.12M0.3%−1,625−5.5%ReducedHistory
FERGFerguson Enterprises Inc.COMMON STOCK NEW5,099$1.11M0.3%+5,099NewHistory
DISWalt Disney CoStock8,838$1.10M0.3%−31,754−78.2%ReducedHistory
FRTFederal Realty Investment TrustSH BEN INT NEW11,407$1.08M0.3%+8,931+360.7%AddedHistory
REGNRegeneron Pharmaceuticals, Inc.COM2,058$1.08M0.3%+1,190+137.1%AddedHistory
PYPLPayPal Holdings, Inc.Stock14,536$1.08M0.3%+11,173+332.2%AddedHistory
POOLPool CorpCOM3,683$1.07M0.3%+3,683NewHistory
OVVOvintiv Inc.COM28,115$1.07M0.3%+28,115NewHistory
AGCOAGCO CorpCOM10,355$1.07M0.3%+6,271+153.6%AddedHistory
CTASCintas CorpStock4,785$1.07M0.3%+3,726+351.8%AddedHistory
ULTAUlta Beauty, Inc.Stock2,254$1.05M0.3%+2,254NewHistory
MKCMcCormick & Co IncStock13,817$1.05M0.3%+13,817NewHistory
FCNFti Consulting, IncCOM6,481$1.05M0.3%+6,481NewHistory
CFCF Industries Holdings, Inc.COM11,308$1.04M0.3%+11,308NewHistory
BRXBrixmor Property Group Inc.COM39,937$1.04M0.3%+7,020+21.3%AddedHistory
WDCWestern Digital CorpCOM16,070$1.03M0.3%+16,070NewHistory
BMYBristol Myers Squibb CoStock22,089$1.02M0.3%+22,089NewHistory
TTDTrade Desk, Inc.Stock14,108$1.02M0.3%+14,108NewHistory
KEYSKeysight Technologies, Inc.Stock6,198$1.02M0.3%+4,515+268.3%AddedHistory
OHIOmega Healthcare Investors IncCOM27,595$1.01M0.3%+27,595NewHistory
DOCSDoximity, Inc.CL A16,468$1.01M0.3%+6,250+61.2%AddedHistory
IDCCInterDigital, Inc.COM4,498$1.01M0.3%+3,148+233.2%AddedHistory
MOSMosaic CoCOM27,631$1.01M0.3%+8,996+48.3%AddedHistory
ASMLASML Holding NVADR1,252$1.00M0.3%+1,252NewHistory
AXTAAxalta Coating Systems Ltd.COM33,681$1.00M0.3%+33,681NewHistory

Sold out since Q1 2025 (328)

Positions held at the end of Q1 2025 that are gone from this filing.

The largest 100 of 328 by value last quarter.

Positions of Bridgefront Capital, LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
ICEIntercontinental Exchange, Inc.Stock15,947$2.75M0.8%History
HPQHP IncStock83,480$2.31M0.7%History
SNOWSnowflake Inc.Stock12,882$1.88M0.5%History
LINLinde PLCStock3,945$1.84M0.5%History
USBUS Bancorp DECOM NEW42,257$1.78M0.5%History
KNXKnight-Swift Transportation Holdings Inc.CL A40,804$1.77M0.5%History
ADPAutomatic Data Processing IncStock5,760$1.76M0.5%History
LMTLockheed Martin CorpStock3,880$1.73M0.5%History
TRGPTarga Resources Corp.COM8,529$1.71M0.5%History
STTState Street CorpCOM18,764$1.68M0.5%History
TFCTruist Financial CorpCOM39,653$1.63M0.5%History
CSXCSX CorpStock54,712$1.61M0.5%History
AAgilent Technologies, Inc.COM13,475$1.58M0.5%History
GOOGLAlphabet Inc.Stock9,754$1.51M0.4%History
CRMSalesforce, Inc.Stock5,508$1.48M0.4%History
NUENucor CorpCOM12,226$1.47M0.4%History
PNRPENTAIR plcSHS16,711$1.46M0.4%History
TRVTravelers Companies, Inc.Stock5,339$1.41M0.4%History
SYFSynchrony FinancialCOM25,650$1.36M0.4%History
WDAYWorkday, Inc.CL A5,650$1.32M0.4%History
DLTRDollar Tree, Inc.COM17,211$1.29M0.4%History
LVSLas Vegas Sands CorpCOM32,974$1.27M0.4%History
ZBRAZebra Technologies CorpCL A4,454$1.26M0.4%History
PSXPhillips 66Stock10,061$1.24M0.4%History
OKEONEOK IncCOM12,243$1.21M0.4%History
VMCVulcan Materials COCOM5,100$1.19M0.3%History
PRUPrudential Financial IncStock9,964$1.11M0.3%History
ELEstee Lauder Companies IncCL A16,786$1.11M0.3%History
DGXQuest Diagnostics IncCOM6,456$1.09M0.3%History
HDHome Depot, Inc.Stock2,958$1.08M0.3%History
PEPPepsiCo IncStock7,217$1.08M0.3%History
AMATApplied Materials IncStock7,435$1.08M0.3%History
CHHChoice Hotels International IncCOM7,955$1.06M0.3%History
EMEEMCOR Group, Inc.Stock2,856$1.06M0.3%History
ATOAtmos Energy CorpCOM6,563$1.01M0.3%History
AMAntero Midstream CorpStock55,863$1.01M0.3%History
TJXTJX Companies IncStock8,216$1.00M0.3%History
MASMasco CorpCOM14,048$976.9K0.3%History
NXSTNexstar Media Group, Inc.COMMON STOCK5,398$967.4K0.3%History
KSSKOHLS CorpStock117,008$957.1K0.3%History
COSTCostco Wholesale CorpStock999$944.8K0.3%History
AVBAvalonbay Communities IncCOM4,393$942.8K0.3%History
HASHasbro, Inc.COM14,957$919.7K0.3%History
DDominion Energy, IncStock16,178$907.1K0.3%History
FNFFidelity National Financial, Inc.COM SHS13,817$899.2K0.3%History
NSITInsight Enterprises IncCOM5,962$894.2K0.3%History
FDXFedEx CorpStock3,667$893.9K0.3%History
YUMYum Brands IncStock5,623$884.8K0.3%History
CHXChampionX CorpCOM29,513$879.5K0.3%History
WEXWEX Inc.COM5,546$870.8K0.3%History
AFGAmerican Financial Group IncCOM6,604$867.4K0.3%History
OPCHOption Care Health, Inc.COM NEW24,721$864.0K0.2%History
JBHTHunt J B Transport Services IncCOM5,671$839.0K0.2%History
CAKECheesecake Factory IncCOM17,176$835.8K0.2%History
SPXCSPX Technologies, Inc.COM6,387$822.5K0.2%History
BKNGBooking Holdings Inc.Stock177$815.4K0.2%History
DLBDolby Laboratories, Inc.COM CL A10,087$810.1K0.2%History
PLNTPlanet Fitness, Inc.CL A8,299$801.8K0.2%History
MIDDMIDDLEBY CorpCOM5,217$792.9K0.2%History
EATBrinker International, IncStock5,262$784.3K0.2%History
HEIHeico CorpCOM2,932$783.4K0.2%History
HSICHenry Schein IncCOM11,359$778.0K0.2%History
OKTAOkta, Inc.CL A7,388$777.4K0.2%History
CVNACarvana Co.CL A3,716$776.9K0.2%History
CBRLCracker Barrel Old Country Store, IncCOM19,968$775.2K0.2%History
ALKSAlkermes plc.SHS23,346$770.9K0.2%History
ENSGEnsign Group, IncCOM5,940$768.6K0.2%History
CCEPCoca-Cola Europacific Partners plcSHS8,780$764.1K0.2%History
PPCPilgrims Pride CorpStock13,974$761.7K0.2%History
JJacobs Solutions Inc.COM6,261$756.9K0.2%History
FLOFlowers Foods IncCOM39,483$750.6K0.2%History
GEHCGE HealthCare Technologies Inc.Stock9,283$749.2K0.2%History
TREXTrex Co IncCOM12,747$740.6K0.2%History
AMTAmerican Tower CorpREIT3,376$734.6K0.2%History
FYBRFrontier Communications Parent, Inc.COM20,191$724.0K0.2%History
BIIBBiogen Inc.COM5,275$721.8K0.2%History
NVTnVent Electric plcSHS13,679$717.1K0.2%History
GLGlobe Life Inc.COM5,392$710.2K0.2%History
NVONovo Nordisk A SADR10,216$709.4K0.2%History
KHCKraft Heinz CoStock23,295$708.9K0.2%History
CRICarters IncCOM16,994$695.1K0.2%History
MSMorgan StanleyStock5,949$694.1K0.2%History
GVAGranite Construction IncCOM9,159$690.6K0.2%History
UALUnited Airlines Holdings, Inc.COM9,805$677.0K0.2%History
EGEverest Group, Ltd.COM1,844$670.0K0.2%History
GOGrocery Outlet Holding Corp.COM47,742$667.4K0.2%History
BXBlackstone Inc.COM4,767$666.3K0.2%History
DHIHorton D R IncCOM5,221$663.7K0.2%History
PTCPTC Inc.Stock4,252$658.8K0.2%History
TLNTalen Energy CorpCOM3,228$644.5K0.2%History
MPCMarathon Petroleum CorpStock4,380$638.1K0.2%History
APLSApellis Pharmaceuticals, Inc.COM29,070$635.8K0.2%History
JHGJanus Henderson Group Ltd.ORD SHS17,321$626.2K0.2%History
CELHCelsius Holdings, Inc.COM NEW17,529$624.4K0.2%History
LECOLincoln Electric Holdings IncCOM3,283$621.0K0.2%History
IONSIonis Pharmaceuticals IncCOM20,528$619.3K0.2%History
VLTOVeralto CorpStock6,326$616.5K0.2%History
BMIBadger Meter IncCOM3,211$610.9K0.2%History
AVYAvery Dennison CorpCOM3,417$608.1K0.2%History
PPGPPG Industries IncStock5,540$605.8K0.2%History