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Livermore
Livermore
ZHEN

Bridgefront Capital, LLC

SEC CIK
0001725690
Latest filing
Aug 14, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
561
−17 vs. Q2 2025
Portfolio value
$339.9M
−$37.4M (−9.9%) vs. Q2 2025
Filed
Nov 14, 2025
SEC
Holdings of Bridgefront Capital, LLC in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
LRCXLam Research CorpStock32,947$4.41M1.3%+19,419+143.5%AddedHistory
HONHoneywell International IncCOM14,681$3.09M0.9%+10,656+264.7%AddedHistory
ADSKAutodesk, Inc.COM9,674$3.07M0.9%+4,201+76.8%AddedHistory
GWREGuidewire Software, Inc.COM11,501$2.64M0.8%+7,280+172.5%AddedHistory
VVisa Inc.Stock7,556$2.58M0.8%+3,829+102.7%AddedHistory
MOAltria Group, Inc.Stock39,026$2.58M0.8%+39,026NewHistory
BSXBoston Scientific CorpStock26,318$2.57M0.8%+12,471+90.1%AddedHistory
TSNTyson Foods, Inc.Stock46,117$2.50M0.7%+35,579+337.6%AddedHistory
CCitigroup IncStock23,732$2.41M0.7%−822−3.3%ReducedHistory
PGProcter & Gamble CoStock14,923$2.29M0.7%+666+4.7%AddedHistory
KDPKeurig Dr Pepper Inc.COM89,093$2.27M0.7%+78,490+740.3%AddedHistory
IFFInternational Flavors & Fragrances IncCOM33,808$2.08M0.6%+33,808NewHistory
CRHCRH Public Ltd CoORD16,778$2.01M0.6%+1,626+10.7%AddedHistory
GENGen Digital Inc.Stock67,602$1.92M0.6%+54,118+401.3%AddedHistory
ADIAnalog Devices IncStock7,712$1.89M0.6%+4,052+110.7%AddedHistory
STZConstellation Brands, Inc.Stock13,740$1.85M0.5%+13,740NewHistory
MTZMastec IncCOM8,207$1.75M0.5%+198+2.5%AddedHistory
ZSZscaler, Inc.Stock5,766$1.73M0.5%+4,036+233.3%AddedHistory
VRTVertiv Holdings CoCOM CL A11,446$1.73M0.5%+5,773+101.8%AddedHistory
MSFTMicrosoft CorpStock3,299$1.71M0.5%+2,335+242.2%AddedHistory
BRBRBellring Brands, Inc.Stock46,997$1.71M0.5%+33,271+242.4%AddedHistory
PCTYPaylocity Holding CorpCOM10,581$1.69M0.5%+5,695+116.6%AddedHistory
COFCapital One Financial CorpStock7,792$1.66M0.5%+4,291+122.6%AddedHistory
BAXBaxter International IncStock71,604$1.63M0.5%+71,604NewHistory
HASHasbro, Inc.COM21,394$1.62M0.5%+21,394NewHistory
NOCNorthrop Grumman CorpStock2,598$1.58M0.5%+2,598NewHistory
CAHCardinal Health IncStock10,032$1.57M0.5%+2,824+39.2%AddedHistory
MCOMoodys CorpStock3,259$1.55M0.5%+3,259NewHistory
PATHUiPath, Inc.Stock115,312$1.54M0.5%−1,826−1.6%ReducedHistory
JCIJohnson Controls International plcStock13,769$1.51M0.4%+2,949+27.3%AddedHistory
BMYBristol Myers Squibb CoStock33,404$1.51M0.4%+11,315+51.2%AddedHistory
DHRDanaher CorpStock7,569$1.50M0.4%−6,001−44.2%ReducedHistory
DOVDOVER CorpCOM8,793$1.47M0.4%+161+1.9%AddedHistory
ANETArista Networks, Inc.Stock10,050$1.46M0.4%−17,958−64.1%ReducedHistory
FERGFerguson Enterprises Inc.COMMON STOCK NEW6,499$1.46M0.4%+1,400+27.5%AddedHistory
ADBEAdobe Inc.Stock4,096$1.44M0.4%+2,238+120.5%AddedHistory
CPBCAMPBELL'S CoCOM45,216$1.43M0.4%−52,721−53.8%ReducedHistory
AMZNAmazon Com IncStock6,490$1.43M0.4%+6,490NewHistory
TWTradeweb Markets Inc.Stock12,823$1.42M0.4%+12,823NewHistory
ADCAgree Realty CorpCOM19,818$1.41M0.4%−11,649−37.0%ReducedHistory
IOTSamsara Inc.Stock37,788$1.41M0.4%+37,788NewHistory
FISVFiserv IncStock10,888$1.40M0.4%+6,837+168.8%AddedHistory
EQIXEquinix IncCOM1,780$1.39M0.4%−536−23.1%ReducedHistory
ARMKAramarkCOM36,006$1.38M0.4%+25,738+250.7%AddedHistory
ABBVAbbVie Inc.Stock5,963$1.38M0.4%−6,779−53.2%ReducedHistory
AMTAmerican Tower CorpREIT6,941$1.33M0.4%+6,941NewHistory
AAgilent Technologies, Inc.COM10,310$1.32M0.4%+10,310NewHistory
JBLJabil IncStock6,060$1.32M0.4%−9,936−62.1%ReducedHistory
CMCSAComcast CorpStock41,883$1.32M0.4%−8,064−16.1%ReducedHistory
METAMeta Platforms, Inc.Stock1,754$1.29M0.4%+1,754NewHistory
CPAYCorpay, Inc.COM SHS4,459$1.28M0.4%+1,523+51.9%AddedHistory
EMEEMCOR Group, Inc.Stock1,955$1.27M0.4%+1,955NewHistory
ELEstee Lauder Companies IncCL A14,221$1.25M0.4%+14,221NewHistory
MKTXMarketaxess Holdings IncCOM7,166$1.25M0.4%+5,439+314.9%AddedHistory
USFDUS Foods Holding Corp.COM16,143$1.24M0.4%+16,143NewHistory
WABWestinghouse Air Brake Technologies CorpStock6,166$1.24M0.4%+2,674+76.6%AddedHistory
TAKTakeda Pharmaceutical Co LtdADR83,733$1.23M0.4%+35,250+72.7%AddedHistory
LNGCheniere Energy, Inc.COM NEW5,166$1.21M0.4%−3,738−42.0%ReducedHistory
AMKRAmkor Technology, Inc.COM42,191$1.20M0.4%+11,756+38.6%AddedHistory
AESAES CorpStock90,112$1.19M0.3%+18,185+25.3%AddedHistory
ESTCElastic N.V.ORD SHS13,990$1.18M0.3%−1,811−11.5%ReducedHistory
PPCPilgrims Pride CorpStock28,525$1.16M0.3%+28,525NewHistory
MRSHMarsh & McLennan Companies, Inc.Stock5,763$1.16M0.3%+5,763NewHistory
PEverpure, Inc.CL A13,831$1.16M0.3%−5,810−29.6%ReducedHistory
JNJJohnson & JohnsonStock6,238$1.16M0.3%+6,238NewHistory
HPEHewlett Packard Enterprise CoCOM46,982$1.15M0.3%+32,219+218.2%AddedHistory
CRCrane CoCOMMON STOCK6,257$1.15M0.3%+6,257NewHistory
SCHWSchwab Charles CorpStock12,023$1.15M0.3%−24,309−66.9%ReducedHistory
UTHRUnited Therapeutics CorpCOM2,708$1.14M0.3%−583−17.7%ReducedHistory
WDCWestern Digital CorpCOM9,348$1.12M0.3%−6,722−41.8%ReducedHistory
KOCoca Cola CoStock16,879$1.12M0.3%+16,879NewHistory
NVDANVIDIA CorpStock5,969$1.11M0.3%+5,969NewHistory
ALLYAlly Financial Inc.Stock27,923$1.09M0.3%−17,578−38.6%ReducedHistory
PGRProgressive CorpStock4,420$1.09M0.3%+2,609+144.1%AddedHistory
ARAntero Resources CorpCOM32,371$1.09M0.3%+4,652+16.8%AddedHistory
ALSNAllison Transmission Holdings IncStock12,684$1.08M0.3%+12,684NewHistory
AHRAmerican Healthcare REIT, Inc.COM SHS25,429$1.07M0.3%+13,968+121.9%AddedHistory
INVHInvitation Homes Inc.COM36,355$1.07M0.3%+13,511+59.1%AddedHistory
BLDQXO Insulation, LLCStock2,725$1.07M0.3%+2,725NewHistory
GDGeneral Dynamics CorpStock3,103$1.06M0.3%+802+34.9%AddedHistory
UALUnited Airlines Holdings, Inc.COM10,834$1.05M0.3%+10,834NewHistory
PNWPinnacle West Capital CorpCOM11,627$1.04M0.3%+6,388+121.9%AddedHistory
NKENIKE, Inc.Stock14,940$1.04M0.3%+14,940NewHistory
VNOVornado Realty TrustSH BEN INT25,434$1.03M0.3%+6,104+31.6%AddedHistory
BRK.BBerkshire Hathaway IncStock2,043$1.03M0.3%+696+51.7%AddedHistory
DVDoubleVerify Holdings, Inc.COM85,280$1.02M0.3%+54,737+179.2%AddedHistory
VLTOVeralto CorpStock9,505$1.01M0.3%+9,505NewHistory
UPWKUpwork, IncCOM54,326$1.01M0.3%+54,326NewHistory
GLGlobe Life Inc.COM7,053$1.01M0.3%+7,053NewHistory
TELTE Connectivity plcStock4,582$1.01M0.3%−4,045−46.9%ReducedHistory
RPMRPM International IncCOM8,511$1.00M0.3%+8,511NewHistory
PFGCPerformance Food Group CoCOM9,497$988.1K0.3%+9,497NewHistory
CUBECubeSmartREIT24,169$982.7K0.3%+11,956+97.9%AddedHistory
DINOHF Sinclair CorpCOM18,525$969.6K0.3%+10,853+141.5%AddedHistory
ACLSAxcelis Technologies IncStock9,895$966.1K0.3%+9,895NewHistory
RLRalph Lauren CorpCL A3,074$963.9K0.3%+1,204+64.4%AddedHistory
GMGeneral Motors CoCOM15,741$959.7K0.3%−22,830−59.2%ReducedHistory
PTCPTC Inc.Stock4,726$959.5K0.3%+4,726NewHistory
ZWSZurn Elkay Water Solutions CorpCOM20,384$958.7K0.3%+20,384NewHistory
MTNVail Resorts IncCOM6,366$952.2K0.3%+52+0.8%AddedHistory

Sold out since Q2 2025 (318)

Positions held at the end of Q2 2025 that are gone from this filing.

The largest 100 of 318 by value last quarter.

Positions of Bridgefront Capital, LLC sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
MAMastercard IncStock7,261$4.08M1.1%History
INTUIntuit Inc.Stock4,896$3.86M1.0%History
SPGIS&P Global Inc.Stock5,602$2.95M0.8%History
ETREntergy CorpCOM28,414$2.36M0.6%History
TMOThermo Fisher Scientific Inc.Stock5,263$2.13M0.6%History
ITGartner IncCOM4,971$2.01M0.5%History
TTWOTake Two Interactive Software IncCOM8,013$1.95M0.5%History
EXEExpand Energy CorpCOM16,308$1.91M0.5%History
TPRTapestry, Inc.COM21,312$1.87M0.5%History
WTWWillis Towers Watson PLCSHS5,786$1.77M0.5%History
EFXEquifax IncCOM6,645$1.72M0.5%History
SPGSimon Property Group Inc.REIT10,385$1.67M0.4%History
DRIDarden Restaurants IncCOM7,411$1.62M0.4%History
NDSNNordson CorpCOM7,506$1.61M0.4%History
EPAMEPAM Systems, Inc.COM9,086$1.61M0.4%History
XYLXylem Inc.COM11,713$1.52M0.4%History
DDDuPont de Nemours, Inc.COM20,670$1.42M0.4%History
PNCPNC Financial Services Group, Inc.Stock7,400$1.38M0.4%History
CMICummins IncStock4,185$1.37M0.4%History
TTEKTetra Tech IncCOM37,145$1.34M0.4%History
SRESempraStock17,030$1.29M0.3%History
RSGRepublic Services, Inc.COM5,129$1.26M0.3%History
RSReliance, Inc.COM3,979$1.25M0.3%History
KKellanovaStock15,617$1.24M0.3%History
PINSPinterest, Inc.CL A34,500$1.24M0.3%History
RBLXRoblox CorpStock11,740$1.24M0.3%History
PRMBPrimo Brands CorpCLASS A COM SHS41,586$1.23M0.3%History
MRVLMarvell Technology, Inc.COM14,977$1.16M0.3%History
DDOGDatadog, Inc.CL A COM8,622$1.16M0.3%History
STXSeagate Technology Holdings plcORD SHS7,867$1.14M0.3%History
UNPUnion Pacific CorpStock4,868$1.12M0.3%History
DISWalt Disney CoStock8,838$1.10M0.3%History
REGNRegeneron Pharmaceuticals, Inc.COM2,058$1.08M0.3%History
PYPLPayPal Holdings, Inc.Stock14,536$1.08M0.3%History
POOLPool CorpCOM3,683$1.07M0.3%History
ULTAUlta Beauty, Inc.Stock2,254$1.05M0.3%History
MKCMcCormick & Co IncStock13,817$1.05M0.3%History
FCNFti Consulting, IncCOM6,481$1.05M0.3%History
CFCF Industries Holdings, Inc.COM11,308$1.04M0.3%History
BRXBrixmor Property Group Inc.COM39,937$1.04M0.3%History
OHIOmega Healthcare Investors IncCOM27,595$1.01M0.3%History
DOCSDoximity, Inc.CL A16,468$1.01M0.3%History
MOSMosaic CoCOM27,631$1.01M0.3%History
ASMLASML Holding NVADR1,252$1.00M0.3%History
GFSGLOBALFOUNDRIES Inc.Stock25,888$988.9K0.3%History
APPAppLovin CorpCOM CL A2,804$981.6K0.3%History
GPNGlobal Payments IncStock12,136$971.4K0.3%History
WBSWebster Financial CorpCOM17,547$958.1K0.3%History
UPSUnited Parcel Service IncStock9,292$937.9K0.2%History
BDXBecton Dickinson & CoStock5,390$928.4K0.2%History
HUMHumana IncStock3,788$926.1K0.2%History
MGMMGM Resorts InternationalStock26,922$925.8K0.2%History
MTSIMACOM Technology Solutions Holdings, Inc.COM6,111$875.6K0.2%History
HIGHartford Insurance Group, Inc.Stock6,873$872.0K0.2%History
EQTEQT CorpStock14,935$871.0K0.2%History
KMXCarMax IncCOM12,958$870.9K0.2%History
HRLHormel Foods CorpCOM28,759$870.0K0.2%History
TOLToll Brothers, Inc.COM7,590$866.2K0.2%History
CAVACava Group, Inc.COM10,273$865.3K0.2%History
DALDelta Air Lines, Inc.COM NEW17,594$865.3K0.2%History
NENoble Corp plcORD SHS A32,092$852.0K0.2%History
CDNSCadence Design Systems IncStock2,761$850.8K0.2%History
EXRExtra Space Storage Inc.COM5,763$849.7K0.2%History
METMetlife IncStock10,413$837.4K0.2%History
IVZInvesco Ltd.Stock53,031$836.3K0.2%History
LPXLouisiana-Pacific CorpCOM9,668$831.4K0.2%History
AOSSmith A O CorpCOM12,598$826.1K0.2%History
DBXDropbox, Inc.CL A28,453$813.8K0.2%History
OGSONE Gas, Inc.COM11,028$792.5K0.2%History
AMCRAmcor plcORD85,661$787.2K0.2%History
NVSNovartis AGADR6,488$785.1K0.2%History
GTMZoomInfo Technologies Inc.Stock76,847$777.7K0.2%History
FOXAFox CorpCL A COM13,873$777.4K0.2%History
AIZAssurant, Inc.Stock3,924$775.0K0.2%History
ELSEquity Lifestyle Properties IncCOM12,427$766.4K0.2%History
ALGMAllegro Microsystems, Inc.COM22,310$762.8K0.2%History
CECelanese CorpStock13,564$750.5K0.2%History
ALBAlbemarle CorpStock11,603$727.2K0.2%History
AGNCAGNC Investment Corp.REIT78,816$724.3K0.2%History
OLNOLIN CorpStock35,384$710.9K0.2%History
BILLBILL Holdings, Inc.Stock14,795$684.4K0.2%History
SEESealed Air CorpCOM21,822$677.1K0.2%History
SHOPShopify Inc.Stock5,832$672.7K0.2%History
ATIAti IncStock7,754$669.5K0.2%History
KRGKite Realty Group TrustCOM NEW29,223$661.9K0.2%History
IPGInterpublic Group of Companies, Inc.COM26,974$660.3K0.2%History
UNHUnitedHealth Group IncStock2,106$657.0K0.2%History
AEPAmerican Electric Power Co IncStock6,249$648.4K0.2%History
MUSAMurphy USA Inc.COM1,575$640.7K0.2%History
HALHalliburton CoStock31,379$639.5K0.2%History
ACGLArch Capital Group Ltd.Stock6,982$635.7K0.2%History
DOCNDigitalOcean Holdings, Inc.COM22,182$633.5K0.2%History
HRBH&R Block IncCOM11,439$627.9K0.2%History
CVXChevron CorpStock4,374$626.3K0.2%History
AYIAcuity Inc. (DE)Stock2,096$625.3K0.2%History
DVNDevon Energy CorpStock19,623$624.2K0.2%History
GTLBGitlab Inc.CLASS A COM13,787$621.9K0.2%History
EWBCEast West Bancorp IncCOM6,126$618.6K0.2%History
SSBSouthState Bank CorpCOM6,668$613.7K0.2%History
MNSTMonster Beverage CorpCOM9,733$609.7K0.2%History