Skip to main content
Livermore
Livermore
ZHEN

Bridgefront Capital, LLC

SEC CIK
0001725690
Latest filing
Aug 14, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
492
−69 vs. Q3 2025
Portfolio value
$397.8M
+$57.9M (+17.0%) vs. Q3 2025
Filed
Feb 13, 2026
SEC
Holdings of Bridgefront Capital, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock10,910$5.28M1.3%+7,611+230.7%AddedHistory
STZConstellation Brands, Inc.Stock33,585$4.63M1.2%+19,845+144.4%AddedHistory
ELFe.l.f. Beauty, Inc.COM59,427$4.52M1.1%+59,427NewHistory
MCDMcDonalds CorpStock12,271$3.75M0.9%+11,419+1,340.3%AddedHistory
LNGCheniere Energy, Inc.COM NEW19,217$3.74M0.9%+14,051+272.0%AddedHistory
ROSTRoss Stores, Inc.COM19,360$3.49M0.9%+14,176+273.5%AddedHistory
GISGeneral Mills IncStock74,236$3.45M0.9%+67,324+974.0%AddedHistory
MDBMongoDB, Inc.CL A7,839$3.29M0.8%+6,760+626.5%AddedHistory
AAgilent Technologies, Inc.COM24,011$3.27M0.8%+13,701+132.9%AddedHistory
FIVEFive Below, IncCOM17,208$3.24M0.8%+14,524+541.1%AddedHistory
MRSHMarsh & McLennan Companies, Inc.Stock16,070$2.98M0.7%+10,307+178.8%AddedHistory
MNSTMonster Beverage CorpCOM38,176$2.93M0.7%+38,176NewHistory
VEEVVeeva Systems IncStock12,790$2.86M0.7%+12,790NewHistory
PFEPfizer IncStock114,653$2.85M0.7%+114,653NewHistory
SUISun Communities IncCOM22,469$2.78M0.7%+22,469NewHistory
BLDRBuilders FirstSource, Inc.Stock26,429$2.72M0.7%+23,068+686.3%AddedHistory
PRGOPERRIGO Co plcSHS186,659$2.60M0.7%+186,659NewHistory
WSTWest Pharmaceutical Services IncCOM9,348$2.57M0.6%+9,348NewHistory
SHWSherwin Williams CoCOM7,812$2.53M0.6%+7,812NewHistory
AHRAmerican Healthcare REIT, Inc.COM SHS53,740$2.53M0.6%+28,311+111.3%AddedHistory
ADSKAutodesk, Inc.COM8,412$2.49M0.6%−1,262−13.0%ReducedHistory
HOGHarley-Davidson, Inc.COM113,064$2.32M0.6%+113,064NewHistory
NVDANVIDIA CorpStock12,317$2.30M0.6%+6,348+106.3%AddedHistory
MKTXMarketaxess Holdings IncCOM12,659$2.29M0.6%+5,493+76.7%AddedHistory
MSIMotorola Solutions, Inc.Stock5,967$2.29M0.6%+5,967NewHistory
AAPLApple Inc.Stock8,413$2.29M0.6%+8,413NewHistory
BSXBoston Scientific CorpStock23,768$2.27M0.6%−2,550−9.7%ReducedHistory
PBHPrestige Consumer Healthcare Inc.COM36,123$2.23M0.6%+36,123NewHistory
MDLZMondelez International, Inc.Stock40,919$2.20M0.6%+40,919NewHistory
UTHRUnited Therapeutics CorpCOM4,475$2.18M0.5%+1,767+65.3%AddedHistory
TELTE Connectivity plcStock9,561$2.18M0.5%+4,979+108.7%AddedHistory
RBRKRubrik, Inc.Stock28,164$2.15M0.5%+22,075+362.5%AddedHistory
TTDTrade Desk, Inc.Stock56,730$2.15M0.5%+49,898+730.4%AddedHistory
TTEKTetra Tech IncCOM63,878$2.14M0.5%+63,878NewHistory
ENREnergizer Holdings, Inc.COM106,575$2.12M0.5%+88,192+479.7%AddedHistory
OKTAOkta, Inc.CL A24,326$2.10M0.5%+24,326NewHistory
CMCSAComcast CorpStock66,485$1.99M0.5%+24,602+58.7%AddedHistory
TAPMolson Coors Beverage CoCL B41,686$1.95M0.5%+41,686NewHistory
AVTAvnet IncCOM39,876$1.92M0.5%+22,502+129.5%AddedHistory
TERTeradyne, IncStock9,876$1.91M0.5%+9,876NewHistory
WECWec Energy Group, Inc.Stock17,806$1.88M0.5%+17,806NewHistory
MUMicron Technology IncStock6,551$1.87M0.5%+2,148+48.8%AddedHistory
RLRalph Lauren CorpCL A5,250$1.86M0.5%+2,176+70.8%AddedHistory
PRUPrudential Financial IncStock16,278$1.84M0.5%+11,961+277.1%AddedHistory
WENWendy's CoStock220,361$1.84M0.5%+210,077+2,042.8%AddedHistory
FERGFerguson Enterprises Inc.COMMON STOCK NEW8,091$1.80M0.5%+1,592+24.5%AddedHistory
OTISOtis Worldwide CorpStock20,551$1.80M0.5%+20,551NewHistory
CMSCMS Energy CorpCOM25,365$1.77M0.4%+15,685+162.0%AddedHistory
DUOLDuolingo, Inc.CL A COM9,818$1.72M0.4%+6,947+242.0%AddedHistory
HRBH&R Block IncCOM39,496$1.72M0.4%+39,496NewHistory
CRDOCredo Technology Group Holding LtdStock11,907$1.71M0.4%+6,116+105.6%AddedHistory
NFLXNetflix IncStock18,195$1.71M0.4%+13,555+292.1%AddedConverted for a 10-for-1 splitHistory
GOOGAlphabet Inc.Stock5,352$1.68M0.4%+5,352NewHistory
MCOMoodys CorpStock3,256$1.66M0.4%−3−0.1%ReducedHistory
EBAYeBay IncCOM18,977$1.65M0.4%+9,081+91.8%AddedHistory
GDDYGoDaddy Inc.CL A13,249$1.64M0.4%+10,892+462.1%AddedHistory
CMICummins IncStock3,170$1.62M0.4%+3,170NewHistory
NOGNorthern Oil & Gas, Inc.COM75,157$1.61M0.4%+65,398+670.1%AddedHistory
OGEOGE Energy Corp.COM37,518$1.60M0.4%+20,884+125.6%AddedHistory
CICigna GroupStock5,683$1.56M0.4%+4,621+435.1%AddedHistory
HCAHCA Healthcare, Inc.COM3,349$1.56M0.4%+3,349NewHistory
LITELumentum Holdings Inc.COM4,187$1.54M0.4%+4,187NewHistory
SWKSSkyworks Solutions, Inc.Stock24,212$1.54M0.4%+13,500+126.0%AddedHistory
NOWServiceNow, Inc.Stock10,021$1.54M0.4%+8,086+417.9%AddedConverted for a 5-for-1 splitHistory
ETNEaton Corp plcStock4,817$1.53M0.4%+4,114+585.2%AddedHistory
REYNReynolds Consumer Products Inc.COM66,741$1.53M0.4%+66,741NewHistory
CCLCarnival Corp Ltd.UNIT 99/99/999949,818$1.52M0.4%+28,874+137.9%AddedHistory
CAGConagra Brands Inc.Stock87,788$1.52M0.4%+58,288+197.6%AddedHistory
MSMorgan StanleyStock8,559$1.52M0.4%+8,559NewHistory
ARAntero Resources CorpCOM44,030$1.52M0.4%+11,659+36.0%AddedHistory
GLOBGlobant S.A.COM22,779$1.49M0.4%+22,779NewHistory
UNHUnitedHealth Group IncStock4,481$1.48M0.4%+4,481NewHistory
CVSCVS Health CorpStock18,071$1.43M0.4%+18,071NewHistory
ACLSAxcelis Technologies IncStock17,765$1.43M0.4%+7,870+79.5%AddedHistory
NUNu Holdings Ltd.ORD SHS CL A84,361$1.41M0.4%+50,764+151.1%AddedHistory
PLTRPalantir Technologies Inc.Stock7,929$1.41M0.4%+5,402+213.8%AddedHistory
DOCSDoximity, Inc.CL A31,020$1.37M0.3%+31,020NewHistory
AESAES CorpStock94,993$1.36M0.3%+4,881+5.4%AddedHistory
ETSYEtsy IncCOM24,431$1.35M0.3%+20,166+472.8%AddedHistory
CUBECubeSmartREIT37,432$1.35M0.3%+13,263+54.9%AddedHistory
DDOGDatadog, Inc.CL A COM9,822$1.34M0.3%+9,822NewHistory
FMCFMC CorpCOM NEW95,546$1.33M0.3%+95,546NewHistory
COFCapital One Financial CorpStock5,297$1.28M0.3%−2,495−32.0%ReducedHistory
ELEstee Lauder Companies IncCL A12,214$1.28M0.3%−2,007−14.1%ReducedHistory
CNCCentene CorpStock30,991$1.28M0.3%+30,991NewHistory
ZBRAZebra Technologies CorpCL A5,242$1.27M0.3%+3,864+280.4%AddedHistory
BLKBlackRock, Inc.Stock1,182$1.27M0.3%+1,182NewHistory
WMBWilliams Companies, Inc.COM21,030$1.26M0.3%+12,836+156.7%AddedHistory
PCGPG&E CorpStock78,325$1.26M0.3%+52,866+207.7%AddedHistory
IDYAIDEAYA Biosciences, Inc.COM36,205$1.25M0.3%+36,205NewHistory
DELLDell Technologies Inc.Stock9,896$1.25M0.3%+9,896NewHistory
RVMDRevolution Medicines, Inc.COM15,556$1.24M0.3%+15,556NewHistory
SFMSprouts Farmers Market, Inc.COM15,484$1.23M0.3%+10,180+191.9%AddedHistory
CTVACorteva, Inc.Stock18,403$1.23M0.3%+11,637+172.0%AddedHistory
UPSUnited Parcel Service IncStock12,304$1.22M0.3%+12,304NewHistory
AKAMAkamai Technologies IncCOM13,914$1.21M0.3%+13,914NewHistory
AMTAmerican Tower CorpREIT6,801$1.19M0.3%−140−2.0%ReducedHistory
ZWSZurn Elkay Water Solutions CorpCOM25,648$1.19M0.3%+5,264+25.8%AddedHistory
LVSLas Vegas Sands CorpCOM18,249$1.19M0.3%+2,419+15.3%AddedHistory
FORMFormfactor IncCOM21,280$1.19M0.3%+21,280NewHistory

Sold out since Q3 2025 (338)

Positions held at the end of Q3 2025 that are gone from this filing.

The largest 100 of 338 by value last quarter.

Positions of Bridgefront Capital, LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
HONHoneywell International IncCOM14,681$3.09M0.9%History
GWREGuidewire Software, Inc.COM11,501$2.64M0.8%History
VVisa Inc.Stock7,556$2.58M0.8%History
MOAltria Group, Inc.Stock39,026$2.58M0.8%History
TSNTyson Foods, Inc.Stock46,117$2.50M0.7%History
CCitigroup IncStock23,732$2.41M0.7%History
CRHCRH Public Ltd CoORD16,778$2.01M0.6%History
GENGen Digital Inc.Stock67,602$1.92M0.6%History
ADIAnalog Devices IncStock7,712$1.89M0.6%History
ZSZscaler, Inc.Stock5,766$1.73M0.5%History
BRBRBellring Brands, Inc.Stock46,997$1.71M0.5%History
BAXBaxter International IncStock71,604$1.63M0.5%History
NOCNorthrop Grumman CorpStock2,598$1.58M0.5%History
PATHUiPath, Inc.Stock115,312$1.54M0.5%History
DOVDOVER CorpCOM8,793$1.47M0.4%History
IOTSamsara Inc.Stock37,788$1.41M0.4%History
EQIXEquinix IncCOM1,780$1.39M0.4%History
ARMKAramarkCOM36,006$1.38M0.4%History
ABBVAbbVie Inc.Stock5,963$1.38M0.4%History
METAMeta Platforms, Inc.Stock1,754$1.29M0.4%History
CPAYCorpay, Inc.COM SHS4,459$1.28M0.4%History
EMEEMCOR Group, Inc.Stock1,955$1.27M0.4%History
USFDUS Foods Holding Corp.COM16,143$1.24M0.4%History
WABWestinghouse Air Brake Technologies CorpStock6,166$1.24M0.4%History
AMKRAmkor Technology, Inc.COM42,191$1.20M0.4%History
ESTCElastic N.V.ORD SHS13,990$1.18M0.3%History
PPCPilgrims Pride CorpStock28,525$1.16M0.3%History
PEverpure, Inc.CL A13,831$1.16M0.3%History
HPEHewlett Packard Enterprise CoCOM46,982$1.15M0.3%History
ALLYAlly Financial Inc.Stock27,923$1.09M0.3%History
PGRProgressive CorpStock4,420$1.09M0.3%History
ALSNAllison Transmission Holdings IncStock12,684$1.08M0.3%History
INVHInvitation Homes Inc.COM36,355$1.07M0.3%History
BLDQXO Insulation, LLCStock2,725$1.07M0.3%History
GDGeneral Dynamics CorpStock3,103$1.06M0.3%History
PNWPinnacle West Capital CorpCOM11,627$1.04M0.3%History
NKENIKE, Inc.Stock14,940$1.04M0.3%History
BRK.BBerkshire Hathaway IncStock2,043$1.03M0.3%History
DVDoubleVerify Holdings, Inc.COM85,280$1.02M0.3%History
VLTOVeralto CorpStock9,505$1.01M0.3%History
UPWKUpwork, IncCOM54,326$1.01M0.3%History
GLGlobe Life Inc.COM7,053$1.01M0.3%History
RPMRPM International IncCOM8,511$1.00M0.3%History
DINOHF Sinclair CorpCOM18,525$969.6K0.3%History
PTCPTC Inc.Stock4,726$959.5K0.3%History
LEVILevi Strauss & CoCL A COM STK40,845$951.7K0.3%History
VMRKVivmark ResidentialSH BEN INT14,639$947.6K0.3%History
CCChemours CoStock59,715$945.9K0.3%History
QRVOQorvo, Inc.Stock10,319$939.9K0.3%History
CBChubb LtdStock3,300$931.4K0.3%History
IEXIdex CorpCOM5,700$927.7K0.3%History
LINLinde PLCStock1,949$925.8K0.3%History
FTDRFrontdoor, Inc.COM13,418$902.9K0.3%History
FRPTFreshpet, Inc.Stock16,103$887.4K0.3%History
WATWaters CorpCOM2,949$884.1K0.3%History
PCVXVaxcyte, Inc.COM24,325$876.2K0.3%History
GVAGranite Construction IncCOM7,748$849.6K0.2%History
NFGNational Fuel Gas CoStock9,141$844.4K0.2%History
DOCUDocuSign, Inc.Stock11,267$812.2K0.2%History
TAT&T Inc.Stock28,375$801.3K0.2%History
JPMJPMorgan Chase & CoStock2,507$790.8K0.2%History
AMPAmeriprise Financial IncCOM1,605$788.5K0.2%History
CGNXCognex CorpCOM17,360$786.4K0.2%History
EWEdwards Lifesciences CorpStock10,085$784.3K0.2%History
ACIWAci Worldwide, Inc.Stock14,755$778.6K0.2%History
OCOwens CorningStock5,458$772.1K0.2%History
GOOGLAlphabet Inc.Stock3,158$767.7K0.2%History
CRBGCorebridge Financial, Inc.COM23,906$766.2K0.2%History
AEISAdvanced Energy Industries IncCOM4,485$763.1K0.2%History
FHNFirst Horizon CorpCOM33,165$749.9K0.2%History
BBarrick Mining CorpStock22,558$739.2K0.2%History
SJMJ M SMUCKER CoStock6,796$738.0K0.2%History
NRGNRG Energy, Inc.Stock4,545$736.1K0.2%History
ESEversource EnergyStock10,221$727.1K0.2%History
ZTSZoetis Inc.Stock4,965$726.5K0.2%History
MTCHMatch Group, Inc.COM20,282$716.4K0.2%History
AMBAAmbarella IncSHS8,515$702.7K0.2%History
RLIRli CorpCOM10,746$700.9K0.2%History
LWLamb Weston Holdings, Inc.Stock12,033$698.9K0.2%History
CALMCal-Maine Foods IncCOM NEW7,366$693.1K0.2%History
SMGScotts Miracle-Gro CoStock12,097$688.9K0.2%History
LNCLincoln National CorpCOM16,668$672.2K0.2%History
CIENCiena CorpCOM NEW4,595$669.4K0.2%History
CEGConstellation Energy CorpStock2,016$663.4K0.2%History
SONSonoco Products CoCOM15,371$662.3K0.2%History
PINCPremier, Inc.CL A23,683$658.4K0.2%History
ARWArrow Electronics, Inc.COM5,436$657.8K0.2%History
SLBSLB LimitedStock19,102$656.5K0.2%History
BPBP PLCADR18,742$645.8K0.2%History
IDAIdacorp IncCOM4,881$645.0K0.2%History
CNXCConcentrix CorpStock13,906$641.8K0.2%History
BCOBrinks CoCOM5,489$641.4K0.2%History
RRRRed Rock Resorts, Inc.CL A10,305$629.2K0.2%History
TENBTenable Holdings, Inc.COM21,403$624.1K0.2%History
ELVElevance Health, Inc.Stock1,905$615.5K0.2%History
HEIHeico CorpCOM1,905$615.0K0.2%History
AROCArchrock, Inc.COM22,869$601.7K0.2%History
KNXKnight-Swift Transportation Holdings Inc.CL A15,164$599.1K0.2%History
CZRCaesars Entertainment, Inc.COM21,779$588.6K0.2%History
FIXComfort Systems USA IncCOM692$571.0K0.2%History