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Livermore
Livermore
ZHEN

Bridgefront Capital, LLC

SEC CIK
0001725690
Latest filing
Aug 14, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
486
−17 vs. Q1 2026
Portfolio value
$379.5M
−$22.8M (−5.7%) vs. Q1 2026
Filed
Aug 14, 2026
SEC
Holdings of Bridgefront Capital, LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
CLColgate Palmolive CoStock60,327$5.53M1.5%+60,327NewHistory
KMBKimberly Clark CorpStock44,815$4.92M1.3%+9,233+25.9%AddedHistory
TSNTyson Foods, Inc.Stock85,126$4.87M1.3%+70,243+472.0%AddedHistory
STZConstellation Brands, Inc.Stock30,750$4.28M1.1%+7,547+32.5%AddedHistory
ELEstee Lauder Companies IncCL A50,230$3.97M1.0%+31,305+165.4%AddedHistory
KOCoca Cola CoStock48,186$3.92M1.0%+48,186NewHistory
TAPMolson Coors Beverage CoCL B92,933$3.62M1.0%+47,802+105.9%AddedHistory
AMTAmerican Tower CorpREIT19,875$3.25M0.9%+9,085+84.2%AddedHistory
ADCAgree Realty CorpCOM41,513$3.14M0.8%+5,157+14.2%AddedHistory
WFCWells Fargo & CompanyStock37,577$3.11M0.8%+24,050+177.8%AddedHistory
TTTrane Technologies plcSHS6,110$3.00M0.8%+436+7.7%AddedHistory
OXYOccidental Petroleum CorpStock58,505$2.84M0.7%+58,505NewHistory
HALHalliburton CoStock81,533$2.77M0.7%+46,547+133.0%AddedHistory
CCitigroup IncStock18,688$2.62M0.7%+241+1.3%AddedHistory
SPBSpectrum Brands Holdings, Inc.COM30,404$2.61M0.7%+26,315+643.6%AddedHistory
ISRGIntuitive Surgical IncCOM NEW6,497$2.58M0.7%+772+13.5%AddedHistory
EPCEdgewell Personal Care CoCOM89,367$2.40M0.6%+61,728+223.3%AddedHistory
LRCXLam Research CorpStock5,513$2.39M0.6%+4,121+296.0%AddedHistory
STXSeagate Technology Holdings plcORD SHS2,452$2.37M0.6%+2,452NewHistory
KKRKKR & Co. Inc.COM25,680$2.36M0.6%+25,680NewHistory
IDAIdacorp IncCOM15,377$2.33M0.6%+1,202+8.5%AddedHistory
GISGeneral Mills IncStock65,543$2.28M0.6%+65,543NewHistory
CMECME Group Inc.COM10,204$2.25M0.6%+10,204NewHistory
CBRECbre Group, Inc.CL A16,470$2.22M0.6%−3,281−16.6%ReducedHistory
MMM3M CoStock13,324$2.16M0.6%+13,324NewHistory
LMTLockheed Martin CorpStock4,224$2.15M0.6%−142−3.3%ReducedHistory
VVisa Inc.Stock6,234$2.14M0.6%+6,234NewHistory
PHParker-Hannifin CorpStock2,067$2.02M0.5%−882−29.9%ReducedHistory
JNJJohnson & JohnsonStock7,888$2.00M0.5%+7,888NewHistory
ORLYO Reilly Automotive IncStock21,675$2.00M0.5%+21,675NewHistory
GDDYGoDaddy Inc.CL A23,191$1.97M0.5%+23,191NewHistory
MDLZMondelez International, Inc.Stock33,755$1.95M0.5%+4,378+14.9%AddedHistory
GILDGilead Sciences, Inc.Stock15,448$1.95M0.5%+15,448NewHistory
JPMJPMorgan Chase & CoStock5,885$1.93M0.5%+5,885NewHistory
NVTnVent Electric plcSHS11,336$1.92M0.5%+2,976+35.6%AddedHistory
ACIAlbertsons Companies, Inc.COMMON STOCK141,552$1.92M0.5%+82,522+139.8%AddedHistory
SSNCSS&C Technologies Holdings IncCOM30,228$1.88M0.5%+13,775+83.7%AddedHistory
AMZNAmazon Com IncStock7,830$1.87M0.5%+5,703+268.1%AddedHistory
HTOH2O AmericaCOM30,464$1.85M0.5%+25,483+511.6%AddedHistory
EPREpr PropertiesCOM SH BEN INT31,590$1.83M0.5%−1,416−4.3%ReducedHistory
CLHClean Harbors IncCOM6,091$1.82M0.5%+6,091NewHistory
EAElectronic Arts Inc.COM8,770$1.80M0.5%+8,770NewHistory
NOCNorthrop Grumman CorpStock3,530$1.80M0.5%+3,530NewHistory
INSMINSMED IncCOM PAR $.0116,808$1.79M0.5%+16,808NewHistory
NWSNews CorpCL B63,159$1.77M0.5%+51,886+460.3%AddedHistory
APHAmphenol CorpCL A9,984$1.76M0.5%−6,784−40.5%ReducedHistory
SPOTSpotify Technology S.A.Stock3,800$1.74M0.5%+3,800NewHistory
PCORProcore Technologies, Inc.COM42,405$1.72M0.5%+42,405NewHistory
BLKBlackRock, Inc.Stock1,789$1.72M0.5%+1,472+464.4%AddedHistory
DOCHealthpeak Properties, Inc.COM78,779$1.69M0.4%+78,779NewHistory
ALKSAlkermes plc.SHS31,649$1.66M0.4%+24,358+334.1%AddedHistory
INVHInvitation Homes Inc.COM54,482$1.65M0.4%+5,918+12.2%AddedHistory
NVDANVIDIA CorpStock8,093$1.62M0.4%+4,947+157.2%AddedHistory
CRSCarpenter Technology CorpCOM2,610$1.61M0.4%+2,610NewHistory
WSTWest Pharmaceutical Services IncCOM4,449$1.60M0.4%+1,253+39.2%AddedHistory
CPAYCorpay, Inc.COM SHS4,649$1.55M0.4%+1,305+39.0%AddedHistory
CSXCSX CorpStock32,013$1.52M0.4%+32,013NewHistory
AFGAmerican Financial Group IncCOM10,837$1.52M0.4%+8,008+283.1%AddedHistory
REGRegency Centers CorpCOM18,885$1.51M0.4%+18,885NewHistory
ARMKAramarkCOM26,112$1.49M0.4%+26,112NewHistory
SHELShell plcADR19,105$1.48M0.4%+16,535+643.4%AddedHistory
NXPINXP Semiconductors N.V.COM5,231$1.47M0.4%+5,231NewHistory
CVSCVS Health CorpStock14,176$1.47M0.4%+2,947+26.2%AddedHistory
PCGPG&E CorpStock86,687$1.46M0.4%+86,687NewHistory
ICEIntercontinental Exchange, Inc.Stock11,744$1.45M0.4%+11,744NewHistory
XPOXPO, Inc.COM7,030$1.44M0.4%+2,024+40.4%AddedHistory
SPGIS&P Global Inc.Stock3,529$1.44M0.4%+3,529NewHistory
PFEPfizer IncStock59,596$1.44M0.4%+59,596NewHistory
DOLEDole plcORD SHS103,560$1.42M0.4%+103,560NewHistory
FISFidelity National Information Services, Inc.Stock36,088$1.40M0.4%+24,125+201.7%AddedHistory
EQIXEquinix IncCOM1,322$1.38M0.4%+958+263.2%AddedHistory
SNXTD Synnex CorpCOM5,150$1.38M0.4%+5,150NewHistory
HWMHowmet Aerospace Inc.Stock4,993$1.34M0.4%−2,974−37.3%ReducedHistory
RGAReinsurance Group of America IncCOM NEW6,312$1.34M0.4%+6,312NewHistory
CTRECareTrust REIT, Inc.COM33,152$1.34M0.4%+33,152NewHistory
RPMRPM International IncCOM11,852$1.32M0.3%+11,852NewHistory
TXNTexas Instruments IncStock4,331$1.29M0.3%+4,331NewHistory
GXOGXO Logistics, Inc.Stock25,241$1.28M0.3%+25,241NewHistory
MSGSMadison Square Garden Sports Corp.CL A3,166$1.27M0.3%+3,166NewHistory
AIGAmerican International Group, Inc.Stock17,023$1.27M0.3%−18,433−52.0%ReducedHistory
FHNFirst Horizon CorpCOM48,907$1.25M0.3%+48,907NewHistory
RYTMRhythm Pharmaceuticals, Inc.COM11,282$1.25M0.3%−1,213−9.7%ReducedHistory
AEPAmerican Electric Power Co IncStock9,123$1.25M0.3%+9,123NewHistory
INTCIntel CorpStock8,906$1.24M0.3%−2,391−21.2%ReducedHistory
HPEHewlett Packard Enterprise CoCOM27,156$1.23M0.3%+27,156NewHistory
CMGChipotle Mexican Grill IncCOM36,023$1.22M0.3%−14,999−29.4%ReducedHistory
HASHasbro, Inc.COM14,815$1.22M0.3%+5,715+62.8%AddedHistory
PTENPatterson Uti Energy IncCOM132,703$1.22M0.3%+60,014+82.6%AddedHistory
BBWIBath & Body Works, Inc.COM51,869$1.20M0.3%+31,148+150.3%AddedHistory
WINGWingstop Inc.COM6,776$1.18M0.3%+6,776NewHistory
CSLCarlisle Companies IncCOM3,224$1.17M0.3%+524+19.4%AddedHistory
LUVSouthwest Airlines CoCOM22,725$1.17M0.3%+15,796+228.0%AddedHistory
FUNSix Flags Entertainment CorporationCOM54,646$1.16M0.3%+54,646NewHistory
ITGartner IncCOM8,955$1.16M0.3%+7,068+374.6%AddedHistory
AGIOAgios Pharmaceuticals, Inc.COM31,097$1.15M0.3%+24,546+374.7%AddedHistory
MOAltria Group, Inc.Stock16,037$1.15M0.3%+16,037NewHistory
QGENQiagen N.V.ORD SHARES29,401$1.15M0.3%+20,133+217.2%AddedHistory
VIAVViavi Solutions Inc.COM23,946$1.14M0.3%+23,946NewHistory
ENSGEnsign Group, IncCOM7,121$1.14M0.3%+3,233+83.2%AddedHistory
SYYSysco CorpStock13,376$1.12M0.3%+7,785+139.2%AddedHistory

Sold out since Q1 2026 (307)

Positions held at the end of Q1 2026 that are gone from this filing.

The largest 100 of 307 by value last quarter.

Positions of Bridgefront Capital, LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
TTWOTake Two Interactive Software IncCOM21,658$4.28M1.1%History
AVGOBroadcom Inc.Stock11,175$3.46M0.9%History
OVVOvintiv Inc.COM58,058$3.45M0.9%History
CLXClorox CoStock32,222$3.34M0.8%History
LWLamb Weston Holdings, Inc.Stock74,120$3.13M0.8%History
EQTEQT CorpStock47,718$3.04M0.8%History
CELHCelsius Holdings, Inc.COM NEW81,736$2.90M0.7%History
AMGNAmgen IncStock8,228$2.90M0.7%History
MUMicron Technology IncStock8,485$2.87M0.7%History
HSTHost Hotels & Resorts, Inc.COM143,651$2.75M0.7%History
LINLinde PLCStock5,163$2.56M0.6%History
LNGCheniere Energy, Inc.COM NEW8,672$2.46M0.6%History
EXEExpand Energy CorpCOM21,888$2.40M0.6%History
SMPLSimply Good Foods CoCOM164,282$2.36M0.6%History
CCKCrown Holdings, Inc.COM23,169$2.32M0.6%History
RPRXRoyalty Pharma plcSHS CLASS A48,362$2.32M0.6%History
DDDuPont de Nemours, Inc.COM50,055$2.29M0.6%History
FIVEFive Below, IncCOM9,726$2.22M0.6%History
BRBRBellring Brands, Inc.Stock133,140$2.14M0.5%History
EDConsolidated Edison IncStock18,128$2.05M0.5%History
COFCapital One Financial CorpStock10,658$1.94M0.5%History
NWSANews CorpCL A75,448$1.88M0.5%History
ELANElanco Animal Health IncCOM76,917$1.84M0.5%History
PEPPepsiCo IncStock11,840$1.84M0.5%History
TMOThermo Fisher Scientific Inc.Stock3,644$1.79M0.4%History
GENGen Digital Inc.Stock90,025$1.70M0.4%History
ADSKAutodesk, Inc.COM7,061$1.69M0.4%History
DLBDolby Laboratories, Inc.COM CL A27,498$1.65M0.4%History
JCIJohnson Controls International plcStock12,419$1.63M0.4%History
PNRPENTAIR plcSHS18,597$1.62M0.4%History
TTCToro CoCOM17,173$1.60M0.4%History
GTMZoomInfo Technologies Inc.Stock261,578$1.56M0.4%History
WENWendy's CoStock220,950$1.54M0.4%History
NOWServiceNow, Inc.Stock14,472$1.51M0.4%History
VEEVVeeva Systems IncStock8,596$1.51M0.4%History
AXSAxis Capital Holdings LtdSHS14,498$1.47M0.4%History
SLGSL Green Realty CorpCOM39,607$1.46M0.4%History
DTDynatrace, Inc.Stock39,351$1.46M0.4%History
ELVElevance Health, Inc.Stock4,632$1.36M0.3%History
TDGTransDigm Group INCCOM1,108$1.28M0.3%History
MTNVail Resorts IncCOM9,991$1.28M0.3%History
WMBWilliams Companies, Inc.COM17,517$1.27M0.3%History
BRBroadridge Financial Solutions, Inc.Stock7,798$1.27M0.3%History
SNPSSynopsys IncCOM3,193$1.27M0.3%History
JBHTHunt J B Transport Services IncCOM5,962$1.26M0.3%History
AAPLApple Inc.Stock4,965$1.26M0.3%History
CICigna GroupStock4,708$1.26M0.3%History
BBYBest Buy Co IncStock19,117$1.23M0.3%History
RKTRocket Companies, Inc.Stock85,953$1.22M0.3%History
TTDTrade Desk, Inc.Stock53,561$1.22M0.3%History
BNLBroadstone Net Lease, Inc.COM65,804$1.20M0.3%History
GGenpact LTDSHS31,945$1.19M0.3%History
LYBLyondellBasell Industries N.V.SHS - A -14,708$1.18M0.3%History
AXONAxon Enterprise, Inc.COM2,765$1.17M0.3%History
SCHWSchwab Charles CorpStock12,268$1.15M0.3%History
ALVAutoliv IncCOM10,876$1.14M0.3%History
SLMSLM CorpCOM53,077$1.14M0.3%History
PYPLPayPal Holdings, Inc.Stock24,735$1.12M0.3%History
BILLBILL Holdings, Inc.Stock29,187$1.12M0.3%History
CLFCleveland-Cliffs Inc.COM132,230$1.12M0.3%History
TERTeradyne, IncStock3,738$1.11M0.3%History
BIIBBiogen Inc.COM6,010$1.10M0.3%History
AVTAvnet IncCOM17,762$1.09M0.3%History
FDXFedEx CorpStock3,064$1.09M0.3%History
DARDarling Ingredients Inc.COM17,580$1.09M0.3%History
RLRalph Lauren CorpCL A3,155$1.09M0.3%History
AMGAffiliated Managers Group, Inc.Stock3,760$1.04M0.3%History
NEMNEWMONT CorpStock9,247$1.00M0.2%History
DVDoubleVerify Holdings, Inc.COM105,263$1.00M0.2%History
AOSSmith A O CorpCOM15,119$996.9K0.2%History
ORCLOracle CorpStock6,692$984.5K0.2%History
CGONCG Oncology, Inc.COM14,401$974.7K0.2%History
SMGScotts Miracle-Gro CoStock15,602$948.8K0.2%History
SAICScience Applications International CorpCOM9,968$946.2K0.2%History
DISWalt Disney CoStock9,489$914.5K0.2%History
AMHAmerican Homes 4 RentCL A32,440$905.7K0.2%History
HLTHilton Worldwide Holdings Inc.COM2,952$897.6K0.2%History
EPAMEPAM Systems, Inc.COM6,446$872.8K0.2%History
EPRTEssential Properties Realty Trust, Inc.COM28,686$870.9K0.2%History
GOOGAlphabet Inc.Stock3,010$863.4K0.2%History
AYIAcuity Inc. (DE)Stock3,003$841.5K0.2%History
CSGSCSG Systems International IncCOM10,470$837.0K0.2%History
FLOFlowers Foods IncCOM102,475$835.2K0.2%History
SHWSherwin Williams CoCOM2,604$834.7K0.2%History
DVADavita Inc.COM5,381$827.0K0.2%History
WMSAdvanced Drainage Systems, Inc.COM5,997$822.4K0.2%History
MODModine Manufacturing CoCOM3,782$819.6K0.2%History
BEAMBeam Therapeutics Inc.COM34,018$810.6K0.2%History
HAEHaemonetics CorpCOM14,363$809.5K0.2%History
SNSharkNinja, Inc.COM SHS7,616$806.5K0.2%History
SYKStryker CorpStock2,435$800.1K0.2%History
ADMAAdma Biologics, Inc.COM88,318$795.7K0.2%History
GTLBGitlab Inc.CLASS A COM36,204$783.5K0.2%History
DOCSDoximity, Inc.CL A33,529$781.2K0.2%History
PDDPDD Holdings Inc.SPONSORED ADS7,613$777.9K0.2%History
DKSDick's Sporting Goods, Inc.Stock3,893$771.9K0.2%History
NRGNRG Energy, Inc.Stock5,281$771.8K0.2%History
SJMJ M SMUCKER CoStock7,998$771.3K0.2%History
CMCSAComcast CorpStock26,845$770.7K0.2%History
IOTSamsara Inc.Stock24,037$761.7K0.2%History