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Bridgefront Capital, LLC

SEC CIK
0001725690
最新申報
2026/8/14

2025 年第 3 季持倉

持倉截至 2025/9/30,2025/11/14 申報。只含多頭部位,變化是跟 2025 年第 2 季比股數。

機構總覽
持股檔數
561
較 2025 年第 2 季 −17
總值
$3.40 億
較 2025 年第 2 季 −$3,743 萬 (−9.9%)
申報日
2025/11/14
SEC
Bridgefront Capital, LLC 在 2025 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
LRCXLam Research CorpStock32,947$441.2 萬1.3%+19,419+143.5%加碼歷史
HONHoneywell International IncCOM14,681$309.0 萬0.9%+10,656+264.7%加碼歷史
ADSKAutodesk, Inc.COM9,674$307.3 萬0.9%+4,201+76.8%加碼歷史
GWREGuidewire Software, Inc.COM11,501$264.4 萬0.8%+7,280+172.5%加碼歷史
VVisa Inc.Stock7,556$257.9 萬0.8%+3,829+102.7%加碼歷史
MOAltria Group, Inc.Stock39,026$257.8 萬0.8%+39,026新進歷史
BSXBoston Scientific CorpStock26,318$256.9 萬0.8%+12,471+90.1%加碼歷史
TSNTyson Foods, Inc.Stock46,117$250.4 萬0.7%+35,579+337.6%加碼歷史
CCitigroup IncStock23,732$240.9 萬0.7%−822−3.3%減碼歷史
PGProcter & Gamble CoStock14,923$229.3 萬0.7%+666+4.7%加碼歷史
KDPKeurig Dr Pepper Inc.COM89,093$227.3 萬0.7%+78,490+740.3%加碼歷史
IFFInternational Flavors & Fragrances IncCOM33,808$208.1 萬0.6%+33,808新進歷史
CRHCRH Public Ltd CoORD16,778$201.2 萬0.6%+1,626+10.7%加碼歷史
GENGen Digital Inc.Stock67,602$191.9 萬0.6%+54,118+401.3%加碼歷史
ADIAnalog Devices IncStock7,712$189.5 萬0.6%+4,052+110.7%加碼歷史
STZConstellation Brands, Inc.Stock13,740$185.0 萬0.5%+13,740新進歷史
MTZMastec IncCOM8,207$174.7 萬0.5%+198+2.5%加碼歷史
ZSZscaler, Inc.Stock5,766$172.8 萬0.5%+4,036+233.3%加碼歷史
VRTVertiv Holdings CoCOM CL A11,446$172.7 萬0.5%+5,773+101.8%加碼歷史
MSFTMicrosoft CorpStock3,299$170.9 萬0.5%+2,335+242.2%加碼歷史
BRBRBellring Brands, Inc.Stock46,997$170.8 萬0.5%+33,271+242.4%加碼歷史
PCTYPaylocity Holding CorpCOM10,581$168.5 萬0.5%+5,695+116.6%加碼歷史
COFCapital One Financial CorpStock7,792$165.6 萬0.5%+4,291+122.6%加碼歷史
BAXBaxter International IncStock71,604$163.0 萬0.5%+71,604新進歷史
HASHasbro, Inc.COM21,394$162.3 萬0.5%+21,394新進歷史
NOCNorthrop Grumman CorpStock2,598$158.3 萬0.5%+2,598新進歷史
CAHCardinal Health IncStock10,032$157.5 萬0.5%+2,824+39.2%加碼歷史
MCOMoodys CorpStock3,259$155.3 萬0.5%+3,259新進歷史
PATHUiPath, Inc.Stock115,312$154.3 萬0.5%−1,826−1.6%減碼歷史
JCIJohnson Controls International plcStock13,769$151.4 萬0.4%+2,949+27.3%加碼歷史
BMYBristol Myers Squibb CoStock33,404$150.7 萬0.4%+11,315+51.2%加碼歷史
DHRDanaher CorpStock7,569$150.1 萬0.4%−6,001−44.2%減碼歷史
DOVDOVER CorpCOM8,793$146.7 萬0.4%+161+1.9%加碼歷史
ANETArista Networks, Inc.Stock10,050$146.4 萬0.4%−17,958−64.1%減碼歷史
FERGFerguson Enterprises Inc.COMMON STOCK NEW6,499$146.0 萬0.4%+1,400+27.5%加碼歷史
ADBEAdobe Inc.Stock4,096$144.5 萬0.4%+2,238+120.5%加碼歷史
CPBCAMPBELL'S CoCOM45,216$142.8 萬0.4%−52,721−53.8%減碼歷史
AMZNAmazon Com IncStock6,490$142.5 萬0.4%+6,490新進歷史
TWTradeweb Markets Inc.Stock12,823$142.3 萬0.4%+12,823新進歷史
ADCAgree Realty CorpCOM19,818$140.8 萬0.4%−11,649−37.0%減碼歷史
IOTSamsara Inc.Stock37,788$140.8 萬0.4%+37,788新進歷史
FISVFiserv IncStock10,888$140.4 萬0.4%+6,837+168.8%加碼歷史
EQIXEquinix IncCOM1,780$139.4 萬0.4%−536−23.1%減碼歷史
ARMKAramarkCOM36,006$138.3 萬0.4%+25,738+250.7%加碼歷史
ABBVAbbVie Inc.Stock5,963$138.1 萬0.4%−6,779−53.2%減碼歷史
AMTAmerican Tower CorpREIT6,941$133.5 萬0.4%+6,941新進歷史
AAgilent Technologies, Inc.COM10,310$132.3 萬0.4%+10,310新進歷史
JBLJabil IncStock6,060$131.6 萬0.4%−9,936−62.1%減碼歷史
CMCSAComcast CorpStock41,883$131.6 萬0.4%−8,064−16.1%減碼歷史
METAMeta Platforms, Inc.Stock1,754$128.8 萬0.4%+1,754新進歷史
CPAYCorpay, Inc.COM SHS4,459$128.4 萬0.4%+1,523+51.9%加碼歷史
EMEEMCOR Group, Inc.Stock1,955$127.0 萬0.4%+1,955新進歷史
ELEstee Lauder Companies IncCL A14,221$125.3 萬0.4%+14,221新進歷史
MKTXMarketaxess Holdings IncCOM7,166$124.9 萬0.4%+5,439+314.9%加碼歷史
USFDUS Foods Holding Corp.COM16,143$123.7 萬0.4%+16,143新進歷史
WABWestinghouse Air Brake Technologies CorpStock6,166$123.6 萬0.4%+2,674+76.6%加碼歷史
TAKTakeda Pharmaceutical Co LtdADR83,733$122.6 萬0.4%+35,250+72.7%加碼歷史
LNGCheniere Energy, Inc.COM NEW5,166$121.4 萬0.4%−3,738−42.0%減碼歷史
AMKRAmkor Technology, Inc.COM42,191$119.8 萬0.4%+11,756+38.6%加碼歷史
AESAES CorpStock90,112$118.6 萬0.3%+18,185+25.3%加碼歷史
ESTCElastic N.V.ORD SHS13,990$118.2 萬0.3%−1,811−11.5%減碼歷史
PPCPilgrims Pride CorpStock28,525$116.2 萬0.3%+28,525新進歷史
MRSHMarsh & McLennan Companies, Inc.Stock5,763$116.1 萬0.3%+5,763新進歷史
PEverpure, Inc.CL A13,831$115.9 萬0.3%−5,810−29.6%減碼歷史
JNJJohnson & JohnsonStock6,238$115.7 萬0.3%+6,238新進歷史
HPEHewlett Packard Enterprise CoCOM46,982$115.4 萬0.3%+32,219+218.2%加碼歷史
CRCrane CoCOMMON STOCK6,257$115.2 萬0.3%+6,257新進歷史
SCHWSchwab Charles CorpStock12,023$114.8 萬0.3%−24,309−66.9%減碼歷史
UTHRUnited Therapeutics CorpCOM2,708$113.5 萬0.3%−583−17.7%減碼歷史
WDCWestern Digital CorpCOM9,348$112.2 萬0.3%−6,722−41.8%減碼歷史
KOCoca Cola CoStock16,879$111.9 萬0.3%+16,879新進歷史
NVDANVIDIA CorpStock5,969$111.4 萬0.3%+5,969新進歷史
ALLYAlly Financial Inc.Stock27,923$109.5 萬0.3%−17,578−38.6%減碼歷史
PGRProgressive CorpStock4,420$109.2 萬0.3%+2,609+144.1%加碼歷史
ARAntero Resources CorpCOM32,371$108.6 萬0.3%+4,652+16.8%加碼歷史
ALSNAllison Transmission Holdings IncStock12,684$107.7 萬0.3%+12,684新進歷史
AHRAmerican Healthcare REIT, Inc.COM SHS25,429$106.8 萬0.3%+13,968+121.9%加碼歷史
INVHInvitation Homes Inc.COM36,355$106.6 萬0.3%+13,511+59.1%加碼歷史
BLDQXO Insulation, LLCStock2,725$106.5 萬0.3%+2,725新進歷史
GDGeneral Dynamics CorpStock3,103$105.8 萬0.3%+802+34.9%加碼歷史
UALUnited Airlines Holdings, Inc.COM10,834$104.5 萬0.3%+10,834新進歷史
PNWPinnacle West Capital CorpCOM11,627$104.2 萬0.3%+6,388+121.9%加碼歷史
NKENIKE, Inc.Stock14,940$104.2 萬0.3%+14,940新進歷史
VNOVornado Realty TrustSH BEN INT25,434$103.1 萬0.3%+6,104+31.6%加碼歷史
BRK.BBerkshire Hathaway IncStock2,043$102.7 萬0.3%+696+51.7%加碼歷史
DVDoubleVerify Holdings, Inc.COM85,280$102.2 萬0.3%+54,737+179.2%加碼歷史
VLTOVeralto CorpStock9,505$101.3 萬0.3%+9,505新進歷史
UPWKUpwork, IncCOM54,326$100.9 萬0.3%+54,326新進歷史
GLGlobe Life Inc.COM7,053$100.8 萬0.3%+7,053新進歷史
TELTE Connectivity plcStock4,582$100.6 萬0.3%−4,045−46.9%減碼歷史
RPMRPM International IncCOM8,511$100.3 萬0.3%+8,511新進歷史
PFGCPerformance Food Group CoCOM9,497$98.8 萬0.3%+9,497新進歷史
CUBECubeSmartREIT24,169$98.3 萬0.3%+11,956+97.9%加碼歷史
DINOHF Sinclair CorpCOM18,525$97.0 萬0.3%+10,853+141.5%加碼歷史
ACLSAxcelis Technologies IncStock9,895$96.6 萬0.3%+9,895新進歷史
RLRalph Lauren CorpCL A3,074$96.4 萬0.3%+1,204+64.4%加碼歷史
GMGeneral Motors CoCOM15,741$96.0 萬0.3%−22,830−59.2%減碼歷史
PTCPTC Inc.Stock4,726$95.9 萬0.3%+4,726新進歷史
ZWSZurn Elkay Water Solutions CorpCOM20,384$95.9 萬0.3%+20,384新進歷史
MTNVail Resorts IncCOM6,366$95.2 萬0.3%+52+0.8%加碼歷史

2025 年第 2 季之後清倉(318 檔)

2025 年第 2 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 318 檔。

Bridgefront Capital, LLC 在 2025 年第 2 季之後清倉的部位
證券類別2025 年第 2 季股數2025 年第 2 季市值2025 年第 2 季佔組合 %紀錄
MAMastercard IncStock7,261$408.0 萬1.1%歷史
INTUIntuit Inc.Stock4,896$385.6 萬1.0%歷史
SPGIS&P Global Inc.Stock5,602$295.4 萬0.8%歷史
ETREntergy CorpCOM28,414$236.2 萬0.6%歷史
TMOThermo Fisher Scientific Inc.Stock5,263$213.4 萬0.6%歷史
ITGartner IncCOM4,971$200.9 萬0.5%歷史
TTWOTake Two Interactive Software IncCOM8,013$194.6 萬0.5%歷史
EXEExpand Energy CorpCOM16,308$190.7 萬0.5%歷史
TPRTapestry, Inc.COM21,312$187.1 萬0.5%歷史
WTWWillis Towers Watson PLCSHS5,786$177.3 萬0.5%歷史
EFXEquifax IncCOM6,645$172.4 萬0.5%歷史
SPGSimon Property Group Inc.REIT10,385$166.9 萬0.4%歷史
DRIDarden Restaurants IncCOM7,411$161.5 萬0.4%歷史
NDSNNordson CorpCOM7,506$160.9 萬0.4%歷史
EPAMEPAM Systems, Inc.COM9,086$160.7 萬0.4%歷史
XYLXylem Inc.COM11,713$151.5 萬0.4%歷史
DDDuPont de Nemours, Inc.COM20,670$141.8 萬0.4%歷史
PNCPNC Financial Services Group, Inc.Stock7,400$138.0 萬0.4%歷史
CMICummins IncStock4,185$137.1 萬0.4%歷史
TTEKTetra Tech IncCOM37,145$133.6 萬0.4%歷史
SRESempraStock17,030$129.0 萬0.3%歷史
RSGRepublic Services, Inc.COM5,129$126.5 萬0.3%歷史
RSReliance, Inc.COM3,979$124.9 萬0.3%歷史
KKellanovaStock15,617$124.2 萬0.3%歷史
PINSPinterest, Inc.CL A34,500$123.7 萬0.3%歷史
RBLXRoblox CorpStock11,740$123.5 萬0.3%歷史
PRMBPrimo Brands CorpCLASS A COM SHS41,586$123.2 萬0.3%歷史
MRVLMarvell Technology, Inc.COM14,977$115.9 萬0.3%歷史
DDOGDatadog, Inc.CL A COM8,622$115.8 萬0.3%歷史
STXSeagate Technology Holdings plcORD SHS7,867$113.5 萬0.3%歷史
UNPUnion Pacific CorpStock4,868$112.0 萬0.3%歷史
DISWalt Disney CoStock8,838$109.6 萬0.3%歷史
REGNRegeneron Pharmaceuticals, Inc.COM2,058$108.0 萬0.3%歷史
PYPLPayPal Holdings, Inc.Stock14,536$108.0 萬0.3%歷史
POOLPool CorpCOM3,683$107.4 萬0.3%歷史
ULTAUlta Beauty, Inc.Stock2,254$105.4 萬0.3%歷史
MKCMcCormick & Co IncStock13,817$104.8 萬0.3%歷史
FCNFti Consulting, IncCOM6,481$104.7 萬0.3%歷史
CFCF Industries Holdings, Inc.COM11,308$104.0 萬0.3%歷史
BRXBrixmor Property Group Inc.COM39,937$104.0 萬0.3%歷史
OHIOmega Healthcare Investors IncCOM27,595$101.1 萬0.3%歷史
DOCSDoximity, Inc.CL A16,468$101.0 萬0.3%歷史
MOSMosaic CoCOM27,631$100.8 萬0.3%歷史
ASMLASML Holding NVADR1,252$100.3 萬0.3%歷史
GFSGLOBALFOUNDRIES Inc.Stock25,888$98.9 萬0.3%歷史
APPAppLovin CorpCOM CL A2,804$98.2 萬0.3%歷史
GPNGlobal Payments IncStock12,136$97.1 萬0.3%歷史
WBSWebster Financial CorpCOM17,547$95.8 萬0.3%歷史
UPSUnited Parcel Service IncStock9,292$93.8 萬0.2%歷史
BDXBecton Dickinson & CoStock5,390$92.8 萬0.2%歷史
HUMHumana IncStock3,788$92.6 萬0.2%歷史
MGMMGM Resorts InternationalStock26,922$92.6 萬0.2%歷史
MTSIMACOM Technology Solutions Holdings, Inc.COM6,111$87.6 萬0.2%歷史
HIGHartford Insurance Group, Inc.Stock6,873$87.2 萬0.2%歷史
EQTEQT CorpStock14,935$87.1 萬0.2%歷史
KMXCarMax IncCOM12,958$87.1 萬0.2%歷史
HRLHormel Foods CorpCOM28,759$87.0 萬0.2%歷史
TOLToll Brothers, Inc.COM7,590$86.6 萬0.2%歷史
CAVACava Group, Inc.COM10,273$86.5 萬0.2%歷史
DALDelta Air Lines, Inc.COM NEW17,594$86.5 萬0.2%歷史
NENoble Corp plcORD SHS A32,092$85.2 萬0.2%歷史
CDNSCadence Design Systems IncStock2,761$85.1 萬0.2%歷史
EXRExtra Space Storage Inc.COM5,763$85.0 萬0.2%歷史
METMetlife IncStock10,413$83.7 萬0.2%歷史
IVZInvesco Ltd.Stock53,031$83.6 萬0.2%歷史
LPXLouisiana-Pacific CorpCOM9,668$83.1 萬0.2%歷史
AOSSmith A O CorpCOM12,598$82.6 萬0.2%歷史
DBXDropbox, Inc.CL A28,453$81.4 萬0.2%歷史
OGSONE Gas, Inc.COM11,028$79.2 萬0.2%歷史
AMCRAmcor plcORD85,661$78.7 萬0.2%歷史
NVSNovartis AGADR6,488$78.5 萬0.2%歷史
GTMZoomInfo Technologies Inc.Stock76,847$77.8 萬0.2%歷史
FOXAFox CorpCL A COM13,873$77.7 萬0.2%歷史
AIZAssurant, Inc.Stock3,924$77.5 萬0.2%歷史
ELSEquity Lifestyle Properties IncCOM12,427$76.6 萬0.2%歷史
ALGMAllegro Microsystems, Inc.COM22,310$76.3 萬0.2%歷史
CECelanese CorpStock13,564$75.0 萬0.2%歷史
ALBAlbemarle CorpStock11,603$72.7 萬0.2%歷史
AGNCAGNC Investment Corp.REIT78,816$72.4 萬0.2%歷史
OLNOLIN CorpStock35,384$71.1 萬0.2%歷史
BILLBILL Holdings, Inc.Stock14,795$68.4 萬0.2%歷史
SEESealed Air CorpCOM21,822$67.7 萬0.2%歷史
SHOPShopify Inc.Stock5,832$67.3 萬0.2%歷史
ATIAti IncStock7,754$66.9 萬0.2%歷史
KRGKite Realty Group TrustCOM NEW29,223$66.2 萬0.2%歷史
IPGInterpublic Group of Companies, Inc.COM26,974$66.0 萬0.2%歷史
UNHUnitedHealth Group IncStock2,106$65.7 萬0.2%歷史
AEPAmerican Electric Power Co IncStock6,249$64.8 萬0.2%歷史
MUSAMurphy USA Inc.COM1,575$64.1 萬0.2%歷史
HALHalliburton CoStock31,379$64.0 萬0.2%歷史
ACGLArch Capital Group Ltd.Stock6,982$63.6 萬0.2%歷史
DOCNDigitalOcean Holdings, Inc.COM22,182$63.4 萬0.2%歷史
HRBH&R Block IncCOM11,439$62.8 萬0.2%歷史
CVXChevron CorpStock4,374$62.6 萬0.2%歷史
AYIAcuity Inc. (DE)Stock2,096$62.5 萬0.2%歷史
DVNDevon Energy CorpStock19,623$62.4 萬0.2%歷史
GTLBGitlab Inc.CLASS A COM13,787$62.2 萬0.2%歷史
EWBCEast West Bancorp IncCOM6,126$61.9 萬0.2%歷史
SSBSouthState Bank CorpCOM6,668$61.4 萬0.2%歷史
MNSTMonster Beverage CorpCOM9,733$61.0 萬0.2%歷史