Bridgefront Capital, LLC holds a diversified book of 486 reported positions worth $379.5M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Colgate-Palmolive Co and trimmed Cbre Group Inc - A. Their largest long position is Colgate-Palmolive Co at 1% of the reported non-option book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+3 sectors below the cut, 10% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Bridgefront Capital, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoey Investments, Inc | 33 / 80 | $437.4M |
| Harbor Advisors LLC | 18 / 80 | $349.4M |
| Unisphere Establishment | 14 / 80 | $4.9B |
| Nelson Capital Management, LLC | 13 / 80 | $374.1M |
| Kane Investment Management, Inc. | 8 / 80 | $94.4M |
| Builder Investment Group Inc | 12 / 80 | $199.3M |
| Rockbridge Asset Management LLC | 8 / 80 | $58.9M |
| Axiom Investors LLC | 9 / 80 | $3.3B |
Ranked by the share of each fund's own book sitting in the names it shares with Bridgefront Capital, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Colgate Palmolive Co COM | $5.5M | 60.3K | 1.5% | ▲New New position | |
| 2 | Kimberly-Clark Corp COM | $4.9M | 44.8K | 1.3% | ▲+26% Added · +9K sh | |
| 3 | Tyson Foods Inc CL A | $4.9M | 85.1K | 1.3% | ▲+472% Added · +70K sh | |
| 4 | Constellation Brands Inc CL A | $4.3M | 30.8K | 1.1% | ▲+33% Added · +8K sh | |
| 5 | Lauder Estee Cos Inc CL A | $4.0M | 50.2K | 1.0% | ▲+165% Added · +31K sh | |
| 6 | Coca Cola Co COM | $3.9M | 48.2K | 1.0% | ▲New New position | |
| 7 | Molson Coors Beverage Co CL B | $3.6M | 92.9K | 1.0% | ▲+106% Added · +48K sh | |
| 8 | American Tower Corp COM | $3.3M | 19.9K | 0.9% | ▲+84% Added · +9K sh | |
| 9 | Agree Rlty Corp COM | $3.1M | 41.5K | 0.8% | ▲+14% Added · +5K sh | |
| 10 | Wells Fargo & Co COM | $3.1M | 37.6K | 0.8% | ▲+178% Added · +24K sh | |
| 11 | Trane Technologies PLC SHS | $3.0M | 6.1K | 0.8% | ▲+7.7% Added · +436 sh | |
| 12 | Occidental Pete Corp COM | $2.8M | 58.5K | 0.7% | ▲New New position | |
| 13 | Halliburton Co COM | $2.8M | 81.5K | 0.7% | ▲+133% Added · +47K sh | |
| 14 | Citigroup Inc COM NEW | $2.6M | 18.7K | 0.7% | ▲+1.3% Added · +241 sh | |
| 15 | Spectrum Brands Holdings Inc COM | $2.6M | 30.4K | 0.7% | ▲+644% Added · +26K sh | |
| 16 | Intuitive Surgical Inc COM NEW | $2.6M | 6.5K | 0.7% | ▲+13% Added · +772 sh | |
| 17 | Edgewell Personal Care Co COM | $2.4M | 89.4K | 0.6% | ▲+223% Added · +62K sh | |
| 18 | Lam Research Corp COM NEW | $2.4M | 5.5K | 0.6% | ▲+296% Added · +4K sh | |
| 19 | Seagate Technology HLDNGS PL ORD SHS | $2.4M | 2.5K | 0.6% | ▲New New position | |
| 20 | KKR & Co Inc COM | $2.4M | 25.7K | 0.6% | ▲New New position | |
| 21 | Idacorp Inc COM | $2.3M | 15.4K | 0.6% | ▲+8.5% Added · +1K sh | |
| 22 | General Mills Inc COM | $2.3M | 65.5K | 0.6% | ▲New New position | |
| 23 | Cme Group Inc COM | $2.3M | 10.2K | 0.6% | ▲New New position | |
| 24 | Cbre Group Inc CL A | $2.2M | 16.5K | 0.6% | ▼−17% Reduced · −3K sh | |
| 25 | 3M Co COM | $2.2M | 13.3K | 0.6% | ▲New New position | |
| 26 | Lockheed Martin Corp COM | $2.2M | 4.2K | 0.6% | ▼−3.3% Reduced · −142 sh | |
| 27 | Visa Inc COM CL A | $2.1M | 6.2K | 0.6% | ▲New New position | |
| 28 | Parker-Hannifin Corp COM | $2.0M | 2.1K | 0.5% | ▼−30% Reduced · −882 sh | |
| 29 | Johnson & Johnson COM | $2.0M | 7.9K | 0.5% | ▲New New position | |
| 30 | Oreilly Automotive Inc COM | $2.0M | 21.7K | 0.5% | ▲New New position | |
| 31 | Godaddy Inc CL A | $2.0M | 23.2K | 0.5% | ▲New New position | |
| 32 | Mondelez Intl Inc CL A | $2.0M | 33.8K | 0.5% | ▲+15% Added · +4K sh | |
| 33 | Gilead Sciences Inc COM | $2.0M | 15.4K | 0.5% | ▲New New position | |
| 34 | JPMorgan Chase & Co COM | $1.9M | 5.9K | 0.5% | ▲New New position | |
| 35 | Nvent Elec PLC SHS | $1.9M | 11.3K | 0.5% | ▲+36% Added · +3K sh | |
| 36 | Albertsons Companies Inc COMMON STOCK | $1.9M | 141.6K | 0.5% | ▲+140% Added · +83K sh | |
| 37 | SS&C Tech Hldgs COM | $1.9M | 30.2K | 0.5% | ▲+84% Added · +14K sh | |
| 38 | Amazon Com Inc COM | $1.9M | 7.8K | 0.5% | ▲+268% Added · +6K sh | |
| 39 | H2o America COM | $1.9M | 30.5K | 0.5% | ▲+512% Added · +25K sh | |
| 40 | Epr Pptys COM SH BEN INT | $1.8M | 31.6K | 0.5% | ▼−4.3% Reduced · −1K sh | |
| 41 | Clean Harbors Inc COM | $1.8M | 6.1K | 0.5% | ▲New New position | |
| 42 | Electronic Arts Inc COM | $1.8M | 8.8K | 0.5% | ▲New New position | |
| 43 | Northrop Grumman Corp COM | $1.8M | 3.5K | 0.5% | ▲New New position | |
| 44 | Insmed Inc COM PAR $.01 | $1.8M | 16.8K | 0.5% | ▲New New position | |
| 45 | News Corp New CL B | $1.8M | 63.2K | 0.5% | ▲+460% Added · +52K sh | |
| 46 | Amphenol Corp CL A | $1.8M | 10.0K | 0.5% | ▼−40% Reduced · −7K sh | |
| 47 | Spotify Technology S A SHS | $1.7M | 3.8K | 0.5% | ▲New New position | |
| 48 | Procore Technologies Inc COM | $1.7M | 42.4K | 0.5% | ▲New New position | |
| 49 | BlackRock Inc COM | $1.7M | 1.8K | 0.5% | ▲+464% Added · +1K sh | |
| 50 | Healthpeak Properties Inc COM | $1.7M | 78.8K | 0.4% | ▲New New position |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Bridgefront Capital, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 45d | 486 | $379.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 45d | 503 | $402.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 44d | 492 | $397.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 45d | 561 | $339.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 45d | 578 | $377.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 45d | 590 | $346.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 45d | 550 | $296.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 45d | 501 | $259.4M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 45d | 465 | $239.8M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 45d | 355 | $131.6M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 45d | 347 | $132.5M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 45d | 369 | $142.7M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 45d | 428 | $184.8M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 45d | 403 | $163.9M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 15, 2023 | 46d | 350 | $143.4M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 29, 2022 | 60d | 292 | $97.6M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 43d | 288 | $89.9M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 43d | 251 | $81.5M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 10, 2022 | 41d | 287 | $103.0M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 43d | 296 | $95.9M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 12, 2021 | 43d | 577 | $265.4M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 47d | 638 | $321.2M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 43d | 582 | $292.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.