Bridgefront Capital, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Bridgefront Capital, LLC reported 486 stock positions worth $379.5 million. Its top holding was Colgate-Palmolive (CL) at 1.5% of the portfolio, followed by Kimberly-Clark (KMB, 1.3%) and Tyson Foods Class A (TSN, 1.3%). Compared with Q1 2026, it opened 290 new positions, sold out of 307, added to 98 and reduced 98. The biggest buy was a new position in Colgate-Palmolive (CL) and the biggest sale an exit from Take-Two Interactive Softwre (TTWO).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0001725690
- Portfolio Value
- $379.5M (Q2 2026)
- SEC Filing
- 0001420506-26-001762 ↗ filed Aug 14, 2026
Holdings Value
Holdings 486 stocks · $379.5M
| CL Colgate-Palmolive Co. | 1.46% | 60,327 | $5.5M | New |
| KMB Kimberly-Clark Corp. | 1.30% | 44,815 | $4.9M | Add +25.9% |
| TSN Tyson Foods Inc. Class A | 1.28% | 85,126 | $4.9M | Add +472.0% |
| STZ Constellation Brands Inc. Class A | 1.13% | 30,750 | $4.3M | Add +32.5% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 1.04% | 50,230 | $4.0M | Add +165.4% |
| KO The Coca-Cola Co. | 1.03% | 48,186 | $3.9M | New |
| TAP Molson Coors Beverage Co. Class B | 0.95% | 92,933 | $3.6M | Add +105.9% |
| AMT American Tower Corp. | 0.86% | 19,875 | $3.3M | Add +84.2% |
| ADC Agree Realty Corp. | 0.83% | 41,513 | $3.1M | Add +14.2% |
| WFC Wells Fargo & Co. | 0.82% | 37,577 | $3.1M | Add +177.8% |
| TT Trane Technologies PLC | 0.79% | 6,110 | $3.0M | Add +7.7% |
| OXY Occidental Petroleum Corp. | 0.75% | 58,505 | $2.8M | New |
| HAL Halliburton Co. | 0.73% | 81,533 | $2.8M | Add +133.0% |
| C Citigroup Inc. | 0.69% | 18,688 | $2.6M | Add +1.3% |
| SPB Spectrum Brands Holdings Inc. | 0.69% | 30,404 | $2.6M | Add +643.6% |
| ISRG Intuitive Surgical Inc. | 0.68% | 6,497 | $2.6M | Add +13.5% |
| EPC Edgewell Personal Care Co. | 0.63% | 89,367 | $2.4M | Add +223.3% |
| LRCX Lam Research Corp. | 0.63% | 5,513 | $2.4M | Add +296.1% |
| STX Seagate Technology Holdings | 0.62% | 2,452 | $2.4M | New |
| KKR KKR & Co. Inc. | 0.62% | 25,680 | $2.4M | New |
| IDA Idacorp Inc. | 0.61% | 15,377 | $2.3M | Add +8.5% |
| GIS General Mills Inc. | 0.60% | 65,543 | $2.3M | New |
| CME Cme Group Inc. | 0.59% | 10,204 | $2.3M | New |
| CBRE CBRE Group Inc. Class A | 0.58% | 16,470 | $2.2M | Reduce -16.6% |
| MMM 3M Co. | 0.57% | 13,324 | $2.2M | New |
| LMT Lockheed Martin Corp. | 0.57% | 4,224 | $2.2M | Reduce -3.3% |
| V Visa Inc. Class A | 0.56% | 6,234 | $2.1M | New |
| PH Parker Hannifin Corp. | 0.53% | 2,067 | $2.0M | Reduce -29.9% |
| JNJ Johnson & Johnson | 0.53% | 7,888 | $2.0M | New |
| ORLY O'reilly Automotive Inc. | 0.53% | 21,675 | $2.0M | New |
| GDDY GoDaddy Inc. Class A | 0.52% | 23,191 | $2.0M | New |
| MDLZ Mondelez International Inc. Class A | 0.51% | 33,755 | $2.0M | Add +14.9% |
| GILD Gilead Sciences Inc. | 0.51% | 15,448 | $2.0M | New |
| JPM JPMorgan Chase & Co. | 0.51% | 5,885 | $1.9M | New |
| NVT Nvent Electric PLC | 0.51% | 11,336 | $1.9M | Add +35.6% |
| ACI Albertsons Cos Inc. Class A | 0.50% | 141,552 | $1.9M | Add +139.8% |
| SSNC Ss&c Technologies Holdings | 0.49% | 30,228 | $1.9M | Add +83.7% |
| AMZN Amazon.com Inc. | 0.49% | 7,830 | $1.9M | Add +268.1% |
| HTO H2O America | 0.49% | 30,464 | $1.9M | Add +511.6% |
| EPR Epr Properties filed as EPR PPTYS | 0.48% | 31,590 | $1.8M | Reduce -4.3% |
| CLH Clean Harbors Inc. | 0.48% | 6,091 | $1.8M | New |
| EA Electronic Arts Inc. | 0.47% | 8,770 | $1.8M | New |
| NOC Northrop Grumman Corp. | 0.47% | 3,530 | $1.8M | New |
| INSM Insmed Inc. | 0.47% | 16,808 | $1.8M | New |
| NWS News Corp. Class B | 0.47% | 63,159 | $1.8M | Add +460.3% |
| APH Amphenol Corp. Class A | 0.46% | 9,984 | $1.8M | Reduce -40.5% |
| SPOT Spotify Technology SA | 0.46% | 3,800 | $1.7M | New |
| PCOR Procore Technologies Inc. | 0.45% | 42,405 | $1.7M | New |
| BLK BlackRock Inc. | 0.45% | 1,789 | $1.7M | Add +464.4% |
| DOC Healthpeak Properties Inc. | 0.44% | 78,779 | $1.7M | New |
| ALKS Alkermes PLC | 0.44% | 31,649 | $1.7M | Add +334.1% |
| INVH Invitation Homes Inc. | 0.43% | 54,482 | $1.6M | Add +12.2% |
| NVDA Nvidia Corp. | 0.43% | 8,093 | $1.6M | Add +157.3% |
| CRS Carpenter Technology | 0.42% | 2,610 | $1.6M | New |
| WST West Pharmaceutical Services | 0.42% | 4,449 | $1.6M | Add +39.2% |
| CPAY Corpay Inc. | 0.41% | 4,649 | $1.5M | Add +39.0% |
| CSX CSX Corp. | 0.40% | 32,013 | $1.5M | New |
| AFG American Financial Group Inc. | 0.40% | 10,837 | $1.5M | Add +283.1% |
| REG Regency Centers Corp. | 0.40% | 18,885 | $1.5M | New |
| ARMK Aramark | 0.39% | 26,112 | $1.5M | New |
| SHEL Shell PLC-ADR | 0.39% | 19,105 | $1.5M | Add +643.4% |
| NXPI NXP Semiconductors NV | 0.39% | 5,231 | $1.5M | New |
| CVS CVS Health Corp. | 0.39% | 14,176 | $1.5M | Add +26.2% |
| PCG P G & E Corp. | 0.38% | 86,687 | $1.5M | New |
| ICE Intercontinental Exchange Inc. | 0.38% | 11,744 | $1.4M | New |
| XPO Xpo Inc. | 0.38% | 7,030 | $1.4M | Add +40.4% |
| SPGI S&P Global Inc. | 0.38% | 3,529 | $1.4M | New |
| PFE Pfizer Inc. | 0.38% | 59,596 | $1.4M | New |
| DOLE Dole PLC | 0.37% | 103,560 | $1.4M | New |
| FIS Fidelity National Info Serv | 0.37% | 36,088 | $1.4M | Add +201.7% |
| EQIX Equinix Inc. | 0.36% | 1,322 | $1.4M | Add +263.2% |
| SNX TD Synnex Corp. | 0.36% | 5,150 | $1.4M | New |
| HWM Howmet Aerospace Inc. | 0.35% | 4,993 | $1.3M | Reduce -37.3% |
| RGA Reinsurance Group of America | 0.35% | 6,312 | $1.3M | New |
| CTRE Caretrust REIT Inc. | 0.35% | 33,152 | $1.3M | New |
| RPM RPM International Inc. | 0.35% | 11,852 | $1.3M | New |
| TXN Texas Instruments Inc. | 0.34% | 4,331 | $1.3M | New |
| GXO Gxo Logistics Inc. | 0.34% | 25,241 | $1.3M | New |
| MSGS Madison Square Garden Sports | 0.34% | 3,166 | $1.3M | New |
| AIG American International Group | 0.33% | 17,023 | $1.3M | Reduce -52.0% |
| FHN First Horizon Corp. | 0.33% | 48,907 | $1.3M | New |
| RYTM Rhythm Pharmaceuticals Inc. | 0.33% | 11,282 | $1.3M | Reduce -9.7% |
| AEP American Electric Power | 0.33% | 9,123 | $1.2M | New |
| INTC Intel Corp. | 0.33% | 8,906 | $1.2M | Reduce -21.2% |
| HPE Hewlett Packard Enterprise | 0.32% | 27,156 | $1.2M | New |
| CMG Chipotle Mexican Grill Inc. | 0.32% | 36,023 | $1.2M | Reduce -29.4% |
| HAS Hasbro Inc. | 0.32% | 14,815 | $1.2M | Add +62.8% |
| PTEN Patterson-Uti Energy Inc. | 0.32% | 132,703 | $1.2M | Add +82.6% |
| BBWI Bath & Body Works Inc. | 0.32% | 51,869 | $1.2M | Add +150.3% |
| WING Wingstop Inc. | 0.31% | 6,776 | $1.2M | New |
| CSL Carlisle Cos Inc. | 0.31% | 3,224 | $1.2M | Add +19.4% |
| LUV Southwest Airlines Co. | 0.31% | 22,725 | $1.2M | Add +228.0% |
| FUN Six Flags Entertainment Corp. | 0.31% | 54,646 | $1.2M | New |
| IT Gartner Inc. | 0.31% | 8,955 | $1.2M | Add +374.6% |
| AGIO Agios Pharmaceuticals Inc. | 0.30% | 31,097 | $1.2M | Add +374.7% |
| MO Altria Group Inc. | 0.30% | 16,037 | $1.2M | New |
| QGEN Qiagen N.V. | 0.30% | 29,401 | $1.1M | Add +217.2% |
| VIAV Viavi Solutions Inc. | 0.30% | 23,946 | $1.1M | New |
| ENSG The Ensign Group Inc. | 0.30% | 7,121 | $1.1M | Add +83.2% |
| SYY Sysco Corp. | 0.29% | 13,376 | $1.1M | Add +139.2% |
Portfolio Sells Q1 2026 → Q2 2026
| TTWO Take-Two Interactive Softwre | Sold out | 0.00% | −1.06 |
| TPG TPG Inc. | Reduce -93.3% | 0.07% | −0.89 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.86 |
| OVV Ovintiv Inc. | Sold out | 0.00% | −0.86 |
| CLX Clorox Company | Sold out | 0.00% | −0.83 |
| LW Lamb Weston Holdings Inc. | Sold out | 0.00% | −0.78 |
| EQT Eqt Corp. | Sold out | 0.00% | −0.75 |
| CELH Celsius Holdings Inc. | Sold out | 0.00% | −0.72 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.72 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.71 |
| KEYS Keysight Technologies Inc. | Reduce -91.9% | 0.08% | −0.68 |
| HST Host Hotels & Resorts Inc. | Sold out | 0.00% | −0.68 |
| LIN Linde PLC | Sold out | 0.00% | −0.64 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −0.61 |
| EXE Expand Energy Corp. | Sold out | 0.00% | −0.60 |
| PR Permian Resources Corp. Class A | Reduce -86.3% | 0.08% | −0.59 |
| SMPL The Simply Good Foods Co. | Sold out | 0.00% | −0.59 |
| CCK Crown Holdings Inc. | Sold out | 0.00% | −0.58 |
| RPRX Royalty Pharma PLC Class A | Sold out | 0.00% | −0.58 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.57 |
| FIVE Five Below | Sold out | 0.00% | −0.55 |
| RBRK Rubrik Inc. Class A | Reduce -90.5% | 0.11% | −0.54 |
| BRBR Bellring Brands Inc. | Sold out | 0.00% | −0.53 |
| ED Consolidated Edison Inc. | Sold out | 0.00% | −0.51 |
| AMAT Applied Materials Inc. | Reduce -91.5% | 0.12% | −0.50 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −0.48 |
| NWSA News Corp. Class A | Sold out | 0.00% | −0.47 |
| ELAN Elanco Animal Health Inc. | Sold out | 0.00% | −0.46 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.46 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.45 |
| GEN Gen Digital Inc. | Sold out | 0.00% | −0.42 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.42 |
| LKQ LKQ Corp. | Reduce -79.0% | 0.10% | −0.42 |
| DLB Dolby Laboratories Inc. Class A | Sold out | 0.00% | −0.41 |
| JCI Johnson Controls Internation | Sold out | 0.00% | −0.40 |
| PNR Pentair PLC | Sold out | 0.00% | −0.40 |
| TTC Toro Co. | Sold out | 0.00% | −0.40 |
| POR Portland General Electric Co. | Reduce -84.8% | 0.07% | −0.39 |
| GTM Zoominfo Technologies Inc. | Sold out | 0.00% | −0.39 |
| WEN The Wendy's Co. | Sold out | 0.00% | −0.38 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.38 |
| VEEV Veeva Systems Inc. Class A | Sold out | 0.00% | −0.38 |
| BSX Boston Scientific Corp. | Reduce -69.5% | 0.10% | −0.37 |
| AXS Axis Capital Holdings Ltd. | Sold out | 0.00% | −0.37 |
| SLG SL Green Realty Corp. | Sold out | 0.00% | −0.36 |
| DT Dynatrace Inc. | Sold out | 0.00% | −0.36 |
| TPR Tapestry Inc. | Reduce -76.5% | 0.12% | −0.35 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.34 |
| GM General Motors Co. | Reduce -60.0% | 0.26% | −0.33 |
| AIG American International Group | Reduce -52.0% | 0.33% | −0.33 |
Portfolio Buys Q1 2026 → Q2 2026
| CL Colgate-Palmolive Co. | New | 1.46% | +1.46 |
| TSN Tyson Foods Inc. Class A | Add +472.0% | 1.28% | +1.05 |
| KO The Coca-Cola Co. | New | 1.03% | +1.03 |
| OXY Occidental Petroleum Corp. | New | 0.75% | +0.75 |
| EL Estee Lauder Companies Class A | Add +165.4% | 1.04% | +0.71 |
| STX Seagate Technology Holdings | New | 0.62% | +0.62 |
| KKR KKR & Co. Inc. | New | 0.62% | +0.62 |
| SPB Spectrum Brands Holdings Inc. | Add +643.6% | 0.69% | +0.61 |
| GIS General Mills Inc. | New | 0.60% | +0.60 |
| CME Cme Group Inc. | New | 0.59% | +0.59 |
| MMM 3M Co. | New | 0.57% | +0.57 |
| V Visa Inc. Class A | New | 0.56% | +0.56 |
| LRCX Lam Research Corp. | Add +296.1% | 0.63% | +0.56 |
| WFC Wells Fargo & Co. | Add +177.8% | 0.82% | +0.55 |
| JNJ Johnson & Johnson | New | 0.53% | +0.53 |
| ORLY O'reilly Automotive Inc. | New | 0.53% | +0.53 |
| GDDY GoDaddy Inc. Class A | New | 0.52% | +0.52 |
| GILD Gilead Sciences Inc. | New | 0.51% | +0.51 |
| JPM JPMorgan Chase & Co. | New | 0.51% | +0.51 |
| EPC Edgewell Personal Care Co. | Add +223.3% | 0.63% | +0.49 |
| CLH Clean Harbors Inc. | New | 0.48% | +0.48 |
| EA Electronic Arts Inc. | New | 0.47% | +0.47 |
| NOC Northrop Grumman Corp. | New | 0.47% | +0.47 |
| INSM Insmed Inc. | New | 0.47% | +0.47 |
| TAP Molson Coors Beverage Co. Class B | Add +105.9% | 0.95% | +0.47 |
| SPOT Spotify Technology SA | New | 0.46% | +0.46 |
| PCOR Procore Technologies Inc. | New | 0.45% | +0.45 |
| DOC Healthpeak Properties Inc. | New | 0.44% | +0.44 |
| KMB Kimberly-Clark Corp. | Add +25.9% | 1.30% | +0.44 |
| CRS Carpenter Technology | New | 0.42% | +0.42 |
| HTO H2O America | Add +511.6% | 0.49% | +0.42 |
| CSX CSX Corp. | New | 0.40% | +0.40 |
| REG Regency Centers Corp. | New | 0.40% | +0.40 |
| AMT American Tower Corp. | Add +84.2% | 0.86% | +0.39 |
| ARMK Aramark | New | 0.39% | +0.39 |
| HAL Halliburton Co. | Add +133.0% | 0.73% | +0.39 |
| NXPI NXP Semiconductors NV | New | 0.39% | +0.39 |
| NWS News Corp. Class B | Add +460.3% | 0.47% | +0.39 |
| PCG P G & E Corp. | New | 0.38% | +0.38 |
| AMZN Amazon.com Inc. | Add +268.1% | 0.49% | +0.38 |
| ICE Intercontinental Exchange Inc. | New | 0.38% | +0.38 |
| SPGI S&P Global Inc. | New | 0.38% | +0.38 |
| PFE Pfizer Inc. | New | 0.38% | +0.38 |
| BLK BlackRock Inc. | Add +464.4% | 0.45% | +0.38 |
| DOLE Dole PLC | New | 0.37% | +0.37 |
| ALKS Alkermes PLC | Add +334.1% | 0.44% | +0.37 |
| SNX TD Synnex Corp. | New | 0.36% | +0.36 |
| RGA Reinsurance Group of America | New | 0.35% | +0.35 |
| CTRE Caretrust REIT Inc. | New | 0.35% | +0.35 |
| RPM RPM International Inc. | New | 0.35% | +0.35 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 486 | $379.5M | CL, KMB, TSN, STZ, EL |
| Q1 2026 | 503 | $402.3M | TTWO, TPG, STZ, AVGO, OVV |
| Q4 2025 | 492 | $397.8M | MSFT, STZ, ELF, MCD, LNG |
| Q3 2025 | 561 | $339.9M | LRCX, HON, ADSK, GWRE, V |
| Q2 2025 | 578 | $377.3M | MA, INTU, JBL, SCHW, CPB |
| Q1 2025 | 590 | $346.2M | DIS, MA, ICE, INTU, EQIX |
| Q4 2024 | 550 | $296.6M | TJX, DIS, GIS, SLB, CVNA |
| Q3 2024 | 501 | $259.4M | GOOGL, ICE, MA, V, WMT |
| Q2 2024 | 465 | $239.8M | MA, WMT, BAC, PG, PSX |
| Q1 2024 | 355 | $131.6M | INTU, HWM, V, WEN, UPS |