Bridgefront Capital, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Bridgefront Capital, LLC reported 578 stock positions worth $377.3 million. Its top holding was Mastercard Class A (MA) at 1.1% of the portfolio, followed by Intuit (INTU, 1.0%) and Jabil (JBL, 0.9%). Compared with Q1 2025, it opened 316 new positions, sold out of 328, added to 137 and reduced 125. The biggest buy was a new position in Jabil (JBL) and the biggest sale Walt Disney (DIS, shares −78%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0001725690
- Portfolio Value
- $377.3M (Q2 2025)
- SEC Filing
- 0001420506-25-002036 ↗ filed Aug 14, 2025
Holdings Value
Holdings 578 stocks · $377.3M
| MA Mastercard Inc. Class A | 1.08% | 7,261 | $4.1M | Add +39.1% |
| INTU Intuit Inc. | 1.02% | 4,896 | $3.9M | Add +10.3% |
| JBL Jabil Inc. | 0.92% | 15,996 | $3.5M | New |
| SCHW Schwab (charles) Corp. | 0.88% | 36,332 | $3.3M | Add +281.2% |
| CPB The Campbell's Company | 0.80% | 97,937 | $3.0M | New |
| SPGI S&P Global Inc. | 0.78% | 5,602 | $3.0M | Add +286.6% |
| ANET Arista Networks Inc. | 0.76% | 28,008 | $2.9M | Add +244.2% |
| DHR Danaher Corp. | 0.71% | 13,570 | $2.7M | Add +43.7% |
| ISRG Intuitive Surgical Inc. | 0.69% | 4,787 | $2.6M | Add +364.3% |
| KVUE Kenvue Inc. | 0.67% | 120,872 | $2.5M | New |
| ABBV Abbvie Inc. | 0.63% | 12,742 | $2.4M | New |
| ETR Entergy Corp. | 0.63% | 28,414 | $2.4M | Add +10.1% |
| ADC Agree Realty Corp. | 0.61% | 31,467 | $2.3M | Add +42.9% |
| PG The Procter & Gamble Co. | 0.60% | 14,257 | $2.3M | Add +177.9% |
| LNG Cheniere Energy Inc. | 0.57% | 8,904 | $2.2M | Add +252.1% |
| OC Owens Corning | 0.57% | 15,663 | $2.2M | Reduce -6.1% |
| TMO Thermo Fisher Scientific Inc. | 0.57% | 5,263 | $2.1M | Add +154.7% |
| C Citigroup Inc. | 0.55% | 24,554 | $2.1M | Add +47.3% |
| IT Gartner Inc. | 0.53% | 4,971 | $2.0M | Add +135.7% |
| TTWO Take-Two Interactive Softwre | 0.52% | 8,013 | $1.9M | New |
| MDB Mongodb Inc. | 0.51% | 9,179 | $1.9M | Add +90.5% |
| EXE Expand Energy Corp. | 0.51% | 16,308 | $1.9M | Reduce -12.1% |
| GM General Motors Co. | 0.50% | 38,571 | $1.9M | Add +200.6% |
| TPR Tapestry Inc. | 0.50% | 21,312 | $1.9M | Add +47.4% |
| EQIX Equinix Inc. | 0.49% | 2,316 | $1.8M | Reduce -24.8% |
| CMCSA Comcast Corp. Class A | 0.47% | 49,947 | $1.8M | New |
| WTW Willis Towers Watson PLC | 0.47% | 5,786 | $1.8M | New |
| ALLY Ally Financial Inc. | 0.47% | 45,501 | $1.8M | Add +290.0% |
| EFX Equifax Inc. | 0.46% | 6,645 | $1.7M | New |
| ADSK Autodesk Inc. | 0.45% | 5,473 | $1.7M | Add +63.6% |
| SPG Simon Property Group Inc. | 0.44% | 10,385 | $1.7M | Add +91.5% |
| SFM Sprouts Farmers Market Inc. | 0.44% | 9,998 | $1.6M | Add +66.7% |
| GEV GE Vernova Inc. | 0.43% | 3,097 | $1.6M | New |
| DRI Darden Restaurants Inc. | 0.43% | 7,411 | $1.6M | Add +174.9% |
| NDSN Nordson Corp. | 0.43% | 7,506 | $1.6M | New |
| EPAM Epam Systems Inc. | 0.43% | 9,086 | $1.6M | Add +137.5% |
| CLX Clorox Company | 0.43% | 13,372 | $1.6M | Add +91.6% |
| EW Edwards Lifesciences Corp. | 0.42% | 20,266 | $1.6M | Add +84.6% |
| DOV Dover Corp. | 0.42% | 8,632 | $1.6M | Add +25.6% |
| XYL Xylem Inc. | 0.40% | 11,713 | $1.5M | Add +581.4% |
| PATH Uipath Inc. Class A | 0.40% | 117,138 | $1.5M | New |
| BSX Boston Scientific Corp. | 0.39% | 13,847 | $1.5M | Reduce -31.3% |
| TEL Te Connectivity PLC | 0.39% | 8,627 | $1.5M | New |
| GE General Electric filed as GE AEROSPACE | 0.38% | 5,632 | $1.4M | Add +174.3% |
| DD Dupont DE Nemours Inc. | 0.38% | 20,670 | $1.4M | Add +20.5% |
| CRH CRH PLC | 0.37% | 15,152 | $1.4M | New |
| PNC PNC Financial Services Group | 0.37% | 7,400 | $1.4M | New |
| CMI Cummins Inc. | 0.36% | 4,185 | $1.4M | Reduce -29.9% |
| MTZ Mastec Inc. | 0.36% | 8,009 | $1.4M | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.36% | 28,665 | $1.4M | Reduce -24.4% |
| TTEK Tetra Tech Inc. | 0.35% | 37,145 | $1.3M | New |
| CW Curtiss-Wright Corp. | 0.35% | 2,733 | $1.3M | Add +154.9% |
| ESTC Elastic NV | 0.35% | 15,801 | $1.3M | Add +161.6% |
| DUOL Duolingo | 0.35% | 3,240 | $1.3M | New |
| V Visa Inc. Class A | 0.35% | 3,727 | $1.3M | Add +0.3% |
| LRCX Lam Research Corp. | 0.35% | 13,528 | $1.3M | Add +55.9% |
| SRE Sempra | 0.34% | 17,030 | $1.3M | Add +254.6% |
| RSG Republic Services Inc. | 0.34% | 5,129 | $1.3M | New |
| RS Reliance Inc. | 0.33% | 3,979 | $1.2M | New |
| K Kellanova | 0.33% | 15,617 | $1.2M | New |
| SPOT Spotify Technology SA | 0.33% | 1,616 | $1.2M | Add +139.1% |
| PINS Pinterest Inc. Class A | 0.33% | 34,500 | $1.2M | New |
| AME Ametek Inc. | 0.33% | 6,834 | $1.2M | Reduce -7.6% |
| RBLX Roblox Corp. Class A | 0.33% | 11,740 | $1.2M | Add +70.9% |
| PRMB Primo Brands Corp. | 0.33% | 41,586 | $1.2M | New |
| CAH Cardinal Health Inc. | 0.32% | 7,208 | $1.2M | Reduce -29.2% |
| MU Micron Technology Inc. | 0.31% | 9,492 | $1.2M | Add +150.2% |
| FTI Technipfmc PLC | 0.31% | 33,949 | $1.2M | New |
| MRVL Marvell Technology Inc. | 0.31% | 14,977 | $1.2M | Reduce -23.6% |
| FIVE Five Below | 0.31% | 8,836 | $1.2M | New |
| DDOG Datadog Inc. Class A | 0.31% | 8,622 | $1.2M | Reduce -7.5% |
| JCI Johnson Controls Internation | 0.30% | 10,820 | $1.1M | Add +201.2% |
| STX Seagate Technology Holdings | 0.30% | 7,867 | $1.1M | New |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.30% | 19,641 | $1.1M | New |
| UNP Union Pacific Corp. | 0.30% | 4,868 | $1.1M | New |
| AR Antero Resources Corp. | 0.30% | 27,719 | $1.1M | Reduce -5.5% |
| FERG Ferguson Enterprises Inc. | 0.29% | 5,099 | $1.1M | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.29% | 8,838 | $1.1M | Reduce -78.2% |
| FRT Federal Realty Invs Trust | 0.29% | 11,407 | $1.1M | Add +360.7% |
| REGN Regeneron Pharmaceuticals | 0.29% | 2,058 | $1.1M | Add +137.1% |
| PYPL PayPal Holdings Inc. | 0.29% | 14,536 | $1.1M | Add +332.2% |
| POOL Pool Corp. | 0.28% | 3,683 | $1.1M | New |
| OVV Ovintiv Inc. | 0.28% | 28,115 | $1.1M | New |
| AGCO Agco Corp. | 0.28% | 10,355 | $1.1M | Add +153.6% |
| CTAS Cintas Corp. | 0.28% | 4,785 | $1.1M | Add +351.8% |
| ULTA Ulta Beauty Inc. | 0.28% | 2,254 | $1.1M | New |
| MKC McCormick & Co.-Non VTG SHRS | 0.28% | 13,817 | $1.0M | New |
| FCN Fti Consulting Inc. | 0.28% | 6,481 | $1.0M | New |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.28% | 11,308 | $1.0M | New |
| BRX Brixmor Property Group Inc. | 0.28% | 39,937 | $1.0M | Add +21.3% |
| WDC Western Digital Corp. | 0.27% | 16,070 | $1.0M | New |
| BMY Bristol-Myers Squibb Co. | 0.27% | 22,089 | $1.0M | New |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.27% | 14,108 | $1.0M | New |
| KEYS Keysight Technologies Inc. | 0.27% | 6,198 | $1.0M | Add +268.3% |
| OHI Omega Healthcare Investors | 0.27% | 27,595 | $1.0M | New |
| DOCS Doximity Inc. Class A | 0.27% | 16,468 | $1.0M | Add +61.2% |
| IDCC Interdigital Inc. | 0.27% | 4,498 | $1.0M | Add +233.2% |
| MOS The Mosaic Co. | 0.27% | 27,631 | $1.0M | Add +48.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.27% | 1,252 | $1.0M | New |
| AXTA Axalta Coating Systems Ltd. | 0.27% | 33,681 | $1000K | New |
Portfolio Sells Q1 2025 → Q2 2025
| DIS The Walt Disney Co. | Reduce -78.2% | 0.29% | −0.87 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.79 |
| HPQ HP Inc. | Sold out | 0.00% | −0.67 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.54 |
| LIN Linde PLC | Sold out | 0.00% | −0.53 |
| PFE Pfizer Inc. | Reduce -73.5% | 0.16% | −0.52 |
| USB US Bancorp | Sold out | 0.00% | −0.52 |
| KNX Knight-Swift Transportation | Sold out | 0.00% | −0.51 |
| EVRG Evergy Inc. | Reduce -83.9% | 0.09% | −0.51 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.51 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.50 |
| TRGP Targa Resources Corp. | Sold out | 0.00% | −0.49 |
| STT State Street Corp. | Sold out | 0.00% | −0.49 |
| TFC Truist Financial Corp. | Sold out | 0.00% | −0.47 |
| CSX CSX Corp. | Sold out | 0.00% | −0.47 |
| A Agilent Technologies Inc. | Sold out | 0.00% | −0.46 |
| CNC Centene Corp. | Reduce -78.6% | 0.10% | −0.45 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.44 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.43 |
| HON Honeywell International Inc. | Reduce -63.5% | 0.25% | −0.43 |
| NUE Nucor Corp. | Sold out | 0.00% | −0.42 |
| NWSA News Corp. Class A | Reduce -88.1% | 0.06% | −0.42 |
| PNR Pentair PLC | Sold out | 0.00% | −0.42 |
| TRV The Travelers Cos Inc. | Sold out | 0.00% | −0.41 |
| CDW CDW Corp. | Reduce -76.3% | 0.13% | −0.40 |
| SYF Synchrony Financial | Sold out | 0.00% | −0.39 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.38 |
| DLTR Dollar Tree Inc. | Sold out | 0.00% | −0.37 |
| LVS Las Vegas Sands Corp. | Sold out | 0.00% | −0.37 |
| HRB H&R Block Inc. | Reduce -66.0% | 0.17% | −0.37 |
| ZBRA Zebra Technologies Corp. Class A | Sold out | 0.00% | −0.36 |
| CPT Camden Property Trust | Reduce -76.7% | 0.09% | −0.36 |
| PSX Phillips 66 | Sold out | 0.00% | −0.36 |
| OKE Oneok Inc. | Sold out | 0.00% | −0.35 |
| VMC Vulcan Materials Co. | Sold out | 0.00% | −0.34 |
| AEP American Electric Power | Reduce -61.1% | 0.17% | −0.34 |
| PRU Prudential Financial Inc. | Sold out | 0.00% | −0.32 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.32 |
| MDT Medtronic PLC | Reduce -77.1% | 0.08% | −0.32 |
| DGX Quest Diagnostics Inc. | Sold out | 0.00% | −0.32 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.31 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.31 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.31 |
| AN Autonation Inc. | Reduce -69.3% | 0.16% | −0.31 |
| CHH Choice Hotels Intl Inc. | Sold out | 0.00% | −0.31 |
| EME Emcor Group Inc. | Sold out | 0.00% | −0.30 |
| OGE Oge Energy Corp. | Reduce -74.0% | 0.09% | −0.29 |
| ATO Atmos Energy Corp. | Sold out | 0.00% | −0.29 |
| AM Antero Midstream Corp. | Sold out | 0.00% | −0.29 |
| TJX TJX Companies Inc. | Sold out | 0.00% | −0.29 |
Portfolio Buys Q1 2025 → Q2 2025
| JBL Jabil Inc. | New | 0.92% | +0.92 |
| CPB The Campbell's Company | New | 0.80% | +0.80 |
| KVUE Kenvue Inc. | New | 0.67% | +0.67 |
| SCHW Schwab (charles) Corp. | Add +281.2% | 0.88% | +0.66 |
| ABBV Abbvie Inc. | New | 0.63% | +0.63 |
| ANET Arista Networks Inc. | Add +244.2% | 0.76% | +0.58 |
| SPGI S&P Global Inc. | Add +286.6% | 0.78% | +0.57 |
| ISRG Intuitive Surgical Inc. | Add +364.3% | 0.69% | +0.54 |
| TTWO Take-Two Interactive Softwre | New | 0.52% | +0.52 |
| CMCSA Comcast Corp. Class A | New | 0.47% | +0.47 |
| WTW Willis Towers Watson PLC | New | 0.47% | +0.47 |
| EFX Equifax Inc. | New | 0.46% | +0.46 |
| GEV GE Vernova Inc. | New | 0.43% | +0.43 |
| NDSN Nordson Corp. | New | 0.43% | +0.43 |
| LNG Cheniere Energy Inc. | Add +252.1% | 0.57% | +0.41 |
| PATH Uipath Inc. Class A | New | 0.40% | +0.40 |
| TEL Te Connectivity PLC | New | 0.39% | +0.39 |
| CRH CRH PLC | New | 0.37% | +0.37 |
| PNC PNC Financial Services Group | New | 0.37% | +0.37 |
| MTZ Mastec Inc. | New | 0.36% | +0.36 |
| TTEK Tetra Tech Inc. | New | 0.35% | +0.35 |
| DUOL Duolingo | New | 0.35% | +0.35 |
| PG The Procter & Gamble Co. | Add +177.9% | 0.60% | +0.35 |
| ALLY Ally Financial Inc. | Add +290.0% | 0.47% | +0.35 |
| XYL Xylem Inc. | Add +581.4% | 0.40% | +0.34 |
| RSG Republic Services Inc. | New | 0.34% | +0.34 |
| RS Reliance Inc. | New | 0.33% | +0.33 |
| K Kellanova | New | 0.33% | +0.33 |
| GM General Motors Co. | Add +200.6% | 0.50% | +0.33 |
| PINS Pinterest Inc. Class A | New | 0.33% | +0.33 |
| PRMB Primo Brands Corp. | New | 0.33% | +0.33 |
| FTI Technipfmc PLC | New | 0.31% | +0.31 |
| FIVE Five Below | New | 0.31% | +0.31 |
| STX Seagate Technology Holdings | New | 0.30% | +0.30 |
| P Everpure Inc. Class A | New | 0.30% | +0.30 |
| UNP Union Pacific Corp. | New | 0.30% | +0.30 |
| FERG Ferguson Enterprises Inc. | New | 0.29% | +0.29 |
| POOL Pool Corp. | New | 0.28% | +0.28 |
| OVV Ovintiv Inc. | New | 0.28% | +0.28 |
| ULTA Ulta Beauty Inc. | New | 0.28% | +0.28 |
| MKC McCormick & Co.-Non VTG SHRS | New | 0.28% | +0.28 |
| FCN Fti Consulting Inc. | New | 0.28% | +0.28 |
| IT Gartner Inc. | Add +135.7% | 0.53% | +0.28 |
| CF CF Industries Holdings Inc. | New | 0.28% | +0.28 |
| WDC Western Digital Corp. | New | 0.27% | +0.27 |
| BMY Bristol-Myers Squibb Co. | New | 0.27% | +0.27 |
| TTD Trade Desk Inc./the Class A | New | 0.27% | +0.27 |
| TMO Thermo Fisher Scientific Inc. | Add +154.7% | 0.57% | +0.27 |
| OHI Omega Healthcare Investors | New | 0.27% | +0.27 |
| MDB Mongodb Inc. | Add +90.5% | 0.51% | +0.27 |
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 |