Bridgefront Capital, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Bridgefront Capital, LLC reported 561 stock positions worth $339.9 million. Its top holding was Lam Research (LRCX) at 1.3% of the portfolio, followed by Honeywell International (HON, 0.9%) and Autodesk (ADSK, 0.9%). Compared with Q2 2025, it opened 301 new positions, sold out of 318, added to 125 and reduced 135. The biggest buy was Lam Research (LRCX, shares +144%) and the biggest sale an exit from Mastercard Class A (MA).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0001725690
- Portfolio Value
- $339.9M (Q3 2025)
- SEC Filing
- 0001420506-25-003390 ↗ filed Nov 14, 2025
Holdings Value
Holdings 561 stocks · $339.9M
| LRCX Lam Research Corp. | 1.30% | 32,947 | $4.4M | Add +143.6% |
| HON Honeywell International Inc. | 0.91% | 14,681 | $3.1M | Add +264.8% |
| ADSK Autodesk Inc. | 0.90% | 9,674 | $3.1M | Add +76.8% |
| GWRE Guidewire Software Inc. | 0.78% | 11,501 | $2.6M | Add +172.5% |
| V Visa Inc. Class A | 0.76% | 7,556 | $2.6M | Add +102.7% |
| MO Altria Group Inc. | 0.76% | 39,026 | $2.6M | New |
| BSX Boston Scientific Corp. | 0.76% | 26,318 | $2.6M | Add +90.1% |
| TSN Tyson Foods Inc. Class A | 0.74% | 46,117 | $2.5M | Add +337.6% |
| C Citigroup Inc. | 0.71% | 23,732 | $2.4M | Reduce -3.4% |
| PG The Procter & Gamble Co. | 0.67% | 14,923 | $2.3M | Add +4.7% |
| KDP Keurig Dr Pepper Inc. | 0.67% | 89,093 | $2.3M | Add +740.3% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.61% | 33,808 | $2.1M | New |
| CRH CRH PLC | 0.59% | 16,778 | $2.0M | Add +10.7% |
| GEN Gen Digital Inc. | 0.56% | 67,602 | $1.9M | Add +401.4% |
| ADI Analog Devices Inc. | 0.56% | 7,712 | $1.9M | Add +110.7% |
| STZ Constellation Brands Inc. Class A | 0.54% | 13,740 | $1.9M | New |
| MTZ Mastec Inc. | 0.51% | 8,207 | $1.7M | Add +2.5% |
| ZS Zscaler Inc. | 0.51% | 5,766 | $1.7M | Add +233.3% |
| VRT Vertiv Holdings Co. Class A | 0.51% | 11,446 | $1.7M | Add +101.8% |
| MSFT Microsoft Corp. | 0.50% | 3,299 | $1.7M | Add +242.2% |
| BRBR Bellring Brands Inc. | 0.50% | 46,997 | $1.7M | Add +242.4% |
| PCTY Paylocity Holding Corp. | 0.50% | 10,581 | $1.7M | Add +116.6% |
| COF Capital One Financial Corp. | 0.49% | 7,792 | $1.7M | Add +122.6% |
| BAX Baxter International Inc. | 0.48% | 71,604 | $1.6M | New |
| HAS Hasbro Inc. | 0.48% | 21,394 | $1.6M | New |
| NOC Northrop Grumman Corp. | 0.47% | 2,598 | $1.6M | New |
| CAH Cardinal Health Inc. | 0.46% | 10,032 | $1.6M | Add +39.2% |
| MCO Moody's Corp. | 0.46% | 3,259 | $1.6M | New |
| PATH Uipath Inc. Class A | 0.45% | 115,312 | $1.5M | Reduce -1.6% |
| JCI Johnson Controls Internation | 0.45% | 13,769 | $1.5M | Add +27.3% |
| BMY Bristol-Myers Squibb Co. | 0.44% | 33,404 | $1.5M | Add +51.2% |
| DHR Danaher Corp. | 0.44% | 7,569 | $1.5M | Reduce -44.2% |
| DOV Dover Corp. | 0.43% | 8,793 | $1.5M | Add +1.9% |
| ANET Arista Networks Inc. | 0.43% | 10,050 | $1.5M | Reduce -64.1% |
| FERG Ferguson Enterprises Inc. | 0.43% | 6,499 | $1.5M | Add +27.5% |
| ADBE Adobe Inc. | 0.43% | 4,096 | $1.4M | Add +120.5% |
| CPB The Campbell's Company | 0.42% | 45,216 | $1.4M | Reduce -53.8% |
| AMZN Amazon.com Inc. | 0.42% | 6,490 | $1.4M | New |
| TW Tradeweb Markets Inc. Class A | 0.42% | 12,823 | $1.4M | New |
| ADC Agree Realty Corp. | 0.41% | 19,818 | $1.4M | Reduce -37.0% |
| IOT Samsara Inc. Class A | 0.41% | 37,788 | $1.4M | New |
| FISV Fiserv Inc. | 0.41% | 10,888 | $1.4M | Add +168.8% |
| EQIX Equinix Inc. | 0.41% | 1,780 | $1.4M | Reduce -23.1% |
| ARMK Aramark | 0.41% | 36,006 | $1.4M | Add +250.7% |
| ABBV Abbvie Inc. | 0.41% | 5,963 | $1.4M | Reduce -53.2% |
| AMT American Tower Corp. | 0.39% | 6,941 | $1.3M | New |
| A Agilent Technologies Inc. | 0.39% | 10,310 | $1.3M | New |
| JBL Jabil Inc. | 0.39% | 6,060 | $1.3M | Reduce -62.1% |
| CMCSA Comcast Corp. Class A | 0.39% | 41,883 | $1.3M | Reduce -16.1% |
| META Meta Platforms Inc. Class A | 0.38% | 1,754 | $1.3M | New |
| CPAY Corpay Inc. | 0.38% | 4,459 | $1.3M | Add +51.9% |
| EME Emcor Group Inc. | 0.37% | 1,955 | $1.3M | New |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.37% | 14,221 | $1.3M | New |
| MKTX Marketaxess Holdings Inc. | 0.37% | 7,166 | $1.2M | Add +314.9% |
| USFD US Foods Holding Corp. | 0.36% | 16,143 | $1.2M | New |
| WAB Wabtec Corp. | 0.36% | 6,166 | $1.2M | Add +76.6% |
| TAK Takeda Pharmaceutic-SP ADR | 0.36% | 83,733 | $1.2M | Add +72.7% |
| LNG Cheniere Energy Inc. | 0.36% | 5,166 | $1.2M | Reduce -42.0% |
| AMKR Amkor Technology Inc. | 0.35% | 42,191 | $1.2M | Add +38.6% |
| AES AES Corp. | 0.35% | 90,112 | $1.2M | Add +25.3% |
| ESTC Elastic NV | 0.35% | 13,990 | $1.2M | Reduce -11.5% |
| PPC Pilgrim's Pride Corp. | 0.34% | 28,525 | $1.2M | New |
| MRSH Marsh & McLennan Cos | 0.34% | 5,763 | $1.2M | New |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.34% | 13,831 | $1.2M | Reduce -29.6% |
| JNJ Johnson & Johnson | 0.34% | 6,238 | $1.2M | New |
| HPE Hewlett Packard Enterprise | 0.34% | 46,982 | $1.2M | Add +218.2% |
| CR Crane Co. | 0.34% | 6,257 | $1.2M | New |
| SCHW Schwab (charles) Corp. | 0.34% | 12,023 | $1.1M | Reduce -66.9% |
| UTHR United Therapeutics Corp. | 0.33% | 2,708 | $1.1M | Reduce -17.7% |
| WDC Western Digital Corp. | 0.33% | 9,348 | $1.1M | Reduce -41.8% |
| KO The Coca-Cola Co. | 0.33% | 16,879 | $1.1M | New |
| NVDA Nvidia Corp. | 0.33% | 5,969 | $1.1M | New |
| ALLY Ally Financial Inc. | 0.32% | 27,923 | $1.1M | Reduce -38.6% |
| PGR Progressive Corp. | 0.32% | 4,420 | $1.1M | Add +144.1% |
| AR Antero Resources Corp. | 0.32% | 32,371 | $1.1M | Add +16.8% |
| ALSN Allison Transmission Holding | 0.32% | 12,684 | $1.1M | New |
| AHR American Healthcare REIT Inc. | 0.31% | 25,429 | $1.1M | Add +121.9% |
| INVH Invitation Homes Inc. | 0.31% | 36,355 | $1.1M | Add +59.1% |
| BLD Topbuild Corp. | 0.31% | 2,725 | $1.1M | New |
| GD General Dynamics Corp. | 0.31% | 3,103 | $1.1M | Add +34.9% |
| UAL United Airlines Holdings Inc. | 0.31% | 10,834 | $1.0M | New |
| PNW Pinnacle West Capital | 0.31% | 11,627 | $1.0M | Add +121.9% |
| NKE Nike Inc. Class B | 0.31% | 14,940 | $1.0M | New |
| VNO Vornado Realty Trust | 0.30% | 25,434 | $1.0M | Add +31.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 2,043 | $1.0M | Add +51.7% |
| DV Doubleverify Holdings Inc. | 0.30% | 85,280 | $1.0M | Add +179.2% |
| VLTO Veralto Corp. | 0.30% | 9,505 | $1.0M | New |
| UPWK Upwork Inc. | 0.30% | 54,326 | $1.0M | New |
| GL Globe Life Inc. | 0.30% | 7,053 | $1.0M | New |
| TEL Te Connectivity PLC | 0.30% | 4,582 | $1.0M | Reduce -46.9% |
| RPM RPM International Inc. | 0.30% | 8,511 | $1.0M | New |
| PFGC Performance Food Group Co. | 0.29% | 9,497 | $988K | New |
| CUBE Cubesmart | 0.29% | 24,169 | $983K | Add +97.9% |
| DINO HF Sinclair Corp. | 0.29% | 18,525 | $970K | Add +141.5% |
| ACLS Axcelis Technologies Inc. | 0.28% | 9,895 | $966K | New |
| RL Ralph Lauren Corp. | 0.28% | 3,074 | $964K | Add +64.4% |
| GM General Motors Co. | 0.28% | 15,741 | $960K | Reduce -59.2% |
| PTC PTC Inc. | 0.28% | 4,726 | $959K | New |
| ZWS Zurn Elkay Water Solutions C | 0.28% | 20,384 | $959K | New |
| MTN Vail Resorts Inc. | 0.28% | 6,366 | $952K | Add +0.8% |
Portfolio Sells Q2 2025 → Q3 2025
| MA Mastercard Inc. Class A | Sold out | 0.00% | −1.08 |
| INTU Intuit Inc. | Sold out | 0.00% | −1.02 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.78 |
| ETR Entergy Corp. | Sold out | 0.00% | −0.63 |
| KVUE Kenvue Inc. | Reduce -90.2% | 0.06% | −0.61 |
| ISRG Intuitive Surgical Inc. | Reduce -81.5% | 0.12% | −0.57 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.57 |
| SCHW Schwab (charles) Corp. | Reduce -66.9% | 0.34% | −0.54 |
| JBL Jabil Inc. | Reduce -62.1% | 0.39% | −0.54 |
| IT Gartner Inc. | Sold out | 0.00% | −0.53 |
| TTWO Take-Two Interactive Softwre | Sold out | 0.00% | −0.52 |
| EXE Expand Energy Corp. | Sold out | 0.00% | −0.51 |
| TPR Tapestry Inc. | Sold out | 0.00% | −0.50 |
| WTW Willis Towers Watson PLC | Sold out | 0.00% | −0.47 |
| EFX Equifax Inc. | Sold out | 0.00% | −0.46 |
| SPG Simon Property Group Inc. | Sold out | 0.00% | −0.44 |
| DRI Darden Restaurants Inc. | Sold out | 0.00% | −0.43 |
| NDSN Nordson Corp. | Sold out | 0.00% | −0.43 |
| EPAM Epam Systems Inc. | Sold out | 0.00% | −0.43 |
| MDB Mongodb Inc. | Reduce -88.2% | 0.10% | −0.41 |
| XYL Xylem Inc. | Sold out | 0.00% | −0.40 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.38 |
| CPB The Campbell's Company | Reduce -53.8% | 0.42% | −0.38 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.37 |
| CMI Cummins Inc. | Sold out | 0.00% | −0.36 |
| GEV GE Vernova Inc. | Reduce -85.8% | 0.08% | −0.35 |
| TTEK Tetra Tech Inc. | Sold out | 0.00% | −0.35 |
| OC Owens Corning | Reduce -65.2% | 0.23% | −0.34 |
| SRE Sempra | Sold out | 0.00% | −0.34 |
| RSG Republic Services Inc. | Sold out | 0.00% | −0.34 |
| RS Reliance Inc. | Sold out | 0.00% | −0.33 |
| K Kellanova | Sold out | 0.00% | −0.33 |
| ANET Arista Networks Inc. | Reduce -64.1% | 0.43% | −0.33 |
| PINS Pinterest Inc. Class A | Sold out | 0.00% | −0.33 |
| RBLX Roblox Corp. Class A | Sold out | 0.00% | −0.33 |
| PRMB Primo Brands Corp. | Sold out | 0.00% | −0.33 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.31 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −0.31 |
| GE General Electric | Reduce -83.8% | 0.08% | −0.30 |
| STX Seagate Technology Holdings | Sold out | 0.00% | −0.30 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.30 |
| BAC Bank of America Corp. | Reduce -84.5% | 0.07% | −0.29 |
| CW Curtiss-Wright Corp. | Reduce -85.8% | 0.06% | −0.29 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.29 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.29 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.29 |
| POOL Pool Corp. | Sold out | 0.00% | −0.28 |
| ULTA Ulta Beauty Inc. | Sold out | 0.00% | −0.28 |
| CLX Clorox Company | Reduce -69.6% | 0.15% | −0.28 |
| MKC McCormick & Co.-Non VTG SHRS | Sold out | 0.00% | −0.28 |
Portfolio Buys Q2 2025 → Q3 2025
| LRCX Lam Research Corp. | Add +143.6% | 1.30% | +0.95 |
| MO Altria Group Inc. | New | 0.76% | +0.76 |
| HON Honeywell International Inc. | Add +264.8% | 0.91% | +0.66 |
| IFF Intl Flavors & Fragrances | New | 0.61% | +0.61 |
| TSN Tyson Foods Inc. Class A | Add +337.6% | 0.74% | +0.58 |
| KDP Keurig Dr Pepper Inc. | Add +740.3% | 0.67% | +0.58 |
| STZ Constellation Brands Inc. Class A | New | 0.54% | +0.54 |
| GWRE Guidewire Software Inc. | Add +172.5% | 0.78% | +0.51 |
| BAX Baxter International Inc. | New | 0.48% | +0.48 |
| HAS Hasbro Inc. | New | 0.48% | +0.48 |
| NOC Northrop Grumman Corp. | New | 0.47% | +0.47 |
| GEN Gen Digital Inc. | Add +401.4% | 0.56% | +0.46 |
| MCO Moody's Corp. | New | 0.46% | +0.46 |
| ADSK Autodesk Inc. | Add +76.8% | 0.90% | +0.46 |
| AMZN Amazon.com Inc. | New | 0.42% | +0.42 |
| TW Tradeweb Markets Inc. Class A | New | 0.42% | +0.42 |
| IOT Samsara Inc. Class A | New | 0.41% | +0.41 |
| V Visa Inc. Class A | Add +102.7% | 0.76% | +0.41 |
| AMT American Tower Corp. | New | 0.39% | +0.39 |
| A Agilent Technologies Inc. | New | 0.39% | +0.39 |
| META Meta Platforms Inc. Class A | New | 0.38% | +0.38 |
| MSFT Microsoft Corp. | Add +242.2% | 0.50% | +0.38 |
| EME Emcor Group Inc. | New | 0.37% | +0.37 |
| EL Estee Lauder Companies Class A | New | 0.37% | +0.37 |
| ZS Zscaler Inc. | Add +233.3% | 0.51% | +0.36 |
| USFD US Foods Holding Corp. | New | 0.36% | +0.36 |
| BSX Boston Scientific Corp. | Add +90.1% | 0.76% | +0.36 |
| PPC Pilgrim's Pride Corp. | New | 0.34% | +0.34 |
| MRSH Marsh & McLennan Cos | New | 0.34% | +0.34 |
| JNJ Johnson & Johnson | New | 0.34% | +0.34 |
| CR Crane Co. | New | 0.34% | +0.34 |
| KO The Coca-Cola Co. | New | 0.33% | +0.33 |
| NVDA Nvidia Corp. | New | 0.33% | +0.33 |
| ADI Analog Devices Inc. | Add +110.7% | 0.56% | +0.33 |
| ALSN Allison Transmission Holding | New | 0.32% | +0.32 |
| VRT Vertiv Holdings Co. Class A | Add +101.8% | 0.51% | +0.32 |
| BLD Topbuild Corp. | New | 0.31% | +0.31 |
| UAL United Airlines Holdings Inc. | New | 0.31% | +0.31 |
| NKE Nike Inc. Class B | New | 0.31% | +0.31 |
| VLTO Veralto Corp. | New | 0.30% | +0.30 |
| UPWK Upwork Inc. | New | 0.30% | +0.30 |
| GL Globe Life Inc. | New | 0.30% | +0.30 |
| RPM RPM International Inc. | New | 0.30% | +0.30 |
| ARMK Aramark | Add +250.7% | 0.41% | +0.29 |
| BRBR Bellring Brands Inc. | Add +242.4% | 0.50% | +0.29 |
| PFGC Performance Food Group Co. | New | 0.29% | +0.29 |
| COF Capital One Financial Corp. | Add +122.6% | 0.49% | +0.29 |
| ACLS Axcelis Technologies Inc. | New | 0.28% | +0.28 |
| PTC PTC Inc. | New | 0.28% | +0.28 |
| ZWS Zurn Elkay Water Solutions C | New | 0.28% | +0.28 |
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 |