Bridgefront Capital, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Bridgefront Capital, LLC reported 492 stock positions worth $397.8 million. Its top holding was Microsoft (MSFT) at 1.3% of the portfolio, followed by Constellation Brands Class A (STZ, 1.2%) and Elf Beauty (ELF, 1.1%). Compared with Q3 2025, it opened 268 new positions, sold out of 337, added to 140 and reduced 84. The biggest buy was a new position in Elf Beauty (ELF) and the biggest sale Lam Research (LRCX, shares −94%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0001725690
- Portfolio Value
- $397.8M (Q4 2025)
- SEC Filing
- 0001420506-26-000384 ↗ filed Feb 13, 2026
Holdings Value
Holdings 492 stocks · $397.8M
| MSFT Microsoft Corp. | 1.33% | 10,910 | $5.3M | Add +230.7% |
| STZ Constellation Brands Inc. Class A | 1.16% | 33,585 | $4.6M | Add +144.4% |
| ELF Elf Beauty Inc. | 1.14% | 59,427 | $4.5M | New |
| MCD McDonald's Corp. | 0.94% | 12,271 | $3.8M | Add +1340.3% |
| LNG Cheniere Energy Inc. | 0.94% | 19,217 | $3.7M | Add +272.0% |
| ROST Ross Stores Inc. | 0.88% | 19,360 | $3.5M | Add +273.5% |
| GIS General Mills Inc. | 0.87% | 74,236 | $3.5M | Add +974.0% |
| MDB Mongodb Inc. | 0.83% | 7,839 | $3.3M | Add +626.5% |
| A Agilent Technologies Inc. | 0.82% | 24,011 | $3.3M | Add +132.9% |
| FIVE Five Below | 0.81% | 17,208 | $3.2M | Add +541.1% |
| MRSH Marsh & McLennan Cos | 0.75% | 16,070 | $3.0M | Add +178.8% |
| MNST Monster Beverage Corp. | 0.74% | 38,176 | $2.9M | New |
| VEEV Veeva Systems Inc. Class A | 0.72% | 12,790 | $2.9M | New |
| PFE Pfizer Inc. | 0.72% | 114,653 | $2.9M | New |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.70% | 22,469 | $2.8M | New |
| BLDR Builders Firstsource Inc. | 0.68% | 26,429 | $2.7M | Add +686.3% |
| PRGO Perrigo Co. PLC | 0.65% | 186,659 | $2.6M | New |
| WST West Pharmaceutical Services | 0.65% | 9,348 | $2.6M | New |
| SHW The Sherwin-Williams Co. | 0.64% | 7,812 | $2.5M | New |
| AHR American Healthcare REIT Inc. | 0.64% | 53,740 | $2.5M | Add +111.3% |
| ADSK Autodesk Inc. | 0.63% | 8,412 | $2.5M | Reduce -13.1% |
| HOG Harley-Davidson Inc. | 0.58% | 113,064 | $2.3M | New |
| NVDA Nvidia Corp. | 0.58% | 12,317 | $2.3M | Add +106.3% |
| MKTX Marketaxess Holdings Inc. | 0.58% | 12,659 | $2.3M | Add +76.7% |
| MSI Motorola Solutions Inc. | 0.57% | 5,967 | $2.3M | New |
| AAPL Apple Inc. | 0.57% | 8,413 | $2.3M | New |
| BSX Boston Scientific Corp. | 0.57% | 23,768 | $2.3M | Reduce -9.7% |
| PBH Prestige Consumer Healthcare | 0.56% | 36,123 | $2.2M | New |
| MDLZ Mondelez International Inc. Class A | 0.55% | 40,919 | $2.2M | New |
| UTHR United Therapeutics Corp. | 0.55% | 4,475 | $2.2M | Add +65.3% |
| TEL Te Connectivity PLC | 0.55% | 9,561 | $2.2M | Add +108.7% |
| RBRK Rubrik Inc. Class A | 0.54% | 28,164 | $2.2M | Add +362.5% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.54% | 56,730 | $2.2M | Add +730.4% |
| TTEK Tetra Tech Inc. | 0.54% | 63,878 | $2.1M | New |
| ENR Energizer Holdings Inc. | 0.53% | 106,575 | $2.1M | Add +479.8% |
| OKTA Okta Inc. | 0.53% | 24,326 | $2.1M | New |
| CMCSA Comcast Corp. Class A | 0.50% | 66,485 | $2.0M | Add +58.7% |
| TAP Molson Coors Beverage Co. Class B | 0.49% | 41,686 | $1.9M | New |
| AVT Avnet Inc. | 0.48% | 39,876 | $1.9M | Add +129.5% |
| TER Teradyne Inc. | 0.48% | 9,876 | $1.9M | New |
| WEC WEC Energy Group Inc. | 0.47% | 17,806 | $1.9M | New |
| MU Micron Technology Inc. | 0.47% | 6,551 | $1.9M | Add +48.8% |
| RL Ralph Lauren Corp. | 0.47% | 5,250 | $1.9M | Add +70.8% |
| PRU Prudential Financial Inc. | 0.46% | 16,278 | $1.8M | Add +277.1% |
| WEN The Wendy's Co. | 0.46% | 220,361 | $1.8M | Add +2042.8% |
| FERG Ferguson Enterprises Inc. | 0.45% | 8,091 | $1.8M | Add +24.5% |
| OTIS Otis Worldwide Corp. | 0.45% | 20,551 | $1.8M | New |
| CMS CMS Energy Corp. | 0.45% | 25,365 | $1.8M | Add +162.0% |
| DUOL Duolingo | 0.43% | 9,818 | $1.7M | Add +242.0% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.43% | 39,496 | $1.7M | New |
| CRDO Credo Technology Group Holdi | 0.43% | 11,907 | $1.7M | Add +105.6% |
| NFLX Netflix Inc. | 0.43% | 18,195 | $1.7M | Add +292.1% |
| GOOG Alphabet Inc. Class C | 0.42% | 5,352 | $1.7M | New |
| MCO Moody's Corp. | 0.42% | 3,256 | $1.7M | Reduce -0.1% |
| EBAY eBay Inc. | 0.42% | 18,977 | $1.7M | Add +91.8% |
| GDDY GoDaddy Inc. Class A | 0.41% | 13,249 | $1.6M | Add +462.1% |
| CMI Cummins Inc. | 0.41% | 3,170 | $1.6M | New |
| NOG Northern Oil and Gas Inc. | 0.41% | 75,157 | $1.6M | Add +670.1% |
| OGE Oge Energy Corp. | 0.40% | 37,518 | $1.6M | Add +125.5% |
| CI The Cigna Group | 0.39% | 5,683 | $1.6M | Add +435.1% |
| HCA HCA Healthcare Inc. | 0.39% | 3,349 | $1.6M | New |
| LITE Lumentum Holdings Inc. | 0.39% | 4,187 | $1.5M | New |
| SWKS Skyworks Solutions Inc. | 0.39% | 24,212 | $1.5M | Add +126.0% |
| NOW ServiceNow Inc. | 0.39% | 10,021 | $1.5M | Add +417.9% |
| ETN Eaton Corp. PLC | 0.39% | 4,817 | $1.5M | Add +585.2% |
| REYN Reynolds Consumer Products I | 0.38% | 66,741 | $1.5M | New |
| CCL Carnival Corp. | 0.38% | 49,818 | $1.5M | Add +137.9% |
| CAG Conagra Brands Inc. | 0.38% | 87,788 | $1.5M | Add +197.6% |
| MS Morgan Stanley | 0.38% | 8,559 | $1.5M | New |
| AR Antero Resources Corp. | 0.38% | 44,030 | $1.5M | Add +36.0% |
| GLOB Globant SA | 0.37% | 22,779 | $1.5M | New |
| UNH Unitedhealth Group Inc. | 0.37% | 4,481 | $1.5M | New |
| CVS CVS Health Corp. | 0.36% | 18,071 | $1.4M | New |
| ACLS Axcelis Technologies Inc. | 0.36% | 17,765 | $1.4M | Add +79.5% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.35% | 84,361 | $1.4M | Add +151.1% |
| PLTR Palantir Technologies Inc. Class A | 0.35% | 7,929 | $1.4M | Add +213.8% |
| DOCS Doximity Inc. Class A | 0.35% | 31,020 | $1.4M | New |
| AES AES Corp. | 0.34% | 94,993 | $1.4M | Add +5.4% |
| ETSY Etsy Inc. | 0.34% | 24,431 | $1.4M | Add +472.8% |
| CUBE Cubesmart | 0.34% | 37,432 | $1.3M | Add +54.9% |
| DDOG Datadog Inc. Class A | 0.34% | 9,822 | $1.3M | New |
| FMC FMC Corp. | 0.33% | 95,546 | $1.3M | New |
| COF Capital One Financial Corp. | 0.32% | 5,297 | $1.3M | Reduce -32.0% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.32% | 12,214 | $1.3M | Reduce -14.1% |
| CNC Centene Corp. | 0.32% | 30,991 | $1.3M | New |
| ZBRA Zebra Technologies Corp. Class A | 0.32% | 5,242 | $1.3M | Add +280.4% |
| BLK BlackRock Inc. | 0.32% | 1,182 | $1.3M | New |
| WMB Williams Cos Inc. | 0.32% | 21,030 | $1.3M | Add +156.7% |
| PCG P G & E Corp. | 0.32% | 78,325 | $1.3M | Add +207.7% |
| IDYA Ideaya Biosciences Inc. | 0.31% | 36,205 | $1.3M | New |
| DELL Dell Technologies -C | 0.31% | 9,896 | $1.2M | New |
| RVMD Revolution Medicines Inc. | 0.31% | 15,556 | $1.2M | New |
| SFM Sprouts Farmers Market Inc. | 0.31% | 15,484 | $1.2M | Add +191.9% |
| CTVA Corteva Inc. | 0.31% | 18,403 | $1.2M | Add +172.0% |
| UPS United Parcel Service Class B | 0.31% | 12,304 | $1.2M | New |
| AKAM Akamai Technologies Inc. | 0.31% | 13,914 | $1.2M | New |
| AMT American Tower Corp. | 0.30% | 6,801 | $1.2M | Reduce -2.0% |
| ZWS Zurn Elkay Water Solutions C | 0.30% | 25,648 | $1.2M | Add +25.8% |
| LVS Las Vegas Sands Corp. | 0.30% | 18,249 | $1.2M | Add +15.3% |
| FORM Formfactor Inc. | 0.30% | 21,280 | $1.2M | New |
Portfolio Sells Q3 2025 → Q4 2025
| LRCX Lam Research Corp. | Reduce -93.8% | 0.09% | −1.21 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.91 |
| GWRE Guidewire Software Inc. | Sold out | 0.00% | −0.78 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.76 |
| MO Altria Group Inc. | Sold out | 0.00% | −0.76 |
| TSN Tyson Foods Inc. Class A | Sold out | 0.00% | −0.74 |
| C Citigroup Inc. | Sold out | 0.00% | −0.71 |
| PG The Procter & Gamble Co. | Reduce -86.8% | 0.07% | −0.60 |
| CRH CRH PLC | Sold out | 0.00% | −0.59 |
| GEN Gen Digital Inc. | Sold out | 0.00% | −0.56 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −0.56 |
| ZS Zscaler Inc. | Sold out | 0.00% | −0.51 |
| BRBR Bellring Brands Inc. | Sold out | 0.00% | −0.50 |
| BAX Baxter International Inc. | Sold out | 0.00% | −0.48 |
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −0.47 |
| PATH Uipath Inc. Class A | Sold out | 0.00% | −0.45 |
| KDP Keurig Dr Pepper Inc. | Reduce -64.0% | 0.23% | −0.44 |
| DOV Dover Corp. | Sold out | 0.00% | −0.43 |
| PCTY Paylocity Holding Corp. | Reduce -81.0% | 0.08% | −0.42 |
| IOT Samsara Inc. Class A | Sold out | 0.00% | −0.41 |
| EQIX Equinix Inc. | Sold out | 0.00% | −0.41 |
| ARMK Aramark | Sold out | 0.00% | −0.41 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.41 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.38 |
| CPAY Corpay Inc. | Sold out | 0.00% | −0.38 |
| BMY Bristol-Myers Squibb Co. | Reduce -85.0% | 0.07% | −0.38 |
| EME Emcor Group Inc. | Sold out | 0.00% | −0.37 |
| IFF Intl Flavors & Fragrances | Reduce -58.2% | 0.24% | −0.37 |
| USFD US Foods Holding Corp. | Sold out | 0.00% | −0.36 |
| WAB Wabtec Corp. | Sold out | 0.00% | −0.36 |
| AMKR Amkor Technology Inc. | Sold out | 0.00% | −0.35 |
| MTZ Mastec Inc. | Reduce -63.1% | 0.17% | −0.35 |
| ESTC Elastic NV | Sold out | 0.00% | −0.35 |
| PPC Pilgrim's Pride Corp. | Sold out | 0.00% | −0.34 |
| P Everpure Inc. Class A | Sold out | 0.00% | −0.34 |
| HPE Hewlett Packard Enterprise | Sold out | 0.00% | −0.34 |
| VRT Vertiv Holdings Co. Class A | Reduce -63.8% | 0.17% | −0.34 |
| HAS Hasbro Inc. | Reduce -65.8% | 0.15% | −0.33 |
| ALLY Ally Financial Inc. | Sold out | 0.00% | −0.32 |
| PGR Progressive Corp. | Sold out | 0.00% | −0.32 |
| ADBE Adobe Inc. | Reduce -70.7% | 0.11% | −0.32 |
| ALSN Allison Transmission Holding | Sold out | 0.00% | −0.32 |
| INVH Invitation Homes Inc. | Sold out | 0.00% | −0.31 |
| BLD Topbuild Corp. | Sold out | 0.00% | −0.31 |
| GD General Dynamics Corp. | Sold out | 0.00% | −0.31 |
| PNW Pinnacle West Capital | Sold out | 0.00% | −0.31 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.31 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.30 |
| DV Doubleverify Holdings Inc. | Sold out | 0.00% | −0.30 |
| VLTO Veralto Corp. | Sold out | 0.00% | −0.30 |
Portfolio Buys Q3 2025 → Q4 2025
| ELF Elf Beauty Inc. | New | 1.14% | +1.14 |
| MCD McDonald's Corp. | Add +1340.3% | 0.94% | +0.87 |
| MSFT Microsoft Corp. | Add +230.7% | 1.33% | +0.82 |
| GIS General Mills Inc. | Add +974.0% | 0.87% | +0.77 |
| MNST Monster Beverage Corp. | New | 0.74% | +0.74 |
| MDB Mongodb Inc. | Add +626.5% | 0.83% | +0.73 |
| PFE Pfizer Inc. | New | 0.72% | +0.72 |
| VEEV Veeva Systems Inc. Class A | New | 0.72% | +0.72 |
| SUI Sun Communities Inc. | New | 0.70% | +0.70 |
| FIVE Five Below | Add +541.1% | 0.81% | +0.69 |
| PRGO Perrigo Co. PLC | New | 0.65% | +0.65 |
| WST West Pharmaceutical Services | New | 0.65% | +0.65 |
| ROST Ross Stores Inc. | Add +273.5% | 0.88% | +0.64 |
| SHW The Sherwin-Williams Co. | New | 0.64% | +0.64 |
| STZ Constellation Brands Inc. Class A | Add +144.4% | 1.16% | +0.62 |
| HOG Harley-Davidson Inc. | New | 0.58% | +0.58 |
| LNG Cheniere Energy Inc. | Add +272.0% | 0.94% | +0.58 |
| AAPL Apple Inc. | New | 0.57% | +0.57 |
| MSI Motorola Solutions Inc. | New | 0.57% | +0.57 |
| BLDR Builders Firstsource Inc. | Add +686.3% | 0.68% | +0.56 |
| PBH Prestige Consumer Healthcare | New | 0.56% | +0.56 |
| MDLZ Mondelez International Inc. Class A | New | 0.55% | +0.55 |
| TTEK Tetra Tech Inc. | New | 0.54% | +0.54 |
| OKTA Okta Inc. | New | 0.53% | +0.53 |
| TAP Molson Coors Beverage Co. Class B | New | 0.49% | +0.49 |
| TER Teradyne Inc. | New | 0.48% | +0.48 |
| WEC WEC Energy Group Inc. | New | 0.47% | +0.47 |
| OTIS Otis Worldwide Corp. | New | 0.45% | +0.45 |
| TTD Trade Desk Inc./the Class A | Add +730.4% | 0.54% | +0.44 |
| WEN The Wendy's Co. | Add +2042.8% | 0.46% | +0.43 |
| HRB H&R Block Inc. | New | 0.43% | +0.43 |
| A Agilent Technologies Inc. | Add +132.9% | 0.82% | +0.43 |
| GOOG Alphabet Inc. Class C | New | 0.42% | +0.42 |
| MRSH Marsh & McLennan Cos | Add +178.8% | 0.75% | +0.41 |
| CMI Cummins Inc. | New | 0.41% | +0.41 |
| ENR Energizer Holdings Inc. | Add +479.8% | 0.53% | +0.40 |
| RBRK Rubrik Inc. Class A | Add +362.5% | 0.54% | +0.39 |
| HCA HCA Healthcare Inc. | New | 0.39% | +0.39 |
| LITE Lumentum Holdings Inc. | New | 0.39% | +0.39 |
| REYN Reynolds Consumer Products I | New | 0.38% | +0.38 |
| MS Morgan Stanley | New | 0.38% | +0.38 |
| GLOB Globant SA | New | 0.37% | +0.37 |
| UNH Unitedhealth Group Inc. | New | 0.37% | +0.37 |
| CVS CVS Health Corp. | New | 0.36% | +0.36 |
| DOCS Doximity Inc. Class A | New | 0.35% | +0.35 |
| DDOG Datadog Inc. Class A | New | 0.34% | +0.34 |
| NOG Northern Oil and Gas Inc. | Add +670.1% | 0.41% | +0.33 |
| FMC FMC Corp. | New | 0.33% | +0.33 |
| PRU Prudential Financial Inc. | Add +277.1% | 0.46% | +0.33 |
| AHR American Healthcare REIT Inc. | Add +111.3% | 0.64% | +0.32 |
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 |