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Portfolio (Quarterly) Guide ↗

BFSG, LLC

· CIK 0001706836
13F Portfolio $1.1B AUM 769 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 63 New 169 Added 167 Reduced 45 Exited
Page 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 RGR STURM RUGER & CO INC Industrials 10 $401.0 SOLD
42 GRAL GRAIL INC Healthcare 3 $156.0 SOLD
43 NUS NU SKIN ENTERPRISES INC Consumer Defensive 15 $110.0 SOLD
44 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 3 $45.0 SOLD
45 M-TRON INDS INC 300 SOLD
Page 3 of 3  ·  45 positions
Sector Allocation
Technology 23.1%
Financial Services 18.1%
Industrials 13.6%
Consumer Defensive 8.1%
Healthcare 7.9%
Basic Materials 7.0%
Utilities 6.4%
Consumer Cyclical 5.1%
Communication Services 4.1%
Energy 3.7%