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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 8 of 9  ·  167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 T AT&T INC Communication Services 474.0 $10K 0.00% -275K -99.8% $20.70 +19.2%
142 PFM INVESCO EXCHANGE TRADED FD T 148.0 $8K 0.00% -145.0 -49.5% $55.46 +3.8%
143 VTRS VIATRIS INC Healthcare 500.0 $8K 0.00% -89.0 -15.1% $15.88 +2.2%
144 SPHQ INVESCO EXCHANGE TRADED FD T 80.0 $7K 0.00% -73.0 -47.7% $90.10 -2.7%
145 PLD PROLOGIS INC. Real Estate 52.0 $7K 0.00% -12.0 -18.8% $135.48 +3.8%
146 SLB SLB LIMITED Energy 144.0 $7K 0.00% -99.0 -40.7% $46.56 +15.7%
147 HPE HEWLETT PACKARD ENTERPRISE C Technology 133.0 $6K 0.00% -150.0 -53.0% $45.02 +28.0%
148 CAG CONAGRA BRANDS INC Consumer Defensive 441.0 $6K 0.00% -41.0 -8.5% $13.45 +15.5%
149 AVDE AMERICAN CENTY ETF TR 60.0 $5K -130.0 -68.4% $89.20 +5.7%
150 PINS PINTEREST INC Communication Services 250.0 $5K -100.0 -28.6% $21.03 +9.7%
151 ELF E L F BEAUTY INC Consumer Defensive 62.0 $5K -16.0 -20.5% $74.00 +26.6%
152 IMCG ISHARES TR 44.0 $4K -56.0 -56.0% $98.32 +1.8%
153 VT VANGUARD INTL EQUITY INDEX F 26.0 $4K -2.0 -7.1% $156.96 +3.1%
154 BLOCK INC 50.0 $4K -50.0 -50.0% $76.00
155 HACK AMPLIFY ETF TR 33.0 $3K -47.0 -58.8% $104.94 +10.1%
156 MAR MARRIOTT INTL INC NEW Consumer Cyclical 9.0 $3K -5.0 -35.7% $370.67 -3.8%
157 USB US BANCORP Financial Services 45.0 $3K -40.0 -47.1% $60.40 +7.4%
158 CRS CARPENTER TECHNOLOGY CORP Industrials 4.0 $2K -34.0 -89.5% $617.00 -12.1%
159 TLT ISHARES TR 28.0 $2K -50.0 -64.1% $86.43 -5.9%
160 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 5.0 $2K -5.0 -50.0% $386.80 +0.9%
Page 8 of 9  ·  167 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%