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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 29 of 39  ·  768 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 IVOO VANGUARD ADMIRAL FDS INC 90.0 $12K 0.00% NEW $130.40 +0.2%
562 IMMUNITYBIO INC 1,300.0 $11K 0.00% $8.76
563 IYW ISHARES TR 45.0 $11K 0.00% NEW $252.24 -1.1%
564 FANG DIAMONDBACK ENERGY INC Energy 64.0 $11K 0.00% $175.78 +19.5%
565 CRSP CRISPR THERAPEUTICS AG Healthcare 206.0 $11K 0.00% $54.54 -2.9%
566 FEZ SPDR INDEX SHS FDS 162.0 $11K 0.00% $68.69 +3.9%
567 NOK NOKIA CORP Technology 831.0 $11K 0.00% NEW $13.28 -21.8%
568 EVR EVERCORE INC Financial Services 32.0 $11K 0.00% $341.47 -12.5%
569 FNF FIDELITY NATL FINL INC Financial Services 228.0 $11K 0.00% +80.0 +54.0% $47.16 +2.8%
570 EMR EMERSON ELEC CO Industrials 75.0 $11K 0.00% $143.16 +10.2%
571 DUHP DIMENSIONAL ETF TRUST 257.0 $11K 0.00% $41.73 +1.4%
572 MBOT MICROBOT MED INC Healthcare 5,500.0 $11K 0.00% $1.95 -24.6%
573 ADSK AUTODESK INC Technology 55.0 $11K 0.00% $194.44 +26.9%
574 RDVY FIRST TR EXCHANGE TRADED FD 130.0 $11K 0.00% -130.0 -50.0% $81.06 +2.2%
575 VONG VANGUARD SCOTTSDALE FDS 80.0 $10K 0.00% $127.81 -0.9%
576 T AT&T INC Communication Services 474.0 $10K 0.00% -275K -99.8% $20.70 +20.3%
577 IWD ISHARES TR 39.0 $9K 0.00% $242.44 +5.9%
578 TCHP T ROWE PRICE EXCHANGE-TRADED 185.0 $9K 0.00% $50.09 +0.6%
579 IEMG ISHARES INC 109.0 $9K 0.00% NEW $82.84 -3.9%
580 BA BOEING CO Industrials 41.0 $9K 0.00% $216.49 +3.0%
Page 29 of 39  ·  768 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%