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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 30 of 39  ·  768 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 PGR PROGRESSIVE CORP Financial Services 40.0 $9K 0.00% $218.45 -5.1%
582 GIS GENERAL MILLS INC Consumer Defensive 250.0 $9K 0.00% $34.80 +9.4%
583 DHR DANAHER CORP DEL Healthcare 45.0 $9K 0.00% $190.49 +4.8%
584 RGT ROYCE GLOBAL TRUST INC Financial Services 600.0 $9K 0.00% $14.23 +7.2%
585 SPMD SPDR SERIES TRUST 125.0 $8K 0.00% $67.56 +0.2%
586 PFM INVESCO EXCHANGE TRADED FD T 148.0 $8K 0.00% -145.0 -49.5% $55.46 +4.0%
587 AFRM AFFIRM HLDGS INC Technology 100.0 $8K 0.00% $81.55 -9.8%
588 VTRS VIATRIS INC Healthcare 500.0 $8K 0.00% -89.0 -15.1% $15.88 +1.8%
589 MGK VANGUARD WORLD FD 90.0 $8K 0.00% +67.0 +291.3% $87.91 +1.5%
590 VMBS VANGUARD SCOTTSDALE FDS 165.0 $8K 0.00% $46.81 -1.4%
591 GDX VANECK ETF TRUST 102.0 $8K 0.00% $75.45 +17.9%
592 DTE DTE ENERGY CO Utilities 50.0 $8K 0.00% $152.38 -8.0%
593 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 42.0 $8K 0.00% NEW $181.17 +7.8%
594 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 250.0 $8K 0.00% $30.17 +9.4%
595 Q QNITY ELECTRONICS INC Technology 46.0 $8K 0.00% $163.33 -18.3%
596 TBCH TURTLE BEACH CORP Technology 600.0 $7K 0.00% $12.45 -0.4%
597 DMXF ISHARES TR 88.0 $7K 0.00% $84.60 +2.0%
598 VCEB VANGUARD WORLD FD 116.0 $7K 0.00% $62.77 -2.2%
599 SPHQ INVESCO EXCHANGE TRADED FD T 80.0 $7K 0.00% -73.0 -47.7% $90.10 -3.8%
600 PWR QUANTA SVCS INC Industrials 10.0 $7K 0.00% NEW $720.10 -3.3%
Page 30 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%