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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 39 of 39  ·  768 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 FG F&G ANNUITIES & LIFE INC Financial Services 2.0 $54.0 $27.00 -1.9%
762 LUMN LUMEN TECHNOLOGIES INC Communication Services 5.0 $39.0 $7.80 -15.6%
763 ETHU VOLATILITY SHS TR 3.0 $35.0 $11.67 +38.4%
764 EXFY EXPENSIFY INC Technology 16.0 $29.0 NEW $1.81 +25.2%
765 LCID LUCID GROUP INC Consumer Cyclical 4.0 $27.0 $6.75 -7.9%
766 CORBUS PHARMACEUTICALS HLDGS 1.0 $10.0 $10.00
767 PMCB PHARMACYTE BIOTECH INC Healthcare 5.0 $4.0 $0.80 -32.2%
768 REEDS INC 3.0 $4.0 $1.33
Page 39 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%