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Portfolio (Quarterly) Guide ↗

Bonfire Financial

· CIK 0001762539
13F Portfolio $134M AUM 58 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3 New 25 Added 15 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVGO BROADCOM INC Technology 793.0 $275K 0.20% NEW $346.20 +19.7%
2 GLD SPDR GOLD TR Financial Services 539.0 $214K 0.16% NEW $396.31 +5.2%
3 JNJ JOHNSON & JOHNSON Healthcare 1,026.0 $212K 0.16% NEW $207.02 +11.9%

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 39.6%
Financial Services 30.2%
Consumer Defensive 13.0%
Consumer Cyclical 6.8%
Healthcare 6.1%
Communication Services 2.2%
Energy 2.2%