Bridgefront Capital, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$346.2B
Holdings
590
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (590 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DISDISNEY WALT CO | 40,592 | $4.0B | 1.16% | |
| 2 | MAMASTERCARD INCORPORATED | 5,219 | $2.9B | 0.83% | |
| 3 | ICEINTERCONTINENTAL EXCHANGE IN | 15,947 | $2.8B | 0.79% | |
| 4 | INTUINTUIT | 4,437 | $2.7B | 0.79% | |
| 5 | EQIXEQUINIX INC | 3,081 | $2.5B | 0.73% | |
| 6 | OCOWENS CORNING NEW | 16,683 | $2.4B | 0.69% | |
| 7 | PFEPFIZER INC | 92,271 | $2.3B | 0.68% | |
| 8 | HONHONEYWELL INTL INC | 11,028 | $2.3B | 0.67% | |
| 9 | 7HPHP INC | 83,480 | $2.3B | 0.67% | |
| 10 | ETRENTERGY CORP NEW | 25,801 | $2.2B | 0.64% | |
| 11 | EVRGEVERGY INC | 30,118 | $2.1B | 0.60% | |
| 12 | EXEEXPAND ENERGY CORPORATION | 18,553 | $2.1B | 0.60% | |
| 13 | BSXBOSTON SCIENTIFIC CORP | 20,140 | $2.0B | 0.59% | |
| 14 | DHRDANAHER CORPORATION | 9,445 | $1.9B | 0.56% | |
| 15 | CNCCENTENE CORP DEL | 31,281 | $1.9B | 0.55% | |
| 16 | SNOWSNOWFLAKE INC | 12,882 | $1.9B | 0.54% | |
| 17 | CMICUMMINS INC | 5,971 | $1.9B | 0.54% | |
| 18 | HRBBLOCK H & R INC | 33,657 | $1.8B | 0.53% | |
| 19 | LINLINDE PLC | 3,945 | $1.8B | 0.53% | |
| 20 | CDWCDW CORP | 11,319 | $1.8B | 0.52% | |
| 21 | USBUS BANCORP DEL | 42,257 | $1.8B | 0.52% | |
| 22 | KNXKNIGHT-SWIFT TRANSN HLDGS IN | 40,804 | $1.8B | 0.51% | |
| 23 | ADPAUTOMATIC DATA PROCESSING IN | 5,760 | $1.8B | 0.51% | |
| 24 | AEPAMERICAN ELEC PWR CO INC | 16,059 | $1.8B | 0.51% | |
| 25 | LMTLOCKHEED MARTIN CORP | 3,880 | $1.7B | 0.50% | |
| 26 | TRGPTARGA RES CORP | 8,529 | $1.7B | 0.49% | |
| 27 | ADCAGREE RLTY CORP | 22,024 | $1.7B | 0.49% | |
| 28 | STTSTATE STR CORP | 18,764 | $1.7B | 0.49% | |
| 29 | NWSANEWS CORP NEW | 60,972 | $1.7B | 0.48% | |
| 30 | ANAUTONATION INC | 10,137 | $1.6B | 0.47% | |
| 31 | TFCTRUIST FINL CORP | 39,653 | $1.6B | 0.47% | |
| 32 | CSXCSX CORP | 54,712 | $1.6B | 0.47% | |
| 33 | BACBANK AMERICA CORP | 37,914 | $1.6B | 0.46% | |
| 34 | AG8AGILENT TECHNOLOGIES INC | 13,475 | $1.6B | 0.46% | |
| 35 | CPTCAMDEN PPTY TR | 12,669 | $1.5B | 0.45% | |
| 36 | GOOGLALPHABET INC | 9,754 | $1.5B | 0.44% | |
| 37 | CRMSALESFORCE INC | 5,508 | $1.5B | 0.43% | |
| 38 | NUENUCOR CORP | 12,226 | $1.5B | 0.42% | |
| 39 | PNRPENTAIR PLC | 16,711 | $1.5B | 0.42% | |
| 40 | SHOPSHOPIFY INC | 14,802 | $1.4B | 0.41% | |
| 41 | TRVTRAVELERS COMPANIES INC | 5,339 | $1.4B | 0.41% | |
| 42 | CAHCARDINAL HEALTH INC | 10,184 | $1.4B | 0.41% | |
| 43 | UPSUNITED PARCEL SERVICE INC | 12,625 | $1.4B | 0.40% | |
| 44 | MDTMEDTRONIC PLC | 15,411 | $1.4B | 0.40% | |
| 45 | PNWPINNACLE WEST CAP CORP | 14,415 | $1.4B | 0.40% | |
| 46 | SYFSYNCHRONY FINANCIAL | 25,650 | $1.4B | 0.39% | |
| 47 | PKGPACKAGING CORP AMER | 6,822 | $1.4B | 0.39% | |
| 48 | MSCIMSCI INC | 2,386 | $1.3B | 0.39% | |
| 49 | OGEOGE ENERGY CORP | 28,744 | $1.3B | 0.38% | |
| 50 | WDAYWORKDAY INC | 5,650 | $1.3B | 0.38% | |
| 51 | NDAQNASDAQ INC | 17,280 | $1.3B | 0.38% | |
| 52 | VVISA INC | 3,716 | $1.3B | 0.38% | |
| 53 | ADIANALOG DEVICES INC | 6,426 | $1.3B | 0.37% | |
| 54 | DLTRDOLLAR TREE INC | 17,211 | $1.3B | 0.37% | |
| 55 | DDDUPONT DE NEMOURS INC | 17,151 | $1.3B | 0.37% | |
| 56 | LVSLAS VEGAS SANDS CORP | 32,974 | $1.3B | 0.37% | |
| 57 | AMEAMETEK INC | 7,397 | $1.3B | 0.37% | |
| 58 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 4,454 | $1.3B | 0.36% | |
| 59 | PSXPHILLIPS 66 | 10,061 | $1.2B | 0.36% | |
| 60 | OKEONEOK INC NEW | 12,243 | $1.2B | 0.35% | |
| 61 | DOVDOVER CORP | 6,873 | $1.2B | 0.35% | |
| 62 | MRVLMARVELL TECHNOLOGY INC | 19,600 | $1.2B | 0.35% | |
| 63 | VMCVULCAN MATLS CO | 5,100 | $1.2B | 0.34% | |
| 64 | ARANTERO RESOURCES CORP | 29,344 | $1.2B | 0.34% | |
| 65 | TRVCCITIGROUP INC | 16,673 | $1.2B | 0.34% | |
| 66 | PRUPRUDENTIAL FINL INC | 9,964 | $1.1B | 0.32% | |
| 67 | ELLAUDER ESTEE COS INC | 16,786 | $1.1B | 0.32% | |
| 68 | ELSEQUITY LIFESTYLE PPTYS INC | 16,507 | $1.1B | 0.32% | |
| 69 | DGXQUEST DIAGNOSTICS INC | 6,456 | $1.1B | 0.32% | |
| 70 | HDHOME DEPOT INC | 2,958 | $1.1B | 0.31% | |
| 71 | PEPPEPSICO INC | 7,217 | $1.1B | 0.31% | |
| 72 | AMATAPPLIED MATLS INC | 7,435 | $1.1B | 0.31% | |
| 73 | NNNNNN REIT INC | 24,966 | $1.1B | 0.31% | |
| 74 | GRMNGARMIN LTD | 4,877 | $1.1B | 0.31% | |
| 75 | CHHCHOICE HOTELS INTL INC | 7,955 | $1.1B | 0.31% | |
| 76 | EMEEMCOR GROUP INC | 2,856 | $1.1B | 0.30% | |
| 77 | NYTNEW YORK TIMES CO | 21,157 | $1.0B | 0.30% | |
| 78 | INVHINVITATION HOMES INC | 30,025 | $1.0B | 0.30% | |
| 79 | TMOTHERMO FISHER SCIENTIFIC INC | 2,066 | $1.0B | 0.30% | |
| 80 | CLXCLOROX CO DEL | 6,978 | $1.0B | 0.30% | |
| 81 | NVSNNOVARTIS AG | 9,153 | $1.0B | 0.29% | |
| 82 | TPRTAPESTRY INC | 14,456 | $1.0B | 0.29% | |
| 83 | ATOATMOS ENERGY CORP | 6,563 | $1.0B | 0.29% | |
| 84 | AMANTERO MIDSTREAM CORP | 55,863 | $1.0B | 0.29% | |
| 85 | TJXTJX COS INC NEW | 8,216 | $1.0B | 0.29% | |
| 86 | ITGRINTEGER HLDGS CORP | 8,338 | $984.0M | 0.28% | |
| 87 | MASMASCO CORP | 14,048 | $976.9M | 0.28% | |
| 88 | NXSTNEXSTAR MEDIA GROUP INC | 5,398 | $967.4M | 0.28% | |
| 89 | KSSKOHLS CORP | 117,008 | $957.1M | 0.28% | |
| 90 | FAFFIRST AMERN FINL CORP | 14,572 | $956.4M | 0.28% | |
| 91 | FRFIRST INDL RLTY TR INC | 17,639 | $951.8M | 0.27% | |
| 92 | COSTCOSTCO WHSL CORP NEW | 999 | $944.8M | 0.27% | |
| 93 | AVBAVALONBAY CMNTYS INC | 4,393 | $942.8M | 0.27% | |
| 94 | BGBUNGE GLOBAL SA | 12,196 | $932.0M | 0.27% | |
| 95 | ADBEADOBE INC | 2,420 | $928.1M | 0.27% | |
| 96 | DDOGDATADOG INC | 9,322 | $924.8M | 0.27% | |
| 97 | HASHASBRO INC | 14,957 | $919.7M | 0.27% | |
| 98 | CECELANESE CORP DEL | 16,169 | $917.9M | 0.27% | |
| 99 | SFMSPROUTS FMRS MKT INC | 5,998 | $915.5M | 0.26% | |
| 100 | DDOMINION ENERGY INC | 16,178 | $907.1M | 0.26% |
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