Bridgefront Capital, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$339.9B
Holdings
561
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (561 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LRCXLAM RESEARCH CORP | 32,947 | $4.4B | 1.30% | |
| 2 | HONHONEYWELL INTL INC | 14,681 | $3.1B | 0.91% | |
| 3 | ADSKAUTODESK INC | 9,674 | $3.1B | 0.90% | |
| 4 | GWREGUIDEWIRE SOFTWARE INC | 11,501 | $2.6B | 0.78% | |
| 5 | VVISA INC | 7,556 | $2.6B | 0.76% | |
| 6 | MOALTRIA GROUP INC | 39,026 | $2.6B | 0.76% | |
| 7 | BSXBOSTON SCIENTIFIC CORP | 26,318 | $2.6B | 0.76% | |
| 8 | TSNTYSON FOODS INC | 46,117 | $2.5B | 0.74% | |
| 9 | TRVCCITIGROUP INC | 23,732 | $2.4B | 0.71% | |
| 10 | PGPROCTER AND GAMBLE CO | 14,923 | $2.3B | 0.67% | |
| 11 | KDPKEURIG DR PEPPER INC | 89,093 | $2.3B | 0.67% | |
| 12 | IFFINTERNATIONAL FLAVORS&FRAGRA | 33,808 | $2.1B | 0.61% | |
| 13 | RHCRH PLC | 16,778 | $2.0B | 0.59% | |
| 14 | GENGEN DIGITAL INC | 67,602 | $1.9B | 0.56% | |
| 15 | ADIANALOG DEVICES INC | 7,712 | $1.9B | 0.56% | |
| 16 | STZCONSTELLATION BRANDS INC | 13,740 | $1.9B | 0.54% | |
| 17 | MTZMASTEC INC | 8,207 | $1.7B | 0.51% | |
| 18 | ZSZSCALER INC | 5,766 | $1.7B | 0.51% | |
| 19 | VRTVERTIV HOLDINGS CO | 11,446 | $1.7B | 0.51% | |
| 20 | MSFTMICROSOFT CORP | 3,299 | $1.7B | 0.50% | |
| 21 | BRBRBELLRING BRANDS INC | 46,997 | $1.7B | 0.50% | |
| 22 | PCTYPAYLOCITY HLDG CORP | 10,581 | $1.7B | 0.50% | |
| 23 | COFCAPITAL ONE FINL CORP | 7,792 | $1.7B | 0.49% | |
| 24 | BAXBAXTER INTL INC | 71,604 | $1.6B | 0.48% | |
| 25 | HASHASBRO INC | 21,394 | $1.6B | 0.48% | |
| 26 | NOCNORTHROP GRUMMAN CORP | 2,598 | $1.6B | 0.47% | |
| 27 | CAHCARDINAL HEALTH INC | 10,032 | $1.6B | 0.46% | |
| 28 | MCOMOODYS CORP | 3,259 | $1.6B | 0.46% | |
| 29 | PATHUIPATH INC | 115,312 | $1.5B | 0.45% | |
| 30 | JCIJOHNSON CTLS INTL PLC | 13,769 | $1.5B | 0.45% | |
| 31 | BMYBRISTOL-MYERS SQUIBB CO | 33,404 | $1.5B | 0.44% | |
| 32 | DHRDANAHER CORPORATION | 7,569 | $1.5B | 0.44% | |
| 33 | DOVDOVER CORP | 8,793 | $1.5B | 0.43% | |
| 34 | ANETARISTA NETWORKS INC | 10,050 | $1.5B | 0.43% | |
| 35 | FERGFERGUSON ENTERPRISES INC | 6,499 | $1.5B | 0.43% | |
| 36 | ADBEADOBE INC | 4,096 | $1.4B | 0.43% | |
| 37 | CPBTHE CAMPBELLS COMPANY | 45,216 | $1.4B | 0.42% | |
| 38 | AMZNAMAZON COM INC | 6,490 | $1.4B | 0.42% | |
| 39 | TWTRADEWEB MKTS INC | 12,823 | $1.4B | 0.42% | |
| 40 | ADCAGREE RLTY CORP | 19,818 | $1.4B | 0.41% | |
| 41 | IOTSAMSARA INC | 37,788 | $1.4B | 0.41% | |
| 42 | FISVFISERV INC | 10,888 | $1.4B | 0.41% | |
| 43 | EQIXEQUINIX INC | 1,780 | $1.4B | 0.41% | |
| 44 | ARMKARAMARK | 36,006 | $1.4B | 0.41% | |
| 45 | ABBVABBVIE INC | 5,963 | $1.4B | 0.41% | |
| 46 | AMTAMERICAN TOWER CORP NEW | 6,941 | $1.3B | 0.39% | |
| 47 | AG8AGILENT TECHNOLOGIES INC | 10,310 | $1.3B | 0.39% | |
| 48 | JBLJABIL INC | 6,060 | $1.3B | 0.39% | |
| 49 | CMCSACOMCAST CORP NEW | 41,883 | $1.3B | 0.39% | |
| 50 | METAMETA PLATFORMS INC | 1,754 | $1.3B | 0.38% | |
| 51 | CPAYCORPAY INC | 4,459 | $1.3B | 0.38% | |
| 52 | EMEEMCOR GROUP INC | 1,955 | $1.3B | 0.37% | |
| 53 | ELLAUDER ESTEE COS INC | 14,221 | $1.3B | 0.37% | |
| 54 | MKTXMARKETAXESS HLDGS INC | 7,166 | $1.2B | 0.37% | |
| 55 | USFDUS FOODS HLDG CORP | 16,143 | $1.2B | 0.36% | |
| 56 | WABWABTEC | 6,166 | $1.2B | 0.36% | |
| 57 | TAKTAKEDA PHARMACEUTICAL CO LTD | 83,733 | $1.2B | 0.36% | |
| 58 | LNGCHENIERE ENERGY INC | 5,166 | $1.2B | 0.36% | |
| 59 | AMKRAMKOR TECHNOLOGY INC | 42,191 | $1.2B | 0.35% | |
| 60 | AESAES CORP | 90,112 | $1.2B | 0.35% | |
| 61 | ESTCELASTIC N V | 13,990 | $1.2B | 0.35% | |
| 62 | PPCPILGRIMS PRIDE CORP | 28,525 | $1.2B | 0.34% | |
| 63 | MRSHMARSH & MCLENNAN COS INC | 5,763 | $1.2B | 0.34% | |
| 64 | PSTGPURE STORAGE INC | 13,831 | $1.2B | 0.34% | |
| 65 | JNJJOHNSON & JOHNSON | 6,238 | $1.2B | 0.34% | |
| 66 | HPEHEWLETT PACKARD ENTERPRISE C | 46,982 | $1.2B | 0.34% | |
| 67 | CRCRANE COMPANY | 6,257 | $1.2B | 0.34% | |
| 68 | SCHWSCHWAB CHARLES CORP | 12,023 | $1.1B | 0.34% | |
| 69 | UTHUNITED THERAPEUTICS CORP DEL | 2,708 | $1.1B | 0.33% | |
| 70 | WDCWESTERN DIGITAL CORP | 9,348 | $1.1B | 0.33% | |
| 71 | KOCOCA COLA CO | 16,879 | $1.1B | 0.33% | |
| 72 | NVDANVIDIA CORPORATION | 5,969 | $1.1B | 0.33% | |
| 73 | ALLYALLY FINL INC | 27,923 | $1.1B | 0.32% | |
| 74 | PGRPROGRESSIVE CORP | 4,420 | $1.1B | 0.32% | |
| 75 | ARANTERO RESOURCES CORP | 32,371 | $1.1B | 0.32% | |
| 76 | ALSNALLISON TRANSMISSION HLDGS I | 12,684 | $1.1B | 0.32% | |
| 77 | AHRAMERICAN HEALTHCARE REIT INC | 25,429 | $1.1B | 0.31% | |
| 78 | INVHINVITATION HOMES INC | 36,355 | $1.1B | 0.31% | |
| 79 | BLDTOPBUILD CORP | 2,725 | $1.1B | 0.31% | |
| 80 | GDGENERAL DYNAMICS CORP | 3,103 | $1.1B | 0.31% | |
| 81 | UALUNITED AIRLS HLDGS INC | 10,834 | $1.0B | 0.31% | |
| 82 | PNWPINNACLE WEST CAP CORP | 11,627 | $1.0B | 0.31% | |
| 83 | NKENIKE INC | 14,940 | $1.0B | 0.31% | |
| 84 | VNOVORNADO RLTY TR | 25,434 | $1.0B | 0.30% | |
| 85 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,043 | $1.0B | 0.30% | |
| 86 | DVDOUBLEVERIFY HLDGS INC | 85,280 | $1.0B | 0.30% | |
| 87 | VLTOVERALTO CORP | 9,505 | $1.0B | 0.30% | |
| 88 | UPWKUPWORK INC | 54,326 | $1.0B | 0.30% | |
| 89 | GLGLOBE LIFE INC | 7,053 | $1.0B | 0.30% | |
| 90 | TELTE CONNECTIVITY PLC | 4,582 | $1.0B | 0.30% | |
| 91 | RPMRPM INTL INC | 8,511 | $1.0B | 0.30% | |
| 92 | PFGCPERFORMANCE FOOD GROUP CO | 9,497 | $988.1M | 0.29% | |
| 93 | CUBECUBESMART | 24,169 | $982.7M | 0.29% | |
| 94 | DINOHF SINCLAIR CORP | 18,525 | $969.6M | 0.29% | |
| 95 | ACLSAXCELIS TECHNOLOGIES INC | 9,895 | $966.1M | 0.28% | |
| 96 | RLRALPH LAUREN CORP | 3,074 | $963.9M | 0.28% | |
| 97 | GMGENERAL MTRS CO | 15,741 | $959.7M | 0.28% | |
| 98 | PTCPTC INC | 4,726 | $959.5M | 0.28% | |
| 99 | ZWSZURN ELKAY WATER SOLNS CORP | 20,384 | $958.7M | 0.28% | |
| 100 | MTNVAIL RESORTS INC | 6,366 | $952.2M | 0.28% |
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