StockDriftsStockDriftsTop 50 Bridgefront Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CL | COLGATE PALMOLIVE CO | 1.46% | 60.3K | $5.5M | new | $88.63(+3.75%) | 2026-06-30 | |
| KMB | KIMBERLY-CLARK CORP | 1.3% | 44.8K | $4.9M | +25.95%(+9.23K) | $99.58(+7.95%) | 2026-06-30 | |
| TSN | TYSON FOODS INC | 1.28% | 85.1K | $4.9M | +471.97%(+70.24K) | $59.71(-2.58%) | 2026-06-30 | |
| STZ | CONSTELLATION BRANDS INC | 1.13% | 30.8K | $4.3M | +32.53%(+7.55K) | $150.48(-13.27%) | 2026-06-30 | |
| EL | LAUDER ESTEE COS INC | 1.04% | 50.2K | $4.0M | +165.42%(+31.30K) | $88.25(-2.44%) | 2026-06-30 | |
| KO | COCA COLA CO | 1.03% | 48.2K | $3.9M | new | $76.15(+15.04%) | 2026-06-30 | |
| TAP | MOLSON COORS BEVERAGE CO | 0.95% | 92.9K | $3.6M | +105.92%(+47.80K) | $43.34(-1.31%) | 2026-06-30 | |
| AMT | AMERICAN TOWER CORP | 0.86% | 19.9K | $3.3M | +84.20%(+9.09K) | $182.77(-5.28%) | 2026-06-30 | |
| ADC | AGREE RLTY CORP | 0.83% | 41.5K | $3.1M | +14.18%(+5.16K) | $73.45(+1.75%) | 2026-06-30 | |
| WFC | WELLS FARGO & CO | 0.82% | 37.6K | $3.1M | +177.79%(+24.05K) | $72.40(+23.56%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.23% | +57.03% | +9.08% | +54.41% |
| Top 20 Holdings Unweighted | +15.99% | +56.07% | +9.27% | +55.80% |
Bridgefront Capital LLC reports $379.53M in US-listed equity holdings across 486 positions in its most recent 13F filing. Its largest disclosed positions are CL (1.5%), KMB (1.3%) and TSN (1.3%). The top 20 holdings account for 17.53% of reported assets. Its disclosed equity book has returned +57.03% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bridgefront Capital LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1725690). View Bridgefront Capital LLC’s 13F filings on SEC