Institutions / Bridgefront Capital, LLC / Holdings

Bridgefront Capital, LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
MICROSOFT CORP	—	$5.28M	10,910	1.3%
CONSTELLATION BRANDS, INC.	—	$4.63M	33,585	1.2%
elf Beauty Inc	—	$4.52M	59,427	1.1%
MCDONALD'S CORP	—	$3.75M	12,271	0.9%
Cheniere Energy, Inc.	—	$3.74M	19,217	0.9%
ROSS STORES, INC.	—	$3.49M	19,360	0.9%
GENERAL MILLS INC	—	$3.45M	74,236	0.9%
MongoDB, Inc.	—	$3.29M	7,839	0.8%
Agilent Technologies Inc	—	$3.27M	24,011	0.8%
Five Below Inc	—	$3.24M	17,208	0.8%
MARSH & MCLENNAN COMPANIES, INC.	—	$2.98M	16,070	0.7%
Monster Beverage Corp	—	$2.93M	38,176	0.7%
VEEVA SYSTEMS INC	—	$2.86M	12,790	0.7%
PFIZER INC	—	$2.85M	114,653	0.7%
Sun Communities, Inc.	—	$2.78M	22,469	0.7%
Builders FirstSource Inc	—	$2.72M	26,429	0.7%
Perrigo Company plc	—	$2.60M	186,659	0.7%
West Pharmaceutical Services Inc	—	$2.57M	9,348	0.6%
SHERWIN WILLIAMS CO	—	$2.53M	7,812	0.6%
American Healthcare REIT, Inc.	—	$2.53M	53,740	0.6%
Autodesk, Inc.	—	$2.49M	8,412	0.6%
HARLEY-DAVIDSON, INC.	—	$2.32M	113,064	0.6%
NVIDIA Corp	—	$2.30M	12,317	0.6%
Marketaxess Holdings Inc	—	$2.29M	12,659	0.6%
Motorola Solutions, Inc.	—	$2.29M	5,967	0.6%
Apple Inc.	—	$2.29M	8,413	0.6%
BOSTON SCIENTIFIC CORP	—	$2.27M	23,768	0.6%
Prestige Consumer Healthcare Inc	—	$2.23M	36,123	0.6%
Mondelez International, Inc.	—	$2.20M	40,919	0.6%
United Therapeutics Corp	—	$2.18M	4,475	0.5%
TE Connectivity PLC	—	$2.18M	9,561	0.5%
Rubrik, Inc.	—	$2.15M	28,164	0.5%
Trade Desk, Inc.	—	$2.15M	56,730	0.5%
TETRA TECH INC	—	$2.14M	63,878	0.5%
Energizer Holdings, Inc.	—	$2.12M	106,575	0.5%
Okta, Inc.	—	$2.10M	24,326	0.5%
Comcast Corp.	—	$1.99M	66,485	0.5%
MOLSON COORS BEVERAGE CO	—	$1.95M	41,686	0.5%
AVNET INC	—	$1.92M	39,876	0.5%
TERADYNE, INC	—	$1.91M	9,876	0.5%
WEC ENERGY GROUP, INC.	—	$1.88M	17,806	0.5%
MICRON TECHNOLOGY INC	—	$1.87M	6,551	0.5%
Ralph Lauren Corp	—	$1.86M	5,250	0.5%
PRUDENTIAL FINANCIAL INC	—	$1.84M	16,278	0.5%
Wendy's Co	—	$1.84M	220,361	0.5%
Ferguson Enterprises Inc. /DE	—	$1.80M	8,091	0.5%
Otis Worldwide Corp	—	$1.80M	20,551	0.5%
CMS ENERGY CORP	—	$1.77M	25,365	0.4%
Duolingo, Inc.	—	$1.72M	9,818	0.4%
H&R Block Inc	—	$1.72M	39,496	0.4%