Bridgefront Capital, LLC 13F 持仓 · 2026年Q2
Bridgefront Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 486 只证券，申报市值合计 3.80 亿美元。前几大持仓：CL（1.46%）、KMB（1.30%）、TSN（1.28%）。本季前 25 大持仓中：新建仓 7 只、增持 16 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CL | COLGATE PALMOLIVE CO | $5.5M | 1.46% | 60,327 | 新建仓 |
| 2 | KMB | KIMBERLY-CLARK CORP | $4.9M | 1.30% | 44,815 | 增持 |
| 3 | TSN | TYSON FOODS INC | $4.9M | 1.28% | 85,126 | 增持 |
| 4 | STZ | CONSTELLATION BRANDS INC | $4.3M | 1.13% | 30,750 | 增持 |
| 5 | EL | LAUDER ESTEE COS INC | $4.0M | 1.04% | 50,230 | 增持 |
| 6 | KO | COCA COLA CO | $3.9M | 1.03% | 48,186 | 新建仓 |
| 7 | TAP | MOLSON COORS BEVERAGE CO | $3.6M | 0.95% | 92,933 | 增持 |
| 8 | AMT | AMERICAN TOWER CORP | $3.3M | 0.86% | 19,875 | 增持 |
| 9 | ADC | AGREE RLTY CORP | $3.1M | 0.83% | 41,513 | 增持 |
| 10 | WFC | WELLS FARGO & CO | $3.1M | 0.82% | 37,577 | 增持 |
| 11 | TT | TRANE TECHNOLOGIES PLC | $3.0M | 0.79% | 6,110 | 增持 |
| 12 | OXY | OCCIDENTAL PETE CORP | $2.8M | 0.75% | 58,505 | 新建仓 |
| 13 | HAL | HALLIBURTON CO | $2.8M | 0.73% | 81,533 | 增持 |
| 14 | C | CITIGROUP INC | $2.6M | 0.69% | 18,688 | 增持 |
| 15 | SPB | SPECTRUM BRANDS HOLDINGS INC | $2.6M | 0.69% | 30,404 | 增持 |
| 16 | ISRG | INTUITIVE SURGICAL INC | $2.6M | 0.68% | 6,497 | 增持 |
| 17 | EPC | EDGEWELL PERSONAL CARE CO | $2.4M | 0.63% | 89,367 | 增持 |
| 18 | LRCX | LAM RESEARCH CORP | $2.4M | 0.63% | 5,513 | 增持 |
| 19 | KKR | KKR & CO INC | $2.4M | 0.62% | 25,680 | 新建仓 |
| 20 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $2.4M | 0.62% | 2,452 | 新建仓 |
| 21 | IDA | IDACORP INC | $2.3M | 0.61% | 15,377 | 增持 |
| 22 | GIS | GENERAL MILLS INC | $2.3M | 0.60% | 65,543 | 新建仓 |
| 23 | CME | CME GROUP INC | $2.3M | 0.59% | 10,204 | 新建仓 |
| 24 | CBRE | CBRE GROUP INC | $2.2M | 0.58% | 16,470 | 减持 |
| 25 | LMT | LOCKHEED MARTIN CORP | $2.2M | 0.57% | 4,224 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR