CIK 1706836
BFSG, LLC
Institutional 13F holdings & portfolio
Holdings
714
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 501–550 of 714
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JCI | JOHNSON CTLS INTL PLC | 132 | $15K–$50K | SH |
| NIO | NIO INC | 3K | $15K–$50K | SH |
| AVDE | AMERICAN CENTY ETF TR | 190 | $15K–$50K | SH |
| COYA | COYA THERAPEUTICS INC | 3K | $15K–$50K | SH |
| VST | VISTRA CORP | 95 | $15K–$50K | SH |
| JQUA | J P MORGAN EXCHANGE TRADED F | 240 | $15K–$50K | SH |
| PFM | INVESCO EXCHANGE TRADED FD T | 293 | $15K–$50K | SH |
| UNFI | UNITED NAT FOODS INC | 438 | $1K–$15K | SH |
| ETHA | ISHARES ETHEREUM TR | 652 | $1K–$15K | SH |
| TXN | TEXAS INSTRS INC | 82 | $1K–$15K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 55 | $1K–$15K | SH |
| SLF | SUN LIFE FINANCIAL INC. | 225 | $1K–$15K | SH |
| SNOW | SNOWFLAKE INC | 63 | $1K–$15K | SH |
| SPYI | NEOS ETF TRUST | 260 | $1K–$15K | SH |
| FNF | FIDELITY NATIONAL FINANCIAL | 248 | $1K–$15K | SH |
| SCHH | SCHWAB STRATEGIC TR | 648 | $1K–$15K | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 100 | $1K–$15K | SH |
| KBWB | INVESCO EXCH TRADED FD TR II | 154 | $1K–$15K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 156 | $1K–$15K | SH |
| IGRO | ISHARES TR | 151 | $1K–$15K | SH |
| AMCR | AMCOR PLC | 1K | $1K–$15K | SH |
| CHRW | C H ROBINSON WORLDWIDE INC | 75 | $1K–$15K | SH |
| CRS | CARPENTER TECHNOLOGY CORP | 38 | $1K–$15K | SH |
| MGPI | MGP INGREDIENTS INC NEW | 485 | $1K–$15K | SH |
| GIS | GENERAL MLS INC | 250 | $1K–$15K | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 153 | $1K–$15K | SH |
| IHAK | ISHARES TR | 237 | $1K–$15K | SH |
| GNRC | GENERAC HLDGS INC | 82 | $1K–$15K | SH |
| MDLZ | MONDELEZ INTL INC | 207 | $1K–$15K | SH |
| MBOT | MICROBOT MED INC | 6K | $1K–$15K | SH |
| SU | SUNCOR ENERGY INC NEW | 247 | $1K–$15K | SH |
| EVR | EVERCORE INC | 32 | $1K–$15K | SH |
| CRSP | CRISPR THERAPEUTICS AG | 206 | $1K–$15K | SH |
| MLPX | GLOBAL X FDS | 176 | $1K–$15K | SH |
| GS | GOLDMAN SACHS GROUP INC | 12 | $1K–$15K | SH |
| FEZ | SPDR INDEX SHS FDS | 162 | $1K–$15K | SH |
| OKE | ONEOK INC NEW | 141 | $1K–$15K | SH |
| DHR | DANAHER CORPORATION | 45 | $1K–$15K | SH |
| LENZ | LENZ THERAPEUTICS INC | 635 | $1K–$15K | SH |
| EMR | EMERSON ELEC CO | 75 | $1K–$15K | SH |
| GSK | GSK PLC | 200 | $1K–$15K | SH |
| DUHP | DIMENSIONAL ETF TRUST | 257 | $1K–$15K | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 80 | $1K–$15K | SH |
| FANG | DIAMONDBACK ENERGY INC | 64 | $1K–$15K | SH |
| IWP | ISHARES TR | 70 | $1K–$15K | SH |
| SLB | SLB LIMITED | 243 | $1K–$15K | SH |
| TCHP | T ROWE PRICE ETF INC | 185 | $1K–$15K | SH |
| SHW | SHERWIN WILLIAMS CO | 28 | $1K–$15K | SH |
| CAVA | CAVA GROUP INC | 150 | $1K–$15K | SH |
| ACM | AECOM | 92 | $1K–$15K | SH |