BFSG, LLC Q1 2022 Filing

Filed May 4, 2022

Portfolio Value

$631.5M

Holdings

189

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (189 positions)

#StockSharesValue% PortfolioType
101
PKNPERKINELMER INC
8,793$1.5M0.24%
102
LMTLOCKHEED MARTIN CORP
3,395$1.5M0.24%
103
GOOGLALPHABET INC
538$1.5M0.24%
104
ADBEADOBE SYSTEMS INCORPORATED
3,172$1.4M0.23%
105
RSPINVESCO EXCHANGE TRADED FD T
8,813$1.4M0.22%
106
ROPROPER TECHNOLOGIES INC
2,878$1.4M0.22%
107
WAFDWASHINGTON FED INC
41,126$1.4M0.21%
108
TSLATESLA INC
1,200$1.3M0.20%
109
VOOVANGUARD INDEX FDS
3,058$1.3M0.20%
110
CYBRCYBERARK SOFTWARE LTD
7,189$1.2M0.19%
111
VIGVANGUARD SPECIALIZED FUNDS
7,310$1.2M0.19%
112
WEAWESTERN ALLIANCE BANCORP
13,748$1.1M0.18%
113
AIMCUSDALTRA INDL MOTION CORP
28,490$1.1M0.18%
114
XLKSELECT SECTOR SPDR TR
6,953$1.1M0.17%
115
MMM3M CO
7,327$1.1M0.17%
116
CCCHEMOURS CO
31,773$1.0M0.16%
117
ITWILLINOIS TOOL WKS INC
4,746$994K0.16%
118
DC4DEXCOM INC
1,901$973K0.15%
119
HONHONEYWELL INTL INC
4,924$958K0.15%
120
ENPHENPHASE ENERGY INC
4,711$951K0.15%
121
CITCINTAS CORP
2,223$946K0.15%
122
CAGCONAGRA BRANDS INC
27,877$936K0.15%
123
PLDPROLOGIS INC.
5,788$935K0.15%
124
INTUINTUIT
1,895$911K0.14%
125
SCHXSCHWAB STRATEGIC TR
16,714$900K0.14%
126
CMGCHIPOTLE MEXICAN GRILL INC
567$897K0.14%
127
CSGPCOSTAR GROUP INC
13,401$893K0.14%
128
DOVDOVER CORP
5,638$885K0.14%
129
SKINTHE BEAUTY HEALTH COMPANY
52,007$878K0.14%
130
GFLGFL ENVIRONMENTAL INC
26,948$877K0.14%
131
SCHFSCHWAB STRATEGIC TR
23,841$875K0.14%
132
TMUST-MOBILE US INC
6,811$874K0.14%
133
MLB1MERCADOLIBRE INC
734$873K0.14%
134
AGGISHARES TR
7,852$841K0.13%
135
MCKMCKESSON CORP
2,675$819K0.13%
136
SPGIS&P GLOBAL INC
1,967$807K0.13%
137
DOXAMDOCS LTD
9,772$803K0.13%
138
XLFSELECT SECTOR SPDR TR
20,563$795K0.13%
139
VYMVANGUARD WHITEHALL FDS
7,000$786K0.12%
140
KNXKNIGHT-SWIFT TRANSN HLDGS IN
15,568$786K0.12%
141
EIXEDISON INTL
10,974$769K0.12%
142
RSGREPUBLIC SVCS INC
5,728$759K0.12%
143
UNPUNION PAC CORP
2,759$754K0.12%
144
LENLENNAR CORP
9,206$747K0.12%
145
VXUSVANGUARD STAR FDS
12,279$734K0.12%
146
PKXPOSCO HOLDINGS INC
12,350$732K0.12%
147
INMDINMODE LTD
17,874$660K0.10%
148
XLVSELECT SECTOR SPDR TR
4,794$657K0.10%
149
SCHESCHWAB STRATEGIC TR
23,274$646K0.10%
150
KAMNUSDKAMAN CORP
14,428$627K0.10%
151
CIBEURBANCOLOMBIA S A
14,081$601K0.10%
152
SSFSENSIENT TECHNOLOGIES CORP
6,500$546K0.09%
153
PPLPPL CORP
19,057$544K0.09%
154
XLISELECT SECTOR SPDR TR
5,239$540K0.09%
155
RGLDROYAL GOLD INC
3,648$515K0.08%
156
ECECOPETROL S A
27,366$509K0.08%
157
FFFUTUREFUEL CORP
52,068$507K0.08%
158
DUKDUKE ENERGY CORP NEW
4,485$501K0.08%
159
OUTOUTFRONT MEDIA INC
17,460$496K0.08%
160
XLYSELECT SECTOR SPDR TR
2,510$464K0.07%
161
KMBKIMBERLY-CLARK CORP
3,737$460K0.07%
162
DISDISNEY WALT CO
3,331$457K0.07%
163
SRSPIRE INC
5,816$417K0.07%
164
VTEBVANGUARD MUN BD FDS
8,035$414K0.07%
165
AONAON PLC
1,157$377K0.06%
166
GNRCGENERAC HLDGS INC
1,262$375K0.06%
167
SHMSPDR SER TR
7,735$366K0.06%
168
MSMMSC INDL DIRECT INC
4,120$351K0.06%
169
PNWPINNACLE WEST CAP CORP
4,498$351K0.06%
170
ELANELANCO ANIMAL HEALTH INC
13,358$349K0.06%
171
USFDUS FOODS HLDG CORP
9,160$345K0.05%
172
VTCVANGUARD SCOTTSDALE FDS
4,131$345K0.05%
173
SBUXSTARBUCKS CORP
3,529$321K0.05%
174
ATECALPHATEC HLDGS INC
27,300$314K0.05%
175
OGEOGE ENERGY CORP
7,684$313K0.05%
176
XLFISELECT SECTOR SPDR TR
4,012$304K0.05%
177
BSVVANGUARD BD INDEX FDS
3,859$301K0.05%
178
METAMETA PLATFORMS INC
1,332$296K0.05%
179
BSXBOSTON SCIENTIFIC CORP
6,572$291K0.05%
180
EXPEAGLE MATLS INC
2,200$282K0.04%
181
VEEVVEEVA SYS INC
1,288$274K0.04%
182
SKAASKECHERS U S A INC
6,678$272K0.04%
183
PWBINVESCO EXCHANGE TRADED FD T
3,390$245K0.04%
184
SEBSEABOARD CORP DEL
56$236K0.04%
185
LKQ1LKQ CORP
5,114$232K0.04%
186
LGFEURLIONS GATE ENTMNT CORP
13,846$225K0.04%
187
PIIPOLARIS INC
2,023$213K0.03%
188
IWFISHARES TR
750$208K0.03%
189
KOCOCA COLA CO
3,328$206K0.03%
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