BFSG, LLC Q1 2023 Filing

Filed May 10, 2023

Portfolio Value

$541.8M

Holdings

193

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (193 positions)

#StockSharesValue% PortfolioType
101
ELLAUDER ESTEE COS INC
6,687$1.6M0.30%
102
TSLATESLA INC
7,487$1.6M0.29%
103
SCHGSCHWAB STRATEGIC TR
23,232$1.5M0.28%
104
HOLXHOLOGIC INC
17,915$1.4M0.27%
105
CENTCENTRAL GARDEN & PET CO
32,983$1.4M0.25%
106
XLESELECT SECTOR SPDR TR
16,340$1.4M0.25%
107
GOOGLALPHABET INC
13,022$1.4M0.25%
108
SCHMSCHWAB STRATEGIC TR
19,466$1.3M0.24%
109
ROPROPER TECHNOLOGIES INC
2,944$1.3M0.24%
110
ADBEADOBE SYSTEMS INCORPORATED
3,209$1.2M0.23%
111
IAGGISHARES TR
25,245$1.2M0.23%
112
BHPBHP GROUP LTD
19,462$1.2M0.23%
113
ITWILLINOIS TOOL WKS INC
5,056$1.2M0.23%
114
SHYISHARES TR
14,171$1.2M0.21%
115
NUVNUVEEN MUN VALUE FD INC
131,797$1.2M0.21%
116
CAGCONAGRA BRANDS INC
30,743$1.2M0.21%
117
VNQVANGUARD INDEX FDS
13,738$1.1M0.21%
118
KNXKNIGHT-SWIFT TRANSN HLDGS IN
19,384$1.1M0.20%
119
VCSHVANGUARD SCOTTSDALE FDS
14,375$1.1M0.20%
120
VIGVANGUARD SPECIALIZED FUNDS
7,000$1.1M0.20%
121
XLYSELECT SECTOR SPDR TR
7,033$1.1M0.19%
122
ATOATMOS ENERGY CORP
9,207$1.0M0.19%
123
USMVISHARES TR
14,228$1.0M0.19%
124
BACBANK AMERICA CORP
35,840$1.0M0.19%
125
PKNPERKINELMER INC
7,648$1.0M0.19%
126
XLISELECT SECTOR SPDR TR
9,970$1.0M0.19%
127
CYBRCYBERARK SOFTWARE LTD
6,744$998K0.18%
128
VXFVANGUARD INDEX FDS
6,563$920K0.17%
129
LKQ1LKQ CORP
16,176$918K0.17%
130
BPBP PLC
24,195$918K0.17%
131
CRWDCROWDSTRIKE HLDGS INC
6,651$913K0.17%
132
ASOACADEMY SPORTS & OUTDOORS IN
13,970$912K0.17%
133
EIXEDISON INTL
12,581$888K0.16%
134
CMGCHIPOTLE MEXICAN GRILL INC
516$881K0.16%
135
CATCATERPILLAR INC
3,799$869K0.16%
136
CRMSALESFORCE INC
4,300$859K0.16%
137
GPKGRAPHIC PACKAGING HLDG CO
33,662$858K0.16%
138
GFLGFL ENVIRONMENTAL INC
24,747$852K0.16%
139
WFRDWEATHERFORD INTL PLC
14,240$845K0.16%
140
VYMVANGUARD WHITEHALL FDS
7,893$833K0.15%
141
DUKDUKE ENERGY CORP NEW
8,478$818K0.15%
142
FICOFAIR ISAAC CORP
1,154$811K0.15%
143
VCVISTEON CORP
5,119$803K0.15%
144
APTVAPTIV PLC
6,955$780K0.14%
145
DOLEDOLE PLC
66,336$779K0.14%
146
HONHONEYWELL INTL INC
4,062$776K0.14%
147
SCHXSCHWAB STRATEGIC TR
15,999$774K0.14%
148
RSGREPUBLIC SVCS INC
5,703$771K0.14%
149
AERAERCAP HOLDINGS NV
13,678$769K0.14%
150
XLFSELECT SECTOR SPDR TR
23,887$768K0.14%
151
RVNCEURREVANCE THERAPEUTICS INC
23,699$763K0.14%
152
SCHVSCHWAB STRATEGIC TR
11,561$758K0.14%
153
SCHFSCHWAB STRATEGIC TR
20,713$721K0.13%
154
DYHTARGET CORP
4,098$679K0.13%
155
IEIISHARES TR
5,752$677K0.12%
156
UNPUNION PAC CORP
3,334$671K0.12%
157
CCOCAMECO CORP
25,510$668K0.12%
158
DALDELTA AIR LINES INC DEL
18,958$662K0.12%
159
EWEDWARDS LIFESCIENCES CORP
7,395$612K0.11%
160
XLUSELECT SECTOR SPDR TR
8,067$546K0.10%
161
PPLPPL CORP
19,258$535K0.10%
162
KMBKIMBERLY-CLARK CORP
3,932$528K0.10%
163
SSFSENSIENT TECHNOLOGIES CORP
6,500$498K0.09%
164
XLCSELECT SECTOR SPDR TR
8,273$480K0.09%
165
KMIKINDER MORGAN INC DEL
26,595$466K0.09%
166
XLBSELECT SECTOR SPDR TR
5,762$465K0.09%
167
SCHESCHWAB STRATEGIC TR
18,575$455K0.08%
168
ATECALPHATEC HLDGS INC
27,300$426K0.08%
169
SRSPIRE INC
5,729$402K0.07%
170
DISDISNEY WALT CO
3,913$392K0.07%
171
BSXBOSTON SCIENTIFIC CORP
7,294$365K0.07%
172
AONAON PLC
1,138$359K0.07%
173
AGGISHARES TR
3,503$349K0.06%
174
RGLDROYAL GOLD INC
2,648$343K0.06%
175
OREALTY INCOME CORP
5,400$342K0.06%
176
SKAASKECHERS U S A INC
7,138$339K0.06%
177
PNWPINNACLE WEST CAP CORP
4,213$334K0.06%
178
VTCVANGUARD SCOTTSDALE FDS
4,265$327K0.06%
179
KOCOCA COLA CO
5,207$323K0.06%
180
GQ9SPDR GOLD TR
1,673$307K0.06%
181
OGEOGE ENERGY CORP
8,109$305K0.06%
182
TRVTRAVELERS COMPANIES INC
1,739$298K0.06%
183
MDYSPDR S&P MIDCAP 400 ETF TR
600$275K0.05%
184
FTECFIDELITY COVINGTON TRUST
2,196$250K0.05%
185
GOGLGOLDEN OCEAN GROUP LTD
25,000$238K0.04%
186
VEEVVEEVA SYS INC
1,288$237K0.04%
187
WPCWP CAREY INC
3,036$235K0.04%
188
IJRISHARES TR
2,328$225K0.04%
189
NDQINVESCO QQQ TR
628$202K0.04%
190
SHVISHARES TR
1,826$202K0.04%
191
1939900DBROOKFIELD INFRASTRUCTURE CO
4,382$202K0.04%
192
LGFEURLIONS GATE ENTMNT CORP
12,846$142K0.03%
193
BRCCBRC INC
15,500$80K0.01%
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