BFSG, LLC Q1 2025 Filing

Filed April 18, 2025

Portfolio Value

$821.8M

Holdings

674

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (674 positions)

#StockSharesValue% PortfolioType
201
JEFJEFFERIES FINL GROUP INC
5,394$288K0.04%
202
VOVANGUARD INDEX FDS
1,098$283K0.03%
203
DINOHF SINCLAIR CORP
8,533$280K0.03%
204
AFLAFLAC INC
2,520$280K0.03%
205
ATECALPHATEC HLDGS INC
27,605$279K0.03%
206
STTSTATE STR CORP
3,081$275K0.03%
207
ELANELANCO ANIMAL HEALTH INC
25,652$269K0.03%
208
ABEVAMBEV SA
115,130$268K0.03%
209
OI*O-I GLASS INC
23,370$268K0.03%
210
BABAALIBABA GROUP HLDG LTD
2,021$267K0.03%
211
KHCKRAFT HEINZ CO
8,778$267K0.03%
212
KOCOCA COLA CO
3,741$267K0.03%
213
RYROYAL BK CDA
2,336$263K0.03%
214
BBUCBROOKFIELD BUSINESS CORP
9,807$261K0.03%
215
DARDARLING INGREDIENTS INC
8,300$259K0.03%
216
MDYSPDR S&P MIDCAP 400 ETF TR
485$258K0.03%
217
AQN.TOALGONQUIN PWR UTILS CORP
49,610$254K0.03%
218
BNBROOKFIELD CORP
4,838$253K0.03%
219
ALMUAELUMA INC
35,102$253K0.03%
220
DONSPDR DOW JONES INDL AVERAGE
598$251K0.03%
221
VEAVANGUARD TAX-MANAGED FDS
4,955$251K0.03%
222
OGNORGANON & CO
16,300$242K0.03%
223
4I1PHILIP MORRIS INTL INC
1,492$236K0.03%
224
CNNECANNAE HLDGS INC
12,715$233K0.03%
225
BGCBGC GROUP INC
25,080$229K0.03%
226
PKPARK HOTELS & RESORTS INC
21,420$228K0.03%
227
UMHUMH PPTYS INC
11,815$220K0.03%
228
PBPROSPERITY BANCSHARES INC
3,093$220K0.03%
229
METMETLIFE INC
2,752$220K0.03%
230
IJHISHARES TR
3,747$218K0.03%
231
SIRISIRIUSXM HOLDINGS INC
9,480$213K0.03%
232
ALLYALLY FINL INC
5,820$212K0.03%
233
PDCOEURPATTERSON COS INC
6,735$210K0.03%
234
VYXNCR VOYIX CORPORATION
21,570$210K0.03%
235
SEBSEABOARD CORP DEL
77$207K0.03%
236
FPHFIVE POINT HOLDINGS LLC
38,295$204K0.02%
237
TAPMOLSON COORS BEVERAGE CO
3,311$201K0.02%
238
ALSALLSTATE CORP
952$197K0.02%
239
JEPIJ P MORGAN EXCHANGE TRADED F
3,453$197K0.02%
240
FFC0OAKTREE SPECIALTY LENDING CO
12,780$196K0.02%
241
CCKCROWN HLDGS INC
2,140$191K0.02%
242
HSICHENRY SCHEIN INC
2,792$191K0.02%
243
TRYBARINGS BDC INC
19,880$189K0.02%
244
PDMPIEDMONT OFFICE REALTY TR IN
25,440$187K0.02%
245
ARCOARCOS DORADOS HOLDINGS INC
22,970$185K0.02%
246
TDSTELEPHONE & DATA SYS INC
4,755$184K0.02%
247
PWBINVESCO EXCHANGE TRADED FD T
1,900$182K0.02%
248
QDELQUIDELORTHO CORP
5,113$178K0.02%
249
PKOHPARK-OHIO HLDGS CORP
8,125$175K0.02%
250
IBMINTERNATIONAL BUSINESS MACHS
702$174K0.02%
251
WPCWP CAREY INC
2,738$172K0.02%
252
FT2FIRST HORIZON CORPORATION
8,900$172K0.02%
253
ANAUTONATION INC
1,058$171K0.02%
254
JEPQJ P MORGAN EXCHANGE TRADED F
3,287$170K0.02%
255
IVWISHARES TR
1,814$168K0.02%
256
TEVATEVA PHARMACEUTICAL INDS LTD
10,960$168K0.02%
257
GOGLGOLDEN OCEAN GROUP LTD
20,000$159K0.02%
258
VTVVANGUARD INDEX FDS
926$159K0.02%
259
BIPCBROOKFIELD INFRASTRUCTURE CO
4,382$158K0.02%
260
PBFPBF ENERGY INC
8,264$157K0.02%
261
BRSPBRIGHTSPIRE CAPITAL INC
27,960$155K0.02%
262
VNOVORNADO RLTY TR
4,156$153K0.02%
263
COLDAMERICOLD REALTY TRUST INC
7,110$152K0.02%
264
PAGPENSKE AUTOMOTIVE GRP INC
1,061$152K0.02%
265
AIOTPOWERFLEET INC
27,766$152K0.02%
266
PSFEPAYSAFE LIMITED
9,700$152K0.02%
267
DBRGDIGITALBRIDGE GROUP INC
17,211$151K0.02%
268
JBGSJBG SMITH PPTYS
9,345$150K0.02%
269
IWMISHARES TR
750$149K0.02%
270
LUCKLUCKY STRIKE ENTERTAINMENT C
15,010$146K0.02%
271
SHMSPDR SER TR
3,066$145K0.02%
272
EP3ORASURE TECHNOLOGIES INC
42,190$142K0.02%
273
ISTBISHARES TR
2,922$141K0.02%
274
NFLXNETFLIX INC
151$140K0.02%
275
LAMRLAMAR ADVERTISING CO NEW
1,233$140K0.02%
276
VSTSVESTIS CORPORATION
14,210$140K0.02%
277
KMBKIMBERLY-CLARK CORP
984$139K0.02%
278
LBRDALIBERTY BROADBAND CORP
1,647$139K0.02%
279
AMBPARDAGH METAL PACKAGING S A
45,925$138K0.02%
280
SUISUN CMNTYS INC
1,075$138K0.02%
281
PEBOPEOPLES BANCORP INC
4,617$136K0.02%
282
SPSBSPDR SER TR
4,549$136K0.02%
283
FWRDUSDFORWARD AIR CORP
6,775$136K0.02%
284
VNTVONTIER CORPORATION
4,026$132K0.02%
285
AQLTISHARES TR
1,752$132K0.02%
286
RPAYREPAY HLDGS CORP
23,410$130K0.02%
287
SCHASCHWAB STRATEGIC TR
5,563$130K0.02%
288
UNFIUNITED NAT FOODS INC
4,765$130K0.02%
289
MPMP MATERIALS CORP
5,289$129K0.02%
290
BSRRSIERRA BANCORP
4,610$128K0.02%
291
LBTYALIBERTY GLOBAL LTD
11,030$126K0.02%
292
HGHAMILTON INSURANCE GROUP LTD
6,103$126K0.02%
293
VVISA INC
360$126K0.02%
294
NENOBLE CORP PLC
5,265$124K0.02%
295
VYMIVANGUARD WHITEHALL FDS
1,591$117K0.01%
296
APDAIR PRODS & CHEMS INC
400$117K0.01%
297
GLDMWORLD GOLD TR
1,877$116K0.01%
298
FSPFRANKLIN STR PPTYS CORP
65,530$116K0.01%
299
TMOTHERMO FISHER SCIENTIFIC INC
228$113K0.01%
300
PRDOPERDOCEO ED CORP
4,465$112K0.01%
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