BFSG, LLC Q2 2025 Filing

Filed July 15, 2025

Portfolio Value

$893.9M

Holdings

671

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (671 positions)

#StockSharesValue% PortfolioType
201
VEEVVEEVA SYS INC
1,270$365K0.04%
202
CABOCABLE ONE INC
2,637$358K0.04%
203
CMCSACOMCAST CORP NEW
9,812$350K0.04%
204
OI*O-I GLASS INC
23,010$339K0.04%
205
STTSTATE STR CORP
3,163$336K0.04%
206
OKTAOKTA INC
3,365$336K0.04%
207
IJRISHARES TR
2,979$325K0.04%
208
VTEBVANGUARD MUN BD FDS
6,645$325K0.04%
209
IEIISHARES TR
2,724$324K0.04%
210
VOVANGUARD INDEX FDS
1,148$321K0.04%
211
DARDARLING INGREDIENTS INC
8,370$317K0.04%
212
CRCCALIFORNIA RES CORP
6,820$311K0.03%
213
JEFJEFFERIES FINL GROUP INC
5,694$311K0.03%
214
RSPINVESCO EXCHANGE TRADED FD T
1,717$311K0.03%
215
VLOVALERO ENERGY CORP
2,313$310K0.03%
216
VEAVANGUARD TAX-MANAGED FDS
5,443$310K0.03%
217
VYXNCR VOYIX CORPORATION
26,385$309K0.03%
218
ATECALPHATEC HLDGS INC
27,605$306K0.03%
219
BBUCBROOKFIELD BUSINESS CORP
9,807$305K0.03%
220
RYROYAL BK CDA
2,296$302K0.03%
221
BNBROOKFIELD CORP
4,838$299K0.03%
222
AQN.TOALGONQUIN PWR UTILS CORP
49,610$284K0.03%
223
ABEVAMBEV SA
115,130$277K0.03%
224
MDYSPDR S&P MIDCAP 400 ETF TR
485$274K0.03%
225
DONSPDR DOW JONES INDL AVERAGE
624$274K0.03%
226
4I1PHILIP MORRIS INTL INC
1,492$271K0.03%
227
SONSONOCO PRODS CO
6,231$271K0.03%
228
QC10FLAGSTAR FINANCIAL INC
25,356$268K0.03%
229
CNNECANNAE HLDGS INC
12,825$267K0.03%
230
AFLAFLAC INC
2,520$265K0.03%
231
BGCBGC GROUP INC
25,270$258K0.03%
232
KOCOCA COLA CO
3,546$250K0.03%
233
BABAALIBABA GROUP HLDG LTD
2,021$229K0.03%
234
OGNORGANON & CO
23,610$228K0.03%
235
ALLYALLY FINL INC
5,820$226K0.03%
236
KHCKRAFT HEINZ CO
8,752$225K0.03%
237
GPNGLOBAL PMTS INC
2,800$224K0.03%
238
PBPROSPERITY BANCSHARES INC
3,199$224K0.03%
239
PWBINVESCO EXCHANGE TRADED FD T
1,900$223K0.02%
240
METMETLIFE INC
2,753$221K0.02%
241
PKPARK HOTELS & RESORTS INC
21,680$221K0.02%
242
CCKCROWN HLDGS INC
2,140$220K0.02%
243
SEBSEABOARD CORP DEL
77$220K0.02%
244
SIRISIRIUSXM HOLDINGS INC
9,545$219K0.02%
245
FPHFIVE POINT HOLDINGS LLC
38,295$210K0.02%
246
PBFPBF ENERGY INC
9,715$210K0.02%
247
ANAUTONATION INC
1,058$210K0.02%
248
COLDAMERICOLD REALTY TRUST INC
12,608$209K0.02%
249
IBMINTERNATIONAL BUSINESS MACHS
703$207K0.02%
250
IJHISHARES TR
3,337$206K0.02%
251
HSICHENRY SCHEIN INC
2,792$203K0.02%
252
JEPIJ P MORGAN EXCHANGE TRADED F
3,543$201K0.02%
253
AMBPARDAGH METAL PACKAGING S A
46,575$199K0.02%
254
IVWISHARES TR
1,814$199K0.02%
255
UMHUMH PPTYS INC
11,815$198K0.02%
256
FWRDFORWARD AIR CORP
7,805$191K0.02%
257
ALSALLSTATE CORP
952$191K0.02%
258
FT2FIRST HORIZON CORPORATION
8,900$188K0.02%
259
PDMPIEDMONT REALTY TRUST INC
25,390$185K0.02%
260
FFC0OAKTREE SPECIALTY LENDING CO
13,475$184K0.02%
261
TEVATEVA PHARMACEUTICAL INDS LTD
10,960$183K0.02%
262
TRYBARINGS BDC INC
20,070$183K0.02%
263
PAGPENSKE AUTOMOTIVE GRP INC
1,061$182K0.02%
264
BIPCBROOKFIELD INFRASTRUCTURE CO
4,382$182K0.02%
265
FVDFIRST TR EXCHANGE-TRADED FD
4,082$182K0.02%
266
JEPQJ P MORGAN EXCHANGE TRADED F
3,329$181K0.02%
267
VNOVORNADO RLTY TR
4,756$181K0.02%
268
DBRGDIGITALBRIDGE GROUP INC
17,371$179K0.02%
269
ARCOARCOS DORADOS HOLDINGS INC
22,338$176K0.02%
270
MPMP MATERIALS CORP
5,283$175K0.02%
271
WPCWP CAREY INC
2,803$174K0.02%
272
AIOTPOWERFLEET INC
39,170$168K0.02%
273
VTVVANGUARD INDEX FDS
950$167K0.02%
274
RPAYREPAY HLDGS CORP
33,980$163K0.02%
275
IWMISHARES TR
750$161K0.02%
276
JBGSJBG SMITH PPTYS
9,345$161K0.02%
277
QDELQUIDELORTHO CORP
5,460$157K0.02%
278
VNTVONTIER CORPORATION
4,106$151K0.02%
279
LAMRLAMAR ADVERTISING CO NEW
1,237$150K0.02%
280
PKOHPARK-OHIO HLDGS CORP
8,300$148K0.02%
281
AVTRAVANTOR INC
10,925$147K0.02%
282
AQLTISHARES TR
1,762$147K0.02%
283
SHMSPDR SERIES TRUST
3,066$146K0.02%
284
GOGLGOLDEN OCEAN GROUP LTD
20,000$146K0.02%
285
NENOBLE CORP PLC
5,500$146K0.02%
286
PSFEPAYSAFE LIMITED
11,585$146K0.02%
287
ISTBISHARES TR
2,977$144K0.02%
288
PEBOPEOPLES BANCORP INC
4,707$143K0.02%
289
BRSPBRIGHTSPIRE CAPITAL INC
28,410$143K0.02%
290
TAPMOLSON COORS BEVERAGE CO
2,918$140K0.02%
291
BSRRSIERRA BANCORP
4,675$138K0.02%
292
HGHAMILTON INSURANCE GROUP LTD
6,398$138K0.02%
293
LUCKLUCKY STRIKE ENTERTAINMENT C
15,010$137K0.02%
294
EP3ORASURE TECHNOLOGIES INC
45,680$137K0.02%
295
FBNDFIDELITY MERRIMACK STR TR
2,958$135K0.02%
296
SUISUN CMNTYS INC
1,075$135K0.02%
297
VYMIVANGUARD WHITEHALL FDS
1,663$133K0.01%
298
DFIVDIMENSIONAL ETF TRUST
3,065$131K0.01%
299
SCHASCHWAB STRATEGIC TR
5,197$131K0.01%
300
SUBISHARES TR
1,228$130K0.01%
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