BFSG, LLC Q3 2021 Filing

Filed November 3, 2021

Portfolio Value

$655.1M

Holdings

209

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (209 positions)

#StockSharesValue% PortfolioType
101
NTRNUTRIEN LTD
27,710$1.8M0.27%
102
CMCCOMMERCIAL METALS CO
55,320$1.7M0.26%
103
HOLXHOLOGIC INC
22,814$1.7M0.26%
104
SBUXSTARBUCKS CORP
14,960$1.6M0.25%
105
TMOTHERMO FISHER SCIENTIFIC INC
2,888$1.6M0.25%
106
FNFFIDELITY NATIONAL FINANCIAL
36,350$1.6M0.25%
107
PKNPERKINELMER INC
9,305$1.6M0.25%
108
PEPPEPSICO INC
10,522$1.6M0.24%
109
MTTR*MATTERPORT INC
82,206$1.6M0.24%
110
UNHUNITEDHEALTH GROUP INC
3,955$1.5M0.24%
111
SAICSCIENCE APPLICATIONS INTL CO
18,008$1.5M0.24%
112
SEDGSOLAREDGE TECHNOLOGIES INC
5,784$1.5M0.23%
113
RIORIO TINTO PLC
22,834$1.5M0.23%
114
MRNAMODERNA INC
3,954$1.5M0.23%
115
BCEBCE INC
29,974$1.5M0.23%
116
SCHMSCHWAB STRATEGIC TR
19,460$1.5M0.23%
117
GOOGLALPHABET INC
548$1.5M0.22%
118
ADBEADOBE SYSTEMS INCORPORATED
2,388$1.4M0.21%
119
AIMCUSDALTRA INDL MOTION CORP
24,835$1.4M0.21%
120
LMTLOCKHEED MARTIN CORP
3,769$1.3M0.20%
121
INMDINMODE LTD
8,056$1.3M0.20%
122
CYBRCYBERARK SOFTWARE LTD
7,886$1.2M0.19%
123
EXPEAGLE MATLS INC
9,388$1.2M0.19%
124
VIGVANGUARD SPECIALIZED FUNDS
7,670$1.2M0.18%
125
CROXCROCS INC
7,963$1.1M0.17%
126
HONHONEYWELL INTL INC
5,356$1.1M0.17%
127
BHPBHP GROUP LTD
20,190$1.1M0.17%
128
EWEDWARDS LIFESCIENCES CORP
9,527$1.1M0.16%
129
DC4DEXCOM INC
1,972$1.1M0.16%
130
SKINTHE BEAUTY HEALTH COMPANY
41,047$1.1M0.16%
131
ALLYALLY FINL INC
20,616$1.1M0.16%
132
GFLGFL ENVIRONMENTAL INC
28,295$1.1M0.16%
133
REGNREGENERON PHARMACEUTICALS
1,726$1.0M0.16%
134
XLKSELECT SECTOR SPDR TR
6,930$1.0M0.16%
135
COFCAPITAL ONE FINL CORP
6,254$1.0M0.15%
136
MLB1MERCADOLIBRE INC
595$999K0.15%
137
TSLATESLA INC
1,284$996K0.15%
138
ITWILLINOIS TOOL WKS INC
4,790$990K0.15%
139
WEAWESTERN ALLIANCE BANCORP
9,090$989K0.15%
140
SNOWSNOWFLAKE INC
3,218$973K0.15%
141
DTDYNATRACE INC
13,684$971K0.15%
142
TXTTEXTRON INC
13,680$955K0.15%
143
PIIMPINJ INC
16,632$950K0.15%
144
GSGOLDMAN SACHS GROUP INC
2,493$942K0.14%
145
JCIJOHNSON CTLS INTL PLC
13,635$928K0.14%
146
PRFTUSDPERFICIENT INC
8,008$927K0.14%
147
SESEA LTD
2,870$915K0.14%
148
PNRPENTAIR PLC
12,583$914K0.14%
149
CAGCONAGRA BRANDS INC
26,989$914K0.14%
150
XLESELECT SECTOR SPDR TR
17,045$888K0.14%
151
VOOVANGUARD INDEX FDS
2,241$884K0.13%
152
AMDADVANCED MICRO DEVICES INC
8,583$883K0.13%
153
LENLENNAR CORP
9,250$867K0.13%
154
MSIMOTOROLA SOLUTIONS INC
3,640$846K0.13%
155
SCHXSCHWAB STRATEGIC TR
7,948$827K0.13%
156
BKNGBOOKING HOLDINGS INC
342$812K0.12%
157
SCHFSCHWAB STRATEGIC TR
20,587$797K0.12%
158
KNXKNIGHT-SWIFT TRANSN HLDGS IN
15,568$796K0.12%
159
VTEBVANGUARD MUN BD FDS
14,465$792K0.12%
160
MMM3M CO
4,440$779K0.12%
161
PKXPOSCO
11,176$771K0.12%
162
VYMVANGUARD WHITEHALL FDS
7,400$765K0.12%
163
ROPROPER TECHNOLOGIES INC
1,647$735K0.11%
164
BPBP PLC
26,665$729K0.11%
165
RSGREPUBLIC SVCS INC
5,758$691K0.11%
166
BNDVANGUARD BD INDEX FDS
8,044$687K0.10%
167
EIXEDISON INTL
11,627$645K0.10%
168
SCHESCHWAB STRATEGIC TR
20,727$632K0.10%
169
UNPUNION PAC CORP
3,133$614K0.09%
170
KMBKIMBERLY-CLARK CORP
4,506$597K0.09%
171
SSFSENSIENT TECHNOLOGIES CORP
6,500$592K0.09%
172
XLVSELECT SECTOR SPDR TR
4,435$565K0.09%
173
INTCINTEL CORP
10,468$558K0.09%
174
DISDISNEY WALT CO
3,271$553K0.08%
175
XLISELECT SECTOR SPDR TR
5,571$545K0.08%
176
CIBEURBANCOLOMBIA S A
15,448$535K0.08%
177
SHVISHARES TR
4,720$521K0.08%
178
KAMNUSDKAMAN CORP
14,458$516K0.08%
179
ALSALLSTATE CORP
3,900$497K0.08%
180
VXUSVANGUARD STAR FDS
7,016$444K0.07%
181
OUTOUTFRONT MEDIA INC
17,590$443K0.07%
182
XLYSELECT SECTOR SPDR TR
2,372$426K0.07%
183
PPLPPL CORP
15,127$422K0.06%
184
SHMSPDR SER TR
8,347$412K0.06%
185
VEEVVEEVA SYS INC
1,365$393K0.06%
186
FFFUTUREFUEL CORP
54,308$387K0.06%
187
VTCVANGUARD SCOTTSDALE FDS
4,227$386K0.06%
188
ECECOPETROL S A
26,044$374K0.06%
189
RGLDROYAL GOLD INC
3,900$372K0.06%
190
NFLXNETFLIX INC
603$368K0.06%
191
TRVTRAVELERS COMPANIES INC
2,377$361K0.06%
192
XLFSELECT SECTOR SPDR TR
9,584$360K0.05%
193
BACBK OF AMERICA CORP
7,794$331K0.05%
194
AONAON PLC
1,157$331K0.05%
195
MSMMSC INDL DIRECT INC
4,120$330K0.05%
196
NVSNNOVARTIS AG
3,940$322K0.05%
197
USFDUS FOODS HLDG CORP
9,160$317K0.05%
198
BSXBOSTON SCIENTIFIC CORP
6,707$291K0.04%
199
NDQINVESCO QQQ TR
780$279K0.04%
200
XLFISELECT SECTOR SPDR TR
4,012$276K0.04%
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