BFSG, LLC Q4 2021 Filing

Filed January 24, 2022

Portfolio Value

$719.4M

Holdings

215

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (215 positions)

#StockSharesValue% PortfolioType
101
VNQVANGUARD INDEX FDS
17,715$2.1M0.29%
102
NTRNUTRIEN LTD
26,534$2.0M0.28%
103
TMOTHERMO FISHER SCIENTIFIC INC
2,979$2.0M0.28%
104
CMCCOMMERCIAL METALS CO
52,988$1.9M0.27%
105
MOG/AMOOG INC
23,569$1.9M0.27%
106
PEPPEPSICO INC
10,692$1.9M0.26%
107
PKNPERKINELMER INC
8,877$1.8M0.25%
108
HOLXHOLOGIC INC
23,264$1.8M0.25%
109
AGGISHARES TR
15,002$1.7M0.24%
110
BCEBCE INC
32,874$1.7M0.24%
111
SCHMSCHWAB STRATEGIC TR
20,587$1.7M0.23%
112
RIORIO TINTO PLC
24,211$1.6M0.23%
113
DDOMINION ENERGY INC
20,248$1.6M0.22%
114
SEDGSOLAREDGE TECHNOLOGIES INC
5,639$1.6M0.22%
115
EXPEAGLE MATLS INC
9,053$1.5M0.21%
116
GOOGLALPHABET INC
520$1.5M0.21%
117
ADBEADOBE SYSTEMS INCORPORATED
2,587$1.5M0.20%
118
SAICSCIENCE APPLICATIONS INTL CO
17,333$1.4M0.20%
119
AIMCUSDALTRA INDL MOTION CORP
27,336$1.4M0.20%
120
WAFDWASHINGTON FED INC
41,378$1.4M0.19%
121
WEAWESTERN ALLIANCE BANCORP
12,293$1.3M0.18%
122
ROPROPER TECHNOLOGIES INC
2,668$1.3M0.18%
123
VIGVANGUARD SPECIALIZED FUNDS
7,640$1.3M0.18%
124
TSLATESLA INC
1,204$1.3M0.18%
125
MMM3M CO
7,134$1.3M0.18%
126
CYBRCYBERARK SOFTWARE LTD
7,270$1.3M0.18%
127
XLKSELECT SECTOR SPDR TR
7,073$1.2M0.17%
128
LMTLOCKHEED MARTIN CORP
3,309$1.2M0.16%
129
EWEDWARDS LIFESCIENCES CORP
9,027$1.2M0.16%
130
XYLXYLEM INC
9,425$1.1M0.16%
131
ITWILLINOIS TOOL WKS INC
4,579$1.1M0.16%
132
FDXFEDEX CORP
4,263$1.1M0.15%
133
EXREXTRA SPACE STORAGE INC
4,826$1.1M0.15%
134
MSIMOTOROLA SOLUTIONS INC
4,010$1.1M0.15%
135
JCIJOHNSON CTLS INTL PLC
13,232$1.1M0.15%
136
DC4DEXCOM INC
2,004$1.1M0.15%
137
AMDADVANCED MICRO DEVICES INC
7,473$1.1M0.15%
138
VOOVANGUARD INDEX FDS
2,453$1.1M0.15%
139
LENLENNAR CORP
9,210$1.1M0.15%
140
METAMETA PLATFORMS INC
3,112$1.0M0.15%
141
HONHONEYWELL INTL INC
5,010$1.0M0.15%
142
PRFTUSDPERFICIENT INC
8,024$1.0M0.14%
143
FBINFORTUNE BRANDS HOME & SEC IN
9,581$1.0M0.14%
144
TXTTEXTRON INC
12,623$975K0.14%
145
DEDEERE & CO
2,818$966K0.13%
146
CAGCONAGRA BRANDS INC
28,157$962K0.13%
147
XLESELECT SECTOR SPDR TR
17,224$956K0.13%
148
CMGCHIPOTLE MEXICAN GRILL INC
544$951K0.13%
149
KNXKNIGHT-SWIFT TRANSN HLDGS IN
15,568$949K0.13%
150
BUNGE LIMITED
10,095$942K0.13%
151
LULULULULEMON ATHLETICA INC
2,396$938K0.13%
152
SCHXSCHWAB STRATEGIC TR
7,971$907K0.13%
153
SCHFSCHWAB STRATEGIC TR
22,281$866K0.12%
154
BHPBHP GROUP LTD
14,230$859K0.12%
155
SNOWSNOWFLAKE INC
2,511$851K0.12%
156
CROXCROCS INC
6,603$847K0.12%
157
ARESARES MANAGEMENT CORPORATION
10,158$826K0.11%
158
BNDVANGUARD BD INDEX FDS
9,527$807K0.11%
159
VYMVANGUARD WHITEHALL FDS
7,140$800K0.11%
160
RSGREPUBLIC SVCS INC
5,728$799K0.11%
161
SBUXSTARBUCKS CORP
6,733$788K0.11%
162
EIXEDISON INTL
11,200$764K0.11%
163
VXUSVANGUARD STAR FDS
11,841$753K0.10%
164
UNPUNION PAC CORP
2,837$715K0.10%
165
VTEBVANGUARD MUN BD FDS
12,735$699K0.10%
166
PKXPOSCO
11,985$699K0.10%
167
SCHESCHWAB STRATEGIC TR
22,432$664K0.09%
168
BPBP PLC
24,950$664K0.09%
169
SXTSENSIENT TECHNOLOGIES CORP
6,500$650K0.09%
170
XLVSELECT SECTOR SPDR TR
4,596$648K0.09%
171
PNWPINNACLE WEST CAP CORP
8,873$626K0.09%
172
KAMNUSDKAMAN CORP
14,428$623K0.09%
173
XLISELECT SECTOR SPDR TR
5,399$571K0.08%
174
KMBKIMBERLY-CLARK CORP
3,912$559K0.08%
175
SHVISHARES TR
5,000$552K0.08%
176
DKSDICKS SPORTING GOODS INC
4,768$548K0.08%
177
DISDISNEY WALT CO
3,323$515K0.07%
178
PPLPPL CORP
17,051$513K0.07%
179
VTCVANGUARD SCOTTSDALE FDS
5,500$499K0.07%
180
XLYSELECT SECTOR SPDR TR
2,440$499K0.07%
181
OUTOUTFRONT MEDIA INC
17,460$468K0.07%
182
CIBEURBANCOLOMBIA S A
14,433$456K0.06%
183
SHMSPDR SER TR
8,347$411K0.06%
184
FFFUTUREFUEL CORP
53,782$411K0.06%
185
RGLDROYAL GOLD INC
3,648$384K0.05%
186
XLFSELECT SECTOR SPDR TR
9,674$378K0.05%
187
TRVTRAVELERS COMPANIES INC
2,402$376K0.05%
188
NFLXNETFLIX INC
603$363K0.05%
189
ECECOPETROL S A
27,859$359K0.05%
190
SRSPIRE INC
5,420$353K0.05%
191
INTCINTEL CORP
6,824$351K0.05%
192
AONAON PLC
1,157$348K0.05%
193
MSMMSC INDL DIRECT INC
4,120$346K0.05%
194
VEEVVEEVA SYS INC
1,328$339K0.05%
195
XLFISELECT SECTOR SPDR TR
4,148$320K0.04%
196
USFDUS FOODS HLDG CORP
9,160$319K0.04%
197
ELANELANCO ANIMAL HEALTH INC
11,185$317K0.04%
198
BSVVANGUARD BD INDEX FDS
3,878$313K0.04%
199
NDQINVESCO QQQ TR
780$310K0.04%
200
OGEOGE ENERGY CORP
7,960$306K0.04%
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