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BRIDGEPORT FINANCIAL SOLUTIONS, LLC 13F portfolio summary

BRIDGEPORT FINANCIAL SOLUTIONS, LLC of BRIDGEPORT FINANCIAL SOLUTIONS, LLC has 225 current stock holdings with a reported portfolio value of $352.8M. The portfolio 1 year return is +13.93%. Top holdings include IBHG (0.00%), IBDS (0.00%), IBDR (0.00%), BSV (0.00%), QQQ (0.00%).

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BRIDGEPORT FINANCIAL SOLUTIONS, LLC

BRIDGEPORT FINANCIAL SOLUTIONS, LLC
Latest filing: 2026-03-31

BRIDGEPORT FINANCIAL SOLUTIONS, LLC runs BRIDGEPORT FINANCIAL SOLUTIONS, LLC and currently holds 225 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $352.79M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. BRIDGEPORT FINANCIAL SOLUTIONS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, BRIDGEPORT FINANCIAL SOLUTIONS, LLC's portfolio at BRIDGEPORT FINANCIAL SOLUTIONS, LLC has delivered returns of +13.93%. Their 3-year annualized return is +12.38%. Looking at the 5-year horizon, BRIDGEPORT FINANCIAL SOLUTIONS, LLC has achieved +12.38% annualized returns at BRIDGEPORT FINANCIAL SOLUTIONS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+13.93%
#0/1000
3 Year
+12.38%
#0/1000
5 Year
+12.38%
#0/1000

Portfolio Value

$352.79M

Alpha Score

11.2

#0 of 1000

Holdings

225

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change