Bdfs Capital LLC - Q12026 Holdings

Bdfs Capital LLC holds 137 stocks with a total portfolio value of $ 207.8M as of Q12026. In Q12026, Bdfs Capital LLC added 14 new positions, increased stakes in 72 stocks, reduced 43 holdings, and fully exited 11 positions. The largest holding is First Tr Exchange-Traded Fd (FTSM), representing 32.17% of the total portfolio.