AiSiWhale

AI & tech investing

BFSG, LLC

CIK 1706836

13F filing for Q2 2026・No. 2,381

Holdings
US$1.13B
Quarter change
+US$72M
Entries
769
Net bought (estimate)
+US$8.2M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 63
  • Sold out 45
  • Cut 201
  • Added 182
  • Corporate actions 2
  • Unchanged 319

Largest holdings

765 stocks worth US$1.13B, options and bonds left out.

StockThis quarterValueWeight
VANGUARD INDEX FDSTOTAL STK MKTAddedUS$47.82M4.25%
NVDANvidiaCOMCutUS$34.44M3.06%
ISHARES GOLD TRISHARES NEWAddedUS$30.05M2.67%
IVVISHARES TRCORE S&P500 ETFCutUS$27.01M2.40%
NEMNEWMONT CORPCOMCutUS$25.04M2.22%
AAPLAppleCOMCutUS$23.33M2.07%
AMERICAN CENTY ETF TRUS SML CP VALUCutUS$22.71M2.02%
MSFTMicrosoftCOMAddedUS$22.52M2.00%
MRVLMARVELL TECHNOLOGY INCCOMCutUS$22.02M1.96%
VANGUARD BD INDEX FDSTOTAL BND MRKTAddedUS$19.3M1.71%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.