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BFSG

Latest statistics and disclosures from BFSG's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, IAU, NVDA, NEM, IVV, and represent 15.01% of BFSG's stock portfolio.
Added to shares of these 10 stocks: PAA (+$5.7M), AIG (+$5.2M), EPD, RYN, PBA, FCX, NATR, VXUS, GEV, PANW.
Started 61 new stock positions in LUV, SNAP, BA, ENOV, COPX, JAZZ, PNFP, SANA, AIG, ALIT.
Reduced shares in these 10 stocks: APD (-$8.8M), FXI (-$6.1M), SONY (-$5.9M), EWJ (-$5.8M), TXRH, Potlatch Corporation, Great Lakes Dredge & Dock Corporation, IVV, BSV, CYBR.
Sold out of its positions in ALEX, ANDE, AGX, AstraZeneca, BMY, Brookfield Business-cl A, EMBC, EXACT Sciences Corporation, FDL, Fubotv.
BFSG was a net buyer of stock by $7.9M.
BFSG has $1.1B in assets under management (AUM), dropping by 2.54%.
Central Index Key (CIK): 0001706836

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Portfolio Holdings for BFSG

BFSG holds 747 positions in its portfolio as reported in the March 2026 quarterly 13F filing

BFSG has 747 total positions. Only the first 250 positions are shown.

Sign up to view all of the BFSG March 31, 2026 positions
Download the BFSG March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	3.8	$41M	+4%	126k	320.81	View chart
Ishares Gold Tr Ishares New (IAU)	3.2	$34M		387k	88.16	View chart
Nvidia Corporation Put Put Option (Principal) (NVDA)	2.9	$31M		177k	174.40	View chart
Newmont Mining Corporation (NEM)	2.8	$29M		270k	108.25	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.3	$24M	-10%	37k	653.21	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	2.1	$22M		499k	44.62	View chart
Microsoft Corporation (MSFT)	2.1	$22M	+2%	59k	370.17	View chart
Apple (AAPL)	2.0	$21M		83k	253.79	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.9	$20M	+2%	183k	110.47	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.8	$19M	+11%	258k	73.64	View chart
Spdr Gold Tr Gold Shs (GLD)	1.7	$18M		41k	430.29	View chart
Raytheon Technologies Corp (RTX)	1.6	$17M		88k	192.90	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.3	$14M		409k	34.55	View chart
Alphabet Cap Stk Cl C (GOOG)	1.3	$14M	-3%	49k	286.86	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.2	$12M	+22%	161k	77.11	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.1	$12M	+2%	239k	50.61	View chart
Amphenol Corp Cl A (APH)	1.1	$12M	-2%	94k	126.35	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.1	$12M		239k	48.05	View chart
Vanguard World Energy Etf (VDE)	1.1	$11M	-7%	65k	173.04	View chart
CSX Corporation (CSX)	1.0	$11M		266k	41.05	View chart
Totalenergies Se Act (TTE)	1.0	$11M		118k	90.98	View chart
Exxon Mobil Corporation (XOM)	1.0	$10M	-5%	61k	169.66	View chart
Amazon (AMZN)	1.0	$10M	+2%	49k	208.27	View chart
NiSource (NI)	0.9	$9.2M		198k	46.66	View chart
Church & Dwight (CHD)	0.9	$9.2M	-2%	99k	93.32	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$9.0M	-4%	14k	650.33	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.8	$8.5M		321k	26.61	View chart
Costco Wholesale Corporation (COST)	0.8	$8.5M	-4%	8.5k	996.41	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.8	$8.4M	-5%	25k	337.95	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.8	$8.2M	+7%	202k	40.54	View chart
Norfolk Southern (NSC)	0.8	$8.1M		28k	286.99	View chart
At&t (T)	0.8	$8.0M		275k	28.99	View chart
TJX Companies (TJX)	0.7	$7.9M		49k	159.70	View chart
Elbit Sys Ord (ESLT)	0.7	$7.8M		9.2k	849.10	View chart
JPMorgan Chase & Co. (JPM)	0.7	$7.7M		26k	294.16	View chart
Tootsie Roll Industries (TR)	0.7	$7.7M	+2%	180k	42.72	View chart
Amrize SHS (AMRZ)	0.7	$7.4M		133k	56.02	View chart
Marvell Technology (MRVL)	0.7	$7.4M		75k	99.05	View chart
Verizon Communications (VZ)	0.7	$7.3M	+9%	146k	50.20	View chart
Textron (TXT)	0.7	$7.3M		83k	87.56	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.7	$7.2M	+21%	202k	35.71	View chart
Colgate-Palmolive Company (CL)	0.7	$7.2M		84k	85.23	View chart
Freeport Mcmoran CL B (FCX)	0.7	$7.1M	+63%	122k	58.78	View chart
Southern Company (SO)	0.7	$7.1M	+2%	74k	96.52	View chart
Nextera Energy (NEE)	0.7	$7.1M	-3%	77k	92.88	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.7	$7.1M	+2%	64k	110.39	View chart
General Dynamics Corporation (GD)	0.7	$7.0M		21k	343.22	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.7	$7.0M	+10%	151k	46.23	View chart
Weyerhaeuser Com New (WY)	0.6	$6.7M		274k	24.43	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.6	$6.6M		131k	50.12	View chart
Pan American Silver Corp Can (PAAS)	0.6	$6.3M		116k	54.63	View chart
Wal-Mart Stores (WMT)	0.6	$6.3M	-3%	51k	124.28	View chart
Moog Cl A (MOG.A)	0.6	$6.2M		21k	292.64	View chart
Mueller Wtr Prods Com Ser A (MWA)	0.6	$6.2M	+11%	224k	27.49	View chart
Ishares Silver Tr Ishares (SLV)	0.6	$6.1M	+3%	89k	68.14	View chart
American Express Company (AXP)	0.6	$6.1M	+4%	20k	302.48	View chart
Mastercard Incorporated Cl A (MA)	0.6	$6.0M	+3%	12k	499.65	View chart
Pentair SHS (PNR)	0.5	$5.8M	-4%	66k	87.11	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.5	$5.7M	NEW	254k	22.33	View chart
Palo Alto Networks (PANW)	0.5	$5.6M	+53%	35k	160.32	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$5.5M		9.2k	597.54	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.5	$5.3M	+8%	26k	205.80	View chart
Rayonier (RYN)	0.5	$5.3M	+231%	259k	20.62	View chart
Johnson & Johnson (JNJ)	0.5	$5.3M	-8%	22k	244.44	View chart
American Intl Group Com New (AIG)	0.5	$5.2M	NEW	69k	75.25	View chart
Palantir Technologies Cl A (PLTR)	0.5	$5.0M	+53%	34k	146.28	View chart
Netflix (NFLX)	0.5	$4.9M	+49%	51k	96.15	View chart
Amgen (AMGN)	0.5	$4.9M		14k	351.84	View chart
Abbvie (ABBV)	0.5	$4.9M		22k	217.49	View chart
Home Depot (HD)	0.5	$4.8M		15k	328.90	View chart
KBR (KBR)	0.5	$4.8M		129k	36.86	View chart
Gallagher Arthur J & Co Put Put Option (Principal) (AJG)	0.4	$4.7M		22k	216.58	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.4	$4.7M	-4%	3.6k	1320.92	View chart
BP Sponsored Adr (BP)	0.4	$4.6M		97k	47.00	View chart
Linde SHS (LIN)	0.4	$4.6M	-19%	9.2k	495.77	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$4.4M		190k	23.22	View chart
Tesla Motors (TSLA)	0.4	$4.4M	+20%	12k	371.75	View chart
Merck & Co (MRK)	0.4	$4.4M	-3%	36k	120.29	View chart
Becton, Dickinson and (BDX)	0.4	$4.3M	+5%	28k	157.23	View chart
McDonald's Corporation (MCD)	0.4	$4.2M		13k	310.80	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.4	$4.1M	+10%	29k	144.71	View chart
ResMed (RMD)	0.4	$4.1M		18k	224.48	View chart
Stryker Corporation (SYK)	0.4	$4.0M		12k	328.59	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.4	$3.9M	+12%	38k	103.37	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.4	$3.9M	+57%	51k	76.83	View chart
Chevron Corporation (CVX)	0.4	$3.9M	-6%	19k	206.89	View chart
Enterprise Products Partners (EPD)	0.4	$3.8M	+7675%	102k	37.84	View chart
Eversource Energy (ES)	0.4	$3.8M		55k	69.28	View chart
Waste Management (WM)	0.4	$3.7M		16k	229.83	View chart
Pinnacle West Capital Corporation (PNW)	0.3	$3.7M		37k	100.75	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$3.7M	+8%	45k	82.57	View chart
Pembina Pipeline Corp (PBA)	0.3	$3.7M	NEW	82k	44.76	View chart
Archer Daniels Midland Company (ADM)	0.3	$3.7M		50k	72.69	View chart
Vulcan Materials Company (VMC)	0.3	$3.6M		13k	272.31	View chart
CRH Ord (CRH)	0.3	$3.5M		34k	105.12	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$3.5M	-18%	26k	132.90	View chart
Procter & Gamble Company (PG)	0.3	$3.5M	-2%	24k	144.44	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.3	$3.4M	-3%	23k	146.61	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.3	$3.4M	+8%	76k	45.26	View chart
Honeywell International (HON)	0.3	$3.4M		15k	226.03	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$3.4M	+7%	116k	29.13	View chart
Realty Income (O)	0.3	$3.4M	-6%	55k	61.18	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.3	$3.2M		28k	113.60	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$3.2M	-4%	104k	30.68	View chart
Eli Lilly & Co. (LLY)	0.3	$3.1M		3.4k	919.77	View chart
Prudential Financial (PRU)	0.3	$3.1M	+10%	31k	97.69	View chart
Fastenal Company (FAST)	0.3	$3.0M		66k	46.40	View chart
Lockheed Martin Corporation (LMT)	0.3	$3.0M		5.0k	604.33	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$3.0M		61k	49.37	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.3	$3.0M		42k	71.73	View chart
salesforce (CRM)	0.3	$2.8M	+44%	15k	186.67	View chart
Ameriprise Financial (AMP)	0.3	$2.8M	+3%	6.2k	444.42	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.3	$2.7M	-3%	17k	161.73	View chart
Cameco Corporation (CCJ)	0.3	$2.7M		25k	108.61	View chart
Uber Technologies (UBER)	0.3	$2.7M	+37%	38k	71.93	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$2.7M	+11%	12k	215.05	View chart
Keurig Dr Pepper (KDP)	0.2	$2.4M	-2%	91k	26.33	View chart
Nature's Sunshine Prod. (NATR)	0.2	$2.4M	NEW	100k	23.99	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$2.4M		27k	88.46	View chart
Ge Vernova (GEV)	0.2	$2.4M	+2025%	2.7k	872.80	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.2	$2.3M	-6%	21k	110.86	View chart
International Business Machines (IBM)	0.2	$2.2M	+26%	9.2k	242.39	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$2.2M	-48%	29k	78.41	View chart
Atmos Energy Corporation (ATO)	0.2	$2.1M		12k	184.73	View chart
Flexshares Tr Iboxx 5yr Trgt (TDTF)	0.2	$2.0M	+5%	84k	24.11	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$2.0M		7.0k	287.58	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$2.0M	+2%	40k	50.98	View chart
AGCO Corporation (AGCO)	0.2	$2.0M		17k	115.87	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$1.9M	-4%	35k	54.05	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$1.9M	+15%	38k	50.04	View chart
Duke Energy Corp Com New (DUK)	0.2	$1.9M		14k	130.94	View chart
Knight-swift Transn Hldgs In Cl A (KNX)	0.2	$1.8M		32k	57.58	View chart
HudBay Minerals (HBM)	0.2	$1.8M		88k	20.90	View chart
Novo-nordisk A S Adr (NVO)	0.2	$1.8M		49k	36.77	View chart
Nutrien (NTR)	0.2	$1.8M		23k	75.46	View chart
Roper Industries (ROP)	0.2	$1.7M	+11%	4.9k	353.82	View chart
Canadian Natl Ry (CNI)	0.2	$1.7M	+6%	17k	102.77	View chart
Pepsi (PEP)	0.2	$1.7M	-6%	11k	155.28	View chart
Capital Group New Geography SHS (CGNG)	0.2	$1.7M	+36%	53k	31.57	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.2	$1.6M	-4%	15k	108.98	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.2	$1.6M	+10%	22k	73.92	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$1.6M		51k	30.96	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$1.6M	+5%	52k	30.07	View chart
Equinix (EQIX)	0.1	$1.5M	+2%	1.6k	980.24	View chart
Bank of New York Mellon Corporation (BK)	0.1	$1.5M	-4%	12k	118.63	View chart
Pfizer (PFE)	0.1	$1.4M		51k	28.08	View chart
American Electric Power Company (AEP)	0.1	$1.4M		11k	131.08	View chart
National Fuel Gas (NFG)	0.1	$1.3M	NEW	14k	93.96	View chart
Cisco Systems (CSCO)	0.1	$1.3M		17k	77.59	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$1.3M		50k	25.64	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$1.3M	NEW	49k	26.20	View chart
Ishares Tr Esg Advanced Uni (EUSB)	0.1	$1.2M	+4%	28k	43.50	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.2M	-9%	2.1k	577.27	View chart
Us Foods Hldg Corp call (USFD)	0.1	$1.2M	NEW	13k	92.21	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$1.2M	+11%	27k	45.62	View chart
Gibraltar Industries (ROCK)	0.1	$1.2M		30k	39.87	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$1.2M		5.3k	218.77	View chart
Intuitive Surgical Put Put Option (Principal) (ISRG)	0.1	$1.1M		2.5k	460.99	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.1M	-11%	14k	79.27	View chart
Jazz Pharmaceuticals Shs Usd (JAZZ)	0.1	$1.1M	NEW	5.9k	189.03	View chart
Emera (EMA)	0.1	$1.1M		22k	51.87	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$1.1M	-10%	14k	81.98	View chart
Advanced Micro Devices (AMD)	0.1	$1.1M		5.4k	203.44	View chart
McKesson Corporation (MCK)	0.1	$1.1M	-11%	1.3k	865.60	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$1.1M		43k	24.75	View chart
Spotify Technology S A SHS (SPOT)	0.1	$1.1M	NEW	2.2k	484.89	View chart
Servicenow (NOW)	0.1	$1.0M	+24557%	9.9k	104.55	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$1.0M	-29%	5.1k	198.28	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$998k		33k	30.50	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$920k	-5%	20k	45.89	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$910k	+46%	17k	52.78	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$904k	+19%	4.7k	191.92	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$896k	-11%	15k	61.26	View chart
Kinder Morgan (KMI)	0.1	$865k		26k	33.53	View chart
Sprouts Fmrs Mkt (SFM)	0.1	$815k	+55%	11k	77.13	View chart
Republic Services (RSG)	0.1	$815k		3.7k	219.02	View chart
Pilgrim's Pride Corporation (PPC)	0.1	$738k	+11%	20k	37.76	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$719k		4.9k	148.08	View chart
PPL Corporation (PPL)	0.1	$689k		18k	38.20	View chart
Hf Sinclair Corp (DINO)	0.1	$688k	+19%	11k	62.39	View chart
Union Pacific Corporation (UNP)	0.1	$671k		2.8k	242.62	View chart
Canadian Pacific Kansas City (CP)	0.1	$596k	NEW	7.6k	78.66	View chart
Edwards Lifesciences (EW)	0.1	$592k		7.4k	80.08	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.1	$581k	-11%	12k	49.97	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$570k	-5%	5.7k	99.27	View chart
Siriuspoint (SPNT)	0.1	$543k		25k	21.54	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$526k	-3%	5.9k	88.70	View chart
Edison International (EIX)	0.0	$526k		7.2k	73.18	View chart
Oge Energy Corp (OGE)	0.0	$510k	+3%	11k	47.96	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$499k	+7%	10k	49.89	View chart
Darling International (DAR)	0.0	$479k	-7%	7.8k	61.85	View chart
Aeluma (ALMU)	0.0	$466k		36k	13.09	View chart
Arista Networks Com Shs (ANET)	0.0	$466k		3.8k	122.78	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$459k	+23%	3.7k	124.31	View chart
Boston Scientific Corporation (BSX)	0.0	$448k	+2%	7.1k	62.75	View chart
Spire (SR)	0.0	$443k		4.9k	90.54	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$441k		3.7k	118.45	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$425k		6.0k	71.13	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$405k		949.00	426.40	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$400k	+6%	1.4k	287.14	View chart
Seaboard Corporation (SEB)	0.0	$396k	-2%	70.00	5654.03	View chart
Meta Platforms Cl A (META)	0.0	$374k		653.00	571.97	View chart
Aon Shs Cl A (AON)	0.0	$372k		1.2k	322.78	View chart
Valero Energy Corporation (VLO)	0.0	$368k	-24%	1.5k	247.08	View chart
UnitedHealth (UNH)	0.0	$366k	-5%	1.4k	270.59	View chart
California Res Corp Com Stock (CRC)	0.0	$364k	-19%	5.3k	69.22	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$361k		11k	32.95	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$360k		5.6k	64.08	View chart
Comcast Corp Cl A (CMCSA)	0.0	$357k		12k	28.71	View chart
WesBan (WSBC)	0.0	$334k		9.7k	34.49	View chart
State Street Corporation (STT)	0.0	$334k	-7%	2.6k	126.56	View chart
Western Alliance Bancorporation (WAL)	0.0	$330k	NEW	4.7k	70.85	View chart
Americold Rlty Tr (COLD)	0.0	$328k		29k	11.46	View chart
Sonoco Products Company (SON)	0.0	$328k		6.1k	54.09	View chart
Flagstar Bank National Assoc Com New (FLG)	0.0	$325k		25k	13.17	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$319k	+13%	3.0k	106.50	View chart
Albertsons Cos Common Stock (ACI)	0.0	$312k		18k	17.04	View chart
LKQ Corporation (LKQ)	0.0	$303k		10k	29.37	View chart
Rbc Cad (RY)	0.0	$301k	-11%	1.9k	161.78	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$299k		485.00	616.76	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$293k	-16%	2.5k	118.60	View chart
Algonquin Power & Utilities equs (AQN)	0.0	$291k		47k	6.14	View chart
Legacy Housing Corp (LEGH)	0.0	$286k		14k	20.43	View chart
Ambev Sa Sponsored Adr (ABEV)	0.0	$283k	-11%	97k	2.92	View chart
AFLAC Incorporated (AFL)	0.0	$277k		2.5k	109.71	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$275k		594.00	463.19	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.0	$273k	-47%	5.7k	48.15	View chart
Jefferies Finl Group (JEF)	0.0	$269k	+17%	6.5k	41.27	View chart
Vornado Rlty Tr Sh Ben Int (VNO)	0.0	$268k	+75%	10k	25.99	View chart
Coca-Cola Company (KO)	0.0	$266k		3.5k	76.06	View chart
Travelers Companies (TRV)	0.0	$265k	-39%	910.00	291.68	View chart
Okta Cl A (OKTA)	0.0	$265k		3.4k	78.71	View chart
Elanco Animal Health (ELAN)	0.0	$264k	-21%	11k	23.93	View chart
Walt Disney Company (DIS)	0.0	$262k		2.7k	96.38	View chart
Pbf Energy Cl A (PBF)	0.0	$259k	-41%	5.4k	47.62	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$259k	+194%	11k	22.91	View chart
Carlyle Group (CG)	0.0	$255k	+7%	5.3k	48.39	View chart
Prosperity Bancshares (PB)	0.0	$253k	+10%	3.8k	67.18	View chart
Digitalbridge Group Cl A New (DBRG)	0.0	$252k		16k	15.42	View chart
Brookfield Business Corp Cl A Sub Vtg Sh (BBUC)	0.0	$252k	NEW	8.0k	31.64	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$249k	+51%	1.3k	196.20	View chart
Owl Rock Capital Corporation (OBDC)	0.0	$248k	+89%	22k	11.06	View chart
Global Payments (GPN)	0.0	$245k	+26%	3.6k	67.30	View chart
O-i Glass (OI)	0.0	$245k	+4%	23k	10.51	View chart
Bgc Group Cl A (BGC)	0.0	$242k	+2%	25k	9.78	View chart
Oaktree Specialty Lending Corp (OCSL)	0.0	$242k	+9%	21k	11.30	View chart
Advance Auto Parts (AAP)	0.0	$241k	+53%	4.6k	52.75	View chart
Cmb.tech Nv SHS (CMBT)	0.0	$240k		19k	12.65	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.0	$237k		1.9k	125.93	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$236k		3.5k	67.53	View chart

Past Filings by BFSG

SEC 13F filings are viewable for BFSG going back to 2017

BFSG 2026 Q1 filed April 29, 2026
BFSG 2025 Q4 filed Jan. 22, 2026
BFSG 2025 Q3 filed Oct. 29, 2025
BFSG 2025 Q2 filed July 15, 2025
BFSG 2025 Q1 filed April 18, 2025
BFSG 2024 Q4 filed Jan. 31, 2025
BFSG 2024 Q3 filed Oct. 16, 2024
BFSG 2024 Q2 filed July 29, 2024
BFSG 2023 Q4 restated filed April 23, 2024
BFSG 2024 Q1 filed April 23, 2024
BFSG 2023 Q4 filed Feb. 2, 2024
BFSG 2023 Q3 filed Oct. 20, 2023
BFSG 2023 Q2 filed Aug. 7, 2023
BFSG 2023 Q1 filed May 10, 2023
BFSG 2022 Q4 filed Feb. 2, 2023
BFSG 2022 Q3 filed Nov. 7, 2022

View all past filings

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