BFSG, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | T | 275K | $7.98M |
 | WY | 274K | $6.68M |
 | NEM | 269K | $29.17M |
 | CSX | 265K | $10.90M |
 | RYN | 259K | $5.34M |
 | PAA | 254K | $5.68M |
 | MWA | 224K | $6.15M |
 | NI | 198K | $9.24M |
 | TR | 180K | $7.71M |
 | NVDA | 174K | $30.36M |
 | VZ | 146K | $7.33M |
 | ALIT | 139K | $80.82K |
 | AMRZ | 133K | $7.44M |
 | KBR | 129K | $4.76M |
 | FCX | 122K | $7.15M |
 | PAAS | 116K | $6.33M |
 | EPD | 102K | $3.85M |
 | NATR | 100K | $2.39M |
 | CHD | 99K | $9.20M |
 | BP | 97K | $4.56M |
AT&T Inc.
T
Shares Held
275K
Value
$7.98M
Weyerhaeuser Company
WY
Shares Held
274K
Value
$6.68M
Newmont Corporation
NEM
Shares Held
269K
Value
$29.17M
CSX Corporation
CSX
Shares Held
265K
Value
$10.90M
Rayonier Inc.
RYN
Shares Held
259K
Value
$5.34M
Plains All American Pipeline, L.P.
PAA
Shares Held
254K
Value
$5.68M
Mueller Water Products, Inc.
MWA
Shares Held
224K
Value
$6.15M
NiSource Inc
NI
Shares Held
198K
Value
$9.24M
Tootsie Roll Industries, Inc.
TR
Shares Held
180K
Value
$7.71M
NVIDIA Corporation
NVDA
Shares Held
174K
Value
$30.36M
Verizon Communications Inc.
VZ
Shares Held
146K
Value
$7.33M
Alight, Inc.
ALIT
Shares Held
139K
Value
$80.82K
Amrize Ltd
AMRZ
Shares Held
133K
Value
$7.44M
KBR, Inc.
KBR
Shares Held
129K
Value
$4.76M
Freeport-McMoRan Inc.
FCX
Shares Held
122K
Value
$7.15M
Pan American Silver Corp.
PAAS
Shares Held
116K
Value
$6.33M
Enterprise Products Partners L.P.
EPD
Shares Held
102K
Value
$3.85M
Nature's Sunshine Products, Inc.
NATR
Shares Held
100K
Value
$2.39M
Church & Dwight Co., Inc.
CHD
Shares Held
99K
Value
$9.20M
BP p.l.c.
BP
Shares Held
97K
Value
$4.56M