BFSG, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KNX | 32K | $1.27M |
 | TXRH | 30K | $4.95M |
 | ONL | 30K | $80.27K |
 | NSC | 29K | $8.68M |
 | BDX | 28K | $5.20M |
 | TSM | 27K | $7.66M |
 | ATEC | 27K | $396.94K |
 | PPC | 26K | $1.06M |
 | JPM | 26K | $8.19M |
 | BRSP | 26K | $140.69K |
 | COLD | 26K | $316.55K |
 | KMI | 26K | $729.54K |
 | SPNT | 25K | $457.66K |
 | PG | 25K | $3.88M |
 | CCJ | 25K | $2.12M |
 | JNJ | 25K | $4.66M |
 | FLG | 24K | $281.43K |
 | ARCO | 24K | $164.23K |
 | BGC | 24K | $225.34K |
 | PDM | 24K | $213.57K |
Knight-Swift Transportation Holdings Inc.
KNX
Shares Held
32K
Value
$1.27M
Texas Roadhouse, Inc.
TXRH
Shares Held
30K
Value
$4.95M
Orion Properties Inc.
ONL
Shares Held
30K
Value
$80.27K
Norfolk Southern Corporation
NSC
Shares Held
29K
Value
$8.68M
Becton, Dickinson and Company
BDX
Shares Held
28K
Value
$5.20M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
27K
Value
$7.66M
Alphatec Holdings, Inc.
ATEC
Shares Held
27K
Value
$396.94K
Pilgrim's Pride Corporation
PPC
Shares Held
26K
Value
$1.06M
JPMorgan Chase & Co.
JPM
Shares Held
26K
Value
$8.19M
BrightSpire Capital, Inc.
BRSP
Shares Held
26K
Value
$140.69K
Americold Realty Trust, Inc.
COLD
Shares Held
26K
Value
$316.55K
Kinder Morgan, Inc.
KMI
Shares Held
26K
Value
$729.54K
SiriusPoint Ltd.
SPNT
Shares Held
25K
Value
$457.66K
The Procter & Gamble Company
PG
Shares Held
25K
Value
$3.88M
Cameco Corporation
CCJ
Shares Held
25K
Value
$2.12M
Johnson & Johnson
JNJ
Shares Held
25K
Value
$4.66M
Flagstar Financial, Inc.
FLG
Shares Held
24K
Value
$281.43K
Arcos Dorados Holdings Inc.
ARCO
Shares Held
24K
Value
$164.23K
BGC Group, Inc
BGC
Shares Held
24K
Value
$225.34K
Piedmont Office Realty Trust, Inc.
PDM
Shares Held
24K
Value
$213.57K