BFSG, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OCSL | 18K | $231.32K |
 | AGCO | 17K | $1.86M |
 | AJG | 17K | $5.35M |
 | CSCO | 17K | $1.17M |
 | XRX | 17K | $63.07K |
 | DBRG | 17K | $193.30K |
 | ELAN | 16K | $321.70K |
 | WM | 16K | $3.48M |
 | BRCC | 16K | $24.31K |
 | LKQ | 16K | $475.88K |
 | CNI | 16K | $1.47M |
 | AMGN | 15K | $4.12M |
 | HD | 15K | $5.90M |
 | HON | 14K | $3.05M |
 | BHC | 14K | $93.30K |
 | UMH | 14K | $212.58K |
 | BK | 14K | $1.52M |
 | MCD | 14K | $4.11M |
 | AVTR | 13K | $165.66K |
 | VMC | 13K | $4.07M |
Oaktree Specialty Lending Corporation
OCSL
Shares Held
18K
Value
$231.32K
AGCO Corporation
AGCO
Shares Held
17K
Value
$1.86M
Arthur J. Gallagher & Co.
AJG
Shares Held
17K
Value
$5.35M
Cisco Systems, Inc.
CSCO
Shares Held
17K
Value
$1.17M
Xerox Holdings Corporation
XRX
Shares Held
17K
Value
$63.07K
DigitalBridge Group, Inc.
DBRG
Shares Held
17K
Value
$193.30K
Elanco Animal Health Incorporated
ELAN
Shares Held
16K
Value
$321.70K
Waste Management, Inc.
WM
Shares Held
16K
Value
$3.48M
BRC Inc.
BRCC
Shares Held
16K
Value
$24.31K
LKQ Corporation
LKQ
Shares Held
16K
Value
$475.88K
Canadian National Railway Company
CNI
Shares Held
16K
Value
$1.47M
Amgen Inc.
AMGN
Shares Held
15K
Value
$4.12M
The Home Depot, Inc.
HD
Shares Held
15K
Value
$5.90M
Honeywell International Inc.
HON
Shares Held
14K
Value
$3.05M
Bausch Health Companies Inc.
BHC
Shares Held
14K
Value
$93.30K
UMH Properties, Inc.
UMH
Shares Held
14K
Value
$212.58K
The Bank of New York Mellon Corporation
BK
Shares Held
14K
Value
$1.52M
McDonald's Corporation
MCD
Shares Held
14K
Value
$4.11M
Avantor, Inc.
AVTR
Shares Held
13K
Value
$165.66K
Vulcan Materials Company
VMC
Shares Held
13K
Value
$4.07M