Bridgelight Financial Advisors, Inc. current holdings: USA Stocks
Bridgelight Financial Advisors, Inc. reported $0.08 billion in share positions in stocks (listed in the US), 29 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are CAT, GS, AMGN.
- CAT: Country of operation United States; Class COM; Shares 11,668; Value $12,424,795.
- GS: Country of operation United States; Class COM; Shares 9,858; Value $9,969,850.
- AMGN: Country of operation United States; Class COM; Shares 26,424; Value $9,568,790.
- MAIN: Country of operation United States; Class COM; Shares 166,563; Value $8,641,300.
Form 13F-HR as filed (SEC CIK 2145102): quarter ended 2026-06-30, filed 2026-07-30. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
CAT
CATERPILLAR INC | United States | COM | 11,668 | $12,424,795 | 14.82% | 2026-06-30 | 2026-07-30 | -22.37% |
|---|
GS
GOLDMAN SACHS GROUP INC | United States | COM | 9,858 | $9,969,850 | 11.89% | 2026-06-30 | 2026-07-30 | -9.41% |
|---|
AMGN
AMGEN INC | United States | COM | 26,424 | $9,568,790 | 11.41% | 2026-06-30 | 2026-07-30 | +16.99% |
|---|
MAIN
MAIN STR CAP CORP | United States | COM | 166,563 | $8,641,300 | 10.31% | 2026-06-30 | 2026-07-30 | +7.83% |
|---|
EPD
ENTERPRISE PRODS PARTNERS L | United States | COM | 230,599 | $8,476,824 | 10.11% | 2026-06-30 | 2026-07-30 | -2.01% |
|---|
WMT
WALMART INC | United States | COM | 70,561 | $7,991,717 | 9.53% | 2026-06-30 | 2026-07-30 | -5.70% |
|---|
MSFT
MICROSOFT CORP | United States | COM | 17,609 | $6,568,345 | 7.83% | 2026-06-30 | 2026-07-30 | +36.44% |
|---|
ASML
ASML HLDG NV | | N Y REGISTRY SHS | 2,270 | $4,516,029 | 5.39% | 2026-06-30 | 2026-07-30 | -7.79% |
|---|
GLD
SPDR GOLD TR | United States | GOLD SHS | 9,785 | $3,604,598 | 4.30% | 2026-06-30 | 2026-07-30 | +3.94% |
|---|
SCCO
SOUTHERN COPPER CORP | United States | COM | 15,231 | $2,654,129 | 3.17% | 2026-06-30 | 2026-07-30 | +16.23% |
|---|
TT
TRANE TECHNOLOGIES PLC | | SHS | 2,553 | $1,253,931 | 1.50% | 2026-06-30 | 2026-07-30 | -7.24% |
|---|
WMB
WILLIAMS COS INC | United States | COM | 14,303 | $1,063,251 | 1.27% | 2026-06-30 | 2026-07-30 | -7.68% |
|---|
HUBB
HUBBELL INC | United States | COM | 1,767 | $924,544 | 1.10% | 2026-06-30 | 2026-07-30 | -12.25% |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 2,386 | $852,558 | 1.02% | 2026-06-30 | 2026-07-30 | -4.60% |
|---|
AAPL
APPLE INC | United States | COM | 2,756 | $797,406 | 0.95% | 2026-06-30 | 2026-07-30 | |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 3,395 | $464,213 | 0.55% | 2026-06-30 | 2026-07-30 | |
|---|
LMT
LOCKHEED MARTIN CORP | United States | COM | 865 | $440,937 | 0.53% | 2026-06-30 | 2026-07-30 | +0.54% |
|---|
NDAQ
NASDAQ INC | United States | COM | 5,548 | $437,274 | 0.52% | 2026-06-30 | 2026-07-30 | +16.53% |
|---|
STM
STMICROELECTRONICS N V | | NY REGISTRY | 5,382 | $403,058 | 0.48% | 2026-06-30 | 2026-07-30 | -28.91% |
|---|
ABBV
ABBVIE INC | United States | COM | 1,596 | $401,599 | 0.48% | 2026-06-30 | 2026-07-30 | +4.63% |
|---|
IRM
IRON MTN INC DEL | United States | COM | 2,405 | $303,811 | 0.36% | 2026-06-30 | 2026-07-30 | -11.73% |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 1,452 | $290,521 | 0.35% | 2026-06-30 | 2026-07-30 | +13.55% |
|---|
V
VISA INC | United States | COM CL A | 783 | $268,793 | 0.32% | 2026-06-30 | 2026-07-30 | +6.64% |
|---|
HD
HOME DEPOT INC | United States | COM | 721 | $254,438 | 0.30% | 2026-06-30 | 2026-07-30 | -18.33% |
|---|
ECHO
ECHOSTAR CORP | United States | CL A | 2,394 | $242,991 | 0.29% | 2026-06-30 | 2026-07-30 | -11.44% |
|---|
RTX
RTX CORPORATION | United States | COM | 1,134 | $215,080 | 0.26% | 2026-06-30 | 2026-07-30 | -1.47% |
|---|
IR
INGERSOLL RAND INC | United States | COM | 2,498 | $204,788 | 0.24% | 2026-06-30 | 2026-07-30 | -6.72% |
|---|
AMZN
AMAZON COM INC | United States | COM | 852 | $203,066 | 0.24% | 2026-06-30 | 2026-07-30 | +3.50% |
|---|
KO
COCA COLA CO | United States | COM | 2,471 | $200,791 | 0.24% | 2026-06-30 | 2026-07-30 | +6.85% |
|---|
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