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BFSG, LLC - Portfolio Stock Holdings

BFSG, LLC disclosed 956 stock positions in a recent SEC 13F filing. $1,140,535,769 of stock holdings were filed, with the largest holdings including VTI, NVDA, and MSFT. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,535,338,692 and has 31 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

956

Est. Stock Holding Value:

$1,140,535,769

Top Stock Holdings By Sector

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Portfolio Stock Holdings - BFSG, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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