BDFS Capital LLC
BDFS Capital LLC reported 116 positions worth $230.0M as of June 30, 2026 (13F filed July 15, 2026). Largest holding: FTSM (29.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | FTSM | SH | $68.8M | 29.92% | 1,148,473 | — | — | |
| ▸ 2 | DFAC | SH | $11.9M | 5.16% | 267,655 | — | — | |
| ▸ 3 | SHV | SH | $11.6M | 5.03% | 104,909 | — | — | |
| ▸ 4 | BNDX | SH | $9.3M | 4.04% | 192,154 | — | — | |
| ▸ 5 | DCOR | SH | $9.1M | 3.97% | 111,492 | — | — | |
| ▸ 6 | DFIC | SH | $7.7M | 3.37% | 207,856 | — | — | |
| ▸ 7 | DFSD | SH | $7.2M | 3.12% | 150,110 | — | — | |
| ▸ 8 | DUHP | SH | $4.9M | 2.12% | 116,706 | — | — | |
| ▸ 9 | DFLV | SH | $4.4M | 1.91% | 111,277 | — | — | |
| ▸ 10 | NVDA | SH | $3.5M | 1.53% | 17,610 | — | — |
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Frequently Asked Questions
What stocks does BDFS Capital LLC hold as of Q2 2026?
BDFS Capital LLC reported 116 positions worth $230.0M in its Q2 2026 13F filing. Largest positions: FTSM (29.9%), DFAC (5.2%), SHV (5.0%), BNDX (4.0%) and DCOR (4.0%).
What did BDFS Capital LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did BDFS Capital LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.