Long-term investor
Bridgelight Financial Advisors, Inc. @bridgelightfinancialadvi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002145102).
Record
- Tracked since 2025-12-31 (295 days), 62 trades recorded
- Returns: week n/a · month n/a · 90 days -6.2% · 6 months +4.2% · 1 year n/a · all -13.8%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 81369Y803 · 8.2% · long · since 2025-12-31
- AMGN · 7.6% · long · since 2025-12-31
- 78462F103 · 7.4% · long · since 2025-12-31
- CAT · 6.5% · long · since 2025-12-31
- 56035L104 · 6.4% · long · since 2025-12-31
- MSFT · 6.3% · long · since 2025-12-31
- GS · 6.1% · long · since 2025-12-31
- EPD · 5.7% · long · since 2025-12-31
- WMT · 5.0% · long · since 2025-12-31
- 87283Q883 · 5.0% · long · since 2025-12-31
- 37960A529 · 4.6% · long · since 2026-06-30
- 46435G474 · 4.4% · long · since 2025-12-31