BAGX EA Series Trust - EA Bridgeway Aggressive Investors ETF
BAGX utilizes a statistical investment approach to invest in US-listed stocks of any size. Security selection seeks to provide strong exposure to three factors: Quality, characterized by high profit margins and stable earnings, Value, reflected in low valuation multiples, and Sentiment, indicated by positive estimate revisions and price momentum. The strategy seeks to identify stocks with a lower probability of long-term price decline, while recognizing that these securities may experience greater short-term volatility. Additionally, the sub-adviser incorporates ESG considerations when available. The fund may employ more aggressive investment techniques, including investing up to 10% of its total assets in a single company, investing in non-US companies, and engaging in short-term trading for periods of less than three months.
Performance
| 1M | 3M | YTD | 1Y | 3Y ann. | 5Y ann. | |
|---|---|---|---|---|---|---|
| BAGX | -5.1% | -6.7% | — | — | — | — |
| Equity average (4726 funds) | -1.9% | -4.6% | +3140.1% | +1994.4% | +12.3% | +2.6% |
Insider activity in the holdings
Open-market insider buying across this fund’s holdings over 90 days, weighted by holding weight: −$940K net.
| Holding | Weight | Insiders bought | Insiders sold |
|---|---|---|---|
| ECL Ecolab Inc | 0.65% | $1.2M | $5.0M |
| DINO HF Sinclair Corp | 0.98% | $1.1M | $0 |
| CAT Caterpillar Inc | 0.43% | $829K | $26.2M |
| BWA BorgWarner Inc | 0.92% | $501K | $5.9M |
| CINF Cincinnati Financial Corp | 0.60% | $172K | $0 |
| LIN Linde PLC | 0.87% | $48K | $50.1M |
| VRSN VeriSign Inc | 1.04% | $6K | $14.6M |
| CRL Charles River Laboratories International Inc | 0.90% | $3K | $20.3M |
Holdings · as of Nov 13, 2026
| # | Holding | Weight |
|---|---|---|
| 1 | AAPL Apple Inc | 5.16% |
| 2 | NVDA NVIDIA Corp | 4.20% |
| 3 | MSFT Microsoft Corp | 3.96% |
| 4 | GOOGL Alphabet Inc | 3.76% |
| 5 | AMD Advanced Micro Devices Inc | 2.01% |
| 6 | MU Micron Technology Inc | 1.83% |
| 7 | AMZN Amazon.com Inc | 1.82% |
| 8 | VLO Valero Energy Corp | 1.60% |
| 9 | ILMN Illumina Inc | 1.56% |
| 10 | SYF Synchrony Financial | 1.56% |
| 11 | EXEL Exelixis Inc | 1.55% |
| 12 | LRCX Lam Research Corp | 1.47% |
| 13 | THC Tenet Healthcare Corp | 1.43% |
| 14 | ATI ATI Inc | 1.42% |
| 15 | AMAT Applied Materials Inc | 1.35% |
| 16 | BKNG Booking Holdings Inc | 1.34% |
| 17 | RNR RenaissanceRe Holdings Ltd | 1.28% |
| 18 | NTAP NetApp Inc | 1.24% |
| 19 | CART Maplebear Inc | 1.22% |
| 20 | MANH Manhattan Associates Inc | 1.21% |
| 21 | LLY Eli Lilly & Co | 1.21% |
| 22 | MA Mastercard Inc | 1.19% |
| 23 | TPR Tapestry Inc | 1.18% |
| 24 | DELL Dell Technologies Inc | 1.17% |
| 25 | TWLO Twilio Inc | 1.17% |
| 26 | V Visa Inc | 1.16% |
| 27 | TRV Travelers Cos Inc/The | 1.15% |
| 28 | EXPE Expedia Group Inc | 1.13% |
| 29 | PINS Pinterest Inc | 1.13% |
| 30 | TGT Target Corp | 1.09% |
| 31 | WMG Warner Music Group Corp | 1.07% |
| 32 | USB US Bancorp | 1.06% |
| 33 | RY Royal Bank of Canada | 1.05% |
| 34 | VRSN VeriSign Inc | 1.04% |
| 35 | KO Coca-Cola Co/The | 1.03% |
| 36 | CAH Cardinal Health Inc | 1.03% |
| 37 | CF CF Industries Holdings Inc | 1.03% |
| 38 | DINO HF Sinclair Corp | 0.98% |
| 39 | HIG Hartford Insurance Group Inc/The | 0.97% |
| 40 | CFG Citizens Financial Group Inc | 0.96% |
| 41 | CNC Centene Corp | 0.96% |
| 42 | DOCU Docusign Inc | 0.94% |
| 43 | ABNB Airbnb Inc | 0.94% |
| 44 | MGA Magna International Inc | 0.94% |
| 45 | OKTA Okta Inc | 0.93% |
| 46 | BWA BorgWarner Inc | 0.92% |
| 47 | PAYC Paycom Software Inc | 0.92% |
| 48 | APA APA Corp | 0.91% |
| 49 | AMP Ameriprise Financial Inc | 0.90% |
| 50 | CRL Charles River Laboratories International Inc | 0.90% |
| 51 | LIN Linde PLC | 0.87% |
| 52 | VRTX Vertex Pharmaceuticals Inc | 0.85% |
| 53 | CTSH Cognizant Technology Solutions Corp | 0.85% |
| 54 | EBAY eBay Inc | 0.82% |
| 55 | ALL Allstate Corp/The | 0.81% |
| 56 | FFIV F5 Inc | 0.81% |
| 57 | HPQ HP Inc | 0.80% |
| 58 | MTB M&T Bank Corp | 0.79% |
| 59 | MRVL MARVELL TECHNOLOGY INC | 0.77% |
| 60 | KEY KeyCorp | 0.77% |
| 61 | ADP Automatic Data Processing Inc | 0.76% |
| 62 | JBL Jabil Inc | 0.75% |
| 63 | LITE Lumentum Holdings Inc | 0.74% |
| 64 | RF Regions Financial Corp | 0.73% |
| 65 | CRWD Crowdstrike Holdings Inc | 0.72% |
| 66 | COST Costco Wholesale Corp | 0.69% |
| 67 | SN SharkNinja Inc | 0.69% |
| 68 | NTRA Natera Inc | 0.68% |
| 69 | MPC Marathon Petroleum Corp | 0.67% |
| 70 | BAC Bank of America Corp | 0.66% |
| 71 | NBIX Neurocrine Biosciences Inc | 0.66% |
| 72 | BMY Bristol-Myers Squibb Co | 0.66% |
| 73 | TT Trane Technologies PLC | 0.66% |
| 74 | UTHR United Therapeutics Corp | 0.66% |
| 75 | CSL Carlisle Cos Inc | 0.65% |
| 76 | ECL Ecolab Inc | 0.65% |
| 77 | CMCSA Comcast Corp | 0.63% |
| 78 | AIT Applied Industrial Technologies Inc | 0.61% |
| 79 | CINF Cincinnati Financial Corp | 0.60% |
| 80 | FTNT Fortinet Inc | 0.60% |
| 81 | ADBE Adobe Inc | 0.59% |
| 82 | ACGL Arch Capital Group Ltd | 0.58% |
| 83 | HALO Halozyme Therapeutics Inc | 0.56% |
| 84 | PSX Phillips 66 | 0.55% |
| 85 | EW Edwards Lifesciences Corp | 0.55% |
| 86 | NDSN Nordson Corp | 0.52% |
| 87 | COF Capital One Financial Corp | 0.50% |
| 88 | DB Deutsche Bank AG | 0.48% |
| 89 | DT Dynatrace Inc | 0.47% |
| 90 | CAT Caterpillar Inc | 0.43% |
| 91 | TER Teradyne Inc | 0.37% |
| 92 | NEM Newmont Corp | 0.31% |
| 93 | IESC IES Holdings Inc | 0.24% |
| 94 | BAGX First American Government Obligations Fund 12/01/2031 | 0.19% |
Sector breakdown
Country breakdown
Distributions
No distributions on file.
Members of Congress who disclosed this ETF
No member of Congress has disclosed a trade in BAGX in the filings we hold.
Fund facts, prices, performance and distributions: our market-data vendor. Holdings: the vendor and SEC Form N-PORT. Insider and Congress data: InsiderBuying. Last updated Nov 14, 2026. This is historical data, not investment advice. Report a data error