Jefferson Bridge Capital

Latest statistics and disclosures from Jefferson Bridge Capital's latest quarterly 13F-HR filing:

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Positions held by Jefferson Bridge Capital consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Jefferson Bridge Capital

Jefferson Bridge Capital holds 54 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Stonex Group (SNEX) 6.1 $6.1M 64k 95.13
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Vanguard Index Fds Growth Etf (VUG) 6.0 $6.0M 12k 487.87
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Broadcom (AVGO) 5.4 $5.4M 16k 346.10
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Vanguard Index Fds Value Etf (VTV) 4.8 $4.8M 25k 190.99
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Hca Holdings (HCA) 4.4 $4.3M 9.3k 466.85
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National Health Investors (NHI) 3.5 $3.5M 46k 76.37
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Pinnacle Financial Partners (PNFP) 3.5 $3.4M 36k 95.41
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Apple (AAPL) 3.4 $3.4M 12k 271.85
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Microsoft Corporation (MSFT) 3.2 $3.2M 6.6k 483.60
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Alphabet Cap Stk Cl C (GOOG) 3.1 $3.1M 9.9k 313.79
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.9 $2.9M 46k 62.47
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.8 $2.8M 5.5k 502.65
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Old Republic International Corporation (ORI) 2.7 $2.7M 58k 45.64
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Harrow Health (HROW) 2.6 $2.6M 53k 49.00
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Duke Energy Corp Com New (DUK) 2.5 $2.5M 21k 117.21
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JPMorgan Chase & Co. (JPM) 2.2 $2.2M 6.8k 322.22
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Chevron Corporation (CVX) 2.1 $2.1M 14k 152.41
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Merck & Co (MRK) 2.1 $2.0M 20k 105.26
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Chubb (CB) 2.0 $2.0M 6.4k 312.14
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Palo Alto Networks (PANW) 1.9 $1.9M 10k 184.20
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Eli Lilly & Co. (LLY) 1.9 $1.9M 1.8k 1074.76
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Delta Air Lines Inc Del Com New (DAL) 1.8 $1.8M 26k 69.40
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Johnson & Johnson (JNJ) 1.7 $1.7M 8.4k 206.95
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Ishares Tr Ibds Dec28 Etf (IBDT) 1.7 $1.7M 66k 25.45
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salesforce (CRM) 1.7 $1.7M 6.3k 264.91
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Ishares Tr Ibonds Dec 29 (IBDU) 1.6 $1.6M 69k 23.40
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Ishares Tr Ibonds 27 Etf (IBDS) 1.4 $1.4M 59k 24.28
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Pfizer (PFE) 1.3 $1.3M 53k 24.90
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Palantir Technologies Cl A (PLTR) 1.3 $1.3M 7.4k 177.75
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Chart Industries (GTLS) 1.3 $1.3M 6.4k 206.23
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Dell Technologies CL C (DELL) 1.2 $1.2M 9.4k 125.88
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ACI Worldwide (ACIW) 1.2 $1.2M 25k 47.81
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Ssga Active Etf Tr State Street Dou (TOTL) 1.1 $1.1M 26k 40.25
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Cal Maine Foods Com New (CALM) 1.0 $1.0M 13k 79.57
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UnitedHealth (UNH) 1.0 $1.0M 3.1k 330.11
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Workday Cl A (WDAY) 0.9 $924k 4.3k 214.78
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Ishares Tr Ibonds Dec 2030 (IBDV) 0.9 $886k 40k 22.07
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Verizon Communications (VZ) 0.9 $884k 22k 40.73
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Spdr Series Trust State Street Spd (SPTI) 0.9 $870k 30k 28.84
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Vanguard Index Fds Small Cp Etf (VB) 0.8 $829k 3.2k 257.94
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.8 $787k 13k 63.18
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Ishares Tr Ibonds Dec 2031 (IBDW) 0.7 $736k 35k 21.15
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.7 $730k 16k 46.81
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.7 $671k 1.9k 360.14
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United Parcel Service CL B (UPS) 0.6 $564k 5.7k 99.20
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Spdr Series Trust State Street Spd (SPTS) 0.5 $541k 19k 29.28
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NVIDIA Corporation (NVDA) 0.5 $495k 2.7k 186.47
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Clearwater Paper (CLW) 0.5 $483k 28k 17.40
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Vanguard Index Fds Mid Cap Etf (VO) 0.5 $476k 1.6k 290.28
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Select Sector Spdr Tr State Street Hea (XLV) 0.4 $442k 2.9k 154.81
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.4 $378k 3.8k 100.37
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Anterix Inc. Atex (ATEX) 0.3 $283k 13k 21.83
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Novo-nordisk A S Adr (NVO) 0.2 $211k 4.1k 50.88
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Aspen Aerogels (ASPN) 0.0 $32k 12k 2.83
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Past Filings by Jefferson Bridge Capital

SEC 13F filings are viewable for Jefferson Bridge Capital going back to 2025