Jefferson Bridge Capital
Latest statistics and disclosures from Jefferson Bridge Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SNEX, VUG, VTV, AVGO, HCA, and represent 26.88% of Jefferson Bridge Capital's stock portfolio.
- Added to shares of these 10 stocks: PNFP, SNEX, XYL, TOTL, PANW, ACIW, CALM, CRM, SPTS, HROW.
- Started 2 new stock positions in XYL, PNFP.
- Reduced shares in these 10 stocks: , GTLS, NVO, XLV, GOOG, ASPN, LLY, AAPL, HCA, MSFT.
- Sold out of its positions in ASPN, NVO, Pinnacle Financial Partners.
- Jefferson Bridge Capital was a net buyer of stock by $5.2M.
- Jefferson Bridge Capital has $101M in assets under management (AUM), dropping by 1.38%.
- Central Index Key (CIK): 0002102009
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Portfolio Holdings for Jefferson Bridge Capital
Jefferson Bridge Capital holds 53 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Stonex Group (SNEX) | 7.3 | $7.4M | +42% | 91k | 80.65 |
|
| Vanguard Index Fds Growth Etf (VUG) | 5.4 | $5.4M | +2% | 12k | 436.80 |
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| Vanguard Index Fds Value Etf (VTV) | 5.0 | $5.1M | +2% | 26k | 196.20 |
|
| Broadcom (AVGO) | 4.8 | $4.8M | 16k | 309.51 |
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| Hca Holdings (HCA) | 4.3 | $4.4M | 9.2k | 473.23 |
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| National Health Investors (NHI) | 3.7 | $3.7M | 46k | 80.86 |
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| Pinnacle Finl Partners (PNFP) | 3.4 | $3.4M | NEW | 40k | 86.14 |
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| Apple (AAPL) | 3.1 | $3.1M | 12k | 253.79 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.0 | $3.0M | 47k | 64.08 |
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| Chevron Corporation (CVX) | 2.8 | $2.8M | 14k | 206.90 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.8 | $2.8M | 9.8k | 286.86 |
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| Duke Energy Corp Com New (DUK) | 2.7 | $2.8M | 21k | 130.94 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.6 | $2.7M | 5.5k | 479.20 |
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| Microsoft Corporation (MSFT) | 2.4 | $2.4M | 6.6k | 370.17 |
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| Merck & Co (MRK) | 2.3 | $2.3M | 20k | 120.29 |
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| Old Republic International Corporation (ORI) | 2.3 | $2.3M | 58k | 39.90 |
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| Chubb (CB) | 2.1 | $2.1M | 6.4k | 325.93 |
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| Palo Alto Networks (PANW) | 2.1 | $2.1M | +24% | 13k | 160.32 |
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| Johnson & Johnson (JNJ) | 2.0 | $2.1M | 8.4k | 244.44 |
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| Harrow Health (HROW) | 2.0 | $2.0M | +8% | 57k | 35.26 |
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| JPMorgan Chase & Co. (JPM) | 2.0 | $2.0M | 6.8k | 294.16 |
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| Delta Air Lines Com New (DAL) | 1.7 | $1.7M | 26k | 66.48 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 1.7 | $1.7M | 67k | 25.33 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 1.6 | $1.6M | +2% | 71k | 23.26 |
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| Eli Lilly & Co. (LLY) | 1.6 | $1.6M | 1.7k | 919.88 |
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| Dell Technologies CL C (DELL) | 1.5 | $1.5M | 9.4k | 164.13 |
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| Pfizer (PFE) | 1.5 | $1.5M | 53k | 28.08 |
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| salesforce (CRM) | 1.5 | $1.5M | +25% | 7.9k | 186.67 |
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| Ssga Active Etf Tr State Street Dou (TOTL) | 1.5 | $1.5M | +40% | 37k | 39.73 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 1.4 | $1.5M | +2% | 60k | 24.24 |
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| ACI Worldwide (ACIW) | 1.4 | $1.4M | +39% | 34k | 41.01 |
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| Cal Maine Foods Com New (CALM) | 1.4 | $1.4M | +34% | 18k | 79.15 |
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| Verizon Communications (VZ) | 1.1 | $1.1M | 22k | 50.20 |
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| Palantir Technologies Cl A (PLTR) | 1.1 | $1.1M | 7.4k | 146.28 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 1.0 | $1.0M | +16% | 47k | 21.89 |
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| Xylem (XYL) | 0.9 | $927k | NEW | 7.8k | 119.50 |
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| Spdr Series Trust State Street Spd (SPTI) | 0.9 | $909k | +5% | 32k | 28.66 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.9 | $874k | +20% | 42k | 20.93 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.8 | $853k | 3.3k | 261.89 |
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| UnitedHealth (UNH) | 0.8 | $847k | 3.1k | 270.59 |
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| Spdr Series Trust State Street Spd (SPTS) | 0.8 | $813k | +50% | 28k | 29.18 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.8 | $811k | +6% | 13k | 61.32 |
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| Spdr Index Shs Fds State Street Spd (SPEM) | 0.7 | $745k | 16k | 46.91 |
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| Chart Industries (GTLS) | 0.7 | $740k | -43% | 3.6k | 206.75 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.7 | $718k | 1.9k | 383.41 |
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| United Parcel Svcs CL B (UPS) | 0.6 | $559k | 5.7k | 98.39 |
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| Workday Cl A (WDAY) | 0.6 | $559k | 4.3k | 129.92 |
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| Anterix Inc. Atex (ATEX) | 0.5 | $495k | 13k | 38.19 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $481k | +2% | 1.7k | 287.23 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.4 | $446k | +17% | 4.4k | 100.66 |
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| NVIDIA Corporation (NVDA) | 0.4 | $443k | -4% | 2.5k | 174.37 |
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| Clearwater Paper (CLW) | 0.4 | $399k | 28k | 14.38 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.3 | $263k | -37% | 1.8k | 146.64 |
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Past Filings by Jefferson Bridge Capital
SEC 13F filings are viewable for Jefferson Bridge Capital going back to 2025
- Jefferson Bridge Capital 2026 Q1 filed May 7, 2026
- Jefferson Bridge Capital 2025 Q4 filed Jan. 21, 2026