Jefferson Bridge Capital as of Dec. 31, 2025
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 | |
| Vanguard Index Fds Growth Etf (VUG) | 6.0 | $6.0M | 12k | 487.87 | |
| Broadcom (AVGO) | 5.4 | $5.4M | 16k | 346.10 | |
| Vanguard Index Fds Value Etf (VTV) | 4.8 | $4.8M | 25k | 190.99 | |
| Hca Holdings (HCA) | 4.4 | $4.3M | 9.3k | 466.85 | |
| National Health Investors (NHI) | 3.5 | $3.5M | 46k | 76.37 | |
| Pinnacle Financial Partners (PNFP) | 3.5 | $3.4M | 36k | 95.41 | |
| Apple (AAPL) | 3.4 | $3.4M | 12k | 271.85 | |
| Microsoft Corporation (MSFT) | 3.2 | $3.2M | 6.6k | 483.60 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.1 | $3.1M | 9.9k | 313.79 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.9 | $2.9M | 46k | 62.47 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.8 | $2.8M | 5.5k | 502.65 | |
| Old Republic International Corporation (ORI) | 2.7 | $2.7M | 58k | 45.64 | |
| Harrow Health (HROW) | 2.6 | $2.6M | 53k | 49.00 | |
| Duke Energy Corp Com New (DUK) | 2.5 | $2.5M | 21k | 117.21 | |
| JPMorgan Chase & Co. (JPM) | 2.2 | $2.2M | 6.8k | 322.22 | |
| Chevron Corporation (CVX) | 2.1 | $2.1M | 14k | 152.41 | |
| Merck & Co (MRK) | 2.1 | $2.0M | 20k | 105.26 | |
| Chubb (CB) | 2.0 | $2.0M | 6.4k | 312.14 | |
| Palo Alto Networks (PANW) | 1.9 | $1.9M | 10k | 184.20 | |
| Eli Lilly & Co. (LLY) | 1.9 | $1.9M | 1.8k | 1074.76 | |
| Delta Air Lines Inc Del Com New (DAL) | 1.8 | $1.8M | 26k | 69.40 | |
| Johnson & Johnson (JNJ) | 1.7 | $1.7M | 8.4k | 206.95 | |
| Ishares Tr Ibds Dec28 Etf (IBDT) | 1.7 | $1.7M | 66k | 25.45 | |
| salesforce (CRM) | 1.7 | $1.7M | 6.3k | 264.91 | |
| Ishares Tr Ibonds Dec 29 (IBDU) | 1.6 | $1.6M | 69k | 23.40 | |
| Ishares Tr Ibonds 27 Etf (IBDS) | 1.4 | $1.4M | 59k | 24.28 | |
| Pfizer (PFE) | 1.3 | $1.3M | 53k | 24.90 | |
| Palantir Technologies Cl A (PLTR) | 1.3 | $1.3M | 7.4k | 177.75 | |
| Chart Industries (GTLS) | 1.3 | $1.3M | 6.4k | 206.23 | |
| Dell Technologies CL C (DELL) | 1.2 | $1.2M | 9.4k | 125.88 | |
| ACI Worldwide (ACIW) | 1.2 | $1.2M | 25k | 47.81 | |
| Ssga Active Etf Tr State Street Dou (TOTL) | 1.1 | $1.1M | 26k | 40.25 | |
| Cal Maine Foods Com New (CALM) | 1.0 | $1.0M | 13k | 79.57 | |
| UnitedHealth (UNH) | 1.0 | $1.0M | 3.1k | 330.11 | |
| Workday Cl A (WDAY) | 0.9 | $924k | 4.3k | 214.78 | |
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.9 | $886k | 40k | 22.07 | |
| Verizon Communications (VZ) | 0.9 | $884k | 22k | 40.73 | |
| Spdr Series Trust State Street Spd (SPTI) | 0.9 | $870k | 30k | 28.84 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.8 | $829k | 3.2k | 257.94 | |
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.8 | $787k | 13k | 63.18 | |
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.7 | $736k | 35k | 21.15 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.7 | $730k | 16k | 46.81 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.7 | $671k | 1.9k | 360.14 | |
| United Parcel Service CL B (UPS) | 0.6 | $564k | 5.7k | 99.20 | |
| Spdr Series Trust State Street Spd (SPTS) | 0.5 | $541k | 19k | 29.28 | |
| NVIDIA Corporation (NVDA) | 0.5 | $495k | 2.7k | 186.47 | |
| Clearwater Paper (CLW) | 0.5 | $483k | 28k | 17.40 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $476k | 1.6k | 290.28 | |
| Select Sector Spdr Tr State Street Hea (XLV) | 0.4 | $442k | 2.9k | 154.81 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.4 | $378k | 3.8k | 100.37 | |
| Anterix Inc. Atex (ATEX) | 0.3 | $283k | 13k | 21.83 | |
| Novo-nordisk A S Adr (NVO) | 0.2 | $211k | 4.1k | 50.88 | |
| Aspen Aerogels (ASPN) | 0.0 | $32k | 12k | 2.83 |
