Jefferson Bridge Capital as of March 31, 2026
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 | 91k | 80.65 | |
| Vanguard Index Fds Growth Etf (VUG) | 5.4 | $5.4M | 12k | 436.80 | |
| Vanguard Index Fds Value Etf (VTV) | 5.0 | $5.1M | 26k | 196.20 | |
| Broadcom (AVGO) | 4.8 | $4.8M | 16k | 309.51 | |
| Hca Holdings (HCA) | 4.3 | $4.4M | 9.2k | 473.23 | |
| National Health Investors (NHI) | 3.7 | $3.7M | 46k | 80.86 | |
| Pinnacle Finl Partners (PNFP) | 3.4 | $3.4M | 40k | 86.14 | |
| Apple (AAPL) | 3.1 | $3.1M | 12k | 253.79 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.0 | $3.0M | 47k | 64.08 | |
| Chevron Corporation (CVX) | 2.8 | $2.8M | 14k | 206.90 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.8 | $2.8M | 9.8k | 286.86 | |
| Duke Energy Corp Com New (DUK) | 2.7 | $2.8M | 21k | 130.94 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.6 | $2.7M | 5.5k | 479.20 | |
| Microsoft Corporation (MSFT) | 2.4 | $2.4M | 6.6k | 370.17 | |
| Merck & Co (MRK) | 2.3 | $2.3M | 20k | 120.29 | |
| Old Republic International Corporation (ORI) | 2.3 | $2.3M | 58k | 39.90 | |
| Chubb (CB) | 2.1 | $2.1M | 6.4k | 325.93 | |
| Palo Alto Networks (PANW) | 2.1 | $2.1M | 13k | 160.32 | |
| Johnson & Johnson (JNJ) | 2.0 | $2.1M | 8.4k | 244.44 | |
| Harrow Health (HROW) | 2.0 | $2.0M | 57k | 35.26 | |
| JPMorgan Chase & Co. (JPM) | 2.0 | $2.0M | 6.8k | 294.16 | |
| Delta Air Lines Com New (DAL) | 1.7 | $1.7M | 26k | 66.48 | |
| Ishares Tr Ibds Dec28 Etf (IBDT) | 1.7 | $1.7M | 67k | 25.33 | |
| Ishares Tr Ibonds Dec 29 (IBDU) | 1.6 | $1.6M | 71k | 23.26 | |
| Eli Lilly & Co. (LLY) | 1.6 | $1.6M | 1.7k | 919.88 | |
| Dell Technologies CL C (DELL) | 1.5 | $1.5M | 9.4k | 164.13 | |
| Pfizer (PFE) | 1.5 | $1.5M | 53k | 28.08 | |
| salesforce (CRM) | 1.5 | $1.5M | 7.9k | 186.67 | |
| Ssga Active Etf Tr State Street Dou (TOTL) | 1.5 | $1.5M | 37k | 39.73 | |
| Ishares Tr Ibonds 27 Etf (IBDS) | 1.4 | $1.5M | 60k | 24.24 | |
| ACI Worldwide (ACIW) | 1.4 | $1.4M | 34k | 41.01 | |
| Cal Maine Foods Com New (CALM) | 1.4 | $1.4M | 18k | 79.15 | |
| Verizon Communications (VZ) | 1.1 | $1.1M | 22k | 50.20 | |
| Palantir Technologies Cl A (PLTR) | 1.1 | $1.1M | 7.4k | 146.28 | |
| Ishares Tr Ibonds Dec 2030 (IBDV) | 1.0 | $1.0M | 47k | 21.89 | |
| Xylem (XYL) | 0.9 | $927k | 7.8k | 119.50 | |
| Spdr Series Trust State Street Spd (SPTI) | 0.9 | $909k | 32k | 28.66 | |
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.9 | $874k | 42k | 20.93 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.8 | $853k | 3.3k | 261.89 | |
| UnitedHealth (UNH) | 0.8 | $847k | 3.1k | 270.59 | |
| Spdr Series Trust State Street Spd (SPTS) | 0.8 | $813k | 28k | 29.18 | |
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.8 | $811k | 13k | 61.32 | |
| Spdr Index Shs Fds State Street Spd (SPEM) | 0.7 | $745k | 16k | 46.91 | |
| Chart Industries (GTLS) | 0.7 | $740k | 3.6k | 206.75 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.7 | $718k | 1.9k | 383.41 | |
| United Parcel Svcs CL B (UPS) | 0.6 | $559k | 5.7k | 98.39 | |
| Workday Cl A (WDAY) | 0.6 | $559k | 4.3k | 129.92 | |
| Anterix Inc. Atex (ATEX) | 0.5 | $495k | 13k | 38.19 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $481k | 1.7k | 287.23 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.4 | $446k | 4.4k | 100.66 | |
| NVIDIA Corporation (NVDA) | 0.4 | $443k | 2.5k | 174.37 | |
| Clearwater Paper (CLW) | 0.4 | $399k | 28k | 14.38 | |
| Select Sector Spdr Tr State Street Hea (XLV) | 0.3 | $263k | 1.8k | 146.64 |
