Jefferson Bridge Capital, LLC
13F Reported Value
ⓘ$100.7M
Holdings
53
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Jefferson Bridge Capital, LLC disclosed 53 positions worth $100.7M in its Form 13F-HR for Q1 2026, led by $SNEX (StoneX Group Inc.) at 7.3% of the equity portfolio. During the quarter the fund opened 1 new position and exited 2 — including a new stake in $XYL and a full exit from $NVO. The portfolio is most concentrated in Other (27.6% of disclosed assets). All figures are sourced directly from Jefferson Bridge Capital, LLC’s Form 13F-HR filing with the SEC under CIK 2102009.
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 60.3#865
Quality
$7.4M91,425 sh VANGUARD INDEX FDS
—Quality
$5.4M12,446 shVANGUARD INDEX FDS
—Quality
$5.1M25,810 sh- 86.4
Quality
$4.8M15,628 sh - 70.5
Quality
$4.4M9,212 sh - 68.3
Quality
$3.7M45,799 sh - $3.4M39,845 sh
- 76.1
Quality
$3.1M12,314 sh VANGUARD TAX-MANAGED FDS
—Quality
$3.0M47,262 sh- 54.7
Quality
$2.8M13,732 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 StoneX Group Inc.$SNEX | 60.3#865 | $7.4M | 91,425 |
| VANGUARD INDEX FDS | — | $5.4M | 12,446 |
| VANGUARD INDEX FDS | — | $5.1M | 25,810 |
 Broadcom Inc.$AVGO | 86.4 | $4.8M | 15,628 |
 HCA Healthcare, Inc.$HCA | 70.5 | $4.4M | 9,212 |
 NATIONAL HEALTH INVESTORS INC$NHI | 68.3 | $3.7M | 45,799 |
 Pinnacle Financial Partners, Inc.$PNFP | — | $3.4M | 39,845 |
 Apple Inc.$AAPL | 76.1 | $3.1M | 12,314 |
| VANGUARD TAX-MANAGED FDS | — | $3.0M | 47,262 |
 CHEVRON CORP$CVX | 54.7 | $2.8M | 13,732 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Jefferson Bridge Capital, LLC's 53 positions.
Showing top 10 of 53 holdings.
Sector Allocation
Other
$27.8M
Technology
$21.8M
Financials
$19.9M
Healthcare
$14.7M
Industrials
$3.9M
Real Estate
$3.7M
Energy
$2.8M
Utilities
$2.8M
Full Holdings — Jefferson Bridge Capital, LLC (Q1 2026)
All 53 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SNEX | StoneX Group Inc. | $7.4M | 7.3% | +43% | 60.3 |
| 2 | — | VANGUARD INDEX FDS | $5.4M | 5.4% | +2% | — |
| 3 | — | VANGUARD INDEX FDS | $5.1M | 5.0% | +3% | — |
| 4 | $AVGO | Broadcom Inc. | $4.8M | 4.8% | +0% | 86.4 |
| 5 | $HCA | HCA Healthcare, Inc. | $4.4M | 4.3% | -1% | 70.5 |
| 6 | $NHI | NATIONAL HEALTH INVESTORS INC | $3.7M | 3.7% | +0% | 68.3 |
| 7 | $PNFP | Pinnacle Financial Partners, Inc. | $3.4M | 3.4% | +11% | — |
| 8 | $AAPL | Apple Inc. | $3.1M | 3.1% | -1% | 76.1 |
| 9 | — | VANGUARD TAX-MANAGED FDS | $3.0M | 3.0% | +2% | — |
| 10 | $CVX | CHEVRON CORP | $2.8M | 2.8% | +0% | 54.7 |
| 11 |  $GOOGL | Alphabet Inc. | $2.8M | 2.8% | -2% | 80.2 |
| 12 |  $DUK | Duke Energy CORP | $2.8M | 2.7% | +0% | 64 |
| 13 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.7M | 2.6% | +0% | 64.5 |
| 14 |  $MSFT | MICROSOFT CORP | $2.4M | 2.4% | -1% | 83.7 |
| 15 |  $MRK | Merck & Co., Inc. | $2.3M | 2.3% | +0% | 70.9 |
| 16 |  $ORI | OLD REPUBLIC INTERNATIONAL CORP | $2.3M | 2.3% | +0% | 70.4 |
| 17 |  $CB | Chubb Ltd | $2.1M | 2.1% | -1% | — |
| 18 |  $PANW | Palo Alto Networks Inc | $2.1M | 2.0% | +25% | 66.5 |
| 19 |  $JNJ | JOHNSON & JOHNSON | $2.1M | 2.0% | +0% | 72.8 |
| 20 |  $HROW | HARROW, INC. | $2.0M | 2.0% | +8% | 41.6 |
| 21 |  $JPM | JPMORGAN CHASE & CO | $2.0M | 2.0% | +0% | 35.6 |
| 22 |  $DAL | DELTA AIR LINES, INC. | $1.7M | 1.7% | +0% | 64.4 |
| 23 | — | ISHARES TR | $1.7M | 1.7% | +2% | — |
| 24 | — | ISHARES TR | $1.6M | 1.6% | +3% | — |
| 25 |  $LLY | ELI LILLY & Co | $1.6M | 1.6% | -2% | 89.3 |
| 26 |  $DELL | Dell Technologies Inc. | $1.5M | 1.5% | +0% | 76 |
| 27 |  $PFE | PFIZER INC | $1.5M | 1.5% | +0% | 69 |
| 28 |  $CRM | Salesforce, Inc. | $1.5M | 1.5% | +25% | 75.2 |
| 29 | — | SSGA ACTIVE ETF TR | $1.5M | 1.5% | +41% | — |
| 30 | — | ISHARES TR | $1.5M | 1.4% | +3% | — |
| 31 |  $ACIW | ACI WORLDWIDE, INC. | $1.4M | 1.4% | +39% | 65.5 |
| 32 |  $CALM | CAL-MAINE FOODS INC | $1.4M | 1.4% | +34% | 85.7 |
| 33 |  $VZ | VERIZON COMMUNICATIONS INC | $1.1M | 1.1% | +0% | 71.6 |
| 34 |  $PLTR | Palantir Technologies Inc. | $1.1M | 1.1% | +0% | 85.8 |
| 35 | — | ISHARES TR | $1.0M | 1.0% | +17% | — |
| 36 |  $XYL | Xylem Inc. | $927,440 | 0.9% | NEW | 65.6 |
| 37 | — | SPDR SERIES TRUST | $908,915 | 0.9% | +5% | — |
| 38 | — | ISHARES TR | $873,576 | 0.9% | +20% | — |
| 39 | — | VANGUARD INDEX FDS | $852,713 | 0.8% | +1% | — |
| 40 |  $UNH | UNITEDHEALTH GROUP INC | $846,947 | 0.8% | -0% | 66.8 |
| 41 | — | SPDR SERIES TRUST | $812,554 | 0.8% | +51% | — |
| 42 | — | J P MORGAN EXCHANGE TRADED F | $810,538 | 0.8% | +6% | — |
| 43 | — | SPDR INDEX SHS FDS | $744,871 | 0.7% | +2% | — |
| 44 |  $GTLS | CHART INDUSTRIES INC | $740,372 | 0.7% | -44% | 60.6 |
| 45 | — | VANECK ETF TRUST | $718,119 | 0.7% | +1% | — |
| 46 |  $UPS | UNITED PARCEL SERVICE INC | $559,334 | 0.6% | +0% | 58.2 |
| 47 |  $WDAY | Workday, Inc. | $558,656 | 0.6% | +0% | 74.2 |
| 48 |  $ATEX | Anterix Inc. | $494,561 | 0.5% | +0% | 45.2 |
| 49 | — | VANGUARD INDEX FDS | $481,399 | 0.5% | +2% | — |
| 50 | — | ISHARES TR | $446,028 | 0.4% | +18% | — |
| 51 |  $NVDA | NVIDIA CORP | $442,729 | 0.4% | -4% | 90.2 |
| 52 |  $CLW | Clearwater Paper Corp | $398,897 | 0.4% | +0% | 31 |
| 53 | — | SELECT SECTOR SPDR TR | $262,931 | 0.3% | -37% | — |
New Positions (1)
$XYL Xylem Inc.$927,440
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