Bridge City Capital, LLC

Portfolio Overview

Bridge City Capital, LLC disclosed 114 positions worth $438.1M in its Form 13F-HR for Q2 2026, led by $ONTO (ONTO INNOVATION INC.) at 3.5% of the equity portfolio, followed by $KLIC and $VPG. During the quarter the fund opened 12 new positions and exited 6 — including a new stake in $HRMY and a full exit from $MTSI. The portfolio is most concentrated in Technology (32.2% of disclosed assets). All figures are sourced directly from Bridge City Capital, LLC’s Form 13F-HR filing with the SEC under CIK 1713521.

• 

  ONTO INNOVATION INC.

  $ONTO

  61.9#744

  Quality

  $15.4M40,798 sh
• 

  KULICKE & SOFFA INDUSTRIES INC

  $KLIC

  57.2#1,116

  Quality

  $13.3M99,331 sh
• 

  Vishay Precision Group, Inc.

  $VPG

  30.4#2,490

  Quality

  $11.9M79,606 sh
• 

  A10 Networks, Inc.

  $ATEN

  58.4

  Quality

  $11.1M296,239 sh
• 

  DIODES INC /DEL/

  $DIOD

  52.1

  Quality

  $9.5M86,531 sh
• 

  Century Communities, Inc.

  $CCS

  42.8

  Quality

  $9.4M131,480 sh
• 

  MODINE MANUFACTURING CO

  $MOD

  56.3

  Quality

  $9.1M34,203 sh
• 

  Addus HomeCare Corp

  $ADUS

  64.2

  Quality

  $8.6M85,445 sh
• 

  GLACIER BANCORP, INC.

  $GBCI

  68.1

  Quality

  $8.4M163,059 sh
• 

  LEMAITRE VASCULAR INC

  $LMAT

  66.0

  Quality

  $8.3M86,341 sh

Company	Quality	Value	Shares
ONTO INNOVATION INC.$ONTO	61.9#744	$15.4M	40,798
KULICKE & SOFFA INDUSTRIES INC$KLIC	57.2#1,116	$13.3M	99,331
Vishay Precision Group, Inc.$VPG	30.4#2,490	$11.9M	79,606
A10 Networks, Inc.$ATEN	58.4	$11.1M	296,239
DIODES INC /DEL/$DIOD	52.1	$9.5M	86,531
Century Communities, Inc.$CCS	42.8	$9.4M	131,480
MODINE MANUFACTURING CO$MOD	56.3	$9.1M	34,203
Addus HomeCare Corp$ADUS	64.2	$8.6M	85,445
GLACIER BANCORP, INC.$GBCI	68.1	$8.4M	163,059
LEMAITRE VASCULAR INC$LMAT	66.0	$8.3M	86,341

Showing top 10 of 114 holdings.

Full Holdings — Bridge City Capital, LLC (Q2 2026)

All 114 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	$ONTO	ONTO INNOVATION INC.	$15.4M	3.5%	-10%	61.9
2	$KLIC	KULICKE & SOFFA INDUSTRIES INC	$13.3M	3.0%	+5%	57.2
3	$VPG	Vishay Precision Group, Inc.	$11.9M	2.7%	+38%	30.4
4	$ATEN	A10 Networks, Inc.	$11.1M	2.5%	-26%	58.4
5	$DIOD	DIODES INC /DEL/	$9.5M	2.2%	-27%	52.1
6	$CCS	Century Communities, Inc.	$9.4M	2.1%	+31%	42.8
7	$MOD	MODINE MANUFACTURING CO	$9.1M	2.1%	-1%	56.3
8	$ADUS	Addus HomeCare Corp	$8.6M	2.0%	+11%	64.2
9	$GBCI	GLACIER BANCORP, INC.	$8.4M	1.9%	-1%	68.1
10	$LMAT	LEMAITRE VASCULAR INC	$8.3M	1.9%	+23%	66
11	$DORM	Dorman Products, Inc.	$8.0M	1.8%	+25%	58.8
12	$PCRX	Pacira BioSciences, Inc.	$7.9M	1.8%	-22%	51.5
13	$ACIW	ACI WORLDWIDE, INC.	$7.9M	1.8%	+13%	66.3
14	$CRAI	CRA INTERNATIONAL, INC.	$7.7M	1.8%	+59%	47.4
15	$HRMY	Harmony Biosciences Holdings, Inc.	$7.6M	1.7%	NEW	71.4
16	$GMED	GLOBUS MEDICAL INC	$7.5M	1.7%	+43%	79.5
17	$LSTR	LANDSTAR SYSTEM INC	$7.4M	1.7%	+53%	47.6
18	$OSIS	OSI SYSTEMS INC	$7.3M	1.7%	+48%	59.2
19	$UCTT	Ultra Clean Holdings, Inc.	$7.3M	1.7%	-37%	40.1
20	$SITE	SiteOne Landscape Supply, Inc.	$6.8M	1.6%	+44%	52.1
21	$AMPH	Amphastar Pharmaceuticals, Inc.	$6.8M	1.6%	+1%	50.5
22	$IRMD	IRADIMED CORP	$6.8M	1.6%	-2%	63.5
23	$PLUS	EPLUS INC	$6.7M	1.5%	+19%	49.9
24	$LAD	LITHIA MOTORS INC	$6.6M	1.5%	+12%	46.6
25	$WTTR	Select Water Solutions, Inc.	$6.3M	1.4%	-3%	42.9
26	$PDFS	PDF SOLUTIONS INC	$5.4M	1.2%	-24%	56.5
27	$TGTX	TG THERAPEUTICS, INC.	$4.9M	1.1%	-2%	69.3
28	$AIN	ALBANY INTERNATIONAL CORP /DE/	$4.8M	1.1%	-2%	40.2
29	$CPRX	CATALYST PHARMACEUTICALS, INC.	$4.8M	1.1%	-2%	74
30	$CORT	CORCEPT THERAPEUTICS INC	$4.7M	1.1%	-2%	57.8
31	$USPH	U S PHYSICAL THERAPY INC /NV	$4.7M	1.1%	+28%	55.9
32	$RBC	RBC Bearings INC	$4.5M	1.0%	-62%	66.8
33	$IIIN	INSTEEL INDUSTRIES INC	$4.5M	1.0%	+56%	51
34	$UFPT	UFP TECHNOLOGIES INC	$4.5M	1.0%	-15%	63.1
35	$KRYS	Krystal Biotech, Inc.	$4.4M	1.0%	-2%	79.2
36	$NVEC	NVE CORP /NEW/	$4.2M	0.9%	-3%	63.5
37	$INVX	Innovex International, Inc.	$4.0M	0.9%	-3%	63.2
38	$STRL	STERLING INFRASTRUCTURE, INC.	$4.0M	0.9%	-83%	70.6
39	$BMI	BADGER METER INC	$3.8M	0.9%	-35%	61
40	$DFIN	Donnelley Financial Solutions, Inc.	$3.7M	0.8%	+30%	43.6
41	$MD	Pediatrix Medical Group, Inc.	$3.7M	0.8%	-2%	56.2
42	$RAMP	LiveRamp Holdings, Inc.	$3.7M	0.8%	-2%	61.3
43	$SUPN	SUPERNUS PHARMACEUTICALS, INC.	$3.6M	0.8%	+24%	41.9
44	$CGNX	COGNEX CORP	$3.6M	0.8%	-2%	66.9
45	$EVR	Evercore Inc.	$3.6M	0.8%	-2%	76.9
46	$MYRG	MYR GROUP INC.	$3.5M	0.8%	-2%	59.2
47	$HCSG	HEALTHCARE SERVICES GROUP INC	$3.4M	0.8%	-2%	61.1
48	$WHD	Cactus, Inc.	$3.4M	0.8%	-2%	59.8
49	$YETI	YETI Holdings, Inc.	$3.4M	0.8%	-2%	59.9
50	$NHC	NATIONAL HEALTHCARE CORP	$3.4M	0.8%	-2%	65.9
51	$FFIN	FIRST FINANCIAL BANKSHARES INC	$3.3M	0.8%	-2%	65.7
52	$LOPE	Grand Canyon Education, Inc.	$3.3M	0.8%	+30%	65.2
53	$HWKN	HAWKINS INC	$3.2M	0.7%	+30%	55.6
54	$NSSC	NAPCO SECURITY TECHNOLOGIES, INC	$3.2M	0.7%	+44%	58.7
55	$ETON	Eton Pharmaceuticals, Inc.	$3.2M	0.7%	+317%	67.5
56	$WSBC	WESBANCO INC	$3.1M	0.7%	-2%	75.2
57	$ENSG	ENSIGN GROUP, INC	$3.1M	0.7%	-67%	67.9
58	$UFPI	UFP INDUSTRIES INC	$3.1M	0.7%	-2%	48.6
59	$PLXS	PLEXUS CORP	$3.1M	0.7%	-2%	62.5
60	$BBSI	BARRETT BUSINESS SERVICES INC	$2.9M	0.7%	-0%	46.5
61	$OLLI	Ollie's Bargain Outlet Holdings, Inc.	$2.9M	0.7%	+25%	63.4
62	$CCSI	Consensus Cloud Solutions, Inc.	$2.9M	0.7%	-3%	54.4
63	$TXRH	Texas Roadhouse, Inc.	$2.9M	0.7%	-2%	62.7
64	$FELE	FRANKLIN ELECTRIC CO INC	$2.8M	0.6%	-2%	52.9
65	$ANIP	ANI PHARMACEUTICALS INC	$2.8M	0.6%	NEW	72.5
66	$KWR	QUAKER CHEMICAL CORP	$2.7M	0.6%	-2%	44.9
67	$AGX	ARGAN INC	$2.7M	0.6%	NEW	81.4
68	$EXLS	ExlService Holdings, Inc.	$2.6M	0.6%	-2%	65.3
69	$MOG-A	MOOG INC.	$2.6M	0.6%	NEW	65.1
70	$LKFN	LAKELAND FINANCIAL CORP	$2.6M	0.6%	+37%	51.9
71	$AWI	ARMSTRONG WORLD INDUSTRIES INC	$2.5M	0.6%	+46%	65.7
72	$KGS	Kodiak Gas Services, Inc.	$2.5M	0.6%	NEW	57
73	$VCEL	Vericel Corp	$2.4M	0.5%	-2%	62.8
74	$EXPO	EXPONENT INC	$2.4M	0.5%	-2%	56.1
75	$QLYS	QUALYS, INC.	$2.4M	0.5%	-2%	68.3
76	$WING	Wingstop Inc.	$2.3M	0.5%	NEW	62.4
77	$OMCL	OMNICELL, INC.	$2.3M	0.5%	-2%	51.9
78	$GTY	GETTY REALTY CORP /MD/	$2.3M	0.5%	-2%	63.7
79	$PJT	PJT Partners Inc.	$2.3M	0.5%	+73%	71
80	$EPAM	EPAM Systems, Inc.	$2.2M	0.5%	+29%	58.9
81	$JJSF	J&J SNACK FOODS CORP	$2.2M	0.5%	-2%	45.5
82	$HOPE	HOPE BANCORP INC	$2.2M	0.5%	-2%	50.6
83	$PNTG	Pennant Group, Inc.	$2.2M	0.5%	-3%	62.6
84	$THRM	Gentherm Inc	$2.2M	0.5%	-3%	48.2
85	$RES	RPC INC	$2.1M	0.5%	+56%	48.9
86	$SNEX	StoneX Group Inc.	$2.1M	0.5%	NEW	68.9
87	$CBZ	CBIZ, Inc.	$2.0M	0.5%	-2%	58.8
88	$EVTC	EVERTEC, Inc.	$2.0M	0.5%	-2%	60.5
89	$WDFC	WD 40 CO	$1.9M	0.4%	-2%	57.1
90	$PAYC	Paycom Software, Inc.	$1.8M	0.4%	NEW	65.8
91	$CWT	CALIFORNIA WATER SERVICE GROUP	$1.8M	0.4%	-2%	63.4
92	$IDCC	InterDigital, Inc.	$1.7M	0.4%	NEW	65
93	$CNMD	CONMED Corp	$1.7M	0.4%	-2%	48.7
94	$MMS	MAXIMUS, INC.	$1.6M	0.4%	-2%	55
95	$PSIX	POWER SOLUTIONS INTERNATIONAL, INC.	$1.6M	0.4%	+24%	64.4
96	$HSTM	HEALTHSTREAM INC	$1.4M	0.3%	-3%	55.6
97	$LTC	LTC PROPERTIES INC	$1.4M	0.3%	-2%	51
98	$BCC	BOISE CASCADE Co	$1.3M	0.3%	-2%	44
99	$INTT	INTEST CORP	$929,577	0.2%	-9%	26.2
100	$PKE	PARK AEROSPACE CORP	$728,780	0.2%	-37%	62.6
101	$ELMD	Electromed, Inc.	$591,100	0.1%	+7%	60.5
102	$BWFG	Bankwell Financial Group, Inc.	$536,388	0.1%	-9%	57.6
103	$UTMD	UTAH MEDICAL PRODUCTS INC	$458,993	0.1%	-9%	48.8
104	$OSPN	OneSpan Inc.	$427,372	0.1%	+10%	55.6
105	$BMRC	Bank of Marin Bancorp	$392,509	0.1%	-9%	20.2
106	$ITIC	INVESTORS TITLE CO	$365,636	0.1%	-9%	62.1
107	$LQDT	LIQUIDITY SERVICES INC	$311,278	0.1%	-9%	64.3
108	$FC	FRANKLIN COVEY CO	$296,347	0.1%	-37%	36.4
109	$GHM	GRAHAM CORP	$289,050	0.1%	-9%	50
110	$MTRX	MATRIX SERVICE CO	$277,055	0.1%	-35%	49.3
111	$JYNT	JOINT Corp	$266,772	0.1%	+24%	34.2
112	$PRSU	Pursuit Attractions & Hospitality, Inc.	$242,070	0.1%	NEW	46.2
113	$RDVT	Red Violet, Inc.	$212,442	0.1%	NEW	63
114	—	iShares - COM	$202,101	0.1%	NEW	—