Jefferson Bridge Capital, LLC

Est. AUM

$99.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STONEX GROUP INC	COM	$7.4M	91425	7.42%	SOLE
2	VANGUARD INDEX FDS	GROWTH ETF	$5.4M	12446	5.47%	SOLE
3	VANGUARD INDEX FDS	VALUE ETF	$5.1M	25810	5.10%	SOLE
4	BROADCOM INC	COM	$4.8M	15628	4.87%	SOLE
5	HCA HEALTHCARE INC	COM	$4.4M	9212	4.39%	SOLE
6	NATIONAL HEALTH INVS INC	COM	$3.7M	45799	3.73%	SOLE
7	PINNACLE FINL PARTNERS INC	COM	$3.4M	39845	3.45%	SOLE
8	APPLE INC	COM	$3.1M	12314	3.14%	SOLE
9	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.0M	47262	3.05%	SOLE
10	CHEVRON CORPORATION	COM	$2.8M	13732	2.86%	SOLE
11	ALPHABET INC	CAP STK CL C	$2.8M	9760	2.82%	SOLE
12	DUKE ENERGY CORP NEW	COM NEW	$2.8M	21090	2.78%	SOLE
13	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.7M	5535	2.67%	SOLE
14	MICROSOFT CORP	COM	$2.4M	6564	2.44%	SOLE
15	MERCK & CO INC	COM	$2.3M	19470	2.36%	SOLE
16	OLD REP INTL CORP	COM	$2.3M	58350	2.34%	SOLE
17	CHUBB LTD SWITZ	COM	$2.1M	6355	2.08%	SOLE
18	PALO ALTO NETWORKS INC	COM	$2.1M	12895	2.08%	SOLE
19	JOHNSON & JOHNSON	COM	$2.1M	8399	2.07%	SOLE
20	HARROW INC	COM	$2.0M	57168	2.03%	SOLE
21	JPMORGAN CHASE & CO	COM	$2.0M	6785	2.01%	SOLE
22	DELTA AIR LINES INC	COM NEW	$1.7M	25750	1.72%	SOLE
23	ISHARES TR	IBDS DEC28 ETF	$1.7M	67397	1.72%	SOLE
24	ISHARES TR	IBONDS DEC 29	$1.6M	70745	1.66%	SOLE
25	ELI LILLY & CO	COM	$1.6M	1728	1.60%	SOLE
26	DELL TECHNOLOGIES INC	CL C	$1.6M	9442	1.56%	SOLE
27	PFIZER INC	COM	$1.5M	53410	1.51%	SOLE
28	SALESFORCE INC	COM	$1.5M	7919	1.49%	SOLE
29	SSGA ACTIVE ETF TR	STATE STREET DOU	$1.5M	37194	1.49%	SOLE
30	ISHARES TR	IBONDS 27 ETF	$1.5M	60133	1.47%	SOLE
31	ACI WORLDWIDE INC	COM	$1.4M	34295	1.41%	SOLE
32	CAL MAINE FOODS INC	COM NEW	$1.4M	17460	1.39%	SOLE
33	VERIZON COMMUNICATIONS INC	COM	$1.1M	21700	1.10%	SOLE
34	PALANTIR TECHNOLOGIES INC	CL A	$1.1M	7437	1.09%	SOLE
35	ISHARES TR	IBONDS DEC 2030	$1.0M	46839	1.03%	SOLE
36	XYLEM INC	COM	$927K	7761	0.93%	SOLE
37	SPDR SERIES TRUST	STATE STREET SPD	$909K	31714	0.91%	SOLE
38	VANGUARD INDEX FDS	SMALL CP ETF	$853K	3256	0.86%	SOLE
39	UNITEDHEALTH GROUP INC	COM	$847K	3130	0.85%	SOLE
40	SPDR SERIES TRUST	STATE STREET SPD	$813K	27846	0.82%	SOLE
41	J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$811K	13218	0.82%	SOLE
42	SPDR INDEX SHS FDS	STATE STREET SPD	$745K	15879	0.75%	SOLE
43	CHART INDS INC	COM	$740K	3581	0.74%	SOLE
44	VANECK ETF TRUST	SEMICONDUCTR ETF	$718K	1873	0.72%	SOLE
45	WORKDAY INC	CL A	$559K	4300	0.56%	SOLE
46	UNITED PARCEL SVCS INC	CL B	$559K	5685	0.56%	SOLE
47	ANTERIX INC	COM	$495K	12950	0.50%	SOLE
48	VANGUARD INDEX FDS	MID CAP ETF	$481K	1676	0.48%	SOLE
49	NVIDIA CORPORATION	COM	$443K	2539	0.45%	SOLE
50	CLEARWATER PAPER CORP	COM	$399K	27740	0.40%	SOLE

1–50 of 51

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.