§ 13F · FUND PROFILE
Jefferson Bridge Capital, LLC.
AUM · $115M (13F)Positions · 53Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$601K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SNEX | STONEX GROUP INC | 82K | $10M | 8.4% | −10% |
| 2 | VUG | VANGUARD INDEX FDS | 68K | $6M | 5.1% | +449% |
| 3 | VTV | VANGUARD INDEX FDS | 25K | $6M | 4.8% | −2% |
| 4 | AVGO | BROADCOM INC | 14K | $5M | 4.5% | −13% |
| 5 | NHI | NATIONAL HEALTH INVS INC | 57K | $4M | 3.8% | +25% |
| 6 | HCA | HCA HEALTHCARE INC | 11K | $4M | 3.6% | +15% |
| 7 | DELL | DELL TECHNOLOGIES INC | 9K | $4M | 3.5% | ±0% |
| 8 | PNFP | PINNACLE FINL PARTNERS INC | 40K | $4M | 3.5% | ±0% |
| 9 | PANW | PALO ALTO NETWORKS INC | 11K | $4M | 3.2% | −15% |
| 10 | AAPL | APPLE INC | 12K | $4M | 3.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JEFFERSON SIGNAL
AC read
Jefferson Bridge Capital, LLC is a Other fund managing $115 million in assets. The fund runs a portfolio of 53 positions.
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