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CIK: 0001713521
Total reported value
$479.8M
$479.8M
114 檔
12.8%
At the close of Q2 2026, Bridge City Capital, LLC disclosed equity holdings valued at approximately $479.8M, spread across 114 reported holdings.
In Q2 2026, Bridge City Capital, LLC adopted a defensive or profit-taking posture, trimming 69 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ONTO | Onto Innovation Inc | Stock-Tech | 3.52% | -0.66% | -9.62% | |
| 2 | KLIC | Kulicke & Soffa Industries | Stock-Tech | 3.03% | -0.81% | +5.35% | |
| 3 | VPG | Vishay Precision Group | Stock-Other | 2.72% | -1.78% | +37.87% | |
| 4 | ATEN | A10 Networks Inc | Stock-Other | 2.53% | -0.64% | -26.07% | |
| 5 | DIOD | Diodes Inc | Stock-Other | 2.16% | -0.17% | -26.50% | |
| 6 | CCS | Century Communities Inc | Stock-Other | 2.15% | -0.27% | +30.96% | |
| 7 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 2.08% | -0.56% | -1.26% | |
| 8 | ADUS | Addus Homecare CORP | Stock-Other | 1.96% | +0.52% | +11.09% | |
| 9 | GBCI | Glacier Bancorp Inc | Stock-Financials | 1.92% | -0.21% | -1.27% | |
| 10 | LMAT | Lemaitre Vascular Inc | Stock-Other | 1.89% | +0.12% | +22.66% | |
| 11 | DORM | Dorman Products Inc | Stock-Consumer Disc | 1.82% | -0.11% | +25.06% | |
| 12 | PCRX | Pacira Biosciences Inc | Stock-Other | 1.81% | +0.03% | -22.46% | |
| 13 | ACIW | Aci Worldwide Inc | Stock-Tech | 1.80% | -0.32% | +13.20% | |
| 14 | CRAI | Cra International Inc | Stock-Other | 1.75% | +0.33% | +59.15% | |
| 15 | HRMY | Harmony Biosciences Holdings | Stock-Other | 1.74% | +0.43% | — | |
| 16 | GMED | Globus Medical Inc - A | Stock-Healthcare | 1.71% | +0.08% | +43.30% | |
| 17 | LSTR | Landstar System Inc | Stock-Industrials | 1.69% | -0.01% | +52.51% | |
| 18 | OSIS | Osi Systems Inc | Stock-Tech | 1.66% | -0.12% | +47.54% | |
| 19 | UCTT | Ultra Clean Holdings Inc | Stock-Other | 1.66% | — | -37.13% | |
| 20 | SITE | Siteone Landscape Supply Inc | Stock-Industrials | 1.56% | +0.03% | +43.60% | |
| 21 | AMPH | Amphastar Pharmaceuticals In | Stock-Other | 1.56% | +0.51% | +1.08% | |
| 22 | IRMD | Iradimed CORP | Stock-Other | 1.55% | +0.19% | -2.11% | |
| 23 | PLUS | Eplus Inc | Stock-Other | 1.54% | +0.16% | +18.57% | |
| 24 | LAD | Lithia Motors Inc | Stock-Consumer Disc | 1.50% | +0.17% | +12.33% | |
| 25 | WTTR | Select Water Solutions Inc | Stock-Other | 1.43% | -0.19% | -2.94% | |
| 26 | PDFS | Pdf Solutions Inc | Stock-Other | 1.24% | -0.27% | -24.08% | |
| 27 | TGTX | Tg Therapeutics Inc | Stock-Healthcare | 1.11% | +0.72% | -1.92% | |
| 28 | AIN | Albany Intl Corp-cl A | Stock-Other | 1.11% | -0.13% | -1.92% | |
| 29 | CPRX | Catalyst Pharmaceuticals Inc | Stock-Healthcare | 1.10% | -1.10% | EXIT | |
| 30 | CORT | Corcept Therapeutics Inc | Stock-Healthcare | 1.07% | +0.50% | -1.92% | |
| 31 | USPH | U.s. Physical Therapy Inc | Stock-Other | 1.06% | +0.38% | +27.71% | |
| 32 | RBC | RBC Bearings Inc | Stock-Industrials | 1.02% | -1.02% | EXIT | |
| 33 | IIIN | Insteel Industries Inc | Stock-Other | 1.02% | +0.04% | +55.92% | |
| 34 | UFPT | Ufp Technologies Inc | Stock-Other | 1.02% | +0.07% | -15.00% | |
| 35 | KRYS | Krystal Biotech Inc | Stock-Healthcare | 1.00% | — | -1.90% | |
| 36 | NVEC | Nve CORP | Stock-Other | 0.95% | +0.13% | -3.13% | |
| 37 | INVX | Innovex International Inc | Stock-Other | 0.92% | +0.17% | -2.83% | |
| 38 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.92% | -0.92% | EXIT | |
| 39 | BMI | Badger Meter Inc | Stock-Tech | 0.87% | -0.07% | -35.04% | |
| 40 | DFIN | Donnelley Financial Solution | Stock-Other | 0.85% | +0.18% | +30.10% | |
| 41 | MD | Pediatrix Medical Group Inc | Stock-Other | 0.84% | +0.11% | -1.93% | |
| 42 | RAMP | Liveramp Holdings Inc | Stock-Other | 0.84% | +0.09% | -1.92% | |
| 43 | SUPN | Supernus Pharmaceuticals Inc | Stock-Healthcare | 0.83% | -0.83% | EXIT | |
| 44 | CGNX | Cognex CORP | Stock-Tech | 0.83% | -0.06% | -1.92% | |
| 45 | EVR | Evercore Inc - A | Stock-Financials | 0.82% | -0.13% | -1.93% | |
| 46 | MYRG | Myr Group Inc/delaware | Stock-Industrials | 0.81% | -0.28% | -1.92% | |
| 47 | HCSG | Healthcare Services Group | Stock-Other | 0.78% | -0.06% | -1.93% | |
| 48 | WHD | Cactus Inc - A | Stock-Other | 0.78% | +0.27% | -1.93% | |
| 49 | YETI | Yeti Holdings Inc | Stock-Consumer Disc | 0.77% | -0.06% | -1.92% | |
| 50 | NHC | National Healthcare CORP | Stock-Other | 0.77% | +0.12% | -1.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VPG | Vishay Precision Group | +2% | +37.87% | Add |
| 2 | HRMY | Harmony Biosciences Holdings | +1.7% | NEW | New buy |
| 3 | KLIC | Kulicke & Soffa Industries | +1.3% | +5.35% | Add |
| 4 | ONTO | Onto Innovation Inc | +1% | -9.62% | Trim |
| 5 | LSTR | Landstar System Inc | +0.7% | +52.51% | Add |
| 6 | ANIP | Ani Pharmaceuticals Inc | +0.6% | NEW | New buy |
| 7 | AGX | Argan Inc | +0.6% | NEW | New buy |
| 8 | MOG-A | Moog Inc-class A | +0.6% | NEW | New buy |
| 9 | ETON | Eton Pharmaceuticals Inc | +0.6% | +316.70% | Add |
| 10 | KGS | Kodiak Gas Services Inc | +0.6% | NEW | New buy |
| 11 | CCS | Century Communities Inc | +0.6% | +30.96% | Add |
| 12 | WING | Wingstop Inc | +0.5% | NEW | New buy |
| 13 | SNEX | Stonex Group Inc | +0.5% | NEW | New buy |
| 14 | DORM | Dorman Products Inc | +0.5% | +25.06% | Add |
| 15 | CORT | Corcept Therapeutics Inc | +0.5% | -1.92% | Trim |
| 16 | PAYC | Paycom Software Inc | +0.4% | NEW | New buy |
| 17 | IDCC | Interdigital Inc | +0.4% | NEW | New buy |
| 18 | PDFS | Pdf Solutions Inc | +0.3% | -24.08% | Trim |
| 19 | TGTX | Tg Therapeutics Inc | +0.3% | -1.92% | Trim |
| 20 | UCTT | Ultra Clean Holdings Inc | +0.3% | -37.13% | Trim |
| 21 | MYRG | Myr Group Inc/delaware | +0.3% | -1.92% | Trim |
| 22 | ACIW | Aci Worldwide Inc | +0.2% | +13.20% | Add |
| 23 | CRAI | Cra International Inc | +0.2% | +59.15% | Add |
| 24 | NVEC | Nve CORP | +0.2% | -3.13% | Trim |
| 25 | PJT | Pjt Partners Inc - A | +0.2% | +72.95% | Add |
| 26 | AIN | Albany Intl Corp-cl A | +0.2% | -1.92% | Trim |
| 27 | CCSI | Consensus Cloud Solution | +0.2% | -3.00% | Trim |
| 28 | KRYS | Krystal Biotech Inc | +0.1% | -1.90% | Trim |
| 29 | IIIN | Insteel Industries Inc | +0.1% | +55.92% | Add |
| 30 | CGNX | Cognex CORP | +0.1% | -1.92% | Trim |
| 31 | GMED | Globus Medical Inc - A | +0.1% | +43.30% | Add |
| 32 | PLUS | Eplus Inc | +0.1% | +18.57% | Add |
| 33 | PLXS | Plexus CORP | +0.1% | -1.91% | Trim |
| 34 | RAMP | Liveramp Holdings Inc | +0.1% | -1.92% | Trim |
| 35 | QLYS | Qualys Inc | +0.1% | -1.93% | Trim |
| 36 | LAD | Lithia Motors Inc | +0.1% | +12.33% | Add |
| 37 | LKFN | Lakeland Financial CORP | +0.1% | +36.77% | Add |
| 38 | NSSC | Napco Security Technologies | +0.1% | +43.54% | Add |
| 39 | AWI | Armstrong World Industries | +0.1% | +45.72% | Add |
| 40 | WTTR | Select Water Solutions Inc | +0.1% | -2.94% | Trim |
| 41 | YETI | Yeti Holdings Inc | +0.1% | -1.92% | Trim |
| 42 | PRSU | Pursuit Attractions And Hosp | +0.1% | NEW | New buy |
| 43 | HCSG | Healthcare Services Group | +0.1% | -1.93% | Trim |
| 44 | NHC | National Healthcare CORP | +0.1% | -1.92% | Trim |
| 45 | VCEL | Vericel CORP | +0.1% | -1.91% | Trim |
| 46 | ELMD | Electromed Inc | +0.1% | +7.18% | Add |
| 47 | RDVT | Red Violet Inc | +0.1% | NEW | New buy |
| 48 | IWO | Ishares Russell 2000 Growth | +0.1% | NEW | New buy |
| 49 | CPRX | Catalyst Pharmaceuticals Inc | 0% | -1.93% | Trim |
| 50 | SITE | Siteone Landscape Supply Inc | 0% | +43.60% | Add |
According to official SEC Form 13F filings, Bridge City Capital, LLC reported a total U.S. public equity portfolio value of $479.8M across 114 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ONTO, KLIC, VPG) accounted for 12.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
HRMY
市值: $7.6M
Top Position Liquidated / Trimmed
MTSI
前期市值: $6.3M
During Q2 2026, Bridge City Capital, LLC's top holdings by market value included ONTO (3.5%)、KLIC (3.0%)、VPG (2.7%). The largest single position, ONTO, represented 3.5% of total portfolio value.
In Q2 2026, Bridge City Capital, LLC made 120 total portfolio adjustments, initiating 12 new buys, adding to 33 positions, trimming 69 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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