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CIK: 0002102009
Total reported value
$115.4M
$115.4M
54 檔
23.0%
The Q4 2025 SEC filing reveals that Jefferson Bridge Capital, LLC held a total portfolio value of $115.4M, covering 54 public equity positions.
During Q4 2025, Jefferson Bridge Capital, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SNEX | Stonex Group Inc | Stock-Financials | 6.12% | +1.10% | — | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 5.99% | -0.30% | — | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 5.45% | -0.35% | — | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 4.84% | -0.25% | — | |
| 5 | HCA | Hca Healthcare Inc | Stock-Healthcare | 4.35% | -0.76% | — | |
| 6 | NHI | Natl Health Investors Inc | Stock-Other | 3.52% | +0.11% | — | |
| 7 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 3.46% | — | — | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.40% | -0.01% | — | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 3.23% | -0.29% | — | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.13% | +0.21% | — | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.92% | -0.22% | — | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.80% | -0.23% | — | |
| 13 | ORI | Old Republic Intl CORP | Stock-Financials | 2.68% | -0.24% | — | |
| 14 | HROW | Harrow Inc | Stock-Other | 2.60% | +0.10% | — | |
| 15 | DUK | Duke Energy CORP | Stock-Utilities | 2.49% | -0.43% | — | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.20% | -0.06% | — | |
| 17 | CVX | Chevron CORP | Stock-Energy | 2.11% | -0.85% | — | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.06% | -0.16% | — | |
| 19 | CB | Chubb Limited | Stock-Financials | 2.01% | -0.18% | — | |
| 20 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.92% | +1.19% | — | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.90% | +0.21% | — | |
| 22 | DAL | Delta Air Lines Inc | Stock-Industrials | 1.80% | +0.39% | — | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.75% | -0.19% | — | |
| 24 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.70% | -0.44% | — | |
| 25 | CRM | Salesforce Inc | Stock-Tech | 1.68% | -0.40% | — | |
| 26 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.63% | -0.32% | — | |
| 27 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.43% | -0.49% | — | |
| 28 | PFE | Pfizer Inc | Stock-Healthcare | 1.34% | -0.38% | — | |
| 29 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.33% | -0.33% | — | |
| 30 | GTLS | Chart Industries Inc | Stock-Industrials | 1.32% | -0.09% | — | |
| 31 | DELL | Dell Technologies -c | Stock-Tech | 1.20% | +1.99% | — | |
| 32 | ACIW | Aci Worldwide Inc | Stock-Tech | 1.18% | +0.09% | — | |
| 33 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.07% | -0.21% | — | |
| 34 | CALM | Cal-maine Foods Inc | Stock-Consumer Staples | 1.04% | -0.15% | — | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.04% | +0.29% | — | |
| 36 | WDAY | Workday Inc-class A | Stock-Tech | 0.93% | +0.44% | — | |
| 37 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.89% | -0.04% | — | |
| 38 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.89% | -0.28% | — | |
| 39 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.88% | -0.29% | — | |
| 40 | VB | Vanguard Small-cap ETF | ETF-Other | 0.83% | -0.09% | — | |
| 41 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.79% | +0.05% | — | |
| 42 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.74% | -0.02% | — | |
| 43 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.73% | -0.05% | — | |
| 44 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.68% | +0.24% | — | |
| 45 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.57% | -0.56% | EXIT | |
| 46 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.54% | -0.35% | — | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.50% | -0.01% | — | |
| 48 | CLW | Clearwater Paper CORP | Stock-Other | 0.49% | -0.02% | — | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.48% | -0.03% | — | |
| 50 | XLV | Ss Health Care Select Sector | ETF-Other | 0.44% | -0.01% | — |
According to official SEC Form 13F filings, Jefferson Bridge Capital, LLC reported a total U.S. public equity portfolio value of $115.4M across 54 disclosed positions in Q4 2025.
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 SNEX, VUG, AVGO) accounted for 23.0% of total reported equity market value during Q4 2025.
During Q4 2025, Jefferson Bridge Capital, LLC's top holdings by market value included SNEX (6.1%)、VUG (6.0%)、AVGO (5.5%). The largest single position, SNEX, represented 6.1% of total portfolio value.
In Q4 2025, Jefferson Bridge Capital, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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