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CIK: 0002102009
Total reported value
$115.4M
$115.4M
53 檔
23.5%
In Q1 2026, Jefferson Bridge Capital, LLC's U.S. equity holdings reached a combined market value of $115.4M, distributed across 53 disclosed stock positions.
In Q1 2026, Jefferson Bridge Capital, LLC displayed an active expansion posture, initiating 2 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SNEX | Stonex Group Inc | Stock-Financials | 7.32% | +1.10% | +42.99% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 5.40% | -0.30% | +2.05% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 5.03% | -0.25% | +2.51% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 4.80% | -0.35% | — | |
| 5 | HCA | Hca Healthcare Inc | Stock-Healthcare | 4.33% | -0.76% | -0.57% | |
| 6 | NHI | Natl Health Investors Inc | Stock-Other | 3.68% | +0.11% | — | |
| 7 | PNFP | Pinnacle Financial Partners | Stock-Financials | 3.41% | +0.07% | — | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.10% | -0.01% | -0.89% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.01% | -0.22% | +1.91% | |
| 10 | CVX | Chevron CORP | Stock-Energy | 2.82% | -0.85% | — | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.78% | +0.21% | -1.57% | |
| 12 | DUK | Duke Energy CORP | Stock-Utilities | 2.74% | -0.43% | — | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.63% | -0.23% | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 2.41% | -0.29% | -0.92% | |
| 15 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.33% | -0.16% | — | |
| 16 | ORI | Old Republic Intl CORP | Stock-Financials | 2.31% | -0.24% | — | |
| 17 | CB | Chubb Limited | Stock-Financials | 2.06% | -0.18% | -0.81% | |
| 18 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.05% | +1.19% | +24.59% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.04% | -0.19% | — | |
| 20 | HROW | Harrow Inc | Stock-Other | 2.00% | +0.10% | +8.28% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.98% | -0.06% | — | |
| 22 | DAL | Delta Air Lines Inc | Stock-Industrials | 1.70% | +0.39% | — | |
| 23 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.70% | -0.44% | +1.70% | |
| 24 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.63% | -0.32% | +2.57% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.58% | +0.21% | -1.82% | |
| 26 | DELL | Dell Technologies -c | Stock-Tech | 1.54% | +1.99% | — | |
| 27 | PFE | Pfizer Inc | Stock-Healthcare | 1.49% | -0.38% | — | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 1.47% | -0.40% | +25.42% | |
| 29 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.47% | -0.21% | +40.77% | |
| 30 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.45% | -0.49% | +2.78% | |
| 31 | ACIW | Aci Worldwide Inc | Stock-Tech | 1.40% | +0.09% | +39.44% | |
| 32 | CALM | Cal-maine Foods Inc | Stock-Consumer Staples | 1.37% | -0.15% | +34.31% | |
| 33 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.08% | -0.28% | — | |
| 34 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.08% | -0.33% | — | |
| 35 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.02% | -0.04% | +16.66% | |
| 36 | XYL | Xylem Inc | Stock-Industrials | 0.92% | +1.33% | — | |
| 37 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.90% | -0.29% | +5.09% | |
| 38 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.87% | -0.02% | +20.00% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-Other | 0.85% | -0.09% | +1.37% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.84% | +0.29% | -0.03% | |
| 41 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.81% | -0.35% | +50.62% | |
| 42 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.80% | +0.05% | +6.13% | |
| 43 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.74% | -0.05% | +1.84% | |
| 44 | GTLS | Chart Industries Inc | Stock-Industrials | 0.74% | -0.09% | -43.88% | |
| 45 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.71% | +0.24% | +0.59% | |
| 46 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.56% | -0.56% | EXIT | |
| 47 | WDAY | Workday Inc-class A | Stock-Tech | 0.55% | +0.44% | — | |
| 48 | ATEX | Anterix Inc | Stock-Other | 0.49% | +0.67% | — | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.48% | -0.03% | +2.32% | |
| 50 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.44% | +0.05% | +17.75% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SNEX | Stonex Group Inc | +1.2% | +42.99% | Add |
| 2 | CVX | Chevron CORP | +0.7% | — | Unchanged |
| 3 | TOTL | Ss Doubleline Tr Tact ETF | +0.4% | +40.77% | Add |
| 4 | DELL | Dell Technologies -c | +0.3% | — | Unchanged |
| 5 | CALM | Cal-maine Foods Inc | +0.3% | +34.31% | Add |
| 6 | JNJ | Johnson & Johnson | +0.3% | — | Unchanged |
| 7 | MRK | Merck & Co. Inc. | +0.3% | — | Unchanged |
| 8 | SPTS | Ss Spdr P St Term Tsy ETF | +0.3% | +50.62% | Add |
| 9 | DUK | Duke Energy CORP | +0.3% | — | Unchanged |
| 10 | ACIW | Aci Worldwide Inc | +0.2% | +39.44% | Add |
| 11 | ATEX | Anterix Inc | +0.2% | — | Unchanged |
| 12 | VTV | Vanguard Value ETF | +0.2% | +2.51% | Add |
| 13 | VZ | Verizon Communications Inc | +0.2% | — | Unchanged |
| 14 | NHI | Natl Health Investors Inc | +0.2% | — | Unchanged |
| 15 | PFE | Pfizer Inc | +0.2% | — | Unchanged |
| 16 | PANW | Palo Alto Networks Inc | +0.1% | +24.59% | Add |
| 17 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.1% | +16.66% | Add |
| 18 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.1% | +20.00% | Add |
| 19 | VEA | Vanguard Ftse Developed ETF | +0.1% | +1.91% | Add |
| 20 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +17.75% | Add |
| 21 | CB | Chubb Limited | +0.1% | -0.81% | Trim |
| 22 | SMH | Vaneck Semiconductor ETF | 0% | +0.59% | Add |
| 23 | SPTI | Ss Spdr P Int Term Tsy ETF | 0% | +5.09% | Add |
| 24 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | 0% | +2.78% | Add |
| 25 | VB | Vanguard Small-cap ETF | 0% | +1.37% | Add |
| 26 | JQUA | Jpmorgan US Quality Factor | 0% | +6.13% | Add |
| 27 | SPEM | State Street Sp Ptf Em ETF | 0% | +1.84% | Add |
| 28 | IBDU | Ishares Ibonds Dec 2029 Term | — | +2.57% | Add |
| 29 | IBDT | Ishares Ibonds Dec 2028 ETF | — | +1.70% | Add |
| 30 | VO | Vanguard Mid-cap ETF | — | +2.32% | Add |
| 31 | UPS | United Parcel Service-cl B | 0% | — | Unchanged |
| 32 | HCA | Hca Healthcare Inc | 0% | -0.57% | Trim |
| 33 | NVDA | Nvidia CORP | -0.1% | -4.33% | Trim |
| 34 | CLW | Clearwater Paper CORP | -0.1% | — | Unchanged |
| 35 | DAL | Delta Air Lines Inc | -0.1% | — | Unchanged |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | — | Unchanged |
| 37 | XLV | Ss Health Care Select Sector | -0.2% | -37.15% | Trim |
| 38 | UNH | Unitedhealth Group Inc | -0.2% | -0.03% | Trim |
| 39 | CRM | Salesforce Inc | -0.2% | +25.42% | Add |
| 40 | JPM | Jpmorgan Chase & Co | -0.2% | — | Unchanged |
| 41 | PLTR | Palantir Technologies Inc-a | -0.3% | — | Unchanged |
| 42 | AAPL | Apple Inc | -0.3% | -0.89% | Trim |
| 43 | LLY | Eli Lilly & Co | -0.3% | -1.82% | Trim |
| 44 | GOOG | Alphabet Inc-cl C | -0.4% | -1.57% | Trim |
| 45 | ORI | Old Republic Intl CORP | -0.4% | — | Unchanged |
| 46 | WDAY | Workday Inc-class A | -0.4% | — | Unchanged |
| 47 | GTLS | Chart Industries Inc | -0.6% | -43.88% | Trim |
| 48 | VUG | Vanguard Growth ETF | -0.6% | +2.05% | Add |
| 49 | HROW | Harrow Inc | -0.6% | +8.28% | Add |
| 50 | AVGO | Broadcom Inc | -0.7% | — | Unchanged |
According to official SEC Form 13F filings, Jefferson Bridge Capital, LLC reported a total U.S. public equity portfolio value of $115.4M across 53 disclosed positions in Q1 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 SNEX, VUG, VTV) accounted for 23.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
PNFP
市值: $3.4M
Top Position Liquidated / Trimmed
PNW
前期市值: $3.4M
During Q1 2026, Jefferson Bridge Capital, LLC's top holdings by market value included SNEX (7.3%)、VUG (5.4%)、VTV (5.0%). The largest single position, SNEX, represented 7.3% of total portfolio value.
In Q1 2026, Jefferson Bridge Capital, LLC made 38 total portfolio adjustments, initiating 2 new buys, adding to 23 positions, trimming 10 holdings, and fully liquidating 3 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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