JB

Jefferson Bridge Capital, LLC

Diversified strategyContrarianQuality / disciplined sizing

Total reported value

$100.7M

Reporting period: 2026-03-31 · Number of holdings: 53

Jefferson Bridge Capital, LLC disclosed 53 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $100.7M and a quarterly turnover rate of 20.5%.

Personality snowflake

Concentration
11.94
Portfolio Stability
20.53
Momentum/Contrarian
0
Sector conviction
65.7
Diversification
100
Sizing Uniformity
92.3

Recent moves

  • Add SNEX

    +43.0%　$1.3M

  • Trim MSFT

    -0.9%　-$774.1K

  • Add CVX

    0.0%　$748.3K

  • Trim AVGO

    0.0%　-$571.8K

  • Trim HROW

    +8.3%　-$571.4K

  • Trim VUG

    +2.0%　-$513.7K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1SNEXStonex Group INCStock-Financials7.32%+1.20%+42.99%
2VUGVanguard Growth ETFETF-Other5.40%-0.59%+2.05%
3VTVVanguard Value ETFETF-Other5.03%+0.19%+2.51%
4AVGOBroadcom INCStock-Tech4.80%-0.65%—
5HCAHca Healthcare INCStock-Healthcare4.33%-0.02%-0.57%
6NHINatl Health Investors INCStock-Other3.68%+0.16%—
7PNFPPinnacle Financial PartnersStock-Financials3.41%+3.41%NEW
8AAPLApple INCStock-Tech3.10%-0.30%-0.89%
9VEAVanguard Ftse Developed ETFETF-Other3.01%+0.09%+1.91%
10CVXChevron CORPStock-Energy2.82%+0.71%—
11GOOGAlphabet Inc-cl CStock-Comm Services2.78%-0.35%-1.57%
12DUKDuke Energy CORPStock-Utilities2.74%+0.25%—
13BRK-BBerkshire Hathaway Inc-cl BStock-Other2.63%-0.17%—
14MSFTMicrosoft CORPStock-Tech2.41%-0.82%-0.92%
15MRKMerck & Co. INC.Stock-Healthcare2.33%+0.27%—
16ORIOld Republic Intl CORPStock-Financials2.31%-0.37%—
17CBChubb LimitedStock-Financials2.06%+0.05%-0.81%
18PANWPalo Alto Networks INCStock-Tech2.05%+0.13%+24.59%
19JNJJohnson & JohnsonStock-Healthcare2.04%+0.29%—
20HROWHarrow INCStock-Other2.00%-0.60%+8.28%
21JPMJpmorgan Chase & CoStock-Financials1.98%-0.22%—
22DALDelta Air Lines INCStock-Industrials1.70%-0.10%—
23IBDTIshares Ibonds Dec 2028 ETFETF-Other1.70%—+1.70%
24IBDUIshares Ibonds Dec 2029 TermETF-Other1.63%—+2.57%
25LLYEli Lilly & CoStock-Healthcare1.58%-0.32%-1.82%
26DELLDell Technologies -cStock-Tech1.54%+0.34%—
27PFEPfizer INCStock-Healthcare1.49%+0.15%—
28CRMSalesforce INCStock-Tech1.47%-0.21%+25.42%
29TOTLSs Doubleline Tr Tact ETFETF-Other1.47%+0.40%+40.77%
30IBDSIshrs Ibnds Dec 27 CORP ETFETF-Other1.45%+0.02%+2.78%
31ACIWAci Worldwide INCStock-Tech1.40%+0.22%+39.44%
32CALMCal-maine Foods INCStock-Consumer Staples1.37%+0.33%+34.31%
33VZVerizon Communications INCStock-Comm Services1.08%+0.19%—
34PLTRPalantir Technologies Inc-aStock-Tech1.08%-0.25%—
35IBDVIshares Ibonds Dec 2030 CORPETF-Other1.02%+0.13%+16.66%
36XYLXylem INCStock-Industrials0.92%+0.92%NEW
37SPTISs Spdr P Int Term Tsy ETFETF-Other0.90%+0.02%+5.09%
38IBDWIshares Ibonds Dec 2031 CORPETF-Other0.87%+0.13%+20.00%
39VBVanguard Small-cap ETFETF-Other0.85%—+1.37%
40UNHUnitedhealth Group INCStock-Healthcare0.84%-0.20%-0.03%
41SPTSSs Spdr P St Term Tsy ETFETF-Other0.81%+0.26%+50.62%
42JQUAJpmorgan US Quality FactorETF-Other0.80%—+6.13%
43SPEMState Street Sp Ptf Em ETFETF-Other0.74%—+1.84%
44GTLSChart Industries INCStock-Industrials0.74%-0.58%-43.88%
45SMHVaneck Semiconductor ETFETF-Other0.71%+0.03%+0.59%
46UPSUnited Parcel Service-cl BStock-Industrials0.56%——
47WDAYWorkday Inc-class AStock-Tech0.55%-0.38%—
48ATEXAnterix INCStock-Other0.49%+0.21%—
49VOVanguard Mid-cap ETFETF-Other0.48%—+2.32%
50SGOVIshares 0-3 Month Treasury BETF-Gov Bonds0.44%+0.06%+17.75%
1–50 of 53

Holding changes this quarter

Jefferson Bridge Capital, LLC's most significant position changes for 2026-03-31: Sold out: Pinnacle Financial Partners, Inc. (PNFP); New buy: Pinnacle Financial Partners (PNFP); New buy: Xylem INC (XYL); Sold out: Novo-nordisk A/s-spons Adr (NVO); Sold out: Aspen Aerogels INC (ASPN).

Position changes disclosed by Jefferson Bridge Capital, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1SNEXStonex Group INC+1.2%+42.99%Add
2CVXChevron CORP+0.7%—Unchanged
3TOTLSs Doubleline Tr Tact ETF+0.4%+40.77%Add
4DELLDell Technologies -c+0.3%—Unchanged
5CALMCal-maine Foods INC+0.3%+34.31%Add
6JNJJohnson & Johnson+0.3%—Unchanged
7MRKMerck & Co. INC.+0.3%—Unchanged
8SPTSSs Spdr P St Term Tsy ETF+0.3%+50.62%Add
9DUKDuke Energy CORP+0.3%—Unchanged
10ACIWAci Worldwide INC+0.2%+39.44%Add
11ATEXAnterix INC+0.2%—Unchanged
12VTVVanguard Value ETF+0.2%+2.51%Add
13VZVerizon Communications INC+0.2%—Unchanged
14NHINatl Health Investors INC+0.2%—Unchanged
15PFEPfizer INC+0.2%—Unchanged
16PANWPalo Alto Networks INC+0.1%+24.59%Add
17IBDVIshares Ibonds Dec 2030 CORP+0.1%+16.66%Add
18IBDWIshares Ibonds Dec 2031 CORP+0.1%+20.00%Add
19VEAVanguard Ftse Developed ETF+0.1%+1.91%Add
20SGOVIshares 0-3 Month Treasury B+0.1%+17.75%Add
21CBChubb Limited+0.1%-0.81%Trim
22SMHVaneck Semiconductor ETF0%+0.59%Add
23SPTISs Spdr P Int Term Tsy ETF0%+5.09%Add
24IBDSIshrs Ibnds Dec 27 CORP ETF0%+2.78%Add
25IBDUIshares Ibonds Dec 2029 Term—+2.57%Add
26HCAHca Healthcare INC0%-0.57%Trim
27NVDANvidia CORP-0.1%-4.33%Trim
28CLWClearwater Paper CORP-0.1%—Unchanged
29DALDelta Air Lines INC-0.1%—Unchanged
30BRK-BBerkshire Hathaway Inc-cl B-0.2%—Unchanged
31XLVSs Health Care Select Sector-0.2%-37.15%Trim
32UNHUnitedhealth Group INC-0.2%-0.03%Trim
33CRMSalesforce INC-0.2%+25.42%Add
34JPMJpmorgan Chase & Co-0.2%—Unchanged
35PLTRPalantir Technologies Inc-a-0.3%—Unchanged
36AAPLApple INC-0.3%-0.89%Trim
37LLYEli Lilly & Co-0.3%-1.82%Trim
38GOOGAlphabet Inc-cl C-0.4%-1.57%Trim
39ORIOld Republic Intl CORP-0.4%—Unchanged
40WDAYWorkday Inc-class A-0.4%—Unchanged
41GTLSChart Industries INC-0.6%-43.88%Trim
42VUGVanguard Growth ETF-0.6%+2.05%Add
43HROWHarrow INC-0.6%+8.28%Add
44AVGOBroadcom INC-0.7%—Unchanged
45MSFTMicrosoft CORP-0.8%-0.92%Trim
46PNFPPinnacle Financial Partners, Inc.—EXITSold out
47PNFPPinnacle Financial Partners—NEWNew buy
48XYLXylem INC—NEWNew buy
49NVONovo-nordisk A/s-spons Adr—EXITSold out
50ASPNAspen Aerogels INC—EXITSold out

FAQ

What is Jefferson Bridge Capital, LLC and what type of investor is it?
Jefferson Bridge Capital, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $100.7M, spread across 53 disclosed positions.
What are Jefferson Bridge Capital, LLC's largest equity positions?
Based on the latest 13F filing, Jefferson Bridge Capital, LLC's top holdings by market value are: 1. Stonex Group INC (SNEX) — $7.4M (7.3%) 2. Vanguard Growth ETF (VUG) — $5.4M (5.4%) 3. Vanguard Value ETF (VTV) — $5.1M (5.0%) 4. Broadcom INC (AVGO) — $4.8M (4.8%) 5. Hca Healthcare INC (HCA) — $4.4M (4.3%)
What changes did Jefferson Bridge Capital, LLC make in its most recent portfolio filing?
In the latest reported quarter, Jefferson Bridge Capital, LLC made 33 notable position adjustments: 2 new positions were initiated, 18 existing holdings were added to, 10 positions were partially reduced, and 3 were completely exited. The largest of these moves: Sold out: Pinnacle Financial Partners, Inc. (PNFP); New buy: Pinnacle Financial Partners (PNFP); New buy: Xylem INC (XYL); Sold out: Novo-nordisk A/s-spons Adr (NVO); Sold out: Aspen Aerogels INC (ASPN)
What sectors does Jefferson Bridge Capital, LLC focus on?
Jefferson Bridge Capital, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 29.9% • Information Technology: 28.6% • Health Care: 19.1% • Industrials: 5.9% • Communication Services: 5.9% • Energy: 4.3%