Jefferson Bridge Capital, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$100.7M
Q ending 2026-03-31
Prior quarter
$99.3M
Q ending 2025-12-31
Change
+1.4% QoQ
Positions
53
reported holdings
Largest positions
All 53 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Stonex Group Inc | SNEX | Shares | $7.4M | 91K |
| Vanguard Index Fds | VUG | Shares | $5.4M | 12K |
| Vanguard Index Fds | VTV | Shares | $5.1M | 26K |
| Broadcom Inc | AVGO | Shares | $4.8M | 16K |
| Hca Healthcare Inc | HCA | Shares | $4.4M | 9K |
| National Health Invs Inc | NHI | Shares | $3.7M | 46K |
| Pinnacle Finl Partners Inc | PNFP | Shares | $3.4M | 40K |
| Apple Inc | AAPL | Shares | $3.1M | 12K |
| Vanguard Tax-Managed Fds | VEA | Shares | $3.0M | 47K |
| Chevron Corporation | CVX | Shares | $2.8M | 14K |
| Alphabet Inc | GOOG | Shares | $2.8M | 10K |
| Duke Energy Corp New | DUK | Shares | $2.8M | 21K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.7M | 6K |
| Microsoft Corp | MSFT | Shares | $2.4M | 7K |
| Merck & Co Inc | MRK | Shares | $2.3M | 19K |
| Old Rep Intl Corp | ORI | Shares | $2.3M | 58K |
| Chubb Ltd Switz | Shares | $2.1M | 6K | |
| Palo Alto Networks Inc | PANW | Shares | $2.1M | 13K |
| Johnson & Johnson | JNJ | Shares | $2.1M | 8K |
| Harrow Inc | HROW | Shares | $2.0M | 57K |
| Jpmorgan Chase & Co | JPM | Shares | $2.0M | 7K |
| Delta Air Lines Inc | DAL | Shares | $1.7M | 26K |
| Ishares Tr | IBDT | Shares | $1.7M | 67K |
| Ishares Tr | IBDU | Shares | $1.6M | 71K |
| Eli Lilly & Co | LLY | Shares | $1.6M | 2K |
| Dell Technologies Inc | DELL | Shares | $1.5M | 9K |
| Pfizer Inc | PFE | Shares | $1.5M | 53K |
| Salesforce Inc | CRM | Shares | $1.5M | 8K |
| Ssga Active Etf Tr | TOTL | Shares | $1.5M | 37K |
| Ishares Tr | IBDS | Shares | $1.5M | 60K |
| Aci Worldwide Inc | ACIW | Shares | $1.4M | 34K |
| Cal Maine Foods Inc | CALM | Shares | $1.4M | 17K |
| Verizon Communications Inc | VZ | Shares | $1.1M | 22K |
| Palantir Technologies Inc | PLTR | Shares | $1.1M | 7K |
| Ishares Tr | IBDV | Shares | $1.0M | 47K |
| Xylem Inc | XYL | Shares | $927K | 8K |
| Spdr Series Trust | SPTI | Shares | $909K | 32K |
| Ishares Tr | IBDW | Shares | $874K | 42K |
| Vanguard Index Fds | VB | Shares | $853K | 3K |
| Unitedhealth Group Inc | UNH | Shares | $847K | 3K |
| Spdr Series Trust | SPTS | Shares | $813K | 28K |
| J P Morgan Exchange Traded F | JQUA | Shares | $811K | 13K |
| Spdr Index Shs Fds | SPEM | Shares | $745K | 16K |
| Chart Inds Inc | I3N | Shares | $740K | 4K |
| Vaneck Etf Trust | SMH | Shares | $718K | 2K |
| United Parcel Svcs Inc | UPS | Shares | $559K | 6K |
| Workday Inc | WDAY | Shares | $559K | 4K |
| Anterix Inc | ATEX | Shares | $495K | 13K |
| Vanguard Index Fds | VO | Shares | $481K | 2K |
| Ishares Tr | SGOV | Shares | $446K | 4K |
| Nvidia Corporation | NVDA | Shares | $443K | 3K |
| Clearwater Paper Corp | CLW | Shares | $399K | 28K |
| Select Sector Spdr Tr | XLV | Shares | $263K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.