Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Jefferson Bridge Capital, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Jefferson Bridge Capital, LLC (CIK 2102009) reported $115.4M across 53 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SNEX ($9.7M, 8.42%), VUG ($5.9M, 5.10%), VTV ($5.5M, 4.78%), AVGO ($5.1M, 4.45%), NHI ($4.4M, 3.79%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SNEXSTONEX GROUP INC$9.7M8.42%81,970Trimmed
2VUGVANGUARD INDEX FDS$5.9M5.10%68,338Added
3VTVVANGUARD INDEX FDS$5.5M4.78%25,337Trimmed
4AVGOBROADCOM INC$5.1M4.45%13,596Trimmed
5NHINATIONAL HEALTH INVS INC$4.4M3.79%57,399Added
6HCAHCA HEALTHCARE INC$4.1M3.57%10,580Added
7DELLDELL TECHNOLOGIES INC$4.1M3.53%9,442Hold
8PNFPPINNACLE FINL PARTNERS INC$4.0M3.48%39,845Hold
9PANWPALO ALTO NETWORKS INC$3.7M3.24%10,965Trimmed
10AAPLAPPLE INC$3.6M3.09%12,314Hold
11GOOGALPHABET INC$3.4M2.99%9,760Hold
12VEAVANGUARD TAX-MANAGED FDS$3.2M2.79%45,256Trimmed
13BRK/BBERKSHIRE HATHAWAY INC DEL$2.8M2.40%5,535Hold
14DUKDUKE ENERGY CORP NEW$2.7M2.31%21,090Hold
15XYLXYLEM INC$2.6M2.25%21,938Added
16MRKMERCK & CO INC$2.5M2.17%19,470Hold
17MSFTMICROSOFT CORP$2.4M2.12%6,564Hold
18HROWHARROW INC$2.4M2.10%57,168Hold
19DALDELTA AIR LINES INC$2.4M2.09%25,750Hold
20ORIOLD REP INTL CORP$2.4M2.07%58,350Hold
21CVXCHEVRON CORPORATION$2.3M1.97%13,732Hold
22JPMJPMORGAN CHASE & CO$2.2M1.92%6,785Hold
23CBCHUBB LIMITED$2.2M1.88%6,355Hold
24JNJJOHNSON & JOHNSON$2.1M1.85%8,399Hold
25LLYELI LILLY & CO$2.1M1.79%1,718Trimmed

Source: SEC Form 13F filings · as of 2026-06-30