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Bridge City Capital, LLC Top Holdings and 13F Report (2026)

About Bridge City Capital, LLC

Investment Activity

  • Bridge City Capital, LLC has $438.14 million in total holdings as of June 30, 2026.
  • Bridge City Capital, LLC owns shares of 114 different stocks, but just 62 companies or ETFs make up 80% of its holdings.
  • Approximately 14.97% of the portfolio was purchased this quarter.
  • About 16.99% of the portfolio was sold this quarter.
  • This quarter, Bridge City Capital, LLC has purchased 108 new stocks and bought additional shares in 33 stocks.
  • Bridge City Capital, LLC sold shares of 69 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Onto Innovation
$15,440,003
A10 Networks
$11,067,489
Diodes
$9,469,953

Largest New Holdings this Quarter

413197104 - Harmony Biosciences
$7,616,972 Holding
00182C103 - ANI Pharmaceuticals
$2,783,478 Holding
04010E109 - Argan
$2,675,143 Holding
615394202 - Moog
$2,621,027 Holding
50012A108 - Kodiak Gas Services
$2,459,005 Holding

Largest Purchases this Quarter

Harmony Biosciences
209,200 shares (about $7.62M)
Vishay Precision Group
21,866 shares (about $3.28M)
Charles River Associates
19,999 shares (about $2.85M)
ANI Pharmaceuticals
33,625 shares (about $2.78M)
Argan
3,350 shares (about $2.68M)

Largest Sales this Quarter

Sterling Infrastructure
23,091 shares (about $19.38M)
RBC Bearings
11,288 shares (about $7.27M)
The Ensign Group
39,596 shares (about $6.35M)
Ultra Clean
30,161 shares (about $4.30M)
A10 Networks
104,444 shares (about $3.90M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBridge City Capital, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Onto Innovation Inc. stock logo
ONTO
Onto Innovation
$15,440,003$1,643,230 â–¼-9.6%40,7983.5%Technology
Kulicke and Soffa Industries, Inc. stock logo
KLIC
Kulicke and Soffa Industries
$13,286,515$675,087 â–²5.4%99,3313.0%Technology
Vishay Precision Group, Inc. stock logo
VPG
Vishay Precision Group
$11,933,735$3,277,932 â–²37.9%79,6062.7%Technology
A10 Networks, Inc. stock logo
ATEN
A10 Networks
$11,067,489$3,902,028 â–¼-26.1%296,2392.5%Technology
Diodes Incorporated stock logo
DIOD
Diodes
$9,469,953$3,414,856 â–¼-26.5%86,5312.2%Technology
Century Communities, Inc. stock logo
CCS
Century Communities
$9,421,857$2,227,336 â–²31.0%131,4802.2%Consumer Discretionary
Modine Manufacturing Company stock logo
MOD
Modine Manufacturing
$9,132,885$116,154 â–¼-1.3%34,2032.1%Industrials
Addus HomeCare Corporation stock logo
ADUS
Addus HomeCare
$8,584,659$857,110 â–²11.1%85,4452.0%Healthcare
Glacier Bancorp Inc
$8,410,583$108,524 â–¼-1.3%163,0591.9%COM
LeMaitre Vascular, Inc. stock logo
LMAT
LeMaitre Vascular
$8,285,282$1,530,658 â–²22.7%86,3411.9%Healthcare
Dorman Products, Inc. stock logo
DORM
Dorman Products
$7,994,333$1,602,060 â–²25.1%58,5881.8%Consumer Discretionary
Pacira BioSciences, Inc. stock logo
PCRX
Pacira BioSciences
$7,922,975$2,295,173 â–¼-22.5%312,2971.8%Healthcare
ACI Worldwide, Inc. stock logo
ACIW
ACI Worldwide
$7,879,689$918,597 â–²13.2%156,6851.8%Technology
Charles River Associates stock logo
CRAI
Charles River Associates
$7,657,163$2,845,858 â–²59.1%53,8101.7%Industrials
Harmony Biosciences Holdings, Inc. stock logo
HRMY
Harmony Biosciences
$7,616,972$7,616,972 â–²New Holding209,2001.7%Healthcare
Globus Medical, Inc. stock logo
GMED
Globus Medical
$7,501,130$2,266,560 â–²43.3%94,9391.7%Healthcare
Landstar System, Inc. stock logo
LSTR
Landstar System
$7,417,654$2,553,897 â–²52.5%35,8671.7%Industrials
OSI Systems, Inc. stock logo
OSIS
OSI Systems
$7,286,647$2,347,963 â–²47.5%33,3181.7%Technology
Ultra Clean Holdings, Inc. stock logo
UCTT
Ultra Clean
$7,281,358$4,300,657 â–¼-37.1%51,0651.7%Technology
SiteOne Landscape Supply, Inc. stock logo
SITE
SiteOne Landscape Supply
$6,845,722$2,078,486 â–²43.6%59,8351.6%Industrials
Amphastar Pharmaceuticals, Inc. stock logo
AMPH
Amphastar Pharmaceuticals
$6,835,127$72,709 â–²1.1%338,7081.6%Healthcare
iRadimed Corporation stock logo
IRMD
iRadimed
$6,788,869$146,207 â–¼-2.1%71,0431.5%Healthcare
ePlus inc. stock logo
PLUS
ePlus
$6,742,795$1,056,272 â–²18.6%81,0141.5%Technology
Lithia Motors, Inc. stock logo
LAD
Lithia Motors
$6,581,341$722,449 â–²12.3%22,6561.5%Consumer Discretionary
Select Water Solutions, Inc. stock logo
WTTR
Select Water Solutions
$6,271,722$190,250 â–¼-2.9%313,9001.4%Energy
PDF Solutions, Inc. stock logo
PDFS
PDF Solutions
$5,415,931$1,717,649 â–¼-24.1%76,5071.2%Technology
TG Therapeutics, Inc. stock logo
TGTX
TG Therapeutics
$4,883,946$95,486 â–¼-1.9%88,8961.1%Healthcare
Albany International Corporation stock logo
AIN
Albany International
$4,846,225$94,988 â–¼-1.9%65,0501.1%Industrials
Catalyst Pharmaceuticals, Inc. stock logo
CPRX
Catalyst Pharmaceuticals
$4,798,858$94,447 â–¼-1.9%152,6841.1%Healthcare
Corcept Therapeutics Incorporated stock logo
CORT
Corcept Therapeutics
$4,679,910$91,384 â–¼-1.9%53,8231.1%Healthcare
U.S. Physical Therapy, Inc. stock logo
USPH
U.S. Physical Therapy
$4,662,685$1,011,588 â–²27.7%67,8901.1%Healthcare
RBC Bearings Incorporated stock logo
RBC
RBC Bearings
$4,458,183$7,270,149 â–¼-62.0%6,9221.0%Industrials
Insteel Industries Inc
$4,455,104$1,597,791 â–²55.9%147,5201.0%COM
UFP Technologies, Inc. stock logo
UFPT
UFP Technologies
$4,452,593$785,845 â–¼-15.0%16,7941.0%Healthcare
Krystal Biotech, Inc. stock logo
KRYS
Krystal Biotech
$4,391,653$85,112 â–¼-1.9%11,8161.0%Healthcare
NVE Corporation stock logo
NVEC
NVE
$4,177,191$134,974 â–¼-3.1%39,9541.0%Technology
Innovex International Inc
$4,028,760$117,378 â–¼-2.8%162,4500.9%COM
Sterling Infrastructure, Inc. stock logo
STRL
Sterling Infrastructure
$4,020,534$19,381,660 â–¼-82.8%4,7900.9%Industrials
Badger Meter, Inc. stock logo
BMI
Badger Meter
$3,812,476$2,056,547 â–¼-35.0%25,6940.9%Technology
Donnelley Financial Solutions stock logo
DFIN
Donnelley Financial Solutions
$3,736,277$864,338 â–²30.1%89,0650.9%Finance
Pediatrix Medical Group, Inc. stock logo
MD
Pediatrix Medical Group
$3,698,180$72,646 â–¼-1.9%146,0000.8%Healthcare
LiveRamp Holdings, Inc. stock logo
RAMP
LiveRamp
$3,683,789$72,081 â–¼-1.9%97,8690.8%Technology
Supernus Pharmaceuticals, Inc. stock logo
SUPN
Supernus Pharmaceuticals
$3,635,547$708,998 â–²24.2%78,1670.8%Healthcare
Cognex Corporation stock logo
CGNX
Cognex
$3,619,696$71,044 â–¼-1.9%49,9820.8%Technology
Evercore Inc stock logo
EVR
Evercore
$3,603,899$71,020 â–¼-1.9%10,5550.8%Finance
MYR Group, Inc. stock logo
MYRG
MYR Group
$3,535,826$69,055 â–¼-1.9%7,0660.8%Industrials
Healthcare Services Group, Inc. stock logo
HCSG
Healthcare Services Group
$3,434,765$67,614 â–¼-1.9%139,8520.8%Industrials
Cactus, Inc. stock logo
WHD
Cactus
$3,412,840$67,163 â–¼-1.9%66,6180.8%Energy
YETI Holdings, Inc. stock logo
YETI
YETI
$3,392,085$66,410 â–¼-1.9%68,4440.8%Consumer Discretionary
National HealthCare Corporation stock logo
NHC
National HealthCare
$3,357,031$65,733 â–¼-1.9%15,8830.8%Healthcare
First Financial Bankshares, Inc. stock logo
FFIN
First Financial Bankshares
$3,339,004$65,498 â–¼-1.9%96,5030.8%Finance
Grand Canyon Education, Inc. stock logo
LOPE
Grand Canyon Education
$3,265,341$747,893 â–²29.7%22,8170.7%Consumer Discretionary
Hawkins, Inc. stock logo
HWKN
Hawkins
$3,230,928$741,336 â–²29.8%22,7370.7%Materials
NAPCO Security Technologies, Inc. stock logo
NSSC
NAPCO Security Technologies
$3,195,295$969,287 â–²43.5%84,1310.7%Technology
Eton Pharmaceuticals, Inc. stock logo
ETON
Eton Pharmaceuticals
$3,190,378$2,424,748 â–²316.7%88,1320.7%Healthcare
WesBanco, Inc. stock logo
WSBC
WesBanco
$3,139,885$61,745 â–¼-1.9%80,4480.7%Finance
The Ensign Group, Inc. stock logo
ENSG
The Ensign Group
$3,132,743$6,347,239 â–¼-67.0%19,5430.7%Healthcare
UFP Industries, Inc. stock logo
UFPI
UFP Industries
$3,125,086$61,340 â–¼-1.9%34,4400.7%Industrials
Plexus Corp. stock logo
PLXS
Plexus
$3,057,513$59,533 â–¼-1.9%10,1690.7%Technology
Barrett Business Services, Inc. stock logo
BBSI
Barrett Business Services
$2,938,605$7,814 â–¼-0.3%82,7310.7%Industrials
Ollie's Bargain Outlet Holdings, Inc. stock logo
OLLI
Ollie's Bargain Outlet
$2,930,204$585,826 â–²25.0%38,1140.7%Consumer Discretionary
Consensus Cloud Solutions, Inc. stock logo
CCSI
Consensus Cloud Solutions
$2,879,524$88,928 â–¼-3.0%75,4790.7%Technology
Texas Roadhouse, Inc. stock logo
TXRH
Texas Roadhouse
$2,858,451$56,423 â–¼-1.9%14,7930.7%Consumer Discretionary
Franklin Electric Co., Inc. stock logo
FELE
Franklin Electric
$2,788,119$54,667 â–¼-1.9%26,0110.6%Industrials
ANI Pharmaceuticals, Inc. stock logo
ANIP
ANI Pharmaceuticals
$2,783,478$2,783,478 â–²New Holding33,6250.6%Healthcare
Quaker Houghton stock logo
KWR
Quaker Houghton
$2,731,293$53,857 â–¼-1.9%17,1920.6%Materials
Argan, Inc. stock logo
AGX
Argan
$2,675,143$2,675,143 â–²New Holding3,3500.6%Industrials
ExlService Holdings, Inc. stock logo
EXLS
ExlService
$2,625,876$51,539 â–¼-1.9%101,5420.6%Industrials
Moog Inc. stock logo
MOG.A
Moog
$2,621,027$2,621,027 â–²New Holding6,1840.6%Industrials
Lakeland Financial Corporation stock logo
LKFN
Lakeland Financial
$2,576,255$692,560 â–²36.8%41,7410.6%Finance
Armstrong World Industries, Inc. stock logo
AWI
Armstrong World Industries
$2,474,318$776,272 â–²45.7%15,4240.6%Industrials
Kodiak Gas Services, Inc. stock logo
KGS
Kodiak Gas Services
$2,459,005$2,459,005 â–²New Holding32,7300.6%Energy
Vericel Corporation stock logo
VCEL
Vericel
$2,381,728$46,314 â–¼-1.9%53,5340.5%Healthcare
Exponent, Inc. stock logo
EXPO
Exponent
$2,379,898$46,420 â–¼-1.9%40,5020.5%Industrials
Qualys, Inc. stock logo
QLYS
Qualys
$2,364,553$46,609 â–¼-1.9%17,1980.5%Technology
Wingstop Inc. stock logo
WING
Wingstop
$2,348,145$2,348,145 â–²New Holding13,5410.5%Consumer Discretionary
Omnicell, Inc. stock logo
OMCL
Omnicell
$2,306,893$45,755 â–¼-1.9%55,5610.5%Healthcare
Getty Realty Corporation stock logo
GTY
Getty Realty
$2,293,633$45,136 â–¼-1.9%68,7540.5%Real Estate
PJT Partners Inc. stock logo
PJT
PJT Partners
$2,257,610$952,281 â–²73.0%14,9570.5%Finance
EPAM Systems, Inc. stock logo
EPAM
EPAM Systems
$2,218,388$504,904 â–²29.5%27,9570.5%Technology
J & J Snack Foods Corp. stock logo
JJSF
J & J Snack Foods
$2,199,901$43,115 â–¼-1.9%29,9510.5%Consumer Staples
Hope Bancorp, Inc. stock logo
HOPE
Hope Bancorp
$2,194,751$43,201 â–¼-1.9%160,4350.5%Finance
The Pennant Group, Inc. stock logo
PNTG
The Pennant Group
$2,183,117$67,434 â–¼-3.0%59,0830.5%Healthcare
Gentherm Inc stock logo
THRM
Gentherm
$2,159,743$57,441 â–¼-2.6%63,3170.5%Consumer Discretionary
RPC, Inc. stock logo
RES
RPC
$2,124,749$761,071 â–²55.8%364,4510.5%Energy
StoneX Group Inc. stock logo
SNEX
StoneX Group
$2,114,988$2,114,988 â–²New Holding17,8480.5%Finance
CBIZ, Inc. stock logo
CBZ
CBIZ
$2,046,447$40,100 â–¼-1.9%63,7920.5%Industrials
Evertec, Inc. stock logo
EVTC
Evertec
$1,953,573$38,281 â–¼-1.9%70,3230.4%Finance
WD-40 Company stock logo
WDFC
WD-40
$1,896,981$37,521 â–¼-1.9%7,7860.4%Consumer Staples
Paycom Software, Inc. stock logo
PAYC
Paycom Software
$1,835,682$1,835,682 â–²New Holding14,6060.4%Technology
California Water Service Group stock logo
CWT
California Water Service Group
$1,826,953$35,952 â–¼-1.9%37,5530.4%Utilities
InterDigital, Inc. stock logo
IDCC
InterDigital
$1,673,015$1,673,015 â–²New Holding5,9090.4%Technology
CONMED Corporation stock logo
CNMD
CONMED
$1,656,956$32,468 â–¼-1.9%50,6250.4%Healthcare
Maximus, Inc. stock logo
MMS
Maximus
$1,603,446$31,235 â–¼-1.9%29,8260.4%Industrials
Power Solutions Intl Inc
$1,581,190$305,870 â–²24.0%40,6580.4%COM
HealthStream, Inc. stock logo
HSTM
HealthStream
$1,410,596$45,889 â–¼-3.2%51,7650.3%Healthcare
LTC Properties, Inc. stock logo
LTC
LTC Properties
$1,387,084$27,300 â–¼-1.9%36,0750.3%Real Estate
Boise Cascade, L.L.C. stock logo
BCC
Boise Cascade
$1,346,182$26,394 â–¼-1.9%17,3410.3%Industrials
inTEST Co. stock logo
INTT
inTEST
$929,577$89,178 â–¼-8.8%51,1600.2%Technology
Park Aerospace Corp. stock logo
PKE
Park Aerospace
$728,780$427,812 â–¼-37.0%19,0980.2%Industrials

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