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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 $479.76 million in total holdings as of September 30, 2026.
  • Bridge City Capital, LLC owns shares of 111 different stocks, but just 61 companies or ETFs make up 80% of its holdings.
  • Approximately 20.73% of the portfolio was purchased this quarter.
  • About 5.22% of the portfolio was sold this quarter.
  • This quarter, Bridge City Capital, LLC has purchased 114 new stocks and bought additional shares in 92 stocks.
  • Bridge City Capital, LLC sold shares of 6 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Onto Innovation
$13,699,221
Addus HomeCare
$11,891,562

Largest New Holdings this Quarter

10950A106 - Brightspring Health Services I
$4,056,547 Holding
67079U306 - Nutex Health Inc
$3,918,038 Holding
922417100 - Veeco Instruments
$3,458,305 Holding
000899104 - ADMA Biologics
$2,664,861 Holding

Largest Purchases this Quarter

Grand Canyon Education
31,620 shares (about $4.79M)
Brightspring Health Services I
71,481 shares (about $4.06M)
Nutex Health Inc
18,511 shares (about $3.92M)
Ultra Clean
47,137 shares (about $3.82M)
TG Therapeutics
68,092 shares (about $3.80M)

Largest Sales this Quarter

Vishay Precision Group
17,798 shares (about $1.29M)
ACI Worldwide
11,794 shares (about $576.49K)
Select Water Solutions
13,063 shares (about $258.52K)
Onespan
13,645 shares (about $244.38K)
Park Aerospace
5,400 shares (about $160.33K)

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
$13,699,221$1,140,781 ▲9.1%44,5042.9%Technology
Addus HomeCare Corporation stock logo
ADUS
Addus HomeCare
$11,891,562$2,446,471 ▲25.9%107,5772.5%Healthcare
Kulicke and Soffa Industries, Inc. stock logo
KLIC
Kulicke and Soffa Industries
$10,651,852$1,289,905 ▲13.8%113,0172.2%Technology
Harmony Biosciences Holdings, Inc. stock logo
HRMY
Harmony Biosciences
$10,393,653$2,180,461 ▲26.5%264,7392.2%Healthcare
Charles River Associates stock logo
CRAI
Charles River Associates
$9,968,501$1,135,590 ▲12.9%60,7282.1%Industrials
Amphastar Pharmaceuticals, Inc. stock logo
AMPH
Amphastar Pharmaceuticals
$9,908,485$1,166,431 ▲13.3%383,9012.1%Healthcare
LeMaitre Vascular, Inc. stock logo
LMAT
LeMaitre Vascular
$9,661,378$2,530,475 ▲35.5%116,9802.0%Healthcare
Diodes Incorporated stock logo
DIOD
Diodes
$9,561,110$1,185,774 ▲14.2%98,7822.0%Technology
A10 Networks, Inc. stock logo
ATEN
A10 Networks
$9,079,464$1,048,425 ▲13.1%334,9121.9%Technology
Century Communities, Inc. stock logo
CCS
Century Communities
$9,031,114$1,109,444 ▲14.0%149,8941.9%Consumer Discretionary
Pacira BioSciences, Inc. stock logo
PCRX
Pacira BioSciences
$8,836,087$1,013,047 ▲12.9%352,7381.8%Healthcare
TG Therapeutics, Inc. stock logo
TGTX
TG Therapeutics
$8,756,791$3,798,172 ▲76.6%156,9881.8%Healthcare
Globus Medical, Inc. stock logo
GMED
Globus Medical
$8,571,032$1,460,101 ▲20.5%114,4331.8%Healthcare
iRadimed Corporation stock logo
IRMD
iRadimed
$8,361,185$2,235,857 ▲36.5%96,9751.7%Healthcare
Grand Canyon Education, Inc. stock logo
LOPE
Grand Canyon Education
$8,252,105$4,793,276 ▲138.6%54,4371.7%Consumer Discretionary
Glacier Bancorp Inc
$8,194,176$1,150,027 ▲16.3%189,6801.7%COM
Dorman Products, Inc. stock logo
DORM
Dorman Products
$8,183,673$1,000,784 ▲13.9%66,7511.7%Consumer Discretionary
ePlus inc. stock logo
PLUS
ePlus
$8,167,147$875,077 ▲12.0%90,7361.7%Technology
Landstar System, Inc. stock logo
LSTR
Landstar System
$8,064,435$2,015,645 ▲33.3%47,8191.7%Industrials
Lithia Motors, Inc. stock logo
LAD
Lithia Motors
$8,003,146$1,391,445 ▲21.0%27,4241.7%Consumer Discretionary
Ultra Clean Holdings, Inc. stock logo
UCTT
Ultra Clean
$7,960,254$3,820,925 ▲92.3%98,2021.7%Technology
SiteOne Landscape Supply, Inc. stock logo
SITE
SiteOne Landscape Supply
$7,629,118$2,225,419 ▲41.2%84,4771.6%Industrials
Corcept Therapeutics Incorporated stock logo
CORT
Corcept Therapeutics
$7,551,022$1,348,998 ▲21.8%65,5301.6%Healthcare
OSI Systems, Inc. stock logo
OSIS
OSI Systems
$7,381,784$905,764 ▲14.0%37,9781.5%Technology
Modine Manufacturing Company stock logo
MOD
Modine Manufacturing
$7,307,539$904,738 ▲14.1%39,0361.5%Industrials
ACI Worldwide, Inc. stock logo
ACIW
ACI Worldwide
$7,082,272$576,491 ▼-7.5%144,8911.5%Technology
U.S. Physical Therapy, Inc. stock logo
USPH
U.S. Physical Therapy
$6,908,552$1,088,342 ▲18.7%80,5851.4%Healthcare
Select Water Solutions, Inc. stock logo
WTTR
Select Water Solutions
$5,953,564$258,517 ▼-4.2%300,8371.2%Energy
UFP Technologies, Inc. stock logo
UFPT
UFP Technologies
$5,213,940$229,145 ▲4.6%17,5661.1%Healthcare
Innovex International Inc
$5,207,457$818,058 ▲18.6%192,7261.1%COM
NVE Corporation stock logo
NVEC
NVE
$5,194,125$795,989 ▲18.1%47,1851.1%Technology
Paycom Software, Inc. stock logo
PAYC
Paycom Software
$5,153,299$1,974,303 ▲62.1%23,6771.1%Technology
Insteel Industries Inc
$5,088,603$791,346 ▲18.4%174,6861.1%COM
Cactus, Inc. stock logo
WHD
Cactus
$5,028,620$883,648 ▲21.3%80,8201.0%Energy
Donnelley Financial Solutions stock logo
DFIN
Donnelley Financial Solutions
$4,963,775$760,797 ▲18.1%105,1871.0%Finance
EPAM Systems, Inc. stock logo
EPAM
EPAM Systems
$4,851,494$1,822,073 ▲60.1%44,7721.0%Technology
Krystal Biotech, Inc. stock logo
KRYS
Krystal Biotech
$4,790,194$860,665 ▲21.9%14,4041.0%Healthcare
Albany International Corporation stock logo
AIN
Albany International
$4,712,349$834,719 ▲21.5%79,0531.0%Industrials
PDF Solutions, Inc. stock logo
PDFS
PDF Solutions
$4,641,619$735,937 ▲18.8%90,9231.0%Technology
Pediatrix Medical Group, Inc. stock logo
MD
Pediatrix Medical Group
$4,561,903$805,323 ▲21.4%177,2991.0%Healthcare
Vishay Precision Group, Inc. stock logo
VPG
Vishay Precision Group
$4,495,914$1,294,627 ▼-22.4%61,8080.9%Technology
Eton Pharmaceuticals, Inc. stock logo
ETON
Eton Pharmaceuticals
$4,467,633$70,284 ▼-1.5%86,7670.9%Healthcare
LiveRamp Holdings, Inc. stock logo
RAMP
LiveRamp
$4,462,366$790,321 ▲21.5%118,9330.9%Technology
National HealthCare Corporation stock logo
NHC
National HealthCare
$4,246,201$759,724 ▲21.8%19,3440.9%Healthcare
ExlService Holdings, Inc. stock logo
EXLS
ExlService
$4,238,985$747,971 ▲21.4%123,2980.9%Industrials
The Ensign Group, Inc. stock logo
ENSG
The Ensign Group
$4,082,420$721,024 ▲21.5%23,7350.9%Healthcare
Brightspring Health Services I
$4,056,547$4,056,547 ▲New Holding71,4810.8%COM
Ollie's Bargain Outlet Holdings, Inc. stock logo
OLLI
Ollie's Bargain Outlet
$3,964,910$700,446 ▲21.5%46,2920.8%Consumer Discretionary
Nutex Health Inc
$3,918,038$3,918,038 ▲New Holding18,5110.8%COM
Qualys, Inc. stock logo
QLYS
Qualys
$3,903,307$683,842 ▲21.2%20,8510.8%Technology
UFP Industries, Inc. stock logo
UFPI
UFP Industries
$3,890,652$1,231,196 ▲46.3%50,3840.8%Industrials
Badger Meter, Inc. stock logo
BMI
Badger Meter
$3,858,895$684,659 ▲21.6%31,2360.8%Technology
ANI Pharmaceuticals, Inc. stock logo
ANIP
ANI Pharmaceuticals
$3,829,018$1,386,162 ▲56.7%52,7050.8%Healthcare
First Financial Bankshares, Inc. stock logo
FFIN
First Financial Bankshares
$3,717,801$654,796 ▲21.4%117,1330.8%Finance
Cognex Corporation stock logo
CGNX
Cognex
$3,684,002$652,594 ▲21.5%60,7420.8%Technology
WesBanco, Inc. stock logo
WSBC
WesBanco
$3,650,733$640,369 ▲21.3%97,5610.8%Finance
NAPCO Security Technologies, Inc. stock logo
NSSC
NAPCO Security Technologies
$3,561,964$565,218 ▲18.9%99,9990.7%Technology
Hawkins, Inc. stock logo
HWKN
Hawkins
$3,479,742$614,880 ▲21.5%27,6170.7%Materials
Healthcare Services Group, Inc. stock logo
HCSG
Healthcare Services Group
$3,469,138$609,165 ▲21.3%169,6400.7%Industrials
Veeco Instruments Inc. stock logo
VECO
Veeco Instruments
$3,458,305$3,458,305 ▲New Holding66,6340.7%Technology
YETI Holdings, Inc. stock logo
YETI
YETI
$3,412,823$605,250 ▲21.6%83,1990.7%Consumer Discretionary
Evercore Inc stock logo
EVR
Evercore
$3,297,288$579,375 ▲21.3%12,8050.7%Finance
Quaker Houghton stock logo
KWR
Quaker Houghton
$3,290,558$578,348 ▲21.3%20,8580.7%Materials
Plexus Corp. stock logo
PLXS
Plexus
$3,223,515$569,915 ▲21.5%12,3530.7%Technology
Exponent, Inc. stock logo
EXPO
Exponent
$3,220,692$571,051 ▲21.6%49,2310.7%Industrials
Consensus Cloud Solutions, Inc. stock logo
CCSI
Consensus Cloud Solutions
$3,118,036$483,819 ▲18.4%89,3420.6%Technology
Armstrong World Industries, Inc. stock logo
AWI
Armstrong World Industries
$3,031,653$534,045 ▲21.4%18,7220.6%Industrials
Franklin Electric Co., Inc. stock logo
FELE
Franklin Electric
$3,023,316$529,121 ▲21.2%31,5290.6%Industrials
Barrett Business Services, Inc. stock logo
BBSI
Barrett Business Services
$2,960,669$457,229 ▲18.3%97,8410.6%Industrials
Lakeland Financial Corporation stock logo
LKFN
Lakeland Financial
$2,920,767$513,981 ▲21.4%50,6550.6%Finance
Moog Inc. stock logo
MOG.A
Moog
$2,861,025$502,015 ▲21.3%7,5000.6%Industrials
CONMED Corporation stock logo
CNMD
CONMED
$2,842,683$502,289 ▲21.5%61,4900.6%Healthcare
Texas Roadhouse, Inc. stock logo
TXRH
Texas Roadhouse
$2,810,837$498,099 ▲21.5%17,9790.6%Consumer Discretionary
J & J Snack Foods Corp. stock logo
JJSF
J & J Snack Foods
$2,787,443$497,689 ▲21.7%36,4610.6%Consumer Staples
StoneX Group Inc. stock logo
SNEX
StoneX Group
$2,778,163$1,624,468 ▲140.8%42,9790.6%Finance
The Pennant Group, Inc. stock logo
PNTG
The Pennant Group
$2,732,106$427,869 ▲18.6%70,0540.6%Healthcare
ADMA Biologics Inc stock logo
ADMA
ADMA Biologics
$2,664,861$2,664,861 ▲New Holding265,6890.6%Healthcare
Vericel Corporation stock logo
VCEL
Vericel
$2,615,563$466,708 ▲21.7%65,1610.5%Healthcare
PJT Partners Inc. stock logo
PJT
PJT Partners
$2,588,474$453,961 ▲21.3%18,1380.5%Finance
Hope Bancorp, Inc. stock logo
HOPE
Hope Bancorp
$2,586,314$454,133 ▲21.3%194,6060.5%Finance
Kodiak Gas Services, Inc. stock logo
KGS
Kodiak Gas Services
$2,524,338$790,630 ▲45.6%47,6560.5%Energy
MYR Group, Inc. stock logo
MYRG
MYR Group
$2,522,175$455,653 ▲22.0%8,6240.5%Industrials
Gentherm Inc stock logo
THRM
Gentherm
$2,519,711$411,255 ▲19.5%75,6670.5%Consumer Discretionary
RPC, Inc. stock logo
RES
RPC
$2,492,491$440,632 ▲21.5%442,7160.5%Energy
Getty Realty Corporation stock logo
GTY
Getty Realty
$2,355,131$413,518 ▲21.3%83,3970.5%Real Estate
InterDigital, Inc. stock logo
IDCC
InterDigital
$2,339,226$412,479 ▲21.4%7,1740.5%Technology
Evertec, Inc. stock logo
EVTC
Evertec
$2,303,309$408,104 ▲21.5%85,4660.5%Finance
Omnicell, Inc. stock logo
OMCL
Omnicell
$2,296,468$404,616 ▲21.4%67,4440.5%Healthcare
Power Solutions Intl Inc
$2,276,618$407,570 ▲21.8%49,5240.5%COM
California Water Service Group stock logo
CWT
California Water Service Group
$2,106,858$369,281 ▲21.3%45,5340.4%Utilities
LTC Properties, Inc. stock logo
LTC
LTC Properties
$1,875,905$329,370 ▲21.3%43,7580.4%Real Estate
HealthStream, Inc. stock logo
HSTM
HealthStream
$1,808,151$270,213 ▲17.6%60,8600.4%Healthcare
Wingstop Inc. stock logo
WING
Wingstop
$1,732,599$305,784 ▲21.4%16,4430.4%Consumer Discretionary
Boise Cascade, L.L.C. stock logo
BCC
Boise Cascade
$1,559,226$273,391 ▲21.3%21,0280.3%Industrials
Argan, Inc. stock logo
AGX
Argan
$1,537,123$270,990 ▲21.4%4,0670.3%Industrials
inTEST Co. stock logo
INTT
inTEST
$679,184$73,961 ▲12.2%57,4120.1%Technology
Bankwell Financial Group, Inc. stock logo
BWFG
Bankwell Financial Group
$591,6240.0%9,1300.1%Finance
Utah Medical Products, Inc. stock logo
UTMD
Utah Medical Products
$492,7290.0%6,6540.1%Healthcare
Park Aerospace Corp. stock logo
PKE
Park Aerospace
$406,694$160,326 ▼-28.3%13,6980.1%Industrials
Electromed, Inc. stock logo
ELMD
Electromed
$394,4860.0%13,9740.1%Healthcare

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