Jefferson Bridge Capital, LLC Top Holdings and 13F Report (2026) About Jefferson Bridge Capital, LLCInvestment ActivityJefferson Bridge Capital, LLC has $115.41 million in total holdings as of June 30, 2026.Jefferson Bridge Capital, LLC owns shares of 53 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 8.57% of the portfolio was purchased this quarter.About 4.20% of the portfolio was sold this quarter.This quarter, Jefferson Bridge Capital, LLC has purchased 53 new stocks and bought additional shares in 10 stocks.Jefferson Bridge Capital, LLC sold shares of 17 stocks and completely divested from 1 stock this quarter.Largest Holdings StoneX Group $9,713,445Vanguard Growth ETF $5,886,647Vanguard Value ETF $5,521,719Broadcom $5,135,889National Health Investors $4,377,248 Largest New Holdings this Quarter 092528603 - iShares Flexible Income Active ETF $600,564 Holding Largest Purchases this Quarter Vanguard Growth ETF 55,892 shares (about $4.81M)Xylem 14,177 shares (about $1.68M)National Health Investors 11,600 shares (about $884.62K)Workday 5,055 shares (about $618.83K)iShares Flexible Income Active ETF 11,474 shares (about $600.56K) Largest Sales this Quarter StoneX Group 9,455 shares (about $1.12M)Broadcom 2,032 shares (about $767.59K)Palo Alto Networks 1,930 shares (about $658.17K)iShares iBonds Dec 2027 Term Corporate ETF 14,236 shares (about $344.79K)SPDR Portfolio Short Term Treasury ETF 9,459 shares (about $274.41K) Sector Allocation Over TimeMap of 500 Largest Holdings ofJefferson Bridge Capital, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSNEXStoneX Group$9,713,445$1,120,418 â–¼-10.3%81,9708.4%FinanceVUGVanguard Growth ETF$5,886,647$4,814,546 â–²449.1%68,3385.1%ETFVTVVanguard Value ETF$5,521,719$103,081 â–¼-1.8%25,3374.8%ETFAVGOBroadcom$5,135,889$767,588 â–¼-13.0%13,5964.5%Computer and TechnologyNHINational Health Investors$4,377,248$884,616 â–²25.3%57,3993.8%FinanceHCAHCA Healthcare$4,125,036$533,369 â–²14.9%10,5803.6%MedicalDELLDell Technologies$4,073,8450.0%9,4423.5%Computer and TechnologyPINNACLE FINL PARTNERS INC$4,019,5640.0%39,8453.5%COMPANWPalo Alto Networks$3,739,284$658,169 â–¼-15.0%10,9653.2%Computer and TechnologyAAPLApple$3,563,1790.0%12,3143.1%Computer and TechnologyGOOGAlphabet$3,448,5010.0%9,7603.0%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$3,224,502$142,928 â–¼-4.2%45,2562.8%ETFBRK.BBerkshire Hathaway$2,769,6590.0%5,5352.4%FinanceDUKDuke Energy$2,669,5720.0%21,0902.3%UtilitiesXYLXylem$2,593,291$1,675,863 â–²182.7%21,9382.2%Business ServicesMRKMerck & Co., Inc.$2,501,8950.0%19,4702.2%MedicalMSFTMicrosoft$2,448,5030.0%6,5642.1%Computer and TechnologyHROWHarrow$2,427,9250.0%57,1682.1%MedicalDALDelta Air Lines$2,411,7450.0%25,7502.1%TransportationORIOld Republic International$2,387,6820.0%58,3502.1%FinanceCVXChevron$2,276,2160.0%13,7322.0%EnergyJPMJPMorgan Chase & Co.$2,220,9340.0%6,7851.9%FinanceCBChubb$2,165,4030.0%6,3551.9%FinanceJNJJohnson & Johnson$2,133,0940.0%8,3991.8%MedicalLLYEli Lilly and Company$2,060,621$11,994 â–¼-0.6%1,7181.8%MedicalACIWACI Worldwide$1,724,6960.0%34,2951.5%Computer and TechnologyIBDUiShares iBonds Dec 2029 Term Corporate ETF$1,512,034$126,431 â–¼-7.7%65,2861.3%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$1,451,764$249,999 â–¼-14.7%57,4961.3%ETFTOTLSPDR Doubleline Total Return Tactical ETF$1,450,902$17,130 â–¼-1.2%36,7601.3%ETFCALMCal-Maine Foods$1,406,5780.0%17,4601.2%Basic MaterialsATEXAnterix$1,333,0730.0%12,9501.2%Computer and TechnologyUNHUnitedHealth Group$1,300,9220.0%3,1301.1%MedicalPFEPfizer$1,286,1130.0%53,4101.1%MedicalCRMSalesforce$1,240,5910.0%7,9191.1%Computer and TechnologyWDAYWorkday$1,145,239$618,833 â–²117.6%9,3551.0%Computer and TechnologyIBDViShares iBonds Dec 2030 Term Corporate ETF$1,135,270$114,188 â–²11.2%52,0771.0%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$1,111,614$344,792 â–¼-23.7%45,8971.0%ETFSMHVanEck Semiconductor ETF$1,092,075$136,427 â–¼-11.1%1,6650.9%ManufacturingIBDWiShares iBonds Dec 2031 Term Corporate ETF$983,856$114,036 â–²13.1%47,2100.9%ETFJQUAJPMorgan U.S. Quality Factor ETF$979,060$23,636 â–²2.5%13,5450.8%ETFVZVerizon Communications$918,7780.0%21,7000.8%Computer and TechnologyVBVanguard Small-Cap ETF$878,975$107,902 â–¼-10.9%2,9000.8%ETFPALANTIR TECHNOLOGIES INC$867,6750.0%7,4370.8%CL ASPEMSPDR Portfolio Emerging Markets ETF$799,406$22,782 â–¼-2.8%15,4390.7%ETFGTLSChart Industries$748,2140.0%3,5810.6%IndustrialsSPTISPDR Portfolio Intermediate Term Treasury ETF$708,132$192,229 â–¼-21.4%24,9430.6%ETFBINCiShares Flexible Income Active ETF$600,564$600,564 â–²New Holding11,4740.5%ETFSGOViShares 0-3 Month Treasury Bond ETF$569,580$123,520 â–²27.7%5,6580.5%ETFSPTSSPDR Portfolio Short Term Treasury ETF$533,421$274,413 â–¼-34.0%18,3870.5%ETFVOVanguard Mid-Cap ETF$524,375$389,333 â–²288.3%6,5080.5%ETFNVDANVIDIA$495,223$12,806 â–¼-2.5%2,4750.4%Computer and TechnologyCLWClearwater Paper$434,9590.0%27,7400.4%Basic MaterialsXLVHealth Care Select Sector SPDR Fund$283,126$1,428 â–¼-0.5%1,7840.2%ETFUPSUnited Parcel Service$0$559,334 â–¼-100.0%00.0%TransportationShowing largest 100 holdings. 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