Jefferson Bridge Capital, LLC Top Holdings and 13F Report (2026) About Jefferson Bridge Capital, LLCInvestment ActivityJefferson Bridge Capital, LLC has $100.71 million in total holdings as of March 31, 2026.Jefferson Bridge Capital, LLC owns shares of 53 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 9.71% of the portfolio was purchased this quarter.About 4.57% of the portfolio was sold this quarter.This quarter, Jefferson Bridge Capital, LLC has purchased 54 new stocks and bought additional shares in 23 stocks.Jefferson Bridge Capital, LLC sold shares of 10 stocks and completely divested from 3 stocks this quarter.Largest Holdings StoneX Group $7,373,426Vanguard Growth ETF $5,436,399Vanguard Value ETF $5,063,982Broadcom $4,837,022HCA Healthcare $4,359,399 Largest New Holdings this Quarter 72348N109 - PINNACLE FINL PARTNERS INC $3,432,248 Holding98419M100 - Xylem $927,440 Holding Largest Purchases this Quarter PINNACLE FINL PARTNERS INC 39,845 shares (about $3.43M)StoneX Group 27,485 shares (about $2.22M)Xylem 7,761 shares (about $927.44K)SPDR Doubleline Total Return Tactical ETF 10,772 shares (about $427.97K)Palo Alto Networks 2,545 shares (about $408.01K) Largest Sales this Quarter Chart Industries 2,800 shares (about $578.90K)Health Care Select Sector SPDR Fund 1,060 shares (about $155.44K)Alphabet 156 shares (about $44.75K)Eli Lilly and Company 32 shares (about $29.44K)Apple 110 shares (about $27.92K) 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$7,373,426$2,216,665 â–²43.0%91,4257.3%FinanceVUGVanguard Growth ETF$5,436,399$109,200 â–²2.0%12,4465.4%ETFVTVVanguard Value ETF$5,063,982$123,804 â–²2.5%25,8105.0%ETFAVGOBroadcom$4,837,0220.0%15,6284.8%Computer and TechnologyHCAHCA Healthcare$4,359,399$25,081 â–¼-0.6%9,2124.3%MedicalNHINational Health Investors$3,703,3070.0%45,7993.7%FinancePINNACLE FINL PARTNERS INC$3,432,248$3,432,248 â–²New Holding39,8453.4%COMAAPLApple$3,125,170$27,917 â–¼-0.9%12,3143.1%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$3,028,572$56,839 â–²1.9%47,2623.0%ETFCVXChevron$2,841,1510.0%13,7322.8%EnergyGOOGAlphabet$2,799,754$44,750 â–¼-1.6%9,7602.8%Computer and TechnologyDUKDuke Energy$2,761,5250.0%21,0902.7%UtilitiesBRK.BBerkshire Hathaway$2,652,3720.0%5,5352.6%FinanceMSFTMicrosoft$2,429,796$22,580 â–¼-0.9%6,5642.4%Computer and TechnologyMRKMerck & Co., Inc.$2,342,0460.0%19,4702.3%MedicalORIOld Republic International$2,328,1650.0%58,3502.3%FinanceCBChubb$2,071,285$16,948 â–¼-0.8%6,3552.1%FinancePANWPalo Alto Networks$2,067,326$408,014 â–²24.6%12,8952.1%Computer and TechnologyJNJJohnson & Johnson$2,053,0520.0%8,3992.0%MedicalHROWHarrow$2,015,744$154,086 â–²8.3%57,1682.0%MedicalJPMJPMorgan Chase & Co.$1,995,8760.0%6,7852.0%FinanceDALDelta Air Lines$1,711,8600.0%25,7501.7%TransportationIBDTiShares iBonds Dec 2028 Term Corporate ETF$1,707,154$28,547 â–²1.7%67,3971.7%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$1,645,519$41,193 â–²2.6%70,7451.6%ETFLLYEli Lilly and Company$1,589,546$29,436 â–¼-1.8%1,7281.6%MedicalDELLDell Technologies$1,549,7150.0%9,4421.5%Computer and TechnologyPFEPfizer$1,499,7530.0%53,4101.5%MedicalCRMSalesforce$1,478,240$299,605 â–²25.4%7,9191.5%Computer and TechnologyTOTLSPDR Doubleline Total Return Tactical ETF$1,477,718$427,972 â–²40.8%37,1941.5%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$1,457,619$39,414 â–²2.8%60,1331.4%ETFACIWACI Worldwide$1,406,438$397,797 â–²39.4%34,2951.4%Computer and TechnologyCALMCal-Maine Foods$1,381,959$353,009 â–²34.3%17,4601.4%Basic MaterialsVZVerizon Communications$1,089,3400.0%21,7001.1%Computer and TechnologyPALANTIR TECHNOLOGIES INC$1,087,8840.0%7,4371.1%CL AIBDViShares iBonds Dec 2030 Term Corporate ETF$1,025,302$146,422 â–²16.7%46,8391.0%ETFXYLXylem$927,440$927,440 â–²New Holding7,7610.9%Business ServicesSPTISPDR Portfolio Intermediate Term Treasury ETF$908,915$44,050 â–²5.1%31,7140.9%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$873,576$145,610 â–²20.0%41,7380.9%ETFVBVanguard Small-Cap ETF$852,713$11,523 â–²1.4%3,2560.8%ETFUNHUnitedHealth Group$846,947$271 â–¼0.0%3,1300.8%MedicalSPTSSPDR Portfolio Short Term Treasury ETF$812,554$273,069 â–²50.6%27,8460.8%ETFJQUAJPMorgan U.S. Quality Factor ETF$810,538$46,849 â–²6.1%13,2180.8%ETFSPEMSPDR Portfolio Emerging Markets ETF$744,871$13,463 â–²1.8%15,8790.7%ETFGTLSChart Industries$740,372$578,900 â–¼-43.9%3,5810.7%IndustrialsSMHVanEck Semiconductor ETF$718,119$4,217 â–²0.6%1,8730.7%ManufacturingUPSUnited Parcel Service$559,3340.0%5,6850.6%TransportationWDAYWorkday$558,6560.0%4,3000.6%Computer and TechnologyATEXAnterix$494,5610.0%12,9500.5%Computer and TechnologyVOVanguard Mid-Cap ETF$481,399$10,915 â–²2.3%1,6760.5%ETFSGOViShares 0-3 Month Treasury Bond ETF$446,028$67,241 â–²17.8%4,4310.4%ETFNVDANVIDIA$442,729$20,053 â–¼-4.3%2,5390.4%Computer and TechnologyCLWClearwater Paper$398,8970.0%27,7400.4%Basic MaterialsXLVHealth Care Select Sector SPDR Fund$262,931$155,442 â–¼-37.2%1,7930.3%ETFPINNACLE FINL PARTNERS INC$0$3,435,714 â–¼-100.0%00.0%COMNVONovo Nordisk A/S$0$211,101 â–¼-100.0%00.0%MedicalASPNAspen Aerogels$0$32,404 â–¼-100.0%00.0%ConstructionShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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