Jefferson Bridge Capital, LLC
Long book
$100.7M
Q1 2026
Positions
53
Top-10 weight
43%
concentration
Last quarter
+16.9%
SPY +14.8%
Turnover
9%
of book per quarter
Strategy in plain words
auto-generated from filingsJefferson Bridge Capital, LLC is an institutional manager, running a $100.7M US long book across 53 positions.
The portfolio is moderately concentrated (top 10 ≈ 43% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: STONEX GROUP INC, VANGUARD GROWTH ETF, VANGUARD VALUE ETF, BROADCOM INC, HCA HEALTHCARE INC.
Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-0.8%
Q1 2026
+16.9%
Sector allocation
Technology 31%
Financials 30%
Healthcare 20%
Industrials 6%
Energy 4%
Utilities 4%
Communications 2%
Consumer staples 2%
Long book by quarter
What does Jefferson Bridge own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| SNEX STONEX GROUP INC | Financials | 91.4K | $7.4M | 7.3% | +43.0% |
| AVGO BROADCOM INC | Technology | 15.6K | $4.8M | 4.8% | Held |
| HCA HCA HEALTHCARE INC | Healthcare | 9.2K | $4.4M | 4.3% | -0.6% |
| PNFP PINNACLE FINANCIAL PARTNERS | Financials | 39.8K | $3.4M | 3.4% | New |
| AAPL APPLE INC | Technology | 12.3K | $3.1M | 3.1% | -0.9% |
| CVX CHEVRON CORP | Energy | 13.7K | $2.8M | 2.8% | Held |
| GOOG ALPHABET INC-CL C | Technology | 9.8K | $2.8M | 2.8% | -1.6% |
| DUK DUKE ENERGY CORP | Utilities | 21.1K | $2.8M | 2.7% | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 5.5K | $2.7M | 2.6% | Held |
| MSFT MICROSOFT CORP | Technology | 6.6K | $2.4M | 2.4% | -0.9% |
| MRK MERCK & CO. INC. | Healthcare | 19.5K | $2.3M | 2.3% | Held |
| ORI OLD REPUBLIC INTL CORP | Financials | 58.4K | $2.3M | 2.3% | Held |
| CB CHUBB LTD | Financials | 6.4K | $2.1M | 2.1% | -0.8% |
| PANW PALO ALTO NETWORKS INC | Technology | 12.9K | $2.1M | 2.1% | +24.6% |
| JNJ JOHNSON & JOHNSON | Healthcare | 8.4K | $2.1M | 2.0% | Held |
| HROW HARROW INC | Healthcare | 57.2K | $2.0M | 2.0% | +8.3% |
| JPM JPMORGAN CHASE & CO | Financials | 6.8K | $2.0M | 2.0% | Held |
| DAL DELTA AIR LINES INC | Industrials | 25.8K | $1.7M | 1.7% | Held |
| LLY ELI LILLY & CO | Healthcare | 1.7K | $1.6M | 1.6% | -1.8% |
| DELL DELL TECHNOLOGIES -C | Technology | 9.4K | $1.5M | 1.5% | Held |
| PFE PFIZER INC | Healthcare | 53.4K | $1.5M | 1.5% | Held |
| CRM SALESFORCE INC | Technology | 7.9K | $1.5M | 1.5% | +25.4% |
| ACIW ACI WORLDWIDE INC | Technology | 34.3K | $1.4M | 1.4% | +39.4% |
| CALM CAL-MAINE FOODS INC | Consumer staples | 17.5K | $1.4M | 1.4% | +34.3% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 21.7K | $1.1M | 1.1% | Held |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 7.4K | $1.1M | 1.1% | Held |
| XYL XYLEM INC | Industrials | 7.8K | $927K | 0.9% | New |
| UNH UNITEDHEALTH GROUP INC | Financials | 3.1K | $847K | 0.8% | 0.0% |
| GTLS CHART INDUSTRIES INC | Industrials | 3.6K | $740K | 0.7% | -43.9% |
| UPS UNITED PARCEL SERVICE-CL B | Industrials | 5.7K | $559K | 0.6% | Held |
| WDAY WORKDAY INC-CLASS A | Technology | 4.3K | $559K | 0.6% | Held |
| ATEX ANTERIX INC | Communications | 12.9K | $495K | 0.5% | Held |
| NVDA NVIDIA CORP | Technology | 2.5K | $443K | 0.4% | -4.3% |
| CLW CLEARWATER PAPER CORP | Other | 27.7K | $399K | 0.4% | Held |
13F filing history
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