Bridge City Capital, LLC

CIK

1713521

Location

LAKE OSWEGO, OR

Portfolio Value

Small $433,140,577

Diversification

Diversified

Filing Date

Global Rank

#3,095 / 8,700 ▲ 1203

Top Industry

Semiconductor Equipment & Materials 8.5%

Period ended 2 months ago

Filed Aug 11, 2026 · 33d

26 quarters · since Mar 2020

Portfolio Concentration

113 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

3.6%

+0.2 pts

Top 5

14.1%

−0.3 pts

Top 10

24.2%

−1.4 pts

HHI

141

Diversified−6

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	31.2%	$135,011,047	26
Healthcare	25.6%	$111,094,067	28
Industrials	14.8%	$63,988,552	20
Consumer Cyclical	9.2%	$39,866,551	10
Financial Services	6.7%	$28,931,503	11
Energy	4.2%	$18,297,075	5
Real Estate	3.0%	$13,102,572	3
Basic Materials	2.8%	$12,330,467	5
Consumer Defensive	2.0%	$8,691,790	4
Utilities	0.4%	$1,826,953	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
RES	Rpc Inc	+130,544	364,451	$2,124,749
ETON	Eton Pharmaceuticals, Inc.	+66,982	88,132	$3,190,378
IIIN	Insteel Industries Inc	+52,907	147,520	$4,455,104
CCS	Century Communities, Inc.	+31,082	131,480	$9,421,856
GMED	Globus Medical Inc	+28,687	94,939	$7,501,130
NSSC	Napco Security Technologies, Inc	+25,521	84,131	$3,195,295
VPG	Vishay Precision Group, Inc.	+21,866	79,606	$11,933,735
DFIN	Donnelley Financial Solutions, Inc.	+20,604	89,065	$3,736,276
CRAI	Cra International, Inc.	+19,999	53,810	$7,657,163
ACIW	Aci Worldwide, Inc.	+18,266	156,685	$7,879,688
SITE	SiteOne Landscape Supply, Inc.	+18,167	59,835	$6,845,722
LMAT	Lemaitre Vascular Inc	+15,951	86,341	$8,285,282
SUPN	Supernus Pharmaceuticals, Inc.	+15,244	78,167	$3,635,547
USPH	U S Physical Therapy Inc /Nv	+14,729	67,890	$4,662,685
PLUS	Eplus Inc	+12,691	81,014	$6,742,795
LSTR	Landstar System Inc	+12,349	35,867	$7,417,654
DORM	Dorman Products, Inc.	+11,741	58,588	$7,994,332
LKFN	Lakeland Financial Corp	+11,221	41,741	$2,576,254
OSIS	Osi Systems Inc	+10,736	33,318	$7,286,646
ADUS	Addus HomeCare Corp	+8,531	85,445	$8,584,659
PSIX	Power Solutions International, Inc.	+7,865	40,658	$1,581,189
OLLI	Ollie's Bargain Outlet Holdings, Inc.	+7,620	38,114	$2,930,204
EPAM	EPAM Systems, Inc.	+6,363	27,957	$2,218,387
PJT	PJT Partners Inc.	+6,309	14,957	$2,257,609
JYNT	JOINT Corp	+5,815	30,384	$266,771
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ATEN	A10 Networks, Inc.	−104,444	296,239	$11,067,489
PCRX	Pacira BioSciences, Inc.	−90,468	312,297	$7,922,974
ENSG	Ensign Group, Inc	−39,596	19,543	$3,132,742
DIOD	Diodes Inc /Del/	−31,203	86,531	$9,469,952
UCTT	Ultra Clean Holdings, Inc.	−30,161	51,065	$7,281,358
PDFS	Pdf Solutions Inc	−24,264	76,507	$5,415,930
STRL	Sterling Infrastructure, Inc.	−23,091	4,790	$4,020,534
BMI	Badger Meter Inc	−13,860	25,694	$3,812,475
RBC	RBC Bearings INC	−11,288	6,922	$4,458,183
PKE	Park Aerospace Corp	−11,211	19,098	$728,779
MTRX	Matrix Service Co	−10,777	20,223	$277,055
WTTR	Select Water Solutions, Inc.	−9,522	313,900	$6,271,722
FC	Franklin Covey Co	−7,035	12,081	$296,346
INTT	Intest Corp	−4,908	51,160	$929,577
INVX	Innovex International, Inc.	−4,733	162,450	$4,028,760
ONTO	Onto Innovation Inc.	−4,342	40,798	$15,440,003
HOPE	Hope Bancorp Inc	−3,158	160,435	$2,194,750
—		−3,005	152,684	$0
UFPT	Ufp Technologies Inc	−2,964	16,794	$4,452,593
MD	Pediatrix Medical Group, Inc.	−2,868	146,000	$3,698,180
HCSG	Healthcare Services Group Inc	−2,753	139,852	$3,434,765
CCSI	Consensus Cloud Solutions, Inc.	−2,331	75,479	$2,879,523
GBCI	Glacier Bancorp, Inc.	−2,104	163,059	$8,410,583
EXLS	ExlService Holdings, Inc.	−1,993	101,542	$2,625,876
RAMP	LiveRamp Holdings, Inc.	−1,915	97,869	$3,683,789
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
HRMY	Harmony Biosciences Holdings, Inc.	209,200	$7,616,972
ANIP	Ani Pharmaceuticals Inc	33,625	$2,783,477
AGX	Argan Inc	3,350	$2,675,142
MOG-A	Moog Inc.	6,184	$2,621,026
KGS	Kodiak Gas Services, Inc.	32,730	$2,459,004
WING	Wingstop Inc.	13,541	$2,348,144
SNEX	StoneX Group Inc.	17,848	$2,114,988
PAYC	Paycom Software, Inc.	14,606	$1,835,682
IDCC	InterDigital, Inc.	5,909	$1,673,015
PRSU	Pursuit Attractions & Hospitality, Inc.	4,325	$242,070
RDVT	Red Violet, Inc.	3,334	$212,442
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
MTSI	MACOM Technology Solutions Holdings, Inc.	28,404	$6,307,676
FN	Fabrinet	6,748	$3,519,216
CRDO	Credo Technology Group Holding Ltd	29,018	$2,723,919
LZB	La-Z-Boy Inc	64,719	$2,080,068
SHAK	Shake Shack Inc.	14,528	$1,285,292
BL	Blackline, Inc.	30,799	$1,139,563
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

113 tracked positions · $433,140,577 total · filing declares 114 positions · $438,141,585 · as of Jun 30, 2026

All sectors Basic Materials Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 113 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ONTO	Onto Innovation Inc. Technology	Reduced	40,798	-4,342	$15,440,003	+66.8%	3.56%
KLIC	Kulicke & Soffa Industries Inc Technology	Added	99,331	+5,047	$13,286,514	+114.4%	3.07%
VPG	Vishay Precision Group, Inc. Technology	Added	79,606	+21,866	$11,933,735	+376.0%	2.76%
ATEN	A10 Networks, Inc. Technology	Reduced	296,239	-104,444	$11,067,489	+19.5%	2.56%
DIOD	Diodes Inc /Del/ Technology	Reduced	86,531	-31,203	$9,469,952	+17.8%	2.19%
CCS	Century Communities, Inc. Real Estate	Added	131,480	+31,082	$9,421,856	+63.6%	2.18%
MOD	Modine Manufacturing Co Consumer Cyclical	Reduced	34,203	-435	$9,132,885	+21.7%	2.11%
ADUS	Addus HomeCare Corp Healthcare	Added	85,445	+8,531	$8,584,659	+19.2%	1.98%
GBCI	Glacier Bancorp, Inc. Financial Services	Reduced	163,059	-2,104	$8,410,583	+14.0%	1.94%
LMAT	Lemaitre Vascular Inc Healthcare	Added	86,341	+15,951	$8,285,282	+7.8%	1.91%
DORM	Dorman Products, Inc. Consumer Cyclical	Added	58,588	+11,741	$7,994,332	+63.5%	1.85%
PCRX	Pacira BioSciences, Inc. Healthcare	Reduced	312,297	-90,468	$7,922,974	−13.0%	1.83%
ACIW	Aci Worldwide, Inc. Technology	Added	156,685	+18,266	$7,879,688	+38.8%	1.82%
CRAI	Cra International, Inc. Industrials	Added	53,810	+19,999	$7,657,163	+39.9%	1.77%
HRMY	Harmony Biosciences Holdings, Inc. Healthcare	NEW	209,200	NEW	$7,616,972	NEW	1.76%
GMED	Globus Medical Inc Healthcare	Added	94,939	+28,687	$7,501,130	+31.4%	1.73%
LSTR	Landstar System Inc Industrials	Added	35,867	+12,349	$7,417,654	+96.7%	1.71%
OSIS	Osi Systems Inc Technology	Added	33,318	+10,736	$7,286,646	+21.5%	1.68%
UCTT	Ultra Clean Holdings, Inc. Technology	Reduced	51,065	-30,161	$7,281,358	+44.2%	1.68%
SITE	SiteOne Landscape Supply, Inc. Industrials	Added	59,835	+18,167	$6,845,722	+23.4%	1.58%
AMPH	Amphastar Pharmaceuticals, Inc. Healthcare	Added	338,708	+3,603	$6,835,127	+4.1%	1.58%
IRMD	Iradimed Corp Healthcare	Reduced	71,043	-1,530	$6,788,869	−2.8%	1.57%
PLUS	Eplus Inc Technology	Added	81,014	+12,691	$6,742,795	+31.1%	1.56%
LAD	Lithia Motors Inc Consumer Cyclical	Added	22,656	+2,487	$6,581,341	+30.7%	1.52%
WTTR	Select Water Solutions, Inc. Energy	Reduced	313,900	-9,522	$6,271,722	+26.7%	1.45%
PDFS	Pdf Solutions Inc Technology	Reduced	76,507	-24,264	$5,415,930	+64.3%	1.25%
TGTX	Tg Therapeutics, Inc. Healthcare	Reduced	88,896	-1,738	$4,883,946	+62.2%	1.13%
AIN	Albany International Corp /De/ Consumer Cyclical	Reduced	65,050	-1,275	$4,846,225	+39.9%	1.12%
CORT	Corcept Therapeutics Inc Healthcare	Reduced	53,823	-1,051	$4,679,909	+111.6%	1.08%
USPH	U S Physical Therapy Inc /Nv Healthcare	Added	67,890	+14,729	$4,662,685	+17.0%	1.08%
RBC	RBC Bearings INC Industrials	Reduced	6,922	-11,288	$4,458,183	−54.9%	1.03%
IIIN	Insteel Industries Inc Industrials	Added	147,520	+52,907	$4,455,104	+40.1%	1.03%
UFPT	Ufp Technologies Inc Healthcare	Reduced	16,794	-2,964	$4,452,593	+16.4%	1.03%
KRYS	Krystal Biotech, Inc. Healthcare	Reduced	11,816	-229	$4,391,652	+41.1%	1.01%
NVEC	Nve Corp /New/ Technology	Reduced	39,954	-1,291	$4,177,190	+54.6%	0.96%
INVX	Innovex International, Inc. Energy	Reduced	162,450	-4,733	$4,028,760	−1.2%	0.93%
STRL	Sterling Infrastructure, Inc. Industrials	Reduced	4,790	-23,091	$4,020,534	−64.6%	0.93%
BMI	Badger Meter Inc Technology	Reduced	25,694	-13,860	$3,812,475	−36.7%	0.88%
DFIN	Donnelley Financial Solutions, Inc. Technology	Added	89,065	+20,604	$3,736,276	+15.8%	0.86%
MD	Pediatrix Medical Group, Inc. Healthcare	Reduced	146,000	-2,868	$3,698,180	+16.1%	0.85%
RAMP	LiveRamp Holdings, Inc. Technology	Reduced	97,869	-1,915	$3,683,789	+39.2%	0.85%
SUPN	Supernus Pharmaceuticals, Inc. Healthcare	Added	78,167	+15,244	$3,635,547	+11.8%	0.84%
CGNX	Cognex Corp Technology	Reduced	49,982	-981	$3,619,696	+45.0%	0.84%
EVR	Evercore Inc. Financial Services	Reduced	10,555	-208	$3,603,899	+12.2%	0.83%
MYRG	Myr Group Inc. Industrials	Reduced	7,066	-138	$3,535,826	+73.9%	0.82%
HCSG	Healthcare Services Group Inc Healthcare	Reduced	139,852	-2,753	$3,434,765	+29.8%	0.79%
WHD	Cactus, Inc. Energy	Reduced	66,618	-1,311	$3,412,840	+6.1%	0.79%
YETI	YETI Holdings, Inc. Consumer Cyclical	Reduced	68,444	-1,340	$3,392,084	+32.8%	0.78%
NHC	National Healthcare Corp Healthcare	Reduced	15,883	-311	$3,357,030	+29.8%	0.78%
FFIN	First Financial Bankshares Inc Financial Services	Reduced	96,503	-1,893	$3,339,003	+15.2%	0.77%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.