Jefferson Bridge Capital, LLC
Filing Date
Global Rank
#8,098
/ 8,794
▼ 84
· as of Jun 2026
Top Industry
Capital Markets
11.4%
Period ended 3 months ago
Filed Jul 21, 2026 · 3mo
3 quarters · since Dec 2025
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
45 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
11.2%
+2.8 pts
Top 5
33.8%
+2.9 pts
Top 10
50.9%
+2.6 pts
HHI
414
Diversified+46
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 25.5% | $29,246,931 |
| Technology | 21.3% | $24,434,120 |
| Financial Services | 20.3% | $23,276,684 |
| Healthcare | 13.8% | $15,835,602 |
| Communication Services | 5.0% | $5,700,351 |
| Industrials | 4.4% | $5,005,035 |
| Real Estate | 3.8% | $4,377,247 |
| Utilities | 2.3% | $2,669,572 |
| Energy | 2.0% | $2,276,216 |
| Consumer Defensive | 1.2% | $1,406,577 |
| Basic Materials | 0.4% | $434,963 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VB | Vanguard Morningstar Small-Cap ETF | +59,895 | 103,083 | $12,811,724 | |
| XYL | Xylem Inc. | +14,177 | 21,938 | $2,593,290 | |
| NHI | National Health Investors Inc | +11,600 | 57,399 | $4,377,247 | |
| WDAY | Workday, Inc. | +5,055 | 9,355 | $1,145,239 | |
| HCA | HCA Healthcare, Inc. | +1,368 | 10,580 | $4,125,036 | |
| BBAG | JPMorgan BetaBuilders U.S. Aggregate Bond ETF | +327 | 13,545 | $979,032 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | −17,659 | 273,624 | $6,764,146 | |
| — | −9,459 | 18,387 | $533,406 | ||
| SNEX | StoneX Group Inc. | −9,455 | 81,970 | $9,713,445 | |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | −6,771 | 24,943 | $708,131 | |
| AVGO | Broadcom Inc. | −2,032 | 13,596 | $5,135,889 | |
| VEA | Vanguard FTSE Developed Markets ETF | −2,006 | 45,256 | $3,224,490 | |
| PANW | Palo Alto Networks Inc | −1,930 | 10,965 | $3,739,284 | |
| CWI | State Street SPDR MSCI ACWI ex-US ETF | −440 | 15,439 | $799,431 | |
| ALLW | SSGA Active Trust State Street Bridgewater All Weather ETF | −434 | 36,760 | $1,450,917 | |
| AFK | VanEck Africa Index ETF | −208 | 1,665 | $1,092,056 | |
| NVDA | Nvidia Corp | −64 | 2,475 | $495,222 | |
| LLY | ELI LILLY & Co | −10 | 1,718 | $2,060,620 | |
| XLBI | State Street Materials Select Sector SPDR Premium Income ETF | −9 | 1,784 | $283,049 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BCLO | iShares BBB-B CLO Active ETF | 11,474 | $600,549 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| UPS | United Parcel Service Inc | 5,685 | $559,290 | |
| No positions match the current search. | ||||
45 tracked positions ·
$114,663,298 total
· filing declares
53 positions · $115,411,614
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VB |
Vanguard Morningstar Small-Cap ETF
|
Added | 103,083 | $12,811,724 | 11.17% | |
| SNEX |
StoneX Group Inc.
Financial Services
|
Reduced | 81,970 | $9,713,445 | 8.47% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Reduced | 273,624 | $6,764,146 | 5.90% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 13,596 | $5,135,889 | 4.48% | |
| NHI |
National Health Investors Inc
Real Estate
|
Added | 57,399 | $4,377,247 | 3.82% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
Added | 10,580 | $4,125,036 | 3.60% | |
| DELL |
Dell Technologies Inc.
Technology
|
Held | 9,442 | $4,073,845 | 3.55% | |
| PNFP |
Pinnacle Financial Partners, Inc.
Financial Services
|
Held | 39,845 | $4,019,563 | 3.51% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 10,965 | $3,739,284 | 3.26% | |
| AAPL |
Apple Inc.
Technology
|
Held | 12,314 | $3,563,179 | 3.11% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 9,760 | $3,448,500 | 3.01% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Reduced | 45,256 | $3,224,490 | 2.81% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 5,535 | $2,769,658 | 2.42% | |
| DUK |
Duke Energy CORP
Utilities
|
Held | 21,090 | $2,669,572 | 2.33% | |
| XYL |
Xylem Inc.
Industrials
|
Added | 21,938 | $2,593,290 | 2.26% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 19,470 | $2,501,895 | 2.18% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 6,564 | $2,448,503 | 2.14% | |
| HROW |
Harrow, Inc.
Healthcare
|
Held | 57,168 | $2,427,924 | 2.12% | |
| DAL |
Delta Air Lines, Inc.
Industrials
|
Held | 25,750 | $2,411,745 | 2.10% | |
| ORI |
Old Republic International Corp
Financial Services
|
Held | 58,350 | $2,387,682 | 2.08% | |
| CVX |
Chevron Corp
Energy
|
Held | 13,732 | $2,276,216 | 1.99% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 6,785 | $2,220,934 | 1.94% | |
| CB |
Chubb Ltd
Financial Services
|
Held | 6,355 | $2,165,402 | 1.89% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 8,399 | $2,133,094 | 1.86% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 1,718 | $2,060,620 | 1.80% | |
| ACIW |
Aci Worldwide, Inc.
Technology
|
Held | 34,295 | $1,724,695 | 1.50% | |
| ALLW |
SSGA Active Trust State Street Bridgewater All Weather ETF
|
Reduced | 36,760 | $1,450,917 | 1.27% | |
| CALM |
Cal-Maine Foods Inc
Consumer Defensive
|
Held | 17,460 | $1,406,577 | 1.23% | |
| ATEX |
Anterix Inc.
Communication Services
|
Held | 12,950 | $1,333,073 | 1.16% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Held | 3,130 | $1,300,921 | 1.13% | |
| PFE |
Pfizer Inc
Healthcare
|
Held | 53,410 | $1,286,112 | 1.12% | |
| CRM |
Salesforce, Inc.
Technology
|
Held | 7,919 | $1,240,590 | 1.08% | |
| WDAY |
Workday, Inc.
Technology
|
Added | 9,355 | $1,145,239 | 1.00% | |
| AFK |
VanEck Africa Index ETF
|
Reduced | 1,665 | $1,092,056 | 0.95% | |
| BBAG |
JPMorgan BetaBuilders U.S. Aggregate Bond ETF
|
Added | 13,545 | $979,032 | 0.85% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Held | 21,700 | $918,778 | 0.80% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Held | 7,437 | $867,674 | 0.76% | |
| CWI |
State Street SPDR MSCI ACWI ex-US ETF
|
Reduced | 15,439 | $799,431 | 0.70% | |
| BWX |
State Street SPDR Bloomberg International Treasury Bond ETF
|
Reduced | 24,943 | $708,131 | 0.62% | |
| BCLO |
iShares BBB-B CLO Active ETF
|
NEW | 11,474 | $600,549 | 0.52% | |
|
|
Reduced | 18,387 | $533,406 | 0.47% | ||
| NVDA |
Nvidia Corp
Technology
|
Reduced | 2,475 | $495,222 | 0.43% | |
| CLW |
Clearwater Paper Corp
Basic Materials
|
Held | 27,740 | $434,963 | 0.38% | |
| XLBI |
State Street Materials Select Sector SPDR Premium Income ETF
|
Reduced | 1,784 | $283,049 | 0.25% | |
|
|
Held | 3,581 | $0 | 0.00% |
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.