Jefferson Bridge Capital, LLC

CIK

2102009

Location

NASHVILLE, TN

Portfolio Value

Micro $82,716,081

Diversification

Diversified

Filing Date

Global Rank

#6,243 / 8,517 ▲ 354

Top Industry

Capital Markets 11.7%

3Y Alpha vs SPY

+34.4%

Period ended 46 days ago

Filed Jul 21, 2026 · 25d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+27.8%

SPY

+13.9%

Annualised alpha

+33.8%

Max drawdown

−6.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

11.7%

+2.1 pts

Top 5

33.2%

+2.0 pts

Top 10

53.4%

+3.1 pts

HHI

448

Diversified+48

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	29.5%	$24,434,120	10
Financial Services	28.1%	$23,276,684	6
Healthcare	19.1%	$15,835,602	7
Industrials	7.0%	$5,753,249	3
Real Estate	5.3%	$4,377,247	1
Utilities	3.2%	$2,669,572	1
Energy	2.8%	$2,276,216	1
Communication Services	2.7%	$2,251,851	2
Consumer Defensive	1.7%	$1,406,577	1
Basic Materials	0.5%	$434,963	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
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
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
SNEX	StoneX Group Inc.	−9,455	81,970	$9,713,445
AVGO	Broadcom Inc.	−2,032	13,596	$5,135,889
PANW	Palo Alto Networks Inc	−1,930	10,965	$3,739,284
NVDA	Nvidia Corp	−64	2,475	$495,222
LLY	ELI LILLY & Co	−10	1,718	$2,060,620
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	47,262	$3,028,548
GOOGL	Alphabet Inc.	9,760	$2,799,753
VB	Vanguard Morningstar Small-Cap ETF	3,256	$852,811
UPS	United Parcel Service Inc	5,685	$559,290
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

33 tracked positions · $82,716,081 total · 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SNEX	StoneX Group Inc. Financial Services	Reduced	81,970	-9,455	$9,713,445	+31.7%	11.74%
AVGO	Broadcom Inc. Technology	Reduced	13,596	-2,032	$5,135,889	+6.2%	6.21%
NHI	National Health Investors Inc Real Estate	Added	57,399	+11,600	$4,377,247	+18.2%	5.29%
HCA	HCA Healthcare, Inc. Healthcare	Added	10,580	+1,368	$4,125,036	−5.4%	4.99%
DELL	Dell Technologies Inc. Technology	Held	9,442	0	$4,073,845	+162.9%	4.93%
PNFP	Pinnacle Financial Partners, Inc. Financial Services	Held	39,845	0	$4,019,563	+17.1%	4.86%
PANW	Palo Alto Networks Inc Technology	Reduced	10,965	-1,930	$3,739,284	+80.9%	4.52%
AAPL	Apple Inc. Technology	Held	12,314	0	$3,563,179	+14.0%	4.31%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	5,535	0	$2,769,658	+4.4%	3.35%
DUK	Duke Energy CORP Utilities	Held	21,090	0	$2,669,572	−3.3%	3.23%
XYL	Xylem Inc. Industrials	Added	21,938	+14,177	$2,593,290	+179.6%	3.14%
MRK	Merck & Co., Inc. Healthcare	Held	19,470	0	$2,501,895	+6.8%	3.02%
MSFT	Microsoft Corp Technology	Held	6,564	0	$2,448,503	+0.8%	2.96%
HROW	Harrow, Inc. Healthcare	Held	57,168	0	$2,427,924	+20.4%	2.94%
DAL	Delta Air Lines, Inc. Industrials	Held	25,750	0	$2,411,745	+40.9%	2.92%
ORI	Old Republic International Corp Financial Services	Held	58,350	0	$2,387,682	+2.6%	2.89%
CVX	Chevron Corp Energy	Held	13,732	0	$2,276,216	−19.9%	2.75%
JPM	Jpmorgan Chase & Co Financial Services	Held	6,785	0	$2,220,934	+11.3%	2.69%
CB	Chubb Ltd Financial Services	Held	6,355	0	$2,165,402	+4.5%	2.62%
JNJ	Johnson & Johnson Healthcare	Held	8,399	0	$2,133,094	+3.9%	2.58%
LLY	ELI LILLY & Co Healthcare	Reduced	1,718	-10	$2,060,620	+29.7%	2.49%
ACIW	Aci Worldwide, Inc. Technology	Held	34,295	0	$1,724,695	+22.6%	2.09%
CALM	Cal-Maine Foods Inc Consumer Defensive	Held	17,460	0	$1,406,577	+1.8%	1.70%
ATEX	Anterix Inc. Communication Services	Held	12,950	0	$1,333,073	+169.5%	1.61%
UNH	Unitedhealth Group Inc Healthcare	Held	3,130	0	$1,300,921	+53.6%	1.57%
PFE	Pfizer Inc Healthcare	Held	53,410	0	$1,286,112	−14.2%	1.55%
CRM	Salesforce, Inc. Technology	Held	7,919	0	$1,240,590	−16.1%	1.50%
WDAY	Workday, Inc. Technology	Added	9,355	+5,055	$1,145,239	+105.0%	1.38%
VZ	Verizon Communications Inc Communication Services	Held	21,700	0	$918,778	−15.7%	1.11%
PLTR	Palantir Technologies Inc. Technology	Held	7,437	0	$867,674	−20.2%	1.05%
GTLS	Chart Industries Inc Industrials	Held	3,581	0	$748,214	—	0.90%
NVDA	Nvidia Corp Technology	Reduced	2,475	-64	$495,222	+11.8%	0.60%
CLW	Clearwater Paper Corp Basic Materials	Held	27,740	0	$434,963	+9.0%	0.53%

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.