Jefferson Bridge Capital, LLC

CIK

2102009

Location

NASHVILLE, TN

Portfolio Value

Micro $70,152,503

Diversification

Diversified

Filing Date

Global Rank

#6,346 / 8,592 ▲ 288

Top Industry

Drug Manufacturers - General 10.7%

3Y Alpha vs SPY

-1.9%

Period ended 3 months ago

Filed May 7, 2026 · 43d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+9.8%

SPY

+10.4%

Annualised alpha

-1.9%

Max drawdown

−6.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

34 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.5%

+2.1 pts

Top 5

33.8%

+1.5 pts

Top 10

53.5%

−0.3 pts

HHI

435

Diversified+14

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	28.3%	$19,853,371	6
Technology	27.1%	$18,983,045	10
Healthcare	21.0%	$14,706,386	7
Industrials	5.6%	$3,938,960	4
Real Estate	5.3%	$3,703,307	1
Energy	4.0%	$2,841,150	1
Utilities	3.9%	$2,761,524	1
Communication Services	2.3%	$1,583,900	2
Consumer Defensive	2.0%	$1,381,959	1
Basic Materials	0.6%	$398,901	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
SNEX	StoneX Group Inc.	+27,485	91,425	$7,373,426
ACIW	Aci Worldwide, Inc.	+9,700	34,295	$1,406,437
CALM	Cal-Maine Foods Inc	+4,460	17,460	$1,381,959
HROW	Harrow, Inc.	+4,370	57,168	$2,015,743
PANW	Palo Alto Networks Inc	+2,545	12,895	$2,067,326
CRM	Salesforce, Inc.	+1,605	7,919	$1,478,239
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
GTLS	Chart Industries Inc	−2,800	3,581	$740,371
NVDA	Nvidia Corp	−115	2,539	$442,801
AAPL	Apple Inc.	−110	12,314	$3,125,170
MSFT	Microsoft Corp	−61	6,564	$2,429,795
HCA	HCA Healthcare, Inc.	−53	9,212	$4,359,486
CB	Chubb Ltd	−52	6,355	$2,071,285
LLY	ELI LILLY & Co	−32	1,728	$1,589,362
UNH	Unitedhealth Group Inc	−1	3,130	$846,946
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
PNFP	Pinnacle Financial Partners, Inc.	39,845	$3,432,248
XYL	Xylem Inc.	7,761	$927,439
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
NVO	Novo Nordisk A S	4,149	$211,101
ASPN	Aspen Aerogels Inc	11,450	$32,403
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

34 positions · $70,152,503 total · as of Mar 31, 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	Added	91,425	+27,485	$7,373,426	+81.8%	10.51%
AVGO	Broadcom Inc. Technology	Held	15,628	0	$4,837,022	−10.6%	6.90%
HCA	HCA Healthcare, Inc. Healthcare	Reduced	9,212	-53	$4,359,486	+0.8%	6.21%
NHI	National Health Investors Inc Real Estate	Held	45,799	0	$3,703,307	+5.9%	5.28%
PNFP	Pinnacle Financial Partners, Inc. Financial Services	NEW	39,845	NEW	$3,432,248	NEW	4.89%
AAPL	Apple Inc. Technology	Reduced	12,314	-110	$3,125,170	−7.5%	4.45%
CVX	Chevron Corp Energy	Held	13,732	0	$2,841,150	+35.8%	4.05%
DUK	Duke Energy CORP Utilities	Held	21,090	0	$2,761,524	+11.7%	3.94%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	5,535	0	$2,652,372	−4.7%	3.78%
MSFT	Microsoft Corp Technology	Reduced	6,564	-61	$2,429,795	−24.2%	3.46%
MRK	Merck & Co., Inc. Healthcare	Held	19,470	0	$2,342,046	+14.3%	3.34%
ORI	Old Republic International Corp Financial Services	Held	58,350	0	$2,328,165	−12.6%	3.32%
CB	Chubb Ltd Financial Services	Reduced	6,355	-52	$2,071,285	+3.6%	2.95%
PANW	Palo Alto Networks Inc Technology	Added	12,895	+2,545	$2,067,326	+8.4%	2.95%
JNJ	Johnson & Johnson Healthcare	Held	8,399	0	$2,053,051	+18.1%	2.93%
HROW	Harrow, Inc. Healthcare	Added	57,168	+4,370	$2,015,743	−22.1%	2.87%
JPM	Jpmorgan Chase & Co Financial Services	Held	6,785	0	$1,995,875	−8.7%	2.85%
DAL	Delta Air Lines, Inc. Industrials	Held	25,750	0	$1,711,860	−4.2%	2.44%
LLY	ELI LILLY & Co Healthcare	Reduced	1,728	-32	$1,589,362	−16.0%	2.27%
DELL	Dell Technologies Inc. Technology	Held	9,442	0	$1,549,715	+30.4%	2.21%
PFE	Pfizer Inc Healthcare	Held	53,410	0	$1,499,752	+12.8%	2.14%
CRM	Salesforce, Inc. Technology	Added	7,919	+1,605	$1,478,239	−11.6%	2.11%
ACIW	Aci Worldwide, Inc. Technology	Added	34,295	+9,700	$1,406,437	+19.6%	2.00%
CALM	Cal-Maine Foods Inc Consumer Defensive	Added	17,460	+4,460	$1,381,959	+33.6%	1.97%
VZ	Verizon Communications Inc Communication Services	Held	21,700	0	$1,089,340	+23.3%	1.55%
PLTR	Palantir Technologies Inc. Technology	Held	7,437	0	$1,087,884	−17.7%	1.55%
XYL	Xylem Inc. Industrials	NEW	7,761	NEW	$927,439	NEW	1.32%
UNH	Unitedhealth Group Inc Healthcare	Reduced	3,130	-1	$846,946	−18.1%	1.21%
GTLS	Chart Industries Inc Industrials	Reduced	3,581	-2,800	$740,371	−43.7%	1.06%
UPS	United Parcel Service Inc Industrials	Held	5,685	0	$559,290	−0.8%	0.80%
WDAY	Workday, Inc. Technology	Held	4,300	0	$558,656	−39.5%	0.80%
ATEX	Anterix Inc. Communication Services	Held	12,950	0	$494,560	+74.9%	0.70%
NVDA	Nvidia Corp Technology	Reduced	2,539	-115	$442,801	−10.5%	0.63%
CLW	Clearwater Paper Corp Basic Materials	Held	27,740	0	$398,901	−17.4%	0.57%