StockDriftsStockDriftsTop 50 Jefferson Bridge Capital, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SNEX | STONEX GROUP INC | 8.42% | 82.0K | $9.7M | -10.34%(-9.46K) | $65.35(+0.08%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 5.1% | 68.3K | $5.9M | -8.49%(-6.34K) | $80.55(+10.57%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 4.78% | 25.3K | $5.5M | -1.83%(-473) | $188.86(+19.56%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 4.45% | 13.6K | $5.1M | -13.00%(-2.03K) | $344.94(+21.87%) | 2026-06-30 | |
| NHI | NATIONAL HEALTH INVS INC | 3.79% | 57.4K | $4.4M | +25.33%(+11.60K) | $78.22(-10.19%) | 2026-06-30 | |
| HCA | HCA HEALTHCARE INC | 3.57% | 10.6K | $4.1M | +14.85%(+1.37K) | $444.25(-5.96%) | 2026-06-30 | |
| DELL | DELL TECHNOLOGIES INC | 3.53% | 9.4K | $4.1M | +0.00%(+0) | $133.83(+228.09%) | 2026-06-30 | |
| PNFP | PINNACLE FINL PARTNERS INC | 3.48% | 39.8K | $4.0M | +0.00%(+0) | $94.23(+11.84%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 3.24% | 11.0K | $3.7M | -14.97%(-1.93K) | $189.64(+99.84%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.09% | 12.3K | $3.6M | +0.00%(+0) | $263.24(+16.50%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +13.15% |
| Top 20 Holdings Unweighted | — | — | — | — | +11.96% |
Jefferson Bridge Capital, LLC reports $115.41M in US-listed equity holdings across 53 positions in its most recent 13F filing. Its largest disclosed positions are SNEX (8.4%), VUG (5.1%) and VTV (4.8%). The top 20 holdings account for 66.74% of reported assets. Its disclosed equity book has returned +13.15% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Jefferson Bridge Capital, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2102009). View Jefferson Bridge Capital, LLC’s 13F filings on SEC