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Jefferson Bridge Capital, LLC

Portfolio Manager
Jefferson Bridge Capital, LLC
Performance
-1.26% (2026 Q1)
AUM (13F)
$100.71M
# of Holdings
53
Performance Rank
Allocation (Top 20)
66.25%

Jefferson Bridge Capital, LLC Holdings Map

Top 50 Jefferson Bridge Capital, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SNEX
STONEX GROUP INC
7.32%91.4K$7.4M
+42.99%(+27.48K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 63.9K shares2026-Q1: 91.4K shares
$65.35(+84.47%)
2026-03-31
VUG
VANGUARD INDEX FDS
5.4%12.4K$5.4M
+2.05%(+250)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 12.2K shares2026-Q1: 12.4K shares
$80.55(+6.14%)
2026-03-31
VTV
VANGUARD INDEX FDS
5.03%25.8K$5.1M
+2.51%(+631)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 25.2K shares2026-Q1: 25.8K shares
$188.86(+16.05%)
2026-03-31
AVGO
BROADCOM INC
4.8%15.6K$4.8M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 15.6K shares2026-Q1: 15.6K shares
$344.94(+4.50%)
2026-03-31
HCA
HCA HEALTHCARE INC
4.33%9.2K$4.4M
-0.57%(-53)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 9.3K shares2026-Q1: 9.2K shares
$446.53(-8.07%)
2026-03-31
NHI
NATIONAL HEALTH INVS INC
3.68%45.8K$3.7M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 45.8K shares2026-Q1: 45.8K shares
$77.94(-0.57%)
2026-03-31
PNFP
PINNACLE FINL PARTNERS INC
3.41%39.8K$3.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 39.8K shares
$94.23(+5.59%)
2026-03-31
AAPL
APPLE INC
3.1%12.3K$3.1M
-0.89%(-110)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 12.4K shares2026-Q1: 12.3K shares
$263.24(+17.24%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
3.01%47.3K$3.0M
+1.91%(+887)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 46.4K shares2026-Q1: 47.3K shares
$61.23(+15.64%)
2026-03-31
CVX
CHEVRON CORPORATION
2.82%13.7K$2.8M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 13.7K shares2026-Q1: 13.7K shares
$153.85(+9.98%)
2026-03-31

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