Top 50 Jefferson Bridge Capital, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SNEX | STONEX GROUP INC | 7.32% | 91.4K | $7.4M | +42.99%(+27.48K) | $65.35(+84.47%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 5.4% | 12.4K | $5.4M | +2.05%(+250) | $80.55(+6.14%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 5.03% | 25.8K | $5.1M | +2.51%(+631) | $188.86(+16.05%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 4.8% | 15.6K | $4.8M | +0.00%(+0) | $344.94(+4.50%) | 2026-03-31 | |
| HCA | HCA HEALTHCARE INC | 4.33% | 9.2K | $4.4M | -0.57%(-53) | $446.53(-8.07%) | 2026-03-31 | |
| NHI | NATIONAL HEALTH INVS INC | 3.68% | 45.8K | $3.7M | +0.00%(+0) | $77.94(-0.57%) | 2026-03-31 | |
| PNFP | PINNACLE FINL PARTNERS INC | 3.41% | 39.8K | $3.4M | new | $94.23(+5.59%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.1% | 12.3K | $3.1M | -0.89%(-110) | $263.24(+17.24%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.01% | 47.3K | $3.0M | +1.91%(+887) | $61.23(+15.64%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 2.82% | 13.7K | $2.8M | +0.00%(+0) | $153.85(+9.98%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -4.94% | -14.10% |
| Top 20 Holdings Unweighted | -5.91% | -16.69% |
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