DOSSIER · 13F-HR · Q2 2026

Jefferson Bridge Capital, LLC

$115M in tracked AUM across 53 positions as of Q2 2026.

JB
CIK 0002102009 · last filed Jun 30, 2026
Total AUM
$115M
as of Q2 2026
Holdings
53
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Jefferson Bridge Capital, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SNEX
STONEX GROUP INC
$10M82K8.4%
02
VUG
VANGUARD INDEX FDS
$6M68K5.1%
03
VTV
VANGUARD INDEX FDS
$6M25K4.8%
04
AVGO
BROADCOM INC
$5M14K4.5%
05
NHI
NATIONAL HEALTH INVS INC
$4M57K3.8%
06
HCA
HCA HEALTHCARE INC
$4M11K3.6%
07
DELL
DELL TECHNOLOGIES INC
$4M9K3.5%
08
72348N109
PINNACLE FINL PARTNERS INC
$4M40K3.5%
09
PANW
PALO ALTO NETWORKS INC
$4M11K3.2%
10
AAPL
APPLE INC
$4M12K3.1%

Filing history

2026Q2Jun 30
$115M 14.6%
53 positionsView →
2026Q1Mar 31
$101M 1.4%
53 positionsView →
2025Q4Dec 31
$99M
54 positionsView →