Jefferson Bridge Capital, LLC
Jefferson Bridge Capital, LLC reported 53 holdings worth US$115M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 21, 2026
Jefferson Bridge Capital, LLC reported 53 holdings worth US$115M as of Jun 30, 2026. Largest: Stonex Group Inc., Broadcom Inc. and National Health Investors, Inc. Filed Jul 21, 2026 (Form 13F).
- Holdings
- 53
- Value as reported
- US$115M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Stonex Group Inc. | 81,970 | US$9.71M | 8.4% |
| Broadcom Inc. | 13,596 | US$5.14M | 4.5% |
| National Health Investors, Inc. | 57,399 | US$4.38M | 3.8% |
| Hca Healthcare, Inc. | 10,580 | US$4.13M | 3.6% |
| Dell Technologies Inc. | 9,442 | US$4.07M | 3.5% |
| Pinnacle Financial Partners, Inc. | 39,845 | US$4.02M | 3.5% |
| Palo Alto Networks, Inc. | 10,965 | US$3.74M | 3.2% |
| Apple Inc | 12,314 | US$3.56M | 3.1% |
| Alphabet Inc (google) Class C | 9,650 | US$3.45M | 3.0% |
| Berkshire Hathaway Inc. | 5,535 | US$2.77M | 2.4% |
| Duke Energy Corporation (holding Company) | 21,090 | US$2.67M | 2.3% |
| Xylem Inc. | 21,938 | US$2.59M | 2.2% |
| Merck & Company, Inc. | 19,470 | US$2.5M | 2.2% |
| Microsoft Corp. | 6,564 | US$2.45M | 2.1% |
| Harrow, Inc. | 57,168 | US$2.43M | 2.1% |
| Delta Air Lines, Inc. | 25,750 | US$2.41M | 2.1% |
| Old Republic International Corporation | 58,350 | US$2.39M | 2.1% |
| Chevron Corporation | 13,732 | US$2.28M | 2.0% |
| Jp Morgan Chase & Co. | 6,785 | US$2.22M | 1.9% |
| Johnson & Johnson | 8,399 | US$2.13M | 1.8% |
| Eli Lilly And Company | 1,718 | US$2.06M | 1.8% |
| Aci Worldwide, Inc. | 34,295 | US$1.72M | 1.5% |
| Cal-maine Foods, Inc. | 17,460 | US$1.41M | 1.2% |
| Anterix Inc. | 12,950 | US$1.33M | 1.2% |
| Unitedhealth Group Incorporated | 3,130 | US$1.3M | 1.1% |
| Pfizer, Inc. | 53,410 | US$1.29M | 1.1% |
| Salesforce, Inc. | 7,919 | US$1.24M | 1.1% |
| Workday, Inc. | 9,355 | US$1.15M | 0.99% |
| Verizon Communications Inc. | 21,700 | US$919K | 0.80% |
| Palantir Technologies Inc. | 7,437 | US$868K | 0.75% |
| Chart Industries, Inc. | 3,581 | US$748K | 0.65% |
| Nvidia Corporation | 2,475 | US$495K | 0.43% |
| Clearwater Paper Corporation | 27,740 | US$435K | 0.38% |
| United Parcel Service, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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