Jefferson Bridge Capital, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, Jefferson Bridge Capital, LLC held in its portfolio 53 assets valued at $99,332,529 (i.e. $99.33M).
The most valuable assets in the portfolio included: STONEX GROUP INC ($6.08M), VANGUARD INDEX FDS ($5.95M), and BROADCOM INC ($5.41M).
The chart below shows the top 10 valuable assets, and the table below shows the top 53 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Jefferson Bridge Capital, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| STONEX GROUP INC | 63940 | 6082612 | COM |
| VANGUARD INDEX FDS | 12196 | 5950107 | GROWTH ETF |
| BROADCOM INC | 15628 | 5408851 | COM |
| VANGUARD INDEX FDS | 25179 | 4809004 | VALUE ETF |
| HCA HEALTHCARE INC | 9265 | 4325339 | COM |
| NATIONAL HEALTH INVS INC | 45799 | 3497670 | COM |
| PINNACLE FINL PARTNERS INC | 36010 | 3435714 | COM |
| APPLE INC | 12424 | 3377515 | COM |
| MICROSOFT CORP | 6625 | 3203852 | COM |
| ALPHABET INC | 9916 | 3111533 | CAP STK CL C |
| VANGUARD TAX-MANAGED FDS | 46375 | 2897074 | VAN FTSE DEV MKT |
| BERKSHIRE HATHAWAY INC DEL | 5535 | 2782168 | CL B NEW |
| OLD REP INTL CORP | 58350 | 2663094 | COM |
| HARROW INC | 52798 | 2587102 | COM |
| DUKE ENERGY CORP NEW | 21090 | 2471959 | COM NEW |
| JPMORGAN CHASE & CO. | 6785 | 2186263 | COM |
| CHEVRON CORP NEW | 13732 | 2092894 | COM |
| MERCK & CO INC | 19470 | 2049412 | COM |
| CHUBB LIMITED | 6407 | 1999864 | COM |
| PALO ALTO NETWORKS INC | 10350 | 1906470 | COM |
| ELI LILLY & CO | 1760 | 1891573 | COM |
| DELTA AIR LINES INC DEL | 25750 | 1787050 | COM NEW |
| JOHNSON & JOHNSON | 8399 | 1738173 | COM |
| ISHARES TR | 66270 | 1686891 | IBDS DEC28 ETF |
| SALESFORCE INC | 6314 | 1672642 | COM |
| ISHARES TR | 68974 | 1614332 | IBONDS DEC 29 |
| ISHARES TR | 58507 | 1420550 | IBONDS 27 ETF |
| SPDR SERIES TRUST | 48665 | 1411636 | STATE STREET SPD |
| PFIZER INC | 53410 | 1329909 | COM |
| PALANTIR TECHNOLOGIES INC | 7437 | 1321927 | CL A |
| CHART INDS INC | 6381 | 1315954 | COM |
| DELL TECHNOLOGIES INC | 9442 | 1188559 | CL C |
| ACI WORLDWIDE INC | 24595 | 1175887 | COM |
| SSGA ACTIVE ETF TR | 26422 | 1063486 | STATE STREET DOU |
| CAL MAINE FOODS INC | 13000 | 1034410 | COM NEW |
| UNITEDHEALTH GROUP INC | 3131 | 1033576 | COM |
| WORKDAY INC | 4300 | 923554 | CL A |
| ISHARES TR | 40150 | 886119 | IBONDS DEC 2030 |
| VERIZON COMMUNICATIONS INC | 21700 | 883849 | COM |
| VANGUARD INDEX FDS | 3212 | 828501 | SMALL CP ETF |
| J P MORGAN EXCHANGE TRADED F | 12454 | 786860 | US QUALTY FCTR |
| ISHARES TR | 34781 | 735618 | IBONDS DEC 2031 |
| SPDR INDEX SHS FDS | 15592 | 729849 | PORTFOLIO EMG MK |
| VANECK ETF TRUST | 1862 | 670572 | SEMICONDUCTR ETF |
| UNITED PARCEL SERVICE INC | 5685 | 563940 | CL B |
| NVIDIA CORPORATION | 2654 | 494894 | COM |
| CLEARWATER PAPER CORP | 27740 | 482671 | COM |
| VANGUARD INDEX FDS | 1638 | 475475 | MID CAP ETF |
| SELECT SECTOR SPDR TR | 2853 | 441672 | STATE STREET HEA |
| ISHARES TR | 3763 | 377699 | 0-3 MNTH TREASRY |
| ANTERIX INC | 12950 | 282699 | COM |
| NOVO-NORDISK A S | 4149 | 211101 | ADR |
| ASPEN AEROGELS INC | 11450 | 32404 | COM |
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