Bridge City Capital, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Bridge City Capital, LLC reported 114 stock positions worth $438.1 million. Its top holding was Onto Innovation (ONTO) at 3.5% of the portfolio, followed by Kulicke & Soffa Industries (KLIC, 3.0%) and Vishay Precision (VPG, 2.7%). Compared with Q1 2026, it opened 12 new positions, sold out of 6, added to 33 and reduced 69. The biggest buy was Vishay Precision (VPG, shares +38%) and the biggest sale Ensign (ENSG, shares −67%).
- Most Recent 13F
- Q2 2026
- Location
- LAKE OSWEGO, OR
- CIK
- 0001713521
- Portfolio Value
- $438.1M (Q2 2026)
- SEC Filing
- 0001713521-26-000003 ↗ filed Aug 11, 2026
Holdings Value
Holdings 114 stocks · $438.1M
| ONTO Onto Innovation Inc. | 3.52% | 40,798 | $15.4M | Reduce -9.6% |
| KLIC Kulicke & Soffa Industries | 3.03% | 99,331 | $13.3M | Add +5.3% |
| VPG Vishay Precision Group | 2.72% | 79,606 | $11.9M | Add +37.9% |
| ATEN A10 Networks Inc. | 2.53% | 296,239 | $11.1M | Reduce -26.1% |
| DIOD Diodes Inc. | 2.16% | 86,531 | $9.5M | Reduce -26.5% |
| CCS Century Communities Inc. | 2.15% | 131,480 | $9.4M | Add +31.0% |
| MOD Modine Manufacturing Co. | 2.08% | 34,203 | $9.1M | Reduce -1.3% |
| ADUS Addus Homecare Corp. | 1.96% | 85,445 | $8.6M | Add +11.1% |
| GBCI Glacier Bancorp Inc. | 1.92% | 163,059 | $8.4M | Reduce -1.3% |
| LMAT Lemaitre Vascular Inc. | 1.89% | 86,341 | $8.3M | Add +22.7% |
| DORM Dorman Products Inc. | 1.82% | 58,588 | $8.0M | Add +25.1% |
| PCRX Pacira Biosciences Inc. | 1.81% | 312,297 | $7.9M | Reduce -22.5% |
| ACIW Aci Worldwide Inc. | 1.80% | 156,685 | $7.9M | Add +13.2% |
| CRAI Cra International Inc. | 1.75% | 53,810 | $7.7M | Add +59.1% |
| HRMY Harmony Biosciences Holdings | 1.74% | 209,200 | $7.6M | New |
| GMED Globus Medical Inc. Class A | 1.71% | 94,939 | $7.5M | Add +43.3% |
| LSTR Landstar System Inc. | 1.69% | 35,867 | $7.4M | Add +52.5% |
| OSIS Osi Systems Inc. | 1.66% | 33,318 | $7.3M | Add +47.5% |
| UCTT Ultra Clean Holdings Inc. | 1.66% | 51,065 | $7.3M | Reduce -37.1% |
| SITE Siteone Landscape Supply Inc. | 1.56% | 59,835 | $6.8M | Add +43.6% |
| AMPH Amphastar Pharmaceuticals Inc. | 1.56% | 338,708 | $6.8M | Add +1.1% |
| IRMD Iradimed Corp. | 1.55% | 71,043 | $6.8M | Reduce -2.1% |
| PLUS Eplus Inc. | 1.54% | 81,014 | $6.7M | Add +18.6% |
| LAD Lithia Motors Inc. | 1.50% | 22,656 | $6.6M | Add +12.3% |
| WTTR Select Water Solutions Inc. | 1.43% | 313,900 | $6.3M | Reduce -2.9% |
| PDFS PDF Solutions Inc. | 1.24% | 76,507 | $5.4M | Reduce -24.1% |
| TGTX TG Therapeutics Inc. | 1.11% | 88,896 | $4.9M | Reduce -1.9% |
| AIN Albany Intl Corp. Class A | 1.11% | 65,050 | $4.8M | Reduce -1.9% |
| CPRX Catalyst Pharmaceuticals Inc. | 1.10% | 152,684 | $4.8M | Reduce -1.9% |
| CORT Corcept Therapeutics Inc. | 1.07% | 53,823 | $4.7M | Reduce -1.9% |
| USPH U.S. Physical Therapy Inc. | 1.06% | 67,890 | $4.7M | Add +27.7% |
| RBC RBC Bearings Inc. | 1.02% | 6,922 | $4.5M | Reduce -62.0% |
| IIIN Insteel Industries Inc. | 1.02% | 147,520 | $4.5M | Add +55.9% |
| UFPT Ufp Technologies Inc. | 1.02% | 16,794 | $4.5M | Reduce -15.0% |
| KRYS Krystal Biotech Inc. | 1.00% | 11,816 | $4.4M | Reduce -1.9% |
| NVEC Nve Corp. | 0.95% | 39,954 | $4.2M | Reduce -3.1% |
| INVX Innovex International Inc. | 0.92% | 162,450 | $4.0M | Reduce -2.8% |
| STRL Sterling Infrastructure Inc. | 0.92% | 4,790 | $4.0M | Reduce -82.8% |
| BMI Badger Meter Inc. | 0.87% | 25,694 | $3.8M | Reduce -35.0% |
| DFIN Donnelley Financial Solution | 0.85% | 89,065 | $3.7M | Add +30.1% |
| MD Pediatrix Medical Group Inc. | 0.84% | 146,000 | $3.7M | Reduce -1.9% |
| RAMP Liveramp Holdings Inc. | 0.84% | 97,869 | $3.7M | Reduce -1.9% |
| SUPN Supernus Pharmaceuticals Inc. | 0.83% | 78,167 | $3.6M | Add +24.2% |
| CGNX Cognex Corp. | 0.83% | 49,982 | $3.6M | Reduce -1.9% |
| EVR Evercore Inc. Class A | 0.82% | 10,555 | $3.6M | Reduce -1.9% |
| MYRG MYR Group Inc./Delaware | 0.81% | 7,066 | $3.5M | Reduce -1.9% |
| HCSG Healthcare Services Group | 0.78% | 139,852 | $3.4M | Reduce -1.9% |
| WHD Cactus Inc. Class A | 0.78% | 66,618 | $3.4M | Reduce -1.9% |
| YETI Yeti Holdings Inc. filed as YETI HLDGS INC | 0.77% | 68,444 | $3.4M | Reduce -1.9% |
| NHC National Healthcare Corp. | 0.77% | 15,883 | $3.4M | Reduce -1.9% |
| FFIN First Finl Bankshares Inc. | 0.76% | 96,503 | $3.3M | Reduce -1.9% |
| LOPE Grand Canyon Education Inc. | 0.75% | 22,817 | $3.3M | Add +29.7% |
| HWKN Hawkins Inc. | 0.74% | 22,737 | $3.2M | Add +29.8% |
| NSSC Napco Security Technologies | 0.73% | 84,131 | $3.2M | Add +43.5% |
| ETON Eton Pharmaceuticals Inc. | 0.73% | 88,132 | $3.2M | Add +316.7% |
| WSBC Wesbanco Inc. | 0.72% | 80,448 | $3.1M | Reduce -1.9% |
| ENSG The Ensign Group Inc. | 0.71% | 19,543 | $3.1M | Reduce -67.0% |
| UFPI Ufp Industries Inc. | 0.71% | 34,440 | $3.1M | Reduce -1.9% |
| PLXS Plexus Corp. | 0.70% | 10,169 | $3.1M | Reduce -1.9% |
| BBSI Barrett Business SVCS Inc. | 0.67% | 82,731 | $2.9M | Reduce -0.3% |
| OLLI Ollie's Bargain Outlet Holdi | 0.67% | 38,114 | $2.9M | Add +25.0% |
| CCSI Consensus Cloud Solution | 0.66% | 75,479 | $2.9M | Reduce -3.0% |
| TXRH Texas Roadhouse Inc. | 0.65% | 14,793 | $2.9M | Reduce -1.9% |
| FELE Franklin Electric Co. Inc. | 0.64% | 26,011 | $2.8M | Reduce -1.9% |
| ANIP Ani Pharmaceuticals Inc. | 0.64% | 33,625 | $2.8M | New |
| KWR Quaker Chemical Corporation | 0.62% | 17,192 | $2.7M | Reduce -1.9% |
| AGX Argan Inc. | 0.61% | 3,350 | $2.7M | New |
| EXLS Exlservice Holdings Inc. | 0.60% | 101,542 | $2.6M | Reduce -1.9% |
| MOG.A Moog Inc. Class A | 0.60% | 6,184 | $2.6M | New |
| LKFN Lakeland Financial Corp. | 0.59% | 41,741 | $2.6M | Add +36.8% |
| AWI Armstrong World Industries | 0.56% | 15,424 | $2.5M | Add +45.7% |
| KGS Kodiak Gas Services Inc. | 0.56% | 32,730 | $2.5M | New |
| VCEL Vericel Corp. | 0.54% | 53,534 | $2.4M | Reduce -1.9% |
| EXPO Exponent Inc. | 0.54% | 40,502 | $2.4M | Reduce -1.9% |
| QLYS Qualys Inc. | 0.54% | 17,198 | $2.4M | Reduce -1.9% |
| WING Wingstop Inc. | 0.54% | 13,541 | $2.3M | New |
| OMCL Omnicell Inc. | 0.53% | 55,561 | $2.3M | Reduce -1.9% |
| GTY Getty Realty Corp. | 0.52% | 68,754 | $2.3M | Reduce -1.9% |
| PJT PJT Partners Inc. Class A | 0.52% | 14,957 | $2.3M | Add +73.0% |
| EPAM Epam Systems Inc. | 0.51% | 27,957 | $2.2M | Add +29.5% |
| JJSF J & J Snack Foods Corp. | 0.50% | 29,951 | $2.2M | Reduce -1.9% |
| HOPE Hope Bancorp Inc. | 0.50% | 160,435 | $2.2M | Reduce -1.9% |
| PNTG The Pennant Group Inc. | 0.50% | 59,083 | $2.2M | Reduce -3.0% |
| THRM Gentherm Inc. | 0.49% | 63,317 | $2.2M | Reduce -2.6% |
| RES RPC Inc. | 0.48% | 364,451 | $2.1M | Add +55.8% |
| SNEX Stonex Group Inc. | 0.48% | 17,848 | $2.1M | New |
| CBZ Cbiz Inc. | 0.47% | 63,792 | $2.0M | Reduce -1.9% |
| EVTC Evertec Inc. | 0.45% | 70,323 | $2.0M | Reduce -1.9% |
| WDFC WD-40 Co. | 0.43% | 7,786 | $1.9M | Reduce -1.9% |
| PAYC Paycom Software Inc. | 0.42% | 14,606 | $1.8M | New |
| CWT California Water Service Grp | 0.42% | 37,553 | $1.8M | Reduce -1.9% |
| IDCC Interdigital Inc. | 0.38% | 5,909 | $1.7M | New |
| CNMD Conmed Corp. | 0.38% | 50,625 | $1.7M | Reduce -1.9% |
| MMS Maximus Inc. | 0.37% | 29,826 | $1.6M | Reduce -1.9% |
| PSIX Power Solutions Internationa | 0.36% | 40,658 | $1.6M | Add +24.0% |
| HSTM Healthstream Inc. | 0.32% | 51,765 | $1.4M | Reduce -3.1% |
| LTC LTC Properties Inc. filed as LTC PPTYS INC | 0.32% | 36,075 | $1.4M | Reduce -1.9% |
| BCC Boise Cascade Co. | 0.31% | 17,341 | $1.3M | Reduce -1.9% |
| INTT Intest Corp. | 0.21% | 51,160 | $930K | Reduce -8.8% |
| PKE Park Aerospace Corp. | 0.17% | 19,098 | $729K | Reduce -37.0% |
Portfolio Sells Q1 2026 → Q2 2026
| ENSG The Ensign Group Inc. | Reduce -67.0% | 0.71% | −2.59 |
| STRL Sterling Infrastructure Inc. | Reduce -82.8% | 0.92% | −2.23 |
| MTSI Macom Technology Solutions H | Sold out | 0.00% | −1.75 |
| RBC RBC Bearings Inc. | Reduce -62.0% | 1.02% | −1.72 |
| FN Fabrinet | Sold out | 0.00% | −0.98 |
| BMI Badger Meter Inc. | Reduce -35.0% | 0.87% | −0.80 |
| CRDO Credo Technology Group Holdi | Sold out | 0.00% | −0.75 |
| PCRX Pacira Biosciences Inc. | Reduce -22.5% | 1.81% | −0.71 |
| LZB La-Z-Boy Inc. | Sold out | 0.00% | −0.58 |
| IRMD Iradimed Corp. | Reduce -2.1% | 1.55% | −0.39 |
| SHAK Shake Shack Inc. Class A | Sold out | 0.00% | −0.36 |
| BL Blackline Inc. | Sold out | 0.00% | −0.32 |
| EXLS Exlservice Holdings Inc. | Reduce -1.9% | 0.60% | −0.27 |
| INVX Innovex International Inc. | Reduce -2.8% | 0.92% | −0.21 |
| EXPO Exponent Inc. | Reduce -1.9% | 0.54% | −0.20 |
| UFPI Ufp Industries Inc. | Reduce -1.9% | 0.71% | −0.18 |
| MMS Maximus Inc. | Reduce -1.9% | 0.37% | −0.17 |
| JJSF J & J Snack Foods Corp. | Reduce -1.9% | 0.50% | −0.17 |
| CNMD Conmed Corp. | Reduce -1.9% | 0.38% | −0.13 |
| GBCI Glacier Bancorp Inc. | Reduce -1.3% | 1.92% | −0.13 |
| EVTC Evertec Inc. | Reduce -1.9% | 0.45% | −0.11 |
| WHD Cactus Inc. Class A | Reduce -1.9% | 0.78% | −0.11 |
| GTY Getty Realty Corp. | Reduce -1.9% | 0.52% | −0.09 |
| EVR Evercore Inc. Class A | Reduce -1.9% | 0.82% | −0.07 |
| WSBC Wesbanco Inc. | Reduce -1.9% | 0.72% | −0.07 |
| DIOD Diodes Inc. | Reduce -26.5% | 2.16% | −0.07 |
| BCC Boise Cascade Co. | Reduce -1.9% | 0.31% | −0.06 |
| CWT California Water Service Grp | Reduce -1.9% | 0.42% | −0.06 |
| PKE Park Aerospace Corp. | Reduce -37.0% | 0.17% | −0.06 |
| LTC LTC Properties Inc. | Reduce -1.9% | 0.32% | −0.06 |
| UFPT Ufp Technologies Inc. | Reduce -15.0% | 1.02% | −0.04 |
| ATEN A10 Networks Inc. | Reduce -26.1% | 2.53% | −0.04 |
| FELE Franklin Electric Co. Inc. | Reduce -1.9% | 0.64% | −0.04 |
| FFIN First Finl Bankshares Inc. | Reduce -1.9% | 0.76% | −0.04 |
| MD Pediatrix Medical Group Inc. | Reduce -1.9% | 0.84% | −0.04 |
| TXRH Texas Roadhouse Inc. | Reduce -1.9% | 0.65% | −0.04 |
| MTRX Matrix Service Co. | Reduce -34.8% | 0.06% | −0.04 |
| BMRC Bank of Marin Bancorp | Reduce -8.8% | 0.09% | −0.02 |
| UTMD Utah Medical Products Inc. | Reduce -8.7% | 0.10% | −0.02 |
| CBZ Cbiz Inc. | Reduce -1.9% | 0.47% | −0.02 |
| PNTG The Pennant Group Inc. | Reduce -3.0% | 0.50% | −0.02 |
| FC Franklin Covey Co. | Reduce -36.8% | 0.07% | −0.02 |
| WDFC WD-40 Co. | Reduce -1.9% | 0.43% | −0.02 |
| BWFG Bankwell Financial Group Inc. | Reduce -8.8% | 0.12% | −0.01 |
| THRM Gentherm Inc. | Reduce -2.6% | 0.49% | −0.01 |
| HOPE Hope Bancorp Inc. | Reduce -1.9% | 0.50% | −0.01 |
| ITIC Investors Title Co. | Reduce -8.7% | 0.08% | −0.00 |
| LQDT Liquidity Services Inc. | Reduce -8.8% | 0.07% | −0.00 |
| BBSI Barrett Business SVCS Inc. | Reduce -0.3% | 0.67% | −0.00 |
| INTT Intest Corp. | Reduce -8.8% | 0.21% | +0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| VPG Vishay Precision Group | Add +37.9% | 2.72% | +2.03 |
| HRMY Harmony Biosciences Holdings | New | 1.74% | +1.74 |
| KLIC Kulicke & Soffa Industries | Add +5.3% | 3.03% | +1.32 |
| LSTR Landstar System Inc. | Add +52.5% | 1.69% | +0.65 |
| ANIP Ani Pharmaceuticals Inc. | New | 0.64% | +0.64 |
| AGX Argan Inc. | New | 0.61% | +0.61 |
| MOG.A Moog Inc. Class A | New | 0.60% | +0.60 |
| ETON Eton Pharmaceuticals Inc. | Add +316.7% | 0.73% | +0.58 |
| KGS Kodiak Gas Services Inc. | New | 0.56% | +0.56 |
| CCS Century Communities Inc. | Add +31.0% | 2.15% | +0.55 |
| WING Wingstop Inc. | New | 0.54% | +0.54 |
| SNEX Stonex Group Inc. | New | 0.48% | +0.48 |
| DORM Dorman Products Inc. | Add +25.1% | 1.82% | +0.47 |
| PAYC Paycom Software Inc. | New | 0.42% | +0.42 |
| IDCC Interdigital Inc. | New | 0.38% | +0.38 |
| CRAI Cra International Inc. | Add +59.1% | 1.75% | +0.23 |
| ACIW Aci Worldwide Inc. | Add +13.2% | 1.80% | +0.23 |
| PJT PJT Partners Inc. Class A | Add +73.0% | 0.52% | +0.18 |
| IIIN Insteel Industries Inc. | Add +55.9% | 1.02% | +0.14 |
| GMED Globus Medical Inc. Class A | Add +43.3% | 1.71% | +0.13 |
| PLUS Eplus Inc. | Add +18.6% | 1.54% | +0.11 |
| LAD Lithia Motors Inc. | Add +12.3% | 1.50% | +0.11 |
| LKFN Lakeland Financial Corp. | Add +36.8% | 0.59% | +0.10 |
| NSSC Napco Security Technologies | Add +43.5% | 0.73% | +0.09 |
| AWI Armstrong World Industries | Add +45.7% | 0.56% | +0.08 |
| PRSU Pursuit Attractions and Hosp | New | 0.06% | +0.06 |
| ELMD Electromed Inc. | Add +7.2% | 0.13% | +0.05 |
| RDVT Red Violet Inc. | New | 0.05% | +0.05 |
| IWO iShares Russell 2000 Growth | New | 0.05% | +0.05 |
| RES RPC Inc. | Add +55.8% | 0.48% | +0.03 |
| SITE Siteone Landscape Supply Inc. | Add +43.6% | 1.56% | +0.03 |
| OSPN Onespan Inc. | Add +10.2% | 0.10% | +0.02 |
| OSIS Osi Systems Inc. | Add +47.5% | 1.66% | +0.00 |
| JYNT The Joint Corp. | Add +23.7% | 0.06% | +0.00 |
| HWKN Hawkins Inc. | Add +29.8% | 0.74% | −0.01 |
| ADUS Addus Homecare Corp. | Add +11.1% | 1.96% | −0.04 |
| USPH U.S. Physical Therapy Inc. | Add +27.7% | 1.06% | −0.04 |
| DFIN Donnelley Financial Solution | Add +30.1% | 0.85% | −0.04 |
| SUPN Supernus Pharmaceuticals Inc. | Add +24.2% | 0.83% | −0.07 |
| LOPE Grand Canyon Education Inc. | Add +29.7% | 0.75% | −0.08 |
| OLLI Ollie's Bargain Outlet Holdi | Add +25.0% | 0.67% | −0.11 |
| PSIX Power Solutions Internationa | Add +24.0% | 0.36% | −0.19 |
| LMAT Lemaitre Vascular Inc. | Add +22.7% | 1.89% | −0.24 |
| AMPH Amphastar Pharmaceuticals Inc. | Add +1.1% | 1.56% | −0.26 |
| EPAM Epam Systems Inc. | Add +29.5% | 0.51% | −0.30 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 114 | $438.1M | ONTO, KLIC, VPG, ATEN, DIOD |
| Q1 2026 | 108 | $360.8M | ENSG, STRL, RBC, ATEN, ONTO |
| Q4 2025 | 108 | $340.2M | ENSG, HRMY, STRL, RBC, PCRX |
| Q3 2025 | 108 | $374.5M | ENSG, STRL, GBCI, PCRX, DORM |
| Q2 2025 | 107 | $356.5M | STRL, ENSG, MTZ, ATEN, OSIS |
| Q1 2025 | 105 | $333.4M | ENSG, GMED, OSIS, RBC, STRL |
| Q4 2024 | 108 | $375.3M | STRL, ENSG, GMED, ATEN, LMAT |
| Q3 2024 | 112 | $363.8M | ENSG, STRL, LMAT, GMED, ATEN |
| Q2 2024 | 110 | $297.6M | ENSG, FIX, TTEK, COHR, LMAT |
| Q1 2024 | 110 | $274.5M | FIX, MEDP, ENSG, TTEK, STRL |