Bridge City Capital, LLC

Name: Bridge City Capital, LLC 13F holdings, Q2 2026
Creator: Bridge City Capital, LLC
Published: 2026-08-11

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

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%
ELMD Electromed Inc.	0.13%	13,974	$591K	Add +7.2%
BWFG Bankwell Financial Group Inc.	0.12%	9,130	$536K	Reduce -8.8%
UTMD Utah Medical Products Inc.	0.10%	6,654	$459K	Reduce -8.7%
OSPN Onespan Inc.	0.10%	29,782	$427K	Add +10.2%
BMRC Bank of Marin Bancorp	0.09%	14,170	$393K	Reduce -8.8%
ITIC Investors Title Co.	0.08%	1,336	$366K	Reduce -8.7%
LQDT Liquidity Services Inc.	0.07%	7,957	$311K	Reduce -8.8%
FC Franklin Covey Co.	0.07%	12,081	$296K	Reduce -36.8%
GHM Graham Corp.	0.07%	2,335	$289K	Reduce -8.8%
MTRX Matrix Service Co.	0.06%	20,223	$277K	Reduce -34.8%
JYNT The Joint Corp.	0.06%	30,384	$267K	Add +23.7%
PRSU Pursuit Attractions and Hosp	0.06%	4,325	$242K	New
RDVT Red Violet Inc.	0.05%	3,334	$212K	New
IWO iShares Russell 2000 Growth	0.05%	513	$202K	New

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