Jefferson Bridge Capital, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 21, 2026), Jefferson Bridge Capital, LLC reported 54 stock positions worth $99.3 million. Its top holding was Stonex (SNEX) at 6.1% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 6.0%) and Broadcom (AVGO, 5.4%).
- Most Recent 13F
- Q2 2026
- Location
- NASHVILLE, TN
- CIK
- 0002102009
- Portfolio Value
- $99.3M (Q4 2025)
- SEC Filing
- 0001398344-26-000961 ↗ filed Jan 21, 2026
Holdings Value
Holdings 54 stocks · $99.3M
| SNEX Stonex Group Inc. | 6.12% | 63,940 | $6.1M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 5.99% | 12,196 | $6.0M | — |
| AVGO Broadcom Inc. | 5.45% | 15,628 | $5.4M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 4.84% | 25,179 | $4.8M | — |
| HCA HCA Healthcare Inc. | 4.35% | 9,265 | $4.3M | — |
| NHI Natl Health Investors Inc. filed as NATIONAL HEALTH INVS INC | 3.52% | 45,799 | $3.5M | — |
| PNFP Pinnacle Financial Partners | 3.46% | 36,010 | $3.4M | — |
| AAPL Apple Inc. | 3.40% | 12,424 | $3.4M | — |
| MSFT Microsoft Corp. | 3.23% | 6,625 | $3.2M | — |
| GOOG Alphabet Inc. Class C | 3.13% | 9,916 | $3.1M | — |
| VEA Vanguard Ftse Developed ETF | 2.92% | 46,375 | $2.9M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 2.80% | 5,535 | $2.8M | — |
| ORI Old Republic Intl Corp. | 2.68% | 58,350 | $2.7M | — |
| HROW Harrow Inc. | 2.60% | 52,798 | $2.6M | — |
| DUK Duke Energy Corp. | 2.49% | 21,090 | $2.5M | — |
| JPM JPMorgan Chase & Co. | 2.20% | 6,785 | $2.2M | — |
| CVX Chevron Corp. | 2.11% | 13,732 | $2.1M | — |
| MRK Merck & Co. Inc. | 2.06% | 19,470 | $2.0M | — |
| CB Chubb Ltd. | 2.01% | 6,407 | $2.0M | — |
| PANW Palo Alto Networks Inc. | 1.92% | 10,350 | $1.9M | — |
| LLY Eli Lilly & Co. | 1.90% | 1,760 | $1.9M | — |
| DAL Delta Air Lines Inc. | 1.80% | 25,750 | $1.8M | — |
| JNJ Johnson & Johnson | 1.75% | 8,399 | $1.7M | — |
| IBDT iShares Ibonds Dec 2028 ETF | 1.70% | 66,270 | $1.7M | — |
| CRM Salesforce Inc. | 1.68% | 6,314 | $1.7M | — |
| IBDU iShares Ibonds Dec 2029 Term | 1.63% | 68,974 | $1.6M | — |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 1.43% | 58,507 | $1.4M | — |
| PFE Pfizer Inc. | 1.34% | 53,410 | $1.3M | — |
| PLTR Palantir Technologies Inc. Class A | 1.33% | 7,437 | $1.3M | — |
| GTLS Chart Industries Inc. | 1.32% | 6,381 | $1.3M | — |
| DELL Dell Technologies -C | 1.20% | 9,442 | $1.2M | — |
| ACIW Aci Worldwide Inc. | 1.18% | 24,595 | $1.2M | — |
| TOTL SS Doubleline TR Tact ETF | 1.07% | 26,422 | $1.1M | — |
| CALM Cal-Maine Foods Inc. | 1.04% | 13,000 | $1.0M | — |
| UNH Unitedhealth Group Inc. | 1.04% | 3,131 | $1.0M | — |
| WDAY Workday Inc. Class A | 0.93% | 4,300 | $924K | — |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.89% | 40,150 | $886K | — |
| VZ Verizon Communications Inc. | 0.89% | 21,700 | $884K | — |
| SPTI SS SPDR P Int Term TSY ETF | 0.88% | 30,177 | $870K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.83% | 3,212 | $829K | — |
| JQUA JPMorgan US Quality Factor | 0.79% | 12,454 | $787K | — |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.74% | 34,781 | $736K | — |
| SPEM State Street SP PTF Em ETF | 0.73% | 15,592 | $730K | — |
| SMH Vaneck Semiconductor ETF | 0.68% | 1,862 | $671K | — |
| UPS United Parcel Service Class B | 0.57% | 5,685 | $564K | — |
| SPTS SS SPDR P St Term TSY ETF | 0.55% | 18,488 | $541K | — |
| NVDA Nvidia Corp. | 0.50% | 2,654 | $495K | — |
| CLW Clearwater Paper Corp. | 0.49% | 27,740 | $483K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.48% | 1,638 | $475K | — |
| XLV SS Health Care Select Sector | 0.44% | 2,853 | $442K | — |
| SGOV iShares 0-3 Month Treasury B | 0.38% | 3,763 | $378K | — |
| ATEX Anterix Inc. | 0.28% | 12,950 | $283K | — |
| NVO Novo-Nordisk A/S-Spons ADR | 0.21% | 4,149 | $211K | — |
| ASPN Aspen Aerogels Inc. | 0.03% | 11,450 | $32K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.