Jefferson Bridge Capital, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), Jefferson Bridge Capital, LLC reported 53 stock positions worth $100.7 million. Its top holding was Stonex (SNEX) at 7.3% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 5.4%) and Vanguard Mrngstr Val ETF-Aui (VTV, 5.0%). Compared with Q4 2025, it opened 2 new positions, sold out of 3, added to 23 and reduced 10. The biggest buy was a new position in Pinnacle Financial Partners (PNFP) and the biggest sale an exit from Pinnacle Financial Partners (PNFP).

Most Recent 13F
Q2 2026
Location
NASHVILLE, TN
CIK
0002102009
Portfolio Value
$100.7M (Q1 2026)
SEC Filing
0001398344-26-008636 ↗ filed May 7, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q4 2025: $99.3M Q4 2025 Q1 2026: $100.7M $100.7M Q1 2026 Q2 2026: $115.4M Q2 2026

Holdings 53 stocks · $100.7M
SNEX Stonex Group Inc. 7.32% 91,425 $7.4M Add +43.0%
VUG Vanguard Mrngstar GR ETF-Sui 5.40% 12,446 $5.4M Add +2.0%
VTV Vanguard Mrngstr Val ETF-Aui 5.03% 25,810 $5.1M Add +2.5%
AVGO Broadcom Inc. 4.80% 15,628 $4.8M No change
HCA HCA Healthcare Inc. 4.33% 9,212 $4.4M Reduce -0.6%
NHI Natl Health Investors Inc. filed as NATIONAL HEALTH INVS INC 3.68% 45,799 $3.7M No change
PNFP Pinnacle Financial Partners 3.41% 39,845 $3.4M New
AAPL Apple Inc. 3.10% 12,314 $3.1M Reduce -0.9%
VEA Vanguard Ftse Developed ETF 3.01% 47,262 $3.0M Add +1.9%
CVX Chevron Corp. 2.82% 13,732 $2.8M No change
GOOG Alphabet Inc. Class C 2.78% 9,760 $2.8M Reduce -1.6%
DUK Duke Energy Corp. 2.74% 21,090 $2.8M No change
BRK.B Berkshire Hathaway Inc. Class B 2.63% 5,535 $2.7M No change
MSFT Microsoft Corp. 2.41% 6,564 $2.4M Reduce -0.9%
MRK Merck & Co. Inc. 2.33% 19,470 $2.3M No change
ORI Old Republic Intl Corp. 2.31% 58,350 $2.3M No change
CB Chubb Ltd. 2.06% 6,355 $2.1M Reduce -0.8%
PANW Palo Alto Networks Inc. 2.05% 12,895 $2.1M Add +24.6%
JNJ Johnson & Johnson 2.04% 8,399 $2.1M No change
HROW Harrow Inc. 2.00% 57,168 $2.0M Add +8.3%
JPM JPMorgan Chase & Co. 1.98% 6,785 $2.0M No change
DAL Delta Air Lines Inc. 1.70% 25,750 $1.7M No change
IBDT iShares Ibonds Dec 2028 ETF 1.70% 67,397 $1.7M Add +1.7%
IBDU iShares Ibonds Dec 2029 Term 1.63% 70,745 $1.6M Add +2.6%
LLY Eli Lilly & Co. 1.58% 1,728 $1.6M Reduce -1.8%
DELL Dell Technologies -C 1.54% 9,442 $1.5M No change
PFE Pfizer Inc. 1.49% 53,410 $1.5M No change
CRM Salesforce Inc. 1.47% 7,919 $1.5M Add +25.4%
TOTL SS Doubleline TR Tact ETF 1.47% 37,194 $1.5M Add +40.8%
IBDS Ishrs Ibnds Dec 27 Corp. ETF 1.45% 60,133 $1.5M Add +2.8%
ACIW Aci Worldwide Inc. 1.40% 34,295 $1.4M Add +39.4%
CALM Cal-Maine Foods Inc. 1.37% 17,460 $1.4M Add +34.3%
VZ Verizon Communications Inc. 1.08% 21,700 $1.1M No change
PLTR Palantir Technologies Inc. Class A 1.08% 7,437 $1.1M No change
IBDV iShares Ibonds Dec 2030 Corp. 1.02% 46,839 $1.0M Add +16.7%
XYL Xylem Inc. 0.92% 7,761 $927K New
SPTI SS SPDR P Int Term TSY ETF 0.90% 31,714 $909K Add +5.1%
IBDW iShares Ibonds Dec 2031 Corp. 0.87% 41,738 $874K Add +20.0%
VB Vanguard Most SM-Cap ETF-Usd 0.85% 3,256 $853K Add +1.4%
UNH Unitedhealth Group Inc. 0.84% 3,130 $847K Reduce -0.0%
SPTS SS SPDR P St Term TSY ETF 0.81% 27,846 $813K Add +50.6%
JQUA JPMorgan US Quality Factor 0.80% 13,218 $811K Add +6.1%
SPEM State Street SP PTF Em ETF 0.74% 15,879 $745K Add +1.8%
GTLS Chart Industries Inc. 0.74% 3,581 $740K Reduce -43.9%
SMH Vaneck Semiconductor ETF 0.71% 1,873 $718K Add +0.6%
UPS United Parcel Service Class B 0.56% 5,685 $559K No change
WDAY Workday Inc. Class A 0.55% 4,300 $559K No change
ATEX Anterix Inc. 0.49% 12,950 $495K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.48% 1,676 $481K Add +2.3%
SGOV iShares 0-3 Month Treasury B 0.44% 4,431 $446K Add +17.8%
NVDA Nvidia Corp. 0.44% 2,539 $443K Reduce -4.3%
CLW Clearwater Paper Corp. 0.40% 27,740 $399K No change
XLV SS Health Care Select Sector 0.26% 1,793 $263K Reduce -37.1%

Portfolio Sells Q4 2025 → Q1 2026
PNFP Pinnacle Financial Partners Sold out 0.00% −3.46
MSFT Microsoft Corp. Reduce -0.9% 2.41% −0.81
GTLS Chart Industries Inc. Reduce -43.9% 0.74% −0.59
GOOG Alphabet Inc. Class C Reduce -1.6% 2.78% −0.35
LLY Eli Lilly & Co. Reduce -1.8% 1.58% −0.33
AAPL Apple Inc. Reduce -0.9% 3.10% −0.30
NVO Novo-Nordisk A/S-Spons ADR Sold out 0.00% −0.21
UNH Unitedhealth Group Inc. Reduce -0.0% 0.84% −0.20
XLV SS Health Care Select Sector Reduce -37.1% 0.26% −0.18
NVDA Nvidia Corp. Reduce -4.3% 0.44% −0.06
ASPN Aspen Aerogels Inc. Sold out 0.00% −0.03
HCA HCA Healthcare Inc. Reduce -0.6% 4.33% −0.03
CB Chubb Ltd. Reduce -0.8% 2.06% +0.04

Portfolio Buys Q4 2025 → Q1 2026
PNFP Pinnacle Financial Partners New 3.41% +3.41
SNEX Stonex Group Inc. Add +43.0% 7.32% +1.20
XYL Xylem Inc. New 0.92% +0.92
TOTL SS Doubleline TR Tact ETF Add +40.8% 1.47% +0.40
CALM Cal-Maine Foods Inc. Add +34.3% 1.37% +0.33
SPTS SS SPDR P St Term TSY ETF Add +50.6% 0.81% +0.26
ACIW Aci Worldwide Inc. Add +39.4% 1.40% +0.21
VTV Vanguard Mrngstr Val ETF-Aui Add +2.5% 5.03% +0.19
PANW Palo Alto Networks Inc. Add +24.6% 2.05% +0.13
IBDW iShares Ibonds Dec 2031 Corp. Add +20.0% 0.87% +0.13
IBDV iShares Ibonds Dec 2030 Corp. Add +16.7% 1.02% +0.13
VEA Vanguard Ftse Developed ETF Add +1.9% 3.01% +0.09
SGOV iShares 0-3 Month Treasury B Add +17.8% 0.44% +0.06
SMH Vaneck Semiconductor ETF Add +0.6% 0.71% +0.04
SPTI SS SPDR P Int Term TSY ETF Add +5.1% 0.90% +0.03
IBDS Ishrs Ibnds Dec 27 Corp. ETF Add +2.8% 1.45% +0.02
JQUA JPMorgan US Quality Factor Add +6.1% 0.80% +0.01
VB Vanguard Most SM-Cap ETF-Usd Add +1.4% 0.85% +0.01
IBDU iShares Ibonds Dec 2029 Term Add +2.6% 1.63% +0.01
SPEM State Street SP PTF Em ETF Add +1.8% 0.74% +0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +2.3% 0.48% −0.00
IBDT iShares Ibonds Dec 2028 ETF Add +1.7% 1.70% −0.00
CRM Salesforce Inc. Add +25.4% 1.47% −0.22
VUG Vanguard Mrngstar GR ETF-Sui Add +2.0% 5.40% −0.59
HROW Harrow Inc. Add +8.3% 2.00% −0.60

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 53$115.4MSNEX, VUG, VTV, AVGO, NHI
Q1 2026 53$100.7MSNEX, VUG, VTV, AVGO, HCA
Q4 2025 54$99.3MSNEX, VUG, AVGO, VTV, HCA