Jefferson Bridge Capital, LLC: 13F holdings
CIK 21020092026Q2
| Positions | 53 |
|---|
| Reported value | $115.4m |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 53 (+0 vs prior quarter) |
|---|
| Reported value | $115.4m (+14.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SNEX STONEX GROUP INC | 81,970 | $9.7m | 8.4% |
| VUG VANGUARD INDEX FDS | 68,338 | $5.9m | 5.1% |
| VTV VANGUARD INDEX FDS | 25,337 | $5.5m | 4.8% |
| AVGO BROADCOM INC | 13,596 | $5.1m | 4.5% |
| NHI NATIONAL HEALTH INVS INC | 57,399 | $4.4m | 3.8% |
| HCA HCA HEALTHCARE INC | 10,580 | $4.1m | 3.6% |
| DELL DELL TECHNOLOGIES INC | 9,442 | $4.1m | 3.5% |
| PNFP PINNACLE FINL PARTNERS INC | 39,845 | $4.0m | 3.5% |
| PANW PALO ALTO NETWORKS INC | 10,965 | $3.7m | 3.2% |
| AAPL APPLE INC | 12,314 | $3.6m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2102009")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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