Jefferson Bridge Capital
Jefferson Bridge Capital reported 53 stocks worth $115M in its 13F filing for Q2 2026, filed Jul 21, 2026. Its largest holdings are SNEX (8.4%), VUG (5.1%) and VTV (4.8%). Compared with Q1 2026, the fund opened new positions in BINC, added to VUG, NHI and HCA, trimmed SNEX, VTV and AVGO and sold out of UPS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SNEX Stonex Group Inc | $9.7M | 8.4% | 82K | −9,455 (−10%) | 3 of 3 | |
| 2 |  VUG Vanguard Index Fds | $5.9M | 5.1% | 68K | +56K (+449%) | 3 of 3 | |
| 3 |  VTV Vanguard Index Fds | $5.5M | 4.8% | 25K | −473 (−2%) | 3 of 3 | |
| 4 |  AVGO Broadcom Inc | $5.1M | 4.5% | 14K | −2,032 (−13%) | 3 of 3 | |
| 5 |  NHI National Health Invs Inc | $4.4M | 3.8% | 57K | +12K (+25%) | 3 of 3 | |
| 6 |  HCA Hca Healthcare Inc | $4.1M | 3.6% | 11K | +1,368 (+15%) | 3 of 3 | |
| 7 |  DELL Dell Technologies Inc | $4.1M | 3.5% | 9,442 | No change | 3 of 3 | |
| 8 |  PNFP Pinnacle Finl Partners Inc Com | $4M | 3.5% | 40K | No change | 2 of 3 | |
| 9 |  PANW Palo Alto Networks Inc | $3.7M | 3.2% | 11K | −1,930 (−15%) | 3 of 3 | |
| 10 |  AAPL Apple Inc | $3.6M | 3.1% | 12K | No change | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 UPS United Parcel Service Inc | $559K | 5,685 |
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 21, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Jefferson Bridge Capital 13F FAQ
What does Jefferson Bridge Capital own?
Jefferson Bridge Capital reported 53 stocks worth $115M in its 13F filing for Q2 2026, filed Jul 21, 2026. Its largest holdings are SNEX (8.4%), VUG (5.1%) and VTV (4.8%). The table above lists every position in the filing (the top 10 without an account).
What did Jefferson Bridge Capital buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 10 added to, 17 trimmed and 1 sold out. New positions include BINC. It sold all of UPS.
When will Jefferson Bridge Capital file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Jefferson Bridge Capital's portfolio worth?
The Q2 2026 filing reports $115M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.