Investor
Jefferson Bridge Capital, LLC
CIK 0002102009 · filed 2026-05-07 · SEC filing
13F book
$100.7M
Positions
53
2 new · 3 sold
Largest name
7.3%
StoneX Group Inc. · SNEX
Est. mark
−$3.78M
Price effect on 51 names still held. Flow $5.15M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| StoneX Group Inc. | SNEX | 91.4K | $7.37M | 7.3% | −$925.9K | Added$1.29M |
| Vanguard Growth Etf | — | 12.4K | $5.44M | 5.4% | −$622.9K | Added−$513.7K |
| Vanguard Index Fds | — | 25.8K | $5.06M | 5.0% | $131.2K | Added$255K |
| Broadcom Inc. | AVGO | 15.6K | $4.84M | 4.8% | −$571.8K | Held |
| HCA Healthcare, Inc. | HCA | 9.21K | $4.36M | 4.3% | $58.8K | Cut$34.1K |
| National Health Invs Inc | — | 45.8K | $3.7M | 3.7% | $205.6K | Held |
| Pinnacle Finl Partners Inc Com | — | 39.8K | $3.43M | 3.4% | — | New |
| Apple Inc. | AAPL | 12.3K | $3.13M | 3.1% | −$222.4K | Cut−$252.3K |
| Vanguard Tax-Managed Fds | — | 47.3K | $3.03M | 3.0% | $74.7K | Added$131.5K |
| Chevron Corp New | CVX | 13.7K | $2.84M | 2.8% | $748.3K | Held |
| Alphabet Inc | — | 9.76K | $2.8M | 2.8% | −$262.8K | Cut−$311.8K |
| Duke Energy Corp New | — | 21.1K | $2.76M | 2.7% | $289.6K | Held |
| Berkshire Hathaway Inc Del | — | 5.54K | $2.65M | 2.6% | −$129.8K | Held |
| Microsoft Corp | MSFT | 6.56K | $2.43M | 2.4% | −$744.6K | Cut−$774.1K |
| Merck & Co., Inc. | MRK | 19.5K | $2.34M | 2.3% | $292.6K | Held |
| Old Rep Intl Corp | — | 58.4K | $2.33M | 2.3% | −$334.9K | Held |
| Chubb Limited | — | 6.36K | $2.07M | 2.1% | $87.7K | Cut$71.4K |
| Palo Alto Networks Inc | PANW | 12.9K | $2.07M | 2.1% | −$247.2K | Added$160.9K |
| Johnson & Johnson | JNJ | 8.4K | $2.05M | 2.0% | $314.9K | Held |
| Harrow, Inc. | HROW | 57.2K | $2.02M | 2.0% | −$725.4K | Added−$571.4K |
| Jpmorgan Chase & Co. | — | 6.79K | $2M | 2.0% | −$190.4K | Held |
| Delta Air Lines Inc Del | DAL | 25.8K | $1.71M | 1.7% | −$75.2K | Held |
| Ishares Tr | — | 67.4K | $1.71M | 1.7% | −$8.28K | Added$20.3K |
| Ishares Tr | — | 70.7K | $1.65M | 1.6% | −$10K | Added$31.2K |
| Eli Lilly & Co | LLY | 1.73K | $1.59M | 1.6% | −$267.6K | Cut−$302K |
| Dell Technologies Inc. | DELL | 9.44K | $1.55M | 1.5% | $361.2K | Held |
| Pfizer Inc | PFE | 53.4K | $1.5M | 1.5% | $169.8K | Held |
| Salesforce, Inc. | CRM | 7.92K | $1.48M | 1.5% | −$494K | Added−$194.4K |
| Ssga Active Etf Tr | — | 37.2K | $1.48M | 1.5% | −$13.7K | Added$414.2K |
| Ishares Tr | — | 60.1K | $1.46M | 1.4% | −$2.35K | Added$37.1K |
| Aci Worldwide, Inc. | ACIW | 34.3K | $1.41M | 1.4% | −$167.2K | Added$230.6K |
| Cal-Maine Foods Inc | CALM | 17.5K | $1.38M | 1.4% | −$5.46K | Added$347.5K |
| Verizon Communications Inc | VZ | 21.7K | $1.09M | 1.1% | $205.5K | Held |
| Palantir Technologies Inc. | PLTR | 7.44K | $1.09M | 1.1% | −$234K | Held |
| Ishares Tr | — | 46.8K | $1.03M | 1.0% | −$7.24K | Added$139.2K |
| Xylem Inc. | XYL | 7.76K | $927.4K | 0.9% | — | New |
| Spdr Series Trust | — | 31.7K | $908.9K | 0.9% | −$5.43K | Added$38.6K |
| Ishares Tr | — | 41.7K | $873.6K | 0.9% | −$7.65K | Added$138K |
| Vanguard Index Fds | — | 3.26K | $852.7K | 0.8% | $12.7K | Added$24.2K |
| Unitedhealth Group Inc | UNH | 3.13K | $846.9K | 0.8% | −$186.3K | Cut−$186.6K |
| Spdr Series Trust | — | 27.8K | $812.6K | 0.8% | −$1.86K | Added$271.2K |
| J P Morgan Exchange Traded F | — | 13.2K | $810.5K | 0.8% | −$23.2K | Added$23.7K |
| Spdr Index Shs Fds | — | 15.9K | $744.9K | 0.7% | $1.56K | Added$15K |
| Chart Inds Inc | — | 3.58K | $740.4K | 0.7% | $1.86K | Cut−$575.6K |
| Vaneck Etf Trust | — | 1.87K | $718.1K | 0.7% | $43.3K | Added$47.5K |
| United Parcel Service Inc | UPS | 5.68K | $559.3K | 0.6% | −$4.61K | Held |
| Workday, Inc. | WDAY | 4.3K | $558.7K | 0.6% | −$364.9K | Held |
| Anterix Inc. | ATEX | 12.9K | $494.6K | 0.5% | $211.9K | Held |
| Vanguard Index Fds | — | 1.68K | $481.4K | 0.5% | −$4.99K | Added$5.92K |
| Ishares 0-3 Month | — | 4.43K | $446K | 0.4% | $1.09K | Added$68.3K |
| Nvidia Corp | NVDA | 2.54K | $442.7K | 0.4% | −$30.7K | Cut−$52.2K |
| Clearwater Paper Corp | CLW | 27.7K | $398.9K | 0.4% | −$83.8K | Held |
| Select Sector Spdr Tr | — | 1.79K | $262.9K | 0.3% | −$14.6K | Cut−$178.7K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.