Jefferson Bridge Capital, LLC
54 holdingsFiling period: 2026-03-31Current AUM: $121.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SNEX | STONEX GROUP INC | 91.4K | $7.4M | $10.5M | 8.63% | +27.5K | 2026-03-31 |
| 2 | VUG | VANGUARD INDEX FDS | 12.4K | $5.4M | $6.4M | 5.23% | +250 | 2026-03-31 |
| 3 | VTV | VANGUARD INDEX FDS | 25.8K | $5.1M | $5.7M | 4.67% | +631 | 2026-03-31 |
| 4 | AVGO | BROADCOM INC | 15.6K | $4.8M | $6.1M | 5.00% | -- | 2026-03-31 |
| 5 | HCA | HCA HEALTHCARE INC | 9.2K | $4.4M | $3.7M | 3.05% | -53 | 2026-03-31 |
| 6 | NHI | NATIONAL HEALTH INVS INC | 45.8K | $3.7M | $3.5M | 2.89% | -- | 2026-03-31 |
| 7 | PNFP | PINNACLE FINL PARTNERS INC | 39.8K | $3.4M | $4.2M | 3.45% | -- | 2026-03-31 |
| 8 | PNFP | PINNACLE FINL PARTNERS INC | 39.8K | $3.4M | $4.2M | 3.45% | -- | 2026-03-31 |
| 9 | AAPL | APPLE INC | 12.3K | $3.1M | $3.8M | 3.13% | -110 | 2026-03-31 |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | 47.3K | $3.0M | $3.3M | 2.74% | +887 | 2026-03-31 |
| 11 | CVX | CHEVRON CORPORATION | 13.7K | $2.8M | $2.7M | 2.22% | -- | 2026-03-31 |
| 12 | GOOG | ALPHABET INC | 9.8K | $2.8M | $3.5M | 2.86% | -156 | 2026-03-31 |
| 13 | DUK | DUKE ENERGY CORP NEW | 21.1K | $2.8M | $2.6M | 2.17% | -- | 2026-03-31 |
| 14 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.5K | $2.7M | $2.7M | 2.18% | -- | 2026-03-31 |
| 15 | MSFT | MICROSOFT CORP | 6.6K | $2.4M | $3.0M | 2.51% | -61 | 2026-03-31 |
| 16 | MRK | MERCK & CO INC | 19.5K | $2.3M | $2.5M | 2.08% | -- | 2026-03-31 |
| 17 | ORI | OLD REP INTL CORP | 58.4K | $2.3M | $2.5M | 2.07% | -- | 2026-03-31 |
| 18 | — | CHUBB LTD SWITZ | 6.4K | $2.1M | $2.1M | 1.70% | -52 | 2026-03-31 |
| 19 | PANW | PALO ALTO NETWORKS INC | 12.9K | $2.1M | $4.3M | 3.52% | +2.5K | 2026-03-31 |
| 20 | JNJ | JOHNSON & JOHNSON | 8.4K | $2.1M | $2.2M | 1.77% | -- | 2026-03-31 |
| 21 | HROW | HARROW INC | 57.2K | $2.0M | $2.2M | 1.82% | +4.4K | 2026-03-31 |
| 22 | JPM | JPMORGAN CHASE & CO | 6.8K | $2.0M | $2.4M | 1.96% | -- | 2026-03-31 |
| 23 | DAL | DELTA AIR LINES INC | 25.8K | $1.7M | $2.3M | 1.85% | -- | 2026-03-31 |
| 24 | IBDT | ISHARES TR | 67.4K | $1.7M | $1.7M | 1.40% | +1.1K | 2026-03-31 |
| 25 | IBDU | ISHARES TR | 70.7K | $1.6M | $1.6M | 1.34% | +1.8K | 2026-03-31 |
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