Bridge City Capital, LLC holds a diversified book of 114 stocks worth $438.1M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Harmony Biosciences Holdings and trimmed Onto Innovation Inc. Their largest long position is Onto Innovation Inc at 4% of the equity book. Cloning the disclosed picks since 2025 would be +22% (+28.0%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +23.3%, a 1.7-point gap that is the cost of the ~42-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Bridge City Capital, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~42 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Bridge City Capital, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $39.2B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 80 / 80 | $15.8B |
| STATE STREET CORP | 80 / 80 | $15.3B |
| VANGUARD CAPITAL MANAGEMENT LLC | 80 / 80 | $14.0B |
| GEODE CAPITAL MANAGEMENT, LLC | 80 / 80 | $10.7B |
| FMR LLC | 80 / 80 | $9.1B |
| MORGAN STANLEY | 80 / 80 | $4.6B |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 80 / 80 | $3.7B |
Ranked by how many of Bridge City Capital, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Onto Innovation Inc COM | $15.4M | 40.8K | 3.5% | ▼−9.6% Reduced · −4K sh | |
| 2 | Kulicke & Soffa Industries Inc COM | $13.3M | 99.3K | 3.0% | ▲+5.3% Added · +5K sh | |
| 3 | Vishay Precision Group Inc COM | $11.9M | 79.6K | 2.7% | ▲+38% Added · +22K sh | |
| 4 | A10 Networks Inc COM | $11.1M | 296.2K | 2.5% | ▼−26% Reduced · −104K sh | |
| 5 | Diodes Inc COM | $9.5M | 86.5K | 2.2% | ▼−27% Reduced · −31K sh | |
| 6 | Century Communities Inc COM | $9.4M | 131.5K | 2.2% | ▲+31% Added · +31K sh | |
| 7 | Modine Manufacturing Co COM | $9.1M | 34.2K | 2.1% | ▼−1.3% Reduced · −435 sh | |
| 8 | Addus Homecare Corp COM | $8.6M | 85.4K | 2.0% | ▲+11% Added · +9K sh | |
| 9 | Glacier Bancorp Inc COM | $8.4M | 163.1K | 1.9% | ▼−1.3% Reduced · −2K sh | |
| 10 | Lemaitre Vascular Inc COM | $8.3M | 86.3K | 1.9% | ▲+23% Added · +16K sh | |
| 11 | Dorman Prods Inc COM | $8.0M | 58.6K | 1.8% | ▲+25% Added · +12K sh | |
| 12 | Pacira Biosciences Inc COM | $7.9M | 312.3K | 1.8% | ▼−22% Reduced · −90K sh | |
| 13 | ACI Worldwide Inc COM | $7.9M | 156.7K | 1.8% | ▲+13% Added · +18K sh | |
| 14 | CRA Intl Inc COM | $7.7M | 53.8K | 1.7% | ▲+59% Added · +20K sh | |
| 15 | Harmony Biosciences Holdings I COM | $7.6M | 209.2K | 1.7% | ▲New New position | |
| 16 | Globus Med Inc COM | $7.5M | 94.9K | 1.7% | ▲+43% Added · +29K sh | |
| 17 | Landstar Systems Inc COM | $7.4M | 35.9K | 1.7% | ▲+53% Added · +12K sh | |
| 18 | OSI Systems Inc COM | $7.3M | 33.3K | 1.7% | ▲+48% Added · +11K sh | |
| 19 | Ultra Clean Holdings Inc COM | $7.3M | 51.1K | 1.7% | ▼−37% Reduced · −30K sh | |
| 20 | Siteone Landscape Supply Inc COM | $6.8M | 59.8K | 1.6% | ▲+44% Added · +18K sh | |
| 21 | Amphastar Pharmaceuticals Inc COM | $6.8M | 338.7K | 1.6% | ▲+1.1% Added · +4K sh | |
| 22 | Iradimed Corp COM | $6.8M | 71.0K | 1.5% | ▼−2.1% Reduced · −2K sh | |
| 23 | ePlus Inc COM | $6.7M | 81.0K | 1.5% | ▲+19% Added · +13K sh | |
| 24 | Lithia Motors Inc COM | $6.6M | 22.7K | 1.5% | ▲+12% Added · +2K sh | |
| 25 | Select Water Solutions Inc COM | $6.3M | 313.9K | 1.4% | ▼−2.9% Reduced · −10K sh | |
| 26 | PDF Solutions Inc COM | $5.4M | 76.5K | 1.2% | ▼−24% Reduced · −24K sh | |
| 27 | TG Therapeutics Inc COM | $4.9M | 88.9K | 1.1% | ▼−1.9% Reduced · −2K sh | |
| 28 | Albany Intl Corp COM | $4.8M | 65.0K | 1.1% | ▼−1.9% Reduced · −1K sh | |
| 29 | Catalyst Pharmaceuticals Inc COM | $4.8M | 152.7K | 1.1% | ▼−1.9% Reduced · −3K sh | |
| 30 | Corcept Therapeutics Inc COM | $4.7M | 53.8K | 1.1% | ▼−1.9% Reduced · −1K sh | |
| 31 | US Physical Therapy COM | $4.7M | 67.9K | 1.1% | ▲+28% Added · +15K sh | |
| 32 | RBC Bearings Inc COM | $4.5M | 6.9K | 1.0% | ▼−62% Reduced · −11K sh | |
| 33 | Insteel Industries Inc COM | $4.5M | 147.5K | 1.0% | ▲+56% Added · +53K sh | |
| 34 | UFP Technologies Inc COM | $4.5M | 16.8K | 1.0% | ▼−15% Reduced · −3K sh | |
| 35 | Krystal Biotech Inc COM | $4.4M | 11.8K | 1.0% | ▼−1.9% Reduced · −229 sh | |
| 36 | NVE Corp COM | $4.2M | 40.0K | 1.0% | ▼−3.1% Reduced · −1K sh | |
| 37 | Innovex International Inc COM | $4.0M | 162.4K | 0.9% | ▼−2.8% Reduced · −5K sh | |
| 38 | Sterling Infrastructure Inc COM | $4.0M | 4.8K | 0.9% | ▼−83% Reduced · −23K sh | |
| 39 | Badger Meter Inc COM | $3.8M | 25.7K | 0.9% | ▼−35% Reduced · −14K sh | |
| 40 | Donnelley Financial Solutions COM | $3.7M | 89.1K | 0.9% | ▲+30% Added · +21K sh | |
| 41 | Pediatrix Medical Group Inc COM | $3.7M | 146.0K | 0.8% | ▼−1.9% Reduced · −3K sh | |
| 42 | Liveramp Holdings Inc COM | $3.7M | 97.9K | 0.8% | ▼−1.9% Reduced · −2K sh | |
| 43 | Supernus Pharmaceuticals COM | $3.6M | 78.2K | 0.8% | ▲+24% Added · +15K sh | |
| 44 | Cognex Corp COM | $3.6M | 50.0K | 0.8% | ▼−1.9% Reduced · −981 sh | |
| 45 | Evercore Inc COM | $3.6M | 10.6K | 0.8% | ▼−1.9% Reduced · −208 sh | |
| 46 | MYR Group Inc COM | $3.5M | 7.1K | 0.8% | ▼−1.9% Reduced · −138 sh | |
| 47 | Healthcare Services Group Inc COM | $3.4M | 139.9K | 0.8% | ▼−1.9% Reduced · −3K sh | |
| 48 | Cactus Inc COM | $3.4M | 66.6K | 0.8% | ▼−1.9% Reduced · −1K sh | |
| 49 | Yeti Holdings Inc COM | $3.4M | 68.4K | 0.8% | ▼−1.9% Reduced · −1K sh | |
| 50 | National Healthcare Corp COM | $3.4M | 15.9K | 0.8% | ▼−1.9% Reduced · −311 sh |
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1713521/holdings"
Use Arkolith to show Bridge City Capital, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.