Jefferson Bridge Capital, LLC holds a diversified book of 53 reported positions worth $115.4M as of Q2 2026 (disclosed Jul 21, 2026, a ~21-day 13F lag). This quarter they opened Ishares Flex I A ETF-Usd Inc and trimmed Stonex Group Inc. Their largest long position is Stonex Group Inc at 8% of the reported non-option book. Cloning the disclosed picks since 2026 would be +12% (+19.1%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Jefferson Bridge Capital, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~21 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.
75% mapped to company sectors
+2 sectors below the cut, 4% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Jefferson Bridge Capital, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 6 / 53 | $4.4B |
| H&H International Investment, LLC | 7 / 53 | $14.9B |
| Woodmont Investment Counsel LLC | 53 / 53 | $1.4B |
| Golden Road Advisors LLC | 16 / 53 | $148.0M |
| Ardent Capital Management, Inc. | 10 / 53 | $171.5M |
| Independent Investors Inc | 11 / 53 | $371.6M |
| Daniel Investment Group, Inc. | 9 / 53 | $118.4M |
| Prosperity Advisers, LLC | 11 / 53 | $89.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Jefferson Bridge Capital, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Stonex Group Inc COM | $9.7M | 82.0K | 8.4% | ▼−10% Reduced · −9K sh | |
| 2 | Vanguard Index FDS GROWTH ETF | $5.9M | 68.3K | 5.1% | ▲+449% Added · +56K sh | |
| 3 | Vanguard Index FDS VALUE ETF | $5.5M | 25.3K | 4.8% | ▼−1.8% Reduced · −473 sh | |
| 4 | Broadcom Inc COM | $5.1M | 13.6K | 4.5% | ▼−13% Reduced · −2K sh | |
| 5 | National Health Invs Inc COM | $4.4M | 57.4K | 3.8% | ▲+25% Added · +12K sh | |
| 6 | Hca Healthcare Inc COM | $4.1M | 10.6K | 3.6% | ▲+15% Added · +1K sh | |
| 7 | Dell Technologies Inc CL C | $4.1M | 9.4K | 3.5% | —Held | |
| 8 | Pinnacle Finl Partners Inc COM | $4.0M | 39.8K | 3.5% | —Held | |
| 9 | Palo Alto Networks Inc COM | $3.7M | 11.0K | 3.2% | ▼−15% Reduced · −2K sh | |
| 10 | Apple Inc COM | $3.6M | 12.3K | 3.1% | —Held | |
| 11 | Alphabet Inc CAP STK CL C | $3.4M | 9.8K | 3.0% | —Held | |
| 12 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $3.2M | 45.3K | 2.8% | ▼−4.2% Reduced · −2K sh | |
| 13 | Berkshire Hathaway Inc Del CL B NEW | $2.8M | 5.5K | 2.4% | —Held | |
| 14 | Duke Energy Corp New COM NEW | $2.7M | 21.1K | 2.3% | —Held | |
| 15 | Xylem Inc COM | $2.6M | 21.9K | 2.2% | ▲+183% Added · +14K sh | |
| 16 | Merck & Co Inc COM | $2.5M | 19.5K | 2.2% | —Held | |
| 17 | Microsoft Corp COM | $2.4M | 6.6K | 2.1% | —Held | |
| 18 | Harrow Inc COM | $2.4M | 57.2K | 2.1% | —Held | |
| 19 | Delta Air Lines Inc COM NEW | $2.4M | 25.8K | 2.1% | —Held | |
| 20 | Old Rep Intl Corp COM | $2.4M | 58.4K | 2.1% | —Held | |
| 21 | Chevron Corporation COM | $2.3M | 13.7K | 2.0% | —Held | |
| 22 | JPMorgan Chase & Co COM | $2.2M | 6.8K | 1.9% | —Held | |
| 23 | Chubb Limited COM | $2.2M | 6.4K | 1.9% | —Held | |
| 24 | Johnson & Johnson COM | $2.1M | 8.4K | 1.8% | —Held | |
| 25 | Eli Lilly & Co COM | $2.1M | 1.7K | 1.8% | ▼−0.6% Reduced · −10 sh | |
| 26 | Aci Worldwide Inc COM | $1.7M | 34.3K | 1.5% | —Held | |
| 27 | Ishares TR IBONDS DEC 29 | $1.5M | 65.3K | 1.3% | ▼−7.7% Reduced · −5K sh | |
| 28 | Ishares TR IBDS DEC28 ETF | $1.5M | 57.5K | 1.3% | ▼−15% Reduced · −10K sh | |
| 29 | Ssga Active ETF TR ST STR TOTAL ETF | $1.5M | 36.8K | 1.3% | ▼−1.2% Reduced · −434 sh | |
| 30 | Cal Maine Foods Inc COM NEW | $1.4M | 17.5K | 1.2% | —Held | |
| 31 | Anterix Inc COM | $1.3M | 12.9K | 1.2% | —Held | |
| 32 | Unitedhealth Group Inc COM | $1.3M | 3.1K | 1.1% | —Held | |
| 33 | Pfizer Inc COM | $1.3M | 53.4K | 1.1% | —Held | |
| 34 | Salesforce Inc COM | $1.2M | 7.9K | 1.1% | —Held | |
| 35 | Workday Inc CL A | $1.1M | 9.4K | 1.0% | ▲+118% Added · +5K sh | |
| 36 | Ishares TR IBONDS DEC 2030 | $1.1M | 52.1K | 1.0% | ▲+11% Added · +5K sh | |
| 37 | Ishares TR IBONDS 27 ETF | $1.1M | 45.9K | 1.0% | ▼−24% Reduced · −14K sh | |
| 38 | Vaneck ETF Trust SEMICONDUCTR ETF | $1.1M | 1.7K | 0.9% | ▼−11% Reduced · −208 sh | |
| 39 | Ishares TR IBONDS DEC 2031 | $984K | 47.2K | 0.9% | ▲+13% Added · +5K sh | |
| 40 | J P Morgan Exchange Traded F US QUALTY FCTR | $979K | 13.5K | 0.8% | ▲+2.5% Added · +327 sh | |
| 41 | Verizon Communications Inc COM | $919K | 21.7K | 0.8% | —Held | |
| 42 | Vanguard Index FDS SMALL CP ETF | $879K | 2.9K | 0.8% | ▼−11% Reduced · −356 sh | |
| 43 | Palantir Technologies Inc CL A | $868K | 7.4K | 0.8% | —Held | |
| 44 | SPDR Index SHS FDS ST PORT MARK ETF | $799K | 15.4K | 0.7% | ▼−2.8% Reduced · −440 sh | |
| 45 | Chart Inds Inc COM | $748K | 3.6K | 0.6% | —Held | |
| 46 | SPDR Series Trust ST INTER ETF | $708K | 24.9K | 0.6% | ▼−21% Reduced · −7K sh | |
| 47 | BlackRock ETF Trust II ISHA FLEX IN ETF | $601K | 11.5K | 0.5% | ▲New New position | |
| 48 | Ishares TR 0-3 MTH TREASURY | $570K | 5.7K | 0.5% | ▲+28% Added · +1K sh | |
| 49 | SPDR Series Trust ST SHO TREAS ETF | $533K | 18.4K | 0.5% | ▼−34% Reduced · −9K sh | |
| 50 | Vanguard Index FDS MID CAP ETF | $524K | 6.5K | 0.5% | ▲+288% Added · +5K sh |
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Use Arkolith to show Jefferson Bridge Capital, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.